Strong overpressure conditions are widely distributed in the deep Longmaxi Formation (Fm) shale reservoirs in the Southern Sichuan Basin, with pressure coefficients ranging from 1.75 to 2.45. Overpressure plays a positive role in the high yield of shale gas, but a detailed study of its generation mechanism, evolution history, and potential impact on pore development is still lacking. This study’s evidence from theoretical analysis and the logging response method indicates that hydrocarbon generation expansion is the main generation mechanism for strong overpressure. Through the combined analysis of basin modeling, inclusions analysis, and numerical simulation, pressure evolution at different stages is quantitatively characterized. The results show that, during the shale’s long-term subsidence process, the shale reservoir’s pressure coefficient increased to 1.40 because of oil generated by kerogen pyrolysis. Then it increased to 1.92 due to gas generated by residual oil cracking. During the late strong uplift process of the shale, temperature decrease, gas escape, and stratum denudation caused the pressure coefficient to first decrease to 1.84 and then increased to 2.04. Comparing pore characteristics under different pressure coefficients indicates that higher pressure coefficients within shale reservoirs contribute to the maintenance of total porosity and the development of organic macropores, but the influence on the morphology of organic pores is negligible. These results will provide the scientific basis for optimizing sweet spots and guiding shale gas exploration in the study area.

China extracted shale gas of 23, 500∼24, 600 m³/d from the Lower Cambrian Qiongzhusi Shale Formation in Weiyuan gas field of Sichuan Basin in 1966. This shale interval, however, was considered less prospective because the Sinian Doushantuo Formation dolomite reservoir was defined as the target layer for drilling at that time. Forty years later, this black shale interval became attractive as triggered by the “Shale Gas Evolution” in North America. In 2005, by learning from shale gas mode of the United States, PetroChina Research Institute of Petroleum Exploration and Development (RIPED) reviewed the existing well data of the region where the Weiyuan and Longchang gas fields and the Changning structure were located within the Southern Sichuan Basin. In order to re-examine the gas shows and geochemical property and to evaluate the gas potential of shale strata within the Upper Ordovician Wufeng Formation-Lower Silurian Longmaxi Formation and the Lower Cambrian Qiongzhusi Formation. On that basis, for the entire Sichuan Basin and adjoining regions, PetroChina has carried out a geologic survey on organic-rich shales, drilled shallow shale gas appraisal wells, evaluated the shale gas resource potential, and defined some favorable targets for shale gas exploration and development by 2008. W201, the first shale gas appraisal well of China, drilled by PetroChina in 2009, initially produced 17, 000 m³/day from the Wufeng-Longmaxi Formation shale and 10, 800 m³/day from the Qiongzhusi Formation shale, marking the commencement of shale gas exploration and development activities in China. Thus far, China has received shale gas flow from marine, transitional-limnetic coaly and lacustrine shales in many regions, such as Sichuan, Chongqing, Guizhou, etc. The commercialization of marine shale gas has been achieved in Sichuan and Chongqing totaling 0.2 billion cubic meters of shale gas production in 2013. Through an overall review on the progress of shale gas exploration and development in China, we concluded that the geological conditions for shale gas in China are extremely complex. First, the most sedimentary basins in China belong to superimposed basins, all of them have experienced the depositional evolution from marine to terrestrial facies, and three types of shales were well developed including marine, transitional, and terrestrial organic-rich shales. Second, the conditions of shale gas formation and accumulation in China are favorable and shale gas resource has a great potential for further development in China. Third, like North America, the marine organic-rich shales of China have the best and most realistic shale gas exploration and development prospects. But it faces technical, environmental, regulatory, infrastructural and other challenges that are likely to delay rapid shale gas development. Fourth, until now, although the exploration and exploitation of shale gas in China are relatively low, very good signs have been emerged to prove that China has good prospects in the future.

In the Carboniferous–Permian period, several organic-rich black shales were deposited in a marine–continental transitional environment in the Linfen area on the eastern margin of the Ordos Basin. Integrated sedimentological and organic geochemical analyses are performed on an outcrop in order to clarify the relationship between paleoenvironment and organic matter accumulation. The results of this study show that the marine–continental transitional strata of the Upper Carboniferous Benxi Formation to Lower Permian Taiyuan and Shanxi Formation exposed in the Linfen area are composed of sandstone, shale, coal, and limestone. Total organic carbon (TOC) contents of the studied samples were mainly distributed in the range of 0.59%–35.4%, with an average of 7.32%. From Benxi Formation to Shanxi formation, the humidity gradually increased, and the climate gradually changed from hot and humid to warm and humid during Carboniferous to Permian. The deposition of the Shanxi Formation ended with the climate returning to hot and humid, having an oxic-suboxic conditions and a high paleoproductivity. Paleoredox conditions and paleoproductivity are the two vital factors controlling the formation of organic matter in black shales. The transitional environment characterized by oxic-suboxic, relatively high deposition rate, and various source of organic matter, although different from the marine environment, provides a good material basis for the deposition of organic-rich shales.

