- 1Wuxi Research Institute of Petroleum Geology, SINOPEC Petroleum Exploration and Production Research Institute, Wuxi, China
- 2State Key Laboratory of Shale Oil and Gas Enrichment Mechanisms and Effective Development, Wuxi, China
The oil expulsion efficiency and retention efficiency of shale affect the enrichment and preservation of shale oil. Two series of semi-closed hydrous pyrolysis experiments were performed under in situ geological conditions on a Paleogene shale sample as a comparable analog to evaluate the generation and preservation potential of shale oil in the Funing Formation shale in the Subei Basin. The results show that 1) the oil-generation capacity evolution of different lithological combination source rocks in the Funing Formation of the Subei Basin can be roughly divided into four stages: a) relatively slow oil-generating and slow gas-generating, b) relatively fast oil-generating and slow gas-generating, c) oil cracking into gas, and d) kerogen cracking into gas; 2) different lithological combinations have different hydrocarbon generation, expulsion, and retention efficiencies. The total oil generation rate and gas generation rate of pure shale are higher than those of shale with a silty interlayer, and the exchange point between the oil expulsion rate and retention rate of pure shale is earlier than that of shale with the silty interlayer, which indicates that the pure shale experienced the expulsion and retention process earlier. Oil retention mainly occurs at an EqVRo of 0.84%–1.12%, while oil is mainly discharged to the adjacent siltstone at an EqVRo of 1.12%–1.28%. Based on the simulation under geological conditions, it is recognized that for shale oil exploration in the Subei Basin, the favorable thermal maturity is at an EqVRo of 0.84%–1.12%, and the favorable lithology is the shale with the silty interlayer. On one hand, the siltstone interlayer can provide pore space for the early generated oil, and the concentration difference of hydrocarbons between the shale and the interlayer can be formed so that the generated shale can continuously enter the interlayer. On the other hand, the shale above the interlayer can be used as a cap rock to preserve shale oil. The favorable area for shale oil exploration in the Subei Basin is the area with relatively high maturity (at a VR value of about 1.1%)
1 Introduction
The successful exploration and production of Chang 7 shale oil in the Ordos Basin and the Lucaogou shale oil in the Junggar Basin have made scholars realize the promising prospective of lacustrine shale oil worldwide (Jia et al., 2012; Yang et al., 2017; Hu et al., 2018; Hou et al., 2021a; Hu et al., 2021; Jin et al., 2021; Wang et al., 2022). In 2021, the wells SD1, QY1-HF, and SY3-7HF, were drilled into the Funing Formation in the Subei Basin and harvested high oil flow reaching industrial production levels with a proven reserve exceeding 3.5 ×109 t, making the Funing Formation another important target for shale oil exploration in China (Yao et al., 2021).
The second member (E1f2) and fourth member (E1f4) of the Paleogene Funing Formation in the Subei Basin, with abundant shale oil sources, have been highly valued. These source rocks are characterized by a medium degree of thermal maturation and TOC, good organic matter type, large thickness, and wide distribution, which provide material conditions for the occurrence and enrichment of shale oil (Ji et al., 2013). Many previous works have been conducted on organic and inorganic geochemical characteristics, sedimentary environment, physical properties, and fractures of the Funing shale in the Subei Basin (Zhang et al., 2003; Quaye et al., 2018; Cheng et al., 2019; Liu et al., 2020; Peng et al., 2020). Meanwhile, many favorable areas of shale oil exploration were proposed and implemented (Zan et al., 2021a).
However, little interest has been paid to hydrocarbon generation and expulsion at the different stages of thermal maturity for the Funing shale, which is a key issue in shale oil exploration. Significant progress has been made in the study of hydrocarbon generation and expulsion of other lacustrine shales, but they cannot directly apply to the Funing shale, which is due to its strong heterogeneity and variation in large sedimentary facies (Anyiam and Onuoha, 2014; Shi et al., 2018; Tang et al., 2018; Ma et al., 2020). The Funing shale often contains thin siltstone and a carbonate interlayer, which may have a potential impact on hydrocarbon generation and expulsion. Therefore, a detailed analysis is crucial to the hydrocarbon generation and expulsion of organic-rich shales in the Funing Formation.
Pyrolysis experiments are important methods to understand the formation and evolution processes of oil and gas (Mahlstedt and Horsfield, 2012; Uguna et al., 2016). Pyrolysis experiments have been conducted to investigate the influences of the oil expulsion efficiency on shale gas generation and occurrence (Hill et al., 2007; Jia et al., 2014; Ma et al., 2021). Hydrocarbon generation simulation experiments are of three types: open system, closed system, and semi-closed system (Hu et al., 2022). The open-system experiment is widely used because of its fast economy and real-time and online measurement of products, but it is difficult to obtain an intuitive relationship between the hydrocarbon generation rate and maturity, which has also been questioned by some scholars when applied to geological conditions (Qin et al., 2011). The closed system can not only simulate the oil generation of source rocks in different thermal evolution stages but also simulate the maximum gas generation (Lu et al., 2006), while the semi-closed system hydrous pyrolysis is supposed to be more closed to natural underground geological conditions, better than the closed-system pyrolysis in which generated petroleum cannot be expelled and consequently cracks into gaseous hydrocarbon, causing less oil to be generated than in natural conditions, and better than the open system in which generated hydrocarbons were fully expelled out and allow the reaction of hydrocarbon generation stay the course, leading to production and expulsion of more hydrocarbons than in natural conditions (Tang et al., 2015).
In this study, a semi-closed hydrous pyrolysis system was used to investigate the generation, which has proven to be a reliable instrument for investigation of hydrocarbon generation, retention, and expulsion (Zheng et al., 2009; Ma et al., 2017). In this study, by using DK-III, hydrocarbon generation, retention, and expulsion of two different lithological combinations from the E1f2 and E1f4 were investigated with increasing thermal maturity. This work may provide a comparable measure to evaluate shale gas generation, retention, and expulsion for low-thermal maturity lacustrine shales and also provide some suggestions for shale oil exploration in the Subei Basin.
2 Geological settings
The Subei Basin is in the land part of the South Yellow Sea Basin. It is a composite basin superimposed by multiple stages and types of basins (Shu et al., 2005; Qi et al., 2018). The basin is bounded by the Binhai Uplift in the north, Southern Jiangsu Uplift in the south, Shandong–Jiangsu Uplift in the west, and the Yellow Sea in the east (Figure 1). The basin has undergone multiple tectonic movements and transformation and is divided into Yanfu Depression, Jianhu Uplift, and Dongtai Depression from north to south (Chai, 2019). The study area (Jinhu Sag) is in the western part of the Dongtai Depression (Figure 1). The base in the Subei Basin is marine Paleozoic–Mesozoic deposits, and the caprock is a continental Mesozoic–Cenozoic fault depression sedimentary body, including Taizhou Formation (K2t), Funing Formation (E1f), Dainan Formation (E2d), Yancheng Formation (N2y), and other sets of strata (Shi, 2010). The thickness of Mesozoic–Cenozoic deposits is over 11,000 m.
The E1f was deposited in the basin depression evolution stage, widely distributed in different structural parts of various depressions (Zan et al., 2021b). The thickness of E1f is over 7,000 m including the four members (E1f1–E1f4) from the bottom to the top. The E1f1 and E1f3 consist of a set of fluvial deltaic sandstone and siltstone, while the E1f2 and E1f4 were deposited in the lacustrine and dark lake mudstone and shale are important source rock sections (Duan et al., 2020; Liu et al., 2020). The E1f was not further buried until the end of Yancheng Formation sedimentation due to the two stages of uplift and denudation, and source rocks began to enter the oil window (Liu, 2010). At present, the source rock in the E1f2 has reached high thermal maturity in the deep depression zone of the Subei Basin, while its maturity is lower in the slope and low uplift (Zhao et al., 2022). The thermal maturity of the source rock in the E1f4 is still lower owing to the shallow burial depth (Liu, 2010).
3 Samples and methods
3.1 Samples
For the pyrolysis simulation of hydrocarbon generation, the samples of immature to low-mature source rock are more representative (Ma et al., 2021). To investigate the typical hydrocarbon generation and expulsion processes of source rocks from the E1f2 and E1f4 in the Subei Basin, two samples were selected from the E1f2 and E1f4 to be prepared for the experiments according to fundamental geochemical analysis data. The total organic carbon content was detected using a carbon sulfur analyzer (CS-230) according to the Chinese standard GB/T 19145–2003 (GB/T 19145-2003, 2003); the hydrogen index and maximum pyrolysis temperature were tested using a Rock-Eval analysis; and the vitrinite reflectance (VR) was analyzed according to the Chinese standard GB/T 6948–2008 (GB/T 6948-2008, 2008).
