The Songliao Basin contains some of the largest volumes of oil shales in China; however, these energy sources are located in areas covered by arable land, meaning that the best way of exploiting them is likely to be environmentally friendly in situ conversion processing (ICP). Whether the oil shales of the Songliao Basin in the Qingshankou Formation are suitable for ICP remain controversial. In this paper, through sequence stratigraphic correlations, three main thick oil shale layers (N1, N2, and N3) of the Sequence1 (Sq1) unit in the first member of Qingshankou Formation (K₂qn¹) are confirmed as consistently present throughout the Southeastern Uplift region of the basin. The spectral trend attributes reflect that the lake reached a maximum flood surface of the K₂qn¹ in N2 oil shale layer, and the total organic carbon (TOC) and Fischer assay (FA) oil yield are significantly increasing. The N2 and N3 oil shale layers were deposited in a high lake level environment associated with ingressions of ocean water. The oil shale in these layers with the characteristics of high TOC (maximum of 23.9 wt %; average of 7.2 wt %), abundance of aquatic organic matter (OM) (maximum hydrogen index (HI) of 1080.2 mg/g; average of 889.9 mg/g) and carbonate contents (maximum of 29.5%; average of 15.4%). The N2 and N3 oil shale layers have higher brittleness index (BI) values (generally 40–50%), larger cumulative thicknesses (maximum of 13.3 m; average of 12.0 m), and much higher source potential index (SPI) values (0.92 and 0.88 tHC/m², respectively) than the N1 oil shale layer within Sq1 transgressive system tracts (TST), indicating that the N2 and N3 layers are prospective targets for ICP. In addition, oil shales buried to depths of <1000 m have strong hydrocarbon generation capacities that make them suitable for ICP.

In some cases, the oil shale deposited in shallow lakes may be genetically associated with the coal-bearing successions. Although paleovegetation is an important controlling factor for the formation of oil shale- and coal-bearing successions, few studies have focused on their joint characterization. In this study, a total of twenty-one oil shale and coal samples were collected from the upper member of the Lower Cretaceous Muling Formation (K₁ml₂) in the Laoheishan Basin, and investigated for their bulk geochemical, maceral, palynological, and terpenoid biomarker characteristics, in order to reconstruct the paleovegetation and reveal its influence on the formation of oil shale and coal. The K₁ml₂ is subdivided into lower, middle, and upper units. The studied oil shale samples from the lower and upper units display a high ash yield (A_d), low total organic carbon (TOC) and sulfur (S) contents, and limited hydrocarbon generation potential. The studied coal samples from the middle unit are characterized by low A_d, and high TOC and low S values, and show significant hydrocarbon generation potential. The paleovegetation during the formation of the lower unit was dominated by mire vegetation, such as shrubs (e.g., Lygodiaceae, Schizaeaceae), tree ferns (e.g., Dicksoniaceae/Cyatheaceae), and coniferous trees (e.g., Podocarpaceae). In the middle unit interval, the paleovegetation was represented by highland vegetation (Pinaceae and Araucariaceae) and peat-forming coniferous plants (e.g., Podocarpaceae, Cupressaceae/Taxodiaceae). Various vegetation, such as herbs (e.g., Osmundaceae), shrubs (e.g., Schizaeaceae), and coniferous trees (e.g., Podocarpaceae) was prosperous during the upper unit interval. Coniferous trees could provide abundant hydrogen-rich materials (e.g., resins) to the mire/lake, which may elevate the hydrogen content in peat/lake sediments, and finally result in higher hydrocarbon generation potential in the coal than in the oil shale. Therefore, the influence of paleovegetation on the formation of oil shale and coal should be fully considered when studying oil shale- and coal-bearing successions. The results also provide guidance for further exploration studies on oil shale and coal in northeast China.

Oil shale is a crucial unconventional energy source to supplement conventional oil and gas. The oil shale in the Maoming Basin of China has excellent resource potential. In this study, through systematic geochemical testing, the industrial quality and geochemical characteristics of oil shale are revealed, and the hydrocarbon generation potential of oil shale, the parent rock type, and the tectonic setting of the source area are discussed. It is comprehensively assessed that Maoming oil shale has a medium-oil yield (avg. 6.71%) with high ash content (avg. 76.1%), a high calorific value (avg. 7.16 M J/kg), and ultra-low sulfur (avg. 0.54%). The mineralogical compositions primarily consist of clay minerals and quartz, and barely pyrite. Maoming oil shale is in an immature evolution stage, with high TOC and I-II₁ kerogen type, and could be considered an excellent hydrocarbon source rock. The chemical index of alteration (CIA), the index of chemical variability (ICV), and the Th/U ratio indicate that the Maoming oil shale parent rock area is strongly weathered. Multitudinous geochemical diagrams also show that the oil shale was mainly derived from Late Cretaceous felsic volcanic rock and the granite zone, and the tectonic setting was a continental island arc environment related to the active continental margin. This is consistent with the tectonic history of southern China in the Late Cretaceous.