The fractal dimension quantitatively describes the complexity of the shale pore structure and serves as a powerful tool for characterizing the evolution of shale reservoirs. Thermal simulation experiments were conducted on the low-maturity transitional shale from the Shanxi Formation in the Ordos Basin. The initial samples consisted mainly of quartz (39.9%) and clay minerals (49.9%) with moderate-to-good hydrocarbon generation potential. Samples from different thermal maturation stages were analyzed through geochemical, mineralogical, and pore structure experiments to reveal the evolution of mineral compositions and pore structure parameters. The fractal dimensions of the pore structure were calculated using both the FHH and capillary bundle models. Correlation coefficients and principal component analysis (PCA) were employed to explore the factors influencing the fractal dimension and its evolutionary patterns during reservoir development. The results indicate that (1) with increasing thermal maturity, the quartz content gradually increases while the contents of clay minerals, carbonate minerals, pyrite, and feldspar decrease. (2) The evolution of porosity follows five stages: a slow decrease (0.78 < Ro < 1.0%), a rapid increase (1.0% < Ro < 2.0%), a relatively stable phase (2.0% < Ro < 2.7%), a rapid rise (2.7% < Ro < 3.2%), and a slow decline (Ro > 3.2%). The evolution of the pore volume (PV) and specific surface area (SSA) indicates that the proportion of pores in the 5–20 nm and 20–60 nm ranges gradually increases while the proportion of pores smaller than 5 nm decreases. (3) The fractal dimension of shale pores (D₁, average value 2.61) derived from the FHH model is higher than D₂ (average value 2.56). This suggests that the roughness of pore surfaces is greater than the complexity of the internal pore structure at various maturities. The D_M distribution range calculated from the capillary bundle model was broad (between 2.47 and 2.94), with an average value of 2.84, higher than D₁ and D₂. This likely indicates that larger pores have more complex structures. (4) D₁ shows a strong correlation with porosity, PV, and SSA and can be used to reflect pore development. D₂ correlates well with geochemical parameters (TOC, HI, etc.) and minerals prone to diagenetic alteration (carbonates, feldspar, and pyrite), making it useful for characterizing the changes in components consumed during pore structure evolution. (5) Based on the thermal maturation process of organic matter, mineral composition, diagenesis, and pore structure evolution, an evolutionary model of the fractal dimension for transitional shale was established.

Natural gases from the Taiyang (shallow), Jiaoshiba (middle), and Weirong (deep) shale gas fields in the southern Sichuan Basin were analyzed for molecular and stable carbon isotopic compositions to investigate the geochemical characteristics and gas origins. All the gases belong to shale gas from the Upper Ordovician–Lower Silurian shale and are dominated by methane with gas wetness generally less than 0.83%. The δ¹³C₁ values are −28.5‰, −30.3‰, and −35.2‰ in Taiyang, Jiaoshiba, and Weirong shale gas fields, respectively. The extremely high thermal maturity is the controlling factor for the enrichment of ¹³C in methane, with a minor contribution from the heavy carbon isotope of the organic matter in the Ordovician Wufeng Formation. Fischer–Tropsch-type synthesis of hydrocarbon gas from CO₂ and H₂ contributes to the increase of wet gas, which results in the offset from the δ¹³C₁∼wetness linear trend in the Taiyang and Jiaoshiba gas fields. Methane, ethane, and propane in the Taiyang shale gas field have increasing δ¹³C values with increasing burial depth, which is mainly caused by diffusive migration. All gases are characterized by a complete carbon isotopic reversal trend (δ¹³C₁ > δ¹³C₂ > δ¹³C₃), and it is mainly caused by the reversible free-radical reactions with the conversion from alkane to alkyl groups, with some contribution from the Fischer–Tropsch-type synthesis. The results of this study will improve our understanding of the geochemical characteristics of shale gases from different burial depths and have important implications for future shale gas exploration in the deep and shallow layers.