3.2 Semi-closed hydrous pyrolysis system
Two samples are prepared to experiment different lithology combinations. Considering the fact that shale often contains silty sand and a sandy interlayer in the actual geological conditions of the Subei Basin, we designed two models to simulate the hydrocarbon generation and expulsion characteristics of shale with a silty interlayer (model 1) and pure shale (model 2).
Experiments were carried out using a high-temperature and high-pressure semi-closed hydrous pyrolysis system. The instrument is capable of conducting pyrolysis experiments under in situ geological conditions. It is mainly composed of a high-temperature and high-pressure reaction system, a two-way hydraulic control system, an automatic hydrocarbon expulsion product collection and fluid supplement system, a data acquisition and automatic control system, and peripheral auxiliary equipment.
The simulation experiment of hydrocarbon generation and expulsion of source rock with this instrument has the following characteristics: 1) the original cylinder sample with a diameter of 3.8 cm and a mass of 5–150 g is drilled using a special sampling tool, and the original pore structure, composition, and organic matter occurrence state of the sample are retained as much as possible; 2) the original cylinder is sealed in the sample chamber as a whole and placed in a high-temperature autoclave. Then, the core sample is compacted by applying a static rock pressure up to 180 MPa through the oil cylinder and the middle pressure sleeve. Only a pipe with a very small inner diameter is connected with the automatic hydrocarbon expulsion product collection system. Therefore, the closed simulation of the hydrocarbon generation process is carried out in the rock pore space with almost no spare reaction space; 3) the original pore fluid of the cylinder in the sample chamber (which can supplement both formation of water and inert gas) can be supplemented in real-time through the fluid supplement system. The port of the autoclave body adopts a special sealing method combining axial self-tight static sealing and semi self-tight dynamic sealing. Therefore, the high-pressure hydrocarbon generation and expulsion simulation experiment can be conducted under the condition that the maximum pore fluid pressure reaches 150 MPa; and 4) the high-pressure valve is automatically controlled by hydrocarbon expulsion, so it can not only simulate closed hydrocarbon generation under a certain pore fluid pressure but also simulate “episodic hydrocarbon expulsion” under a higher fluid pressure. Key parameters of the instrument are introduced by Zheng et al. (2009) in detail.
3.3 Experimental procedure
According to the reconstructed burial history of the Funing Formation in the Subei Basin (Liu, 2019), the fluid pressure and static rock pressure were set (Table 1). The Funing Formation shale underwent a short-term burial before reaching a maximum depth of 3,200 m at 38 Ma and an EqVRo <1.0% (Liu, 2019). In this study, EqVRo values corresponding to different experimental temperatures were obtained from the pyrolysis experiments of immature coal samples (Table 1). The experimental temperatures were increased at a heating rate of 1°C/min and were maintained at the final temperature for 48 h. For two models, the experiment process is shown in Figure 2 and Figure 3, and experiment conditions are listed in Table 1 and Table 2.
TABLE 1. Hydrocarbon generation and expulsion experiment program of source rock sample HX4 in the Jinhu Sag, Subei Basin.
FIGURE 2. Hydrous pyrolysis system for hydrocarbon generation and expulsion of shale with a silty interlayer (model 1).
FIGURE 3. Hydrous pyrolysis system for hydrocarbon generation and expulsion of pure shale (model 2).
TABLE 2. Hydrocarbon generation and expulsion experiment program of source rock sample no. XY1-4L in the Yancheng Sag, Subei Basin.
The specific experiment steps are as follows:
1) To ensure that each temperature point simulating the experimental source rock is consistent to reduce the experimental error, the sample was crushed to the specified size (60 mesh) and divided into 11 equal parts, each about 60 g. After that, 11 small cylindrical core samples of siltstone (3.5 cm in diameter) were prepared. For model 1, the gray siltstone sample of well HX4 (2,357.6 m depth) was crushed to the same size (60 mesh); after chloroform extraction, hydrogen peroxide and other reagents are used to remove organic matter and dried. The samples are divided into 22 equal parts, and a small core sample of siltstone cylinder with a diameter of 35 mm is also prepared. Then, the prepared siltstone small cylinders, shale small cylinders, and siltstone small cylinders are loaded into the sample chamber in sequence, and the small cylinders are separated using filters (see Figure 2). For model 2, similarly, the pure shale sample XY1 is crushed to the specified size (60 meshes) and divided it into 11 equal parts, about 60 g each. The instrument is used to make a uniform-sized cylinder core sample of pure shale hydrocarbon source rock (with a diameter of 3.5 cm).
