The alkaline lake source rocks of the Fengcheng Formation are developed in the Mahu Sag of the Junggar Basin. Different from traditional continental fresh water and saltwater lake source rocks, alkaline lake source rocks lack targeted evaluation criteria, and it is unknown whether their hydrocarbon generation models are consistent with traditional models. Therefore, in the present study, evaluation standards and hydrocarbon generation models of alkaline lake source rocks are discussed based on geological and organic geochemical data and a systematic summary of the geochemical characteristics of the Fengcheng Formation source rocks. The Fengcheng Formation source rocks are mainly diamictite with mixed argillaceous rock and dolomite; most total organic carbon (TOC) values range from 0.2–1.4%; and the kerogen is primarily oil-prone type II, reaching low- to high-maturity stages. Based on the types of organic matter in source rocks and the relationships between organic matter abundance parameters, the evaluation standard of alkaline lake source rocks is proposed. The Fengcheng Formation is mainly composed of good to excellent source rocks (55.5%) with high hydrocarbon generation potential. The single-peak hydrocarbon generation model of the Fengcheng Formation is similar to that of traditional freshwater or saltwater lakes, with a high hydrocarbon generation rate, two to five times that of the traditional model; its main particularity is in the formation of naphthenic crude oil from the kerogen of bacteria and algae. A new understanding of the hydrocarbon generation potential and model of alkaline lake source rocks in the Fengcheng Formation can provide support for tight oil and shale oil exploration in the Mahu Sag.

This study applied vacuum-impregnated casting thin sections, fluorescence slices, scanning electron microscopy (SEM), pressure-controlled mercury porosimetry (PCP), rate-controlled mercury porosimetry (RCP), X-ray diffraction of clay minerals, overburden pressure, and conventional physical property strategies to determine the microscopic characteristics of the Chang 6 member, a typical tight sandstone reservoir in the Jingbian oilfield in the Ordos Basin, China. We also analyzed the controlling effects of pore structure on reservoir quality and oiliness. The results showed that the pore types of the Chang 6 sandstone reservoir can be divided into four categories: residual intergranular pores, dissolution pores, intercrystalline pores between clay minerals, and microfractures. The pore size of the Chang 6 sandstone reservoir ranged from 20 to 50 μm. We employed PCP and RCP strategies to characterize the pore structure of the Chang 6 reservoir. The pore radius was less than 2 μm, and on average, the throat radius was less than 0.3 μm. The reservoir physical properties were affected by diagenesis, particularly compaction, and the average porosity failure rate was 56.3%. Cementation made the reservoir more compact, dissolution improved the physical properties of the reservoir locally, and fracturing effectively improved the reservoir seepage ability; however, its influence on porosity was limited. The pore structure controlled the quality of the reservoir. The physical properties of the reservoir were closely related to the oil-bearing properties. The lower limits of porosity and permeability of industrial oil flow in the reservoir were 7.5% and 0.15 mD, respectively. These results provide an additional resource for the exploration and development of tight oil in the Ordos Basin.

To clarify the reservoir characteristics of laminated shale, the occurrence mechanism of shale oil and its influencing factors in the Gulong Sag, northern Songliao Basin, are studied to better guide the exploration and development of shale oil there. First, X-ray diffraction (XRD) and field-emission scanning electron microscopy (FE-SEM) are used to characterize the pore types, pore geneses and factors influencing the pore volume in the study area. Second, the organic matter of the samples is extracted with a mixture of dichloromethane and methanol. Total organic carbon (TOC), nitrogen adsorption and Rock-Eval tests are performed on the samples before and after extraction to reveal the pore size distribution after extraction. The factors influencing free and adsorbed shale oil and the lower limit of pore size are discussed in detail. The results show that interparticle pores (interP pores), intraparticle pores (intraP pores), organic matter pores (OM pores) and microfractures can be found in the laminated shale (Q1) in the Gulong Sag, Songliao Basin, and that the interP pores and intercrystalline pores in clay minerals are the main pores. The FE-SEM results show that the diameters of interP pores vary from several hundred nanometers to several microns, and their morphologies are mainly triangular, strip-shaped or irregular. The morphology of the intercrystalline pores in the clay minerals is generally irregular, depending on the crystal type and arrangement of clay minerals. According to the characteristics of the nitrogen adsorption and desorption curves, the pore morphologies are mainly slit-shaped pores, parallel-plate-shaped pores and ink-bottle-shaped pores. The pore size distribution is mostly bimodal, and the pore volume contribution is the greatest in the pore size range of 10~20 nm. Before and after extraction, the overall characteristics of the pore size distribution change only slightly, but the number of micropores increases significantly. Different minerals have different degrees of influence on the proportions of micropores, mesopores and macropores. Quartz mainly inhibits the formation of micropores, while the overall effect on mesopores and macropores is positive depending on the diagenetic period. Feldspar has a strong positive correlation with the micropore and mesopore proportions but is not highly correlated with the macropore proportions. The influence of the carbonate mineral content on the pore volume is not obvious because of its complex composition. The TOC content and vitrinite reflectance (Ro) are the two most important factors controlling free oil and adsorbed oil, and the contents of mineral components, such as felsic minerals, carbonate minerals and clay minerals, have no obvious correlation with shale oil content. With increasing pore volume, the contents of free oil and adsorbed oil increase, but the proportion of adsorbed oil decreases gradually. The correlation between the specific surface area and adsorbed oil content is poor. At normal temperatures and pressures, the lower limit of the pore diameters that can contain free oil is 4 nm, and the lower limit of the pore diameters that can contain movable oil is 10 nm.

The exploration of continental shale oil in China has made a breakthrough in many basins, but the pure shale type has only been found in the Qingshankou Formation, Gulong Sag, Songliao Basin, and the evaluation of shale oil occurrence and sweet spot faces great challenges. Using information about the total organic carbon (TOC), Rock-Eval pyrolysis, vitrinite reflectance (Ro), kerogen elemental composition, carbon isotopes, gas chromatography (GC), bitumen extraction, and component separation, this paper systematically studies the organic geochemical characteristics and shale oil occurrence at the Qingshankou Formation. The G1 well, which was cored through the entire section of the Qingshankou Formation in the Gulong Sag, was the object of this study. On this basis, the favorable sweet spots for shale oil exploration are predicted. It is concluded that the shale of the Qingshankou Formation has high organic heterogeneity in terms of organic matter features. The TOC content of the source rocks in the Qingshankou Formation is enhanced with the increase in the burial depth, and the corresponding organic matter types gradually changed from Ⅱ₂ and Ⅱ₁ types to the Ⅰ type. The distribution of Ro ranges from 1.09% to 1.67%, and it is the mature to high-mature evolution stage that generates a large amount of normal crude oil and gas condensate. The high-quality source rocks of good to excellent grade are mainly distributed in the Qing 1 member and the lower part of the Qing 2 member. After the recovery of light hydrocarbons and the correction of pyrolytic heavy soluble hydrocarbons, it is concluded that the occurrence state of shale oil in the Qingshankou Formation is mainly the free-state form, with an average value of 6.9 mg/g, and there is four times as much free oil as adsorbed oil. The oil saturation index (OSI), mobile hydrocarbon content, Ro, and TOC were selected to establish the geochemical evaluation criteria for shale oil sweet spots in the Qingshankou Formation. The evaluation results show that interval 3 and interval 5 of the Qingshankou Formation in the G1 well are the most favorable sections for shale oil exploration.

The average total organic carbon (TOC) content of Chang 9₁ source rocks is 4.85%, and the main kerogen type is II₁, and the average pyrolysis peak temperature is 452 °C in Zhidan-Ansai area, Ordos Basin. These show that Chang 9₁ source rocks have reached good to excellent level and peak hydrocarbon generation stage. Chang 9₁ source rocks were formed in semi-deep lacustrine sedimentary environments of fresh-brackish water and weak oxidation-reduction. The discovery of Chang 9₁ source rock extends the oil exploration field of Yanchang Formation, especially in Zhidan area, it is a favorable area for further exploration in Chang 9 reservoir.