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.

The Silurian marine shale in the Sichuan Basin is currently the main reservoir for shale gas reserves and production in China. This study investigates the reservoir evolution of the Silurian marine shale based on fractal dimension, quantifying the complexity and heterogeneity of the shale’s pore structure. Physical simulation experiments were conducted on field-collected shale samples, revealing the evolution of total organic carbon, mineral composition, porosity, and micro-fractures. The fractal dimension of shale pore was characterized using the Frenkel–Halsey–Hill and capillary bundle models. The relationships among shale components, porosity, and fractal dimensions were investigated through a correlation analysis and a principal component analysis. A comprehensive evolution model for porosity and micro-fractures was established. The evolution of mineral composition indicates a gradual increase in quartz content, accompanied by a decline in clay, feldspar, and carbonate minerals. The thermal evolution of organic matter is characterized by the formation of organic pores and shrinkage fractures on the surface of kerogen. Retained hydrocarbons undergo cracking in the late stages of thermal evolution, resulting in the formation of numerous nanometer-scale organic pores. The evolution of inorganic minerals is represented by compaction, dissolution, and the transformation of clay minerals. Throughout the simulation, porosity evolution exhibited distinct stages of rapid decline, notable increase, and relative stabilization. Both pore volume and specific surface area exhibit a trend of decreasing initially and then increasing during thermal evolution. However, pore volume slowly decreases after reaching its peak in the late overmature stage. Fractal dimensions derived from the Frenkel–Halsey–Hill model indicate that the surface roughness of pores (D1) in organic-rich shale is generally lower than the complexity of their internal structures (D2) across different maturity levels. Additionally, the average fractal dimension calculated based on the capillary bundle model is higher, suggesting that larger pores exhibit more complex structures. The correlation matrix indicates a co-evolution relationship between shale components and pore structure. Principal component analysis results show a close relationship between the porosity of inorganic pores, microfractures, and fractal dimension D2. The porosity of organic pores, the pore volume and specific surface area of the main pore size are closely related to fractal dimension D1. D1 serves as an indicator of pore development extent and characterizes the changes in components that are “consumed” or “generated” during the evolution process. Based on mineral composition, fractal dimensions, and pore structure evolution, a comprehensive model describing the evolution of pores and fractal dimensions in organic-rich shale was established.

The Jurassic lacustrine oil shale in southwest China has become a primary production layer due to its high yield and substantial reserves. However, influenced by the lacustrine environment, the vertical profile of the lacustrine shale reservoir shows alternating deposits of shale and carbonate rock. This complex lithological combination results in significant heterogeneity in reservoir types, reservoir distribution, and internal structure. Currently, research on micro-pore structure and hydrocarbon storage mechanisms in lacustrine shales is insufficient, necessitating the elucidation of their micro-characteristics to support future exploration and development. This research focuses on the Da’anzhai Member of Jurassic Ziliujing Formation. Various techniques—including organic geochemical analysis, X-ray diffraction, physical property testing, gradient centrifugation, and gradient drying NMR monitoring—were employed to investigate the micro-pore structure and fluid storage mechanisms of the lacustrine shale reservoir. The following insights were gained from this research. The organic matter pores (OMP) and inorganic pores (IP) developed within the Da’anzhai lacustrine shale reservoir together create the storage space for shale oil, while micro-fractures further enhance the reservoir’s storage capacity and flow performance. Lacustrine shale oil exists in three storage states: mobile oil, bound oil, and adsorbed oil. Mobile oil is primarily located within the micro-fractures and large pores (greater than 350 nm) of the shale reservoir and is the main target for industrial extraction. Bound oil is mainly found in the meso-pores, micropores, and narrow pore structures between rock grains (30 nm to 350 nm), and, theoretically, could potentially be developed through engineering methods such as hydraulic fracturing. Adsorbed oil, due to its close binding with organic matter and clay mineral surfaces, is difficult to release effectively using conventional techniques. The OM abundance, the mineral composition of lacustrine shale, and the pore structure all influence the storage states of shale oil. While a high TOC value increases the amount of mobile oil, the strong adsorption properties of kerogen and organic matter lead to the accumulation of adsorbed oil, which inhibits oil flow. Clay minerals further restrict oil flow by enhancing adsorption, while brittle minerals facilitate the movement of mobile oil by expanding pore space. Based on fractal geometry theory and multi-scale testing results, the large pores in the Da’anzhai lacustrine shale have a high fractal dimension and exhibit complex shapes. However, as pore complexity increases, the amount of adsorbed oil rises significantly, which in turn reduces the proportion of movable oil.