2) When the sample was loaded, a series of leak tests were performed. Helium gas was injected with a pressure of 8 MPa. This process is repeated five–six times to ensure that the reaction device is sealed and airtight.
3) Distilled water was injected into the reactor with high pressure. Then, pressure is applied and the sample is heated: the two-way hydraulic press is used to apply static rock pressure to the pressure value corresponding to each temperature point through the static rock pressure rod, and then the temperature control device is used to increase the set temperature at a rate of 1°C/min, and the temperature is maintained after reaching the set temperature for 2 days (48 h). It should be noted that during the experiment, the fluid pressure in the reaction device will continue to increase as the argillaceous source rock generates hydrocarbons continually. At this time, when the fluid pressure exceeds the set hydrocarbon expulsion pressure, the hydrocarbon expulsion valve is adjusted (Figure 3) to make the fluid pressure in the reaction device consistent with the pressure of the external hydrocarbon expulsion device and it is maintained at the set pressure value.
4) After the completion of each set of simulation experiments, the discharge oil collection and quantitative research are carried out after the oil, gas, and water products in the simulation device are discharged.
5) Finally, after the experiment, the maturity analysis of the shale residual samples after the 11 groups of formation pore thermal pressure generation, expulsion, and retention of hydrocarbons is used to determine the maturity of the shale corresponding to the source rock under 11 different temperature and pressure conditions. According to Burnham’s 1989 type II kerogen, the relationship between temperature and maturity was calculated using an EasyRo model (Burnhan and Sweeney, 1989).
3.4 Product analysis
Due to the different lithologies of the model settings, the products of the two models have different geological significances. For model 1, according to the simulation program of the lithological combination of shale with the silty interlayer, “discharged oil 1” shown in Figure 2 is the oil discharged due to the pressure difference between the hydrocarbon generation system and the hydrocarbon expulsion system in the experimental device, which can be regarded as a simulation of real geological conditions (the oil generated by the source rock from the source layer is discharged from the source rock through the migration channel to the oil accumulated in the reservoir outside the source layer); “discharged oil 2” refers to the oil generated from the shale discharged to the inner wall of the sample reaction device and the inside of the dredging pipeline, which can be regarded as the oil discharged into the migration channel such as cracks under simulated real geological conditions. “Discharged oil 3” and “discharged oil 4” refer to the oil generated from the shale source rock being discharged to the core powder placed up and down due to the difference between the shale source rock and siltstone cores placed above and below. It can be regarded as the shale source rock migrated and accumulated in the siltstone in a short distance after rupture and hydrocarbon expulsion under the simulated real geological conditions. Residual oil (retained oil) refers to the oil remaining in the shale source rock (existing in a free, adsorbed, and mutually soluble state) after simulation and usually refers to the bitumen “A” obtained by chloroform extraction. The total oil usually refers to the sum of the residual oil and the aforementioned discharged oil, and the total hydrocarbon usually refers to the sum of the total oil and hydrocarbon gas. Model 2 has three parts of oil and hydrocarbon gas: “discharged oil 1,” “discharged oil 2,” and residual oil (retained oil) (Figure 3).
4 Results
4.1 Evaluation of the geochemical parameters
Geochemical characteristics of these two samples are given in Table 3. The samples are organic-rich, low-mature, and contain type I kerogen. Total organic carbon (TOC) contents for the samples are 2.13% (HX4) and 4.65% (XY1-4L), with a hydrogen index of 538 and 551 mg HC/g TOC, respectively (Table 3). The two samples are low-mature (Ro<0.6%), and the organic matter is kerogen type II according to the Rock-Eval analysis (Figure 4) (Mukhopadhyay et al., 1995).
4.2 Oil products of model 1
4.2.1 Retained oil
The retained oil of model 1 is given in Table 4 and shown in Figure 5A. The retained oil reaches a peak of 333.53 mg/g TOC at an EqVRo of 0.84%, and there is no retained oil observed until an EqVRo of 2.0%.
FIGURE 5. Oil yields (A), discharged oil yields (B), and hydrocarbon gas yields (C) of shale with a silty interlayer (model 1).
4.2.2 Discharged oil
The discharged oil of model 1 is given in Table 4 and shown in Figure 5B. When the EqVRo is less than 0.74%, there is no discharged oil. With the increase in temperature, the amount of discharged oil gradually increases until Ro=1.28, reaching a maximum of 409.36 mg/g TOC; the yields then rapidly decrease to 342.1 mg/g TOC at 2.0% of EqVRo. In addition, the discharged oil consists of four parts as shown in Figure 5B. This discharged oil increased with temperature, especially discharged oil 1, and it reaches 206.49 mg/g TOC at 2.0% of EqVRo as same as discharged oil 2 of 75.27 mg/g TOC. However, discharged oils 3 and 4 form a trend of increasing first and then decreasing at 1.12% and 0.84% of EqVRo, respectively.
4.2.3 Total hydrocarbon
The hydrocarbons of model 1 are given in Table 4 and shown in Figure 5C. Before the EqVRo reaches 0.8%, the total hydrocarbon contains almost only oil with a value of 409.4 mg/g TOC. When the EqVRo reaches 1.28%, the oil yield is the highest and oil begins to crack into gas.
4.3 Oil products of model 2
4.3.1 Oil yields
The oil yields of model 2 are given in Table 5 and shown in Figure 6A. The oil yields reach the maximum 625.83 mg/g TOC at an EqVRo of 0.8% as well as the discharged oil of 497.7 mg/g TOC.
4.3.2 Gas yields
The gas yields of model 2 are given in Table 5 and shown in Figure 6B. The gas yields begin to increase after an EqVRo of 0.8% and then increases quickly after an EqVRo of 1.61%, with the maximum value of 480.19 mg/g TOC at an EqVRo of 3.08%.
4.4 Stages of shale oil generation
According to the aforementioned experiments, under different temperature and pressure conditions (different thermal evolution stages), the productivity characteristics of oil generation and hydrocarbon generation, oil expulsion, and residual oil (retained oil) of lacustrine shale in the Subei Basin have a clear change rule. It can be seen that with the increase in temperature and pressure in the 11 simulation settings, the thermal evolution degree of organic matter in the source rock in the geological period increases, and the change characteristics of the discharged oil, residual oil (retained oil), and hydrocarbon gas yield of this type of source rock have gone through four stages, shown as follows.
4.4.1 Shale with a siltstone interlayer
In the first stage, the maturity of organic matter Ro increases from 0.59% to 0.74%: this is a stage of slow oil generation and a small amount of gas generation for shale with silty intercalation, and the total oil and gas yield increases slowly with the increase of maturity. At the same time, the oil discharge rate of this type is very low during this period, and the main part of the generated oil is still retained in the source rock: when Ro=0.59%, it can be seen from the total oil discharge that the oil discharged is mainly “discharged oil 1” and “discharged oil 3.” When Ro=0.74%, the oil discharge rate and the oil retained (residual oil) rate are slightly increased, but the oil discharge rate is basically unchanged. The expulsion of oil is still dominated by “discharged oil 1” and “ discharged oil 3,” which indicates that when the evolution degree is low, the hydrocarbon source rock is mainly detained in the rock, and the main favorable expulsion direction is the upper reservoir, and the downward expulsion of the hydrocarbon source rock is basically not possible.
In the second stage, the maturity of organic matter Ro increases from 0.74% to 0.84%: this is the stage of rapid oil generation and slow hydrocarbon generation of silty intercalated shale. The total oil yield increases rapidly with the increase of maturity, but the gas yield does not change significantly, showing a slow increase. When Ro=0.80%, the discharged oil is mainly “discharged oil 1” and “discharged oil 2.” However, when Ro=0.84%, the total oil yield and gas yield increase rapidly, approaching the maximum value, and the oil yield and oil discharge rate in this stage increase significantly compared with the previous stage. At this time, the proportion of discharged oil is dominated by “discharged oil 4,” “discharged oil 3,” and “discharged oil 1,” which indicates that when the evolution degree is moderate, the source rock itself is basically saturated, and the favorable direction of hydrocarbon expulsion is to discharge to the upper part and permeate downward.
In the third stage, the maturity of organic matter Ro increases from 0.84% to 1.28%: in this stage, the amount of oil generated by the silty intercalated shale is small, and the total oil yield does not change with the increase of maturity, which is generally maintained at the level equivalent to the total oil yield value at 0.84% maturity, presenting an almost stable platform. At this stage, the gas generation capacity is significantly enhanced. When Ro=1.28%, the gas yield increases rapidly. At the same time, the yield and rate of oil discharged in this stage increase rapidly. When Ro=1.28%, the oil discharged is dominated by “discharged oil 1,” “discharged oil 4,” and “discharged oil 3,” which indicates that the generated oil may be lifted by gas after it starts to generate gas so that the oil in the whole system will be discharged to the upper part.
In the fourth stage, the maturity Ro > 1.28%: in this stage, the total oil yield, the output oil yield, and the residual oil yield of the silty intercalated shale decrease rapidly, while the gas yield increases rapidly. It shows that the evolution degree of organic matter Ro is more than 2.00%, and the oil generated from the source rock and the discharged oil begin to crack into gas. When Ro=2.00%, the oil drainage rate is very high, and “discharged oil 1” and “discharged oil 2” are the main ones. This shows that the oil in the source rock and its interlayer are discharged rapidly due to the expansion of generated gas, which is similar to the early high production but rapid decline characteristics of shale oil wells in high-maturity areas.
4.4.2 Pure shale
In the first stage, the maturity of organic matter Ro increases from 0.59% to 0.68%: in this stage, the pure shale generates oil slowly and will not generate gas basically. The total oil yield increases slowly with the increase of maturity, while the gas yield changes little with the increase of maturity. The yield of discharged oil in this stage is very low.
In the second stage, the maturity of organic matter Ro increases from 0.68% to 0.84%: in the stage of rapid oil generation and slow gas generation of pure shale, the total oil yield increases significantly with the increase of maturity, while the gas yield increases slowly and the output oil yield also increases rapidly in this stage.
In the third stage, the maturity of organic matter Ro increased from 0.84% to 2.00%: in this stage, the generated oil of pure shale began to crack into gas and the yield of residual oil and discharged oil decreased with the increase of maturity, while the gas yield increased significantly.
In the fourth stage, the maturity of organic matter Ro is 2.00%: in this stage, a large amount of oil generated from pure shale is cracked into gas and a large amount of kerogen is generated. With the increase of simulation temperature, the yield of hydrocarbon gas increases, while the yield of retained oil is very low, indicating that almost all the oil retained in shale is converted into hydrocarbon gas. It should be noted here that during the hydrocarbon generation simulation experiment, the oil discharged at this stage is mainly the oil discharged from the hydrocarbon generation system, so it does not participate in the evolution process of cracking to gas. Therefore, the oil discharged during the simulation process at this stage is relatively stable. Under geological conditions, it is equivalent that this part of oil has been expelled from the hydrocarbon source series and migrated to the relatively shallow conventional reservoir series.
5 Discussion
5.1 Comparisons of the generation and expulsion efficiency of two different lithological combination shales
Most hydrocarbon generation and expulsion models of lacustrine shale could be divided into four parts (Tang et al., 2018). Similarly, based on the aforementioned experimental simulation results, the evolution of the oil-generating capacity of the source rocks of the Funing Formation in the Subei Basin can be roughly divided into four stages: 1) the source rocks are relatively slow in generating oil, and the hydrocarbon gas generation is very low at this stage; 2) relatively fast oil generation and slow hydrocarbon gas generation stage of the source rock; 3) weak oil generation capacity of the source rock and significantly enhanced hydrocarbon gas generation capacity; and 4) a large amount of oil generation of the source rock to form gas and a large amount of kerogen gas generation stage.
However, the hydrocarbon generation, retention, and expulsion efficiencies of source rocks of different lithological combinations are different. Our experimental results show that the temperature of the pure shale source rock combination is 250–300°C (Ro<0.65%), the residual (retained) oil yield rate is less than 10%, and the residual (retained) amount is greater than 90%; when the temperature is 300–350°C (0.65%<Ro<0.84%), the total oil production rate of the source rock increases rapidly, the oil discharge efficiency increases rapidly, 10%<oil discharge efficiency<75%, and the residual (retained) oil efficiency declines rapidly; when the temperature is about 320°C, the yield of discharged oil is higher than the yield of residual (retained) oil. However, for the shale and thin siltstone combination, when the temperature is 250–335°C (Ro<0.84%), residual (retained) oil production hydrocarbon expulsion efficiency<10% and residual (retained) oil amount>90%; when the temperature is 335–380°C (0.84%<Ro<1.20%), the total oil production rate of the source rock increases rapidly, the oil discharge efficiency increases rapidly, 10%<oil discharge efficiency<75%, and the residual (retained) oil efficiency decreases rapidly; when the temperature is about 360°C, the yield of discharged oil is higher than the yield of residual (retained) oil (Figure 7).
FIGURE 7. Correlation of hydrocarbon generation, expulsion, and retention of different lithological combinations.
Many factors may be involved in hydrocarbon generation, retention, and expulsion between the two lithologies. The very low porosity and permeability of pure thick pure shale allow for high oil retention and weak expulsion, despite its high hydrocarbon capacity (Li et al., 2015; Liang et al., 2017). Brittle minerals also have an effect on oil retention and expulsion. Compared with pure shale, the limestone and siltstone combination has higher carbonate. A large number of organic acids produced during earlier hydrocarbon generation (Ro < 0.84%) dissolve it to form pores, which is conducive to the retention of oil (Hou et al., 2021b). Meanwhile, the siltstone closely adjacent to source rocks provides a channel for the outflow of organic acid-dissolved carbonates, avoids secondary precipitation, and is conducive to the preservation of pores (Li et al., 2018). Pure shale with TOC may generate a large amount of oil rapidly, which may lead to the formation of high pressure in the pores, resulting in the earlier discharge of oils. For the source rocks of shale with more brittle minerals, a large amount of oil can be retained until a certain pressure is formed and then discharged.
Based on the physical models of hydrocarbon generation and expulsion established based on the aforementioned two types of lithological combinations, combined with the tight oil accumulation conditions of the Funing Formation in the Subei Basin, “discharged oil 1 + discharge oil 2” in the physical model can be regarded as discharged to the neighboring conventional oil in the layer, “discharged oil 3 + discharged oil 4” is regarded as the tight oil discharged into the adjacent layer and the source rock interbedded tight sandstone or carbonate rock, and the rest retained in the source rock shale strata are regarded as retained shale oil in shale.
Therefore, according to this model, the shale oil reservoirs of the Funing Formation in the Subei Basin can be divided into two categories: one is the internal source type, which is discharged into the sandstone or carbonate interlayer within the source rock series to form reservoirs; the other is the source external type in which oil is discharged into the adjacent tight sandstone to form a reservoir or the source rock layer is discharged through faults to form a fault-sand body system to form a reservoir.
5.2 Implications for shale oil exploration in the Subei Basin
The generation and accumulation of shale oil is commonly related to lithofacies (sedimentary environment), maturity (chemical process), and preservation boundary (physical process) (Li et al., 2019). Thermal maturity of source rocks not only controls hydrocarbon generation but also affects the pore system and pressure system, which is a key parameter in the exploration potential of lacustrine shale oil (Zhang et al., 2012). Rui et al. (2020) conducted hydrocarbon generation pyrolysis simulation experiments of the Lucaogou shale and found that the discharge efficiency of hydrocarbons is low during the stage of low maturity of shale, thus proposing that the favorable maturity of shale for shale oil is Ro = 1.0–1.2%. Li et al. (Jarvie, 2012) proposed that at an Ro of 0.84–1.30%, the hydrocarbon expulsion efficiency of lacustrine argillaceous dolomite source rock is the highest, and the discharged oil is mainly accumulated in adjacent sandstone or carbonate reservoirs, which is a favorable maturity range for lacustrine argillaceous dolomite shale oil exploration. However, the previous standards are not recommended to be directly applied to the shale oil exploration of the Funing Formation, and a favorable mature interval should be evaluated considering the geological background.
