Pyrite is a common mineral in sedimentary rocks and is widely distributed in a variety of different morphologies and sizes. Pyrite is also widely distributed in the Es3x shale of the Eocene Shahejie Formation in the Zhanhua Sag, Bohai Bay Basin. A combination of geochemical and petrographic studies has been applied to address the formation and distribution of pyrite in the Es3x shale. The methods include thin section analysis to identify the representative samples of the shale-containing pyrite, total organic carbon (TOC) content analysis, X-ray fluorescence, X-ray diffraction, electron probe micro-analysis, and field emission scanning electron microscopy (FE-SEM) coupled with the energy dispersive spectrometer, to observe the characteristics, morphology, and distribution of pyrite in the lacustrine shale. The content of pyrite in the Es3x shale ranges from 1.4 to 11.2% with an average content of 3.42%. The average contents of TOC and total organic sulfur (TS) are 3.48 and 2.53 wt %, respectively. Various types of pyrites are observed during the detailed FE-SEM investigations including pyrite framboids, euhedral pyrite, welded pyrite, pyrite microcrystals, and framework pyrite. Pyrite framboids are densely packed sphere-shaped masses of submicron-scale pyrite crystals with subordinate large-sized euhedral crystals of pyrite. Welded pyrite forms due to the overgrowth and alteration of pyrite crystals within the larger pyrite framboids. Pyrite microcrystals are the euhedral-shaped microcrystals of pyrite. The framework pyrite is also observed and is formed due to the pyritization of plant/algal tissues. Based on the growth mechanism, the pyrites can be divided into syngenetic pyrites, early diagenetic pyrites, and late diagenetic pyrites. The presence of pyrite, especially the abundance of pyrite framboids, suggests that the environment during the Es3x shale deposition in the lacustrine basin was anoxic. Their dominant smaller size suggests the presence of an euxinic water column, which is consistent with the lack of in-place biota and high TOC contents. This research work not only helps to understand the pyrite mineralization, role of organic matter, and reactive iron in pyrite formation in the shale but also helps to interpret the paleoredox conditions during the deposition of shale. This research work can also be helpful to other researchers who can apply these methods and conclusions to studying shale in other similar basins worldwide.

The Lucaogou Formation in the Jimusar Sag of the eastern Junggar Basin is an important sedimentary stratum accumulating huge amounts of lacustrine tight oil in China, where organic-rich rocks are commonly observed. Focusing on the Lucaogou Formation, a precise analysis of the inorganic and organic petrology and the inorganic geochemistry characteristics was conducted. The paleoclimate and paleoenvironment during sedimentation of the Lucaogou Formation were established, and the key factors that were controlling the accumulation of organic matter during this time were identified. The results of this study suggest that during the sedimentation of the Lucaogou Formation, the paleoclimate periodically changed from a humid environment to an arid environment. As a result, the salinity of the water and the redox environment fluctuated. During the sedimentation period, the lake showed sufficient nutrient supplies and a high primary productivity. The interval studies in the Lucaogou Formation were divided into five sedimentary cycles, where the first, second, and fifth sedimentary cycles consisted of cyclical paleoclimate fluctuations varied from a humid environment to an arid environment and shifted back to a humid environment with levels of salinity from low to high and decreased again. The third and fourth cycles have cyclical fluctuations from a humid to an arid environment and corresponding salinity variation between low and high levels. During the period when organic-rich rocks in the Lucaogou Formation deposited in the Jimusar Sag, the paleoclimate and the water body were suitable for lower aquatic organisms to flourish. As a result, its paleoproductivity was high, especially during the early period of each cycle. A quiet deep water body is likely to form an anoxic environment at the bottom and is also good for accumulation and preservation of organisms. Fine-grained sediments were accumulated at a low deposition rate, with a low dilution of organic matter. Therefore, high paleoproductivity provided a sufficient volume of organisms in the studied area in a quiet deep water body with an anoxic environment and these were the key factors controlling formation of organic-rich rocks.

Pore types and pore structure parameters are the important factors affecting the storage capacity of a shale oil reservoir. Pore morphology and mineralogical composition of shales have diverse effects on the upgrading of various phases of shale oil. To interpret the formation and distribution of different pore types and their structure parameters in the lacustrine calcareous shale, a combination of polarizing microscopy, X-ray diffraction, total organic carbon (TOC), field-emission scanning electron microscopy, and low-pressure nitrogen adsorption experiments were conducted on the Es3x shale of the Eocene Shahejie Formation in the Zhanhua Depression. The interpretations regarding pore types, pore structure parameters, and pore size distribution indicate that the pore morphology and pore size distribution in the lacustrine shale are very complicated and demonstrate strong heterogenic behavior. Inorganic pores (interparticle pores, intraparticle pores, intercrystalline pores, dissolution pores, and microfractures) are the most commonly distributed pore types in the studied shale. However, organic matter pores are poorly developed due to the lower thermal maturity of the Es3x shale. The Brunauer–Emmett–Teller specific surface and pore volume range from 0.026 to 1.282 m²/g (average 0.697 m²/g) and 0.003 to 0.008 cm³/g (average 0.005 cm³/g), respectively. The shape of the pores varies from slit-like to narrow slit. Different minerals develop different types of pores with various sizes extending from micropores (50 nm). The relationship between mineral components and pore parameters indicates that the carbonate minerals act as the main contributors to the formation and distribution of different pore types in the studied shale. Pore volume and the pore specific surface area did not show a good relationship with mineral composition and TOC due to disordered pores, but pore size shows a good relationship with mineral composition and TOC of the Es3x shale. The whole pore system description showed that the mesopores and macropores are abundantly distributed and are the main contributors to the pore system in the Es3x shale. A comprehensive understanding of the formation mechanism and structural features of various sized pores in a variety of different minerals can provide a good tool for the exploration and development of shale oil reservoirs.