Types of organic matter and mineral associations and microstructures of shales can reflect the depositional mechanism and sedimentary environment. Therefore, analysis of organic matter and mineral associations is a prerequisite for research on fine-grained sedimentary rocks. Shales from the Eocene Shahejie Formation in the Dongying Sag of China were selected to classify their lithofacies and to investigate the characteristics of their organic matter and mineral associations. This analysis identified six lithofacies (e.g., laminated shales and massive mudstones); in all the lithofacies, clay minerals exhibit a positive correlation with detrital minerals, thus indicating that they were derived from the same source. The comprehensive analysis of mineral and organic matter associations reveals that detrital minerals were deposited with low-hydrogen index (HI) OM. The deposition of detrital minerals was mainly a physical process. Clay minerals can undergo deposition in one of two ways due to their surface charge: they can either aggregate with high-HI OM via chemical deposition, thus forming organic-rich laminae, or they can be deposited together with low-HI OM via physical deposition, thus forming clay-rich laminae or a massive matrix. Carbonate minerals, which often coexist with high-HI OM, are biological sediments. The analysis of the sedimentary characteristics of these organic matter and mineral associations indicates that the sedimentary processes differ between various lithofacies: e.g., the discontinuous laminated shale represents the product of biophysical processes. Differences in depositional mechanisms are also present in each sub-member. Therefore, it is important to analyze the properties of minerals and organic matter, as well as their associations, to more deeply understand the classification of lithofacies and the depositional processes of shales and mudstones.

Lacustrine mudrocks are composed of minerals and organic matter (OM). The origin and preservation of OM are two controlling factors of the hydrocarbon generation capacity of mudrocks. It is a key method in source rock research to study the deposition process from the view of the OM and sedimentary environment. Following this idea, the reason for the discrepancy in hydrocarbon production between the northern and the southern part of Dongpu Sag is analyzed and discussed. The lacustrine mudrocks of the Shahejie Formation in Dongpu Sag are sampled and analyzed for information about mineralogy, microstructure, elemental geochemistry, and OM characteristics. The mudrocks are then divided into three lithofacies: silt-rich massive mudstone, homogeneous massive mudstone, and laminated mudstone. Each lithofacies shows distinct characteristics, and the hydrocarbon generation ability of them increases in sequence. Further discussion that the differences in hydrocarbon generation are caused by the sedimentary environment. The water depth, salinity, and reducibility of the sedimentary environments of these three lithofacies increase in sequence, as well. The correlation analysis indicates that it is the environment that controls the origin, accumulation, and preservation of OM in each lithofacies and then causes the great differences in hydrocarbon generation capacity. In Dongpu Sag, the proportion of laminated mudstone is much higher in the northern part, which leads to greater oil/gas production than the southern part. In research of source rocks, both the lithofacies characteristics and the sedimentary environments that control the characteristics should be studied.

Organic matter (OM) is the material basis for hydrocarbon generation. Its type and abundance determine the hydrocarbon generation ability of source rocks, which is closely related to the provenance and sedimentary environment of source rocks. The tectonic backgrounds of the eastern and western subsags (ESS and WSS) of the Lishui Sag in the East China Sea Shelf Basin are significantly different and their influence on the OM in the source rocks is worthy of attention. This paper comprehensively analyzes the provenance and environmental characteristics and their influence on the features of the OM of Paleocene source rocks in the ESS and WSS. The study finds that the source rocks in the ESS have multiple sources. During the deposition period, as the salinity and paleoproductivity of the water column increased, the proportion of OM in the autochthonous components of the water column continued to increase, but the overall water column was in an oxidizing environment, resulting in a generally low abundance of OM. The provenance of the source rocks in the WSS was relatively simple and terrestrial. Also, the sedimentary environment had little effect on the type of OM. However, the whole water column of the WSS was in an anoxic environment, so the OM was better preserved, resulting in a higher abundance. Due to the influence of provenance and the sedimentary environment in different areas of the sag, the characteristics of OM in the source rocks are different, so relevant exploration strategies need to be adopted in actual exploration.