Studies revealed that gas hydrate cages, especially small cages, are incompletely filled with guest gas molecules, primarily associated with pressure and gas composition. The ratio of hydrate cages occupied by guest molecules, defined as cage occupancy, is a critical parameter to estimate the resource amount of a natural gas hydrate reservoir and evaluate the storage capacity of methane or hydrogen hydrate as an energy storage medium and carbon dioxide hydrate as a carbon sequestration matrix. As the result, methods have been developed to investigate the cage occupancy of gas hydrate. In this review, several instrument methods widely applied for gas hydrate analysis are introduced, including Raman, NMR, XRD, neutron diffraction, and the approaches to estimate cage occupancy are summarized.

The complex pore structure of unconventional oil and gas reservoirs is one of the reasons for the difficulties in resource evaluation and development. Therefore, it is crucial to comprehensively characterize the pore structure, understand reservoir heterogeneity from multiple perspectives, and gain an in-depth understanding of fluid migration and accumulation mechanisms. This review outlines the methods and basic principles for characterizing microporous systems in unconventional reservoirs, summarizes the fractal analysis corresponding to the different methods, sorts out the relationship between the fractals and reservoir macroscopic physical properties (porosity, permeability, etc.) with the reservoir microscopic pore structures (pore structure parameters, pore connectivity, etc.). The research focuses on cutting-edge applications of characterization techniques, such as improved characterization accuracy, calibration of PSD ranges, and identification of different hydrogen compositions in pore systems for dynamic assessment of unconventional reservoirs. Fractal dimension analysis can effectively identify the quality level of the reservoir; complex pore-throat structures reduce permeability and destroy free fluid storage space, and the saturation of removable fluids is negatively correlated with D_f. As for the mineral composition, the fractal dimension is positively correlated with quartz, negatively correlated with feldspar, and weakly correlated with clay mineral content. In future qualitative characterization studies, the application and combination of contrast agents, molecular dynamics simulations, artificial intelligence techniques, and 4D imaging techniques can effectively improve the spatial resolution of the images and explore the adsorption/desorption of gases within the pores, and also help to reduce the computational cost of these processes; these could also attempt to link reservoir characterization to research on supercritical carbon dioxide-enhanced integrated shale gas recovery, carbon geological sequestration, and advanced underground hydrogen storage.

The bottom-simulating reflector (BSR) serves as an important seismic indicator for identifying gas hydrate-bearing sediments. This review synthesizes global BSR observations and demonstrates that spatial relationships among BSRs, free gas, and gas hydrates frequently deviate from one-to-one correspondence. Moreover, our analysis reveals that more than 35% of global BSRs occur shallower than the bases of gas hydrate stability zones, especially in deepwater regions, suggesting that the BSRs more accurately represent the interface between the gas hydrate occurrence zone and the underlying free gas zone. BSR morphology is influenced by geological settings, sediment properties, and seismic acquisition parameters. We find that ~70–80% of BSRs occur in fine-grained, grain-displacive sediments with hydrate lenses/nodules, while coarse-grained pore-filling sediments host <20%. BSR interpretation remains challenging due to limitations in traditional P-wave seismic profiles and conventional amplitude versus offset (AVO) analysis, which hinder accurate fluid identification. To address these gaps, future research should focus on frequency-dependent AVO inversion based on viscoelastic theory, multicomponent full-waveform inversion, improved anisotropy assessment, and quantitative links between rock microstructure and elastic properties. These innovations will shift BSR research from static feature mapping to dynamic process analysis, enhancing hydrate detection and our understanding of hydrate–environment interactions.

The saturation of natural gas hydrates is a key parameter for characterizing hydrate reservoirs, estimating hydrate reserves, and developing hydrate as an energy resource. Several methods have been proposed to estimate hydrate saturation, although most of these studies rely on logging and seismic data. However, the methods for estimating hydrate saturation from recovered core sediments have not been thoroughly reviewed, which hinders a deeper understanding, proper application, and the use of these experimental data to integrate geophysical and numerical model results with the actual geological conditions. In this paper, the methods widely used for estimating natural gas hydrate saturation from core sediments, including those based on pore water chemistry (Cl⁻ concentration, δD, and δ¹⁸O values), gas volumetric analysis, and temperature anomaly, have been summarized in terms of the principle, estimation strategy, and issues to be considered of each method. The applicability, advantages and disadvantages, and scope of application of each method are also compared and discussed. All methods for estimating gas hydrate saturation have certain limitations. A comprehensive application of results from multiple methods could lead to a better understanding of the amount of gas hydrate in sediments, although the chlorinity of pore water is the most commonly used method of estimation.