Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil

Shale oil resources are important supplements for the gradually decreasing oil production from conventional reservoirs. Although the exploitation and development of shale oil have achieved considerable progress in the last decade, the commercial extraction of hydrocarbons from shales is still diffic...

Full description

Bibliographic Details
Main Authors: Yangbo Lu, Feng Yang, Ting’an Bai, Bing Han, Yongchao Lu, Han Gao
Format: Article
Language:English
Published: MDPI AG 2022-12-01
Series:Energies
Subjects:
Online Access:https://www.mdpi.com/1996-1073/15/24/9485
_version_ 1797459600219308032
author Yangbo Lu
Feng Yang
Ting’an Bai
Bing Han
Yongchao Lu
Han Gao
author_facet Yangbo Lu
Feng Yang
Ting’an Bai
Bing Han
Yongchao Lu
Han Gao
author_sort Yangbo Lu
collection DOAJ
description Shale oil resources are important supplements for the gradually decreasing oil production from conventional reservoirs. Although the exploitation and development of shale oil have achieved considerable progress in the last decade, the commercial extraction of hydrocarbons from shales is still difficult, especially in the lacustrine sedimentary basins of China. One of the key points controlling the successful extraction of hydrocarbons from shale systems is the understanding of the occurrence mechanism of shale oil. This study comprehensively summarizes the theories and techniques to characterize oil occurrence state, occurrence space, oil content, and oil movability in shale systems. Sophisticated instruments, such as high-resolution scanning electron microscopy and high-energy ray imaging, were utilized to qualitatively analyze the pore networks of shales. Advanced physical experiments and numerical simulation techniques, including step-by-step rock pyrolysis, solvent extraction, and NMR, were introduced to characterize shale oil adsorption and movability. By the comparative analysis of the occurrence space, it is found that the image observation technique especially focuses on concentrated pores, such as organic matter-hosted pores. The fluid injection technology yields particular pore size information, which should be calibrated using other information. The 3D digital core, demonstrating the spatial distribution of minerals and pores, is an effective input for shale oil flow simulation. Geological controls analysis about oil retention in organic-rich shales has found that the inorganic matter pores and fractures are probably the “sweet spot” of shale oil, due to the low oil adsorption and high light hydrocarbons content. Many physical experiments measure the total free oil content but neglect the hydrocarbon–rock interaction and the sequential migration of hydrocarbon compounds. Thus, micro-scaled experiments measuring the hydrocarbon adhesion forces are needed to uncover the occurrence mechanism of shale oil in the future.
first_indexed 2024-03-09T16:53:42Z
format Article
id doaj.art-5856b708eaa54dc9b64a608cc92f6c0c
institution Directory Open Access Journal
issn 1996-1073
language English
last_indexed 2024-03-09T16:53:42Z
publishDate 2022-12-01
publisher MDPI AG
record_format Article
series Energies
spelling doaj.art-5856b708eaa54dc9b64a608cc92f6c0c2023-11-24T14:37:46ZengMDPI AGEnergies1996-10732022-12-011524948510.3390/en15249485Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale OilYangbo Lu0Feng Yang1Ting’an Bai2Bing Han3Yongchao Lu4Han Gao5Key Laboratory of Theory and Technology of Petroleum Exploration and Development in Hubei Province, China University of Geosciences, Wuhan 430074, ChinaKey Laboratory of Theory and Technology of Petroleum Exploration and Development in Hubei Province, China University of Geosciences, Wuhan 430074, ChinaKey Laboratory of Theory and Technology of Petroleum Exploration and Development in Hubei Province, China University of Geosciences, Wuhan 430074, ChinaInner Monglia Key Laboratory of Magmatic Mineralization and Ore-Prospecting, Hohhot 010020, ChinaKey Laboratory of Theory and Technology of Petroleum Exploration and Development in Hubei Province, China University of Geosciences, Wuhan 430074, ChinaNo. 11 Production Factory of Changqing Oilfield Company, PetroChina Co., Ltd., Qingyang 745000, ChinaShale oil resources are important supplements for the gradually decreasing oil production from conventional reservoirs. Although the exploitation and development of shale oil have achieved considerable progress in the last decade, the commercial extraction of hydrocarbons from shales is still difficult, especially in the lacustrine sedimentary basins of China. One of the key points controlling the successful extraction of hydrocarbons from shale systems is the understanding of the occurrence mechanism of shale oil. This study comprehensively summarizes the theories and techniques to characterize oil occurrence state, occurrence space, oil content, and oil movability in shale systems. Sophisticated instruments, such as high-resolution scanning electron microscopy and high-energy ray imaging, were utilized to qualitatively analyze the pore networks of shales. Advanced physical experiments and numerical simulation techniques, including step-by-step rock pyrolysis, solvent extraction, and NMR, were introduced to characterize shale oil adsorption and movability. By the comparative analysis of the occurrence space, it is found that the image observation technique especially focuses on concentrated pores, such as organic matter-hosted pores. The fluid injection technology yields particular pore size information, which should be calibrated using other information. The 3D digital core, demonstrating the spatial distribution of minerals and pores, is an effective input for shale oil flow simulation. Geological controls analysis about oil retention in organic-rich shales has found that the inorganic matter pores and fractures are probably the “sweet spot” of shale oil, due to the low oil adsorption and high light hydrocarbons content. Many physical experiments measure the total free oil content but neglect the hydrocarbon–rock interaction and the sequential migration of hydrocarbon compounds. Thus, micro-scaled experiments measuring the hydrocarbon adhesion forces are needed to uncover the occurrence mechanism of shale oil in the future.https://www.mdpi.com/1996-1073/15/24/9485shale oiloccurrence spaceoccurrence statemovabilityoil retention
spellingShingle Yangbo Lu
Feng Yang
Ting’an Bai
Bing Han
Yongchao Lu
Han Gao
Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil
Energies
shale oil
occurrence space
occurrence state
movability
oil retention
title Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil
title_full Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil
title_fullStr Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil
title_full_unstemmed Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil
title_short Shale Oil Occurrence Mechanisms: A Comprehensive Review of the Occurrence State, Occurrence Space, and Movability of Shale Oil
title_sort shale oil occurrence mechanisms a comprehensive review of the occurrence state occurrence space and movability of shale oil
topic shale oil
occurrence space
occurrence state
movability
oil retention
url https://www.mdpi.com/1996-1073/15/24/9485
work_keys_str_mv AT yangbolu shaleoiloccurrencemechanismsacomprehensivereviewoftheoccurrencestateoccurrencespaceandmovabilityofshaleoil
AT fengyang shaleoiloccurrencemechanismsacomprehensivereviewoftheoccurