The Junggar Basin is one of the major petroliferous basins in Northwest China, where deeper hydrocarbon exploration has become an inevitable trend for resource development. In this paper, the structural features and tectonic evolution of the Junggar Basin are discussed based on seismic profiles, drilling data, isochore maps, and additional balanced cross sections. Our results suggest that the basin has undergone five extension-to-compression stages of tectonic evolution since the Permian. The Junggar Basin initially developed from several isolated continental rifts in the early Permian. At the beginning of the middle Permian, the basin developed into a more integrated terrigenous lake basin with the deposition of fine-grained, organic-rich lacustrine sediments; the basin inverted during the late Permian compressional uplifting. Then the sedimentary basin was superimposed and reworked by episodic Mesozoic to Cenozoic tectonic events, giving rise to the uplift and erosion at the basin margins while folding or tilting within the basin. At present, the basin presents a wedge-shaped geometry, with thickest strata in the south and thinnest strata in the north. The presence of source rocks, reservoirs, regional seals, and traps is closely related to the multiphase, basin-scale, extension-to-compression tectonic cycles of the basin. Episodic tectonic movements are also responsible for the adjustment and destruction of earlier-formed hydrocarbon pools and the formation of secondary pools. The preferential accumulation sites for prospective deep-seated petroleum exploration are also proposed.

Triassic mudstones in the Junggar Basin of northwest China, especially those of the Upper Triassic Baijiantan Formation, which formed during a lake-flooding event, are the most important set of cap rocks in the basin. These mudstones presumably have hydrocarbon generation potential, although this potential has not been documented. Here, we provide new organic geochemical and geological background data on these mudstones, and discuss their hydrocarbon generation potential. Geochemical analyses were performed on available samples collected from more marginal shallow-lake facies in the central basin area. These analyses indicated that these rocks contain about 1.0% total organic carbon (TOC). The organic matter type is predominantly type III kerogen derived mainly from terrestrial higher plants. The organic matter underwent maturation in uplifted areas and reached higher maturity levels in depressions within the basin. Thus, the Triassic mudstones may have a potential for hydrocarbon generation during the lake-flooding period, especially for gas, and hence deserve attention in future exploration. More research needs to be conducted on the generation potential of these units (including oil besides gas), as few deep-lake facies samples from depressions in the basin are currently available for investigation.

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.

Through optical microscopic examination, scanning electron microscope analysis, whole rock X-ray diffraction analysis, X-ray fluorescence spectrum analysis, carbon and oxygen isotope analysis, and temperature measurement of fluid inclusions, the characteristics and formation mechanism of the alkaline lacustrine tight oil reservoirs of the Permian Fengcheng Formation in the Mahu Sag of the Junggar Basin have been systematically studied, and a genetic model has been proposed. Porosity of tight oil reservoirs of the Fengcheng Formation in the Mahu Sag is mostly less than 4%, with permeability mostly less than 0.1 mD. The lithology of the Fengcheng Formation in the Mahu Sag is mainly tuff, and the authigenic minerals mainly consist of feldspar, quartz, dolomite, and salt minerals (e.g., shortite, trona). The authigenic feldspar and quartz of the Fengcheng Formation in the Mahu Sag mainly originate from devitrification of volcanic glass in pyroclastic rocks. Reservoir space is dominated by dissolution pores of feldspar and salt minerals, followed by intercrystalline pores among feldspar, quartz, and other minerals formed by devitrification. Fractures are mainly comprised of shrinkage fractures, structural fractures, and bedding seans. The Permian Fengcheng Formation was mainly formed in an alkaline lake in the Mahu Sag, and the alkaline lacustrine sedimentary setting plays a decisive role in the formation of the tight oil reservoirs of the Fengcheng Formation. Volcanic glass in the tight oil reservoirs was generally devitrified within the alkaline lacustrine diagenetic fluid in the early diagenetic stage, and the devitrified micropores become an important reservoir space. Feldspars and salt minerals were mainly dissolved by acidic fluids generated by burial thermal evolution of the alkaline lacustrine source rocks of the Fengcheng Formation in the Mahu Sag, which produces the most developed dissolution pores in the tight oil reservoir. The abnormal high pressure formed by the early hydrocarbon generation and expulsion of the alkaline lacustrine source rocks in the Fengcheng Formation is one of the main reasons for porosity preservation. In the alkaline lake sedimentary environment of the Fengcheng Formation, widespread dolomitization and precipitation of a large number of salt minerals in the early diagenetic stage resisted partial compaction, which not only effectively protected early porosity, but also provided material conditions for dissolution porosity enhancement.

Despite the abundance of shale-oil and tight-oil reserves in the Fengcheng Formation within the Mahu Sag, exploration and development efforts for both types of reservoir are still in their early stages. A comprehensive examination and comparison of the pore structures of these reservoirs can establish rational classification and evaluation criteria. However, there is a dearth of comparative analyses focusing on the pore structures of shale-oil and tight-oil reservoirs within the Fengcheng Formation. This study addresses this gap by systematically analyzing and comparing the pore structures of these reservoirs using various techniques such as X-ray diffraction (XRD), scanning electron microscopy (SEM), low-temperature nitrogen adsorption, and mercury intrusion capillary pressure experiments (MICP). The results show that the shale oil within the Fengcheng Formation exhibits a higher content of carbonic acid compared to the tight-oil samples. Furthermore, it demonstrates smaller displacement pressure and median pressure, a larger sorting coefficient, and superior permeability in contrast to tight oil. Notably, the shale oil within the Fengcheng Formation is characterized by abundant striated layer structures and micro-fractures, which significantly contribute to the microstructural disparities between shale-oil and tight-oil reservoirs. These differences in microstructures between shale oil and tight oil within the Fengcheng Formation in the Mahu Sag region delineate distinct criteria for evaluating sweet spots in shale-oil and tight-oil reservoirs.

Unconformities are of significant interest to petroleum geologists because of their crucial roles in influencing reservoir quality and controlling oil and gas migration. This study investigates the impact of unconformities on a reservoir within a prolific oil–gas-bearing zone between the Middle Permian and Lower Triassic strata in the northwestern Junggar Basin, utilizing thin sections, well logging data, seismic profiles, and geochemical analyses. The results reveal a well-developed three-layer unconformity structure characterized by a thick weathered clay layer, which acts as an effective caprock for hydrocarbons. The diagenetic evolution of the Lower Wuerhe Formation in the northwestern Junggar Basin consists of an initial stage of compaction followed by a subsequent stage of dissolution and cementation. Four key factors, including low argillaceous content in sandstone and conglomerate, diagenetic compaction, zeolite dissolution and cementation, and clay mineral infill, have played a crucial role in influencing the reservoir characteristics of the Lower Wuerhe Formation. In addition, the development of unconformities promotes atmospheric freshwater leaching, which enhances the dissolution of the underlying reservoir while developing an extensive network of strike-slip faults that improve connectivity within hydrocarbon reservoirs. This process facilitates both vertical and lateral migration of hydrocarbons along hard rock layers, which allows the unconformity to breach into the overlying conglomerate reservoirs. The results of this study suggest that the reservoir in proximity to the unconformity surface often exhibits high porosity and rich hydrocarbon content, offering valuable insights for future oil and gas exploration and development.