The hydrocarbon generation and expulsion model of the shale with a silty interlayer combination suggests that at the thermal maturity of Ro =0.84–1.12%, the generated oil is mainly discharged toward adjacent siltstones or carbonate rocks in the formation to form the internal source (Figure 4). For pure shale, oil retention mainly occurs at a maturity of Ro=0.68–0.74, but oil yield is lower in this period. When the maturity is higher than 0.74, the oil yield and oil expulsion efficiency increase rapidly, which indicates that the oil is easy to be filled into the adjacent sandstone along the fault system to form a conventional reservoir, such as a sandstone reservoir in the third member of the Funing Formation (E1f3). Most of the E1f2 source rocks in the Subei Basin have moderate maturity (Ro = 0.8–1.0%), and the source rocks in the deep depression zone in the Gaoyou Sag and Qingtong Sag can reach Ro = 1.2%. Most of the E1f4 source rocks in the Subei Basin have low maturity (Ro = 0.5–0.7%), and the source rocks in the deep depression zone in the Gaoyou Sag, Qintong Sag, and Jinhu Sag can reach high maturity (Ro= 0.7–1.2%) (Fan and Shi, 2019). There are 455 wells in the Subei Basin showing oil and gas in shale, and an obtained industrial oil flow which shows good shale oil exploration prospects (Zan et al., 2021a). Zan et al. (2021a) proposed that the organic-rich silty shale and marlstone with a thermal maturity of Ro >1.1% is divided into favorable area I, the laminated shale and marlstone with a thermal maturity of Ro = 0.9–1.1% is divided into favorable area Ⅱ, and the massive shale with a thermal maturity of Ro = 0.7–0.9 is divided into favorable area Ⅲ. Types II and III are mainly composed of shale with a silty interlayer and pure shale, respectively. This classification is consistent with our experimental simulation results. Therefore, the multi-lithology combined shale such as shale with a silty or calcareous interlayer with a thermal maturity of Ro = 0.84–1.12% is suggested to be the favorable maturity range of the Funing Formation, and the deep depression zone with higher thermal maturity (Ro ≈1.1%) in the Sag is a favorable area for shale oil exploration.
6 Conclusion
1) The oil-generation capacity evolution of different lithological combination source rocks in the Funing Formation from the Subei Basin can be roughly divided into four stages: a) relatively slow oil generation and slow gas generation, b) relatively fast oil-generation and slow gas generation, c) oil cracking into gas, and d) kerogen cracking into gas.
2) Different lithological combinations have different oil generation, hydrocarbon expulsion, and retention efficiencies: the total oil generation rate and gas generation rate of pure shale are higher than those of shale with a silty interlayer, and the exchange point between the oil expulsion rate and residual (retention) rate of pure shale is earlier than that of shale with the interlayer. Oil retention mainly occurs when the source rock maturity is Ro=0.84–1.12%, while the discharged oil is mainly accumulated in the adjacent siltstone.
3) Hydrocarbon generation and expulsion models suggest that the favorable maturity of shale oil exploration in the Subei Basin is Ro=0.84–1.12%, the multi-lithofacies combination source rock is the favorable target, and the deep depression zone in the Sag is the favorable area.
Data availability statement
The original contributions presented in the study are included in the article/Supplementary Material; further inquiries can be directed to the corresponding author.
Author contributions
JP: conceptualization and writing—original draft; LL: writing—review and editing, and investigation; CD: visualization; XL: methodology; JZ: project administration; SL: data curation; QQ: formal analysis; and DW: validation and supervision.
Acknowledgments
This research was financially supported by the National Science and Technology Major Project (Nos. 2016ZX05002-006 and 2017ZX05005-003). The editor and two reviewers are acknowledged for providing comments and suggestions which helped improve this manuscript.
Conflict of interest
The authors declare that the research was conducted in the absence of any commercial or financial relationships that could be construed as a potential conflict of interest.
Publisher’s note
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Keywords: shale oil, lacustrine shale, hydrocarbon generation and expulsion, modeling, Subei Basin
Citation: Peng J, Li L, Du C, Liu X, Zhu J, Liang S, Qiu Q and Wang D (2023) Hydrocarbon generation and expulsion modeling of different lithological combination source rocks from the Funing Formation in the Subei Basin. Front. Earth Sci. 10:1071466. doi: 10.3389/feart.2022.1071466
Received: 16 October 2022; Accepted: 11 November 2022;
Published: 17 January 2023.
Edited by:
Tao Hu, China University of Petroleum, ChinaCopyright © 2023 Peng, Li, Du, Liu, Zhu, Liang, Qiu and Wang. This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.
*Correspondence: Longlong Li, lilonglongyx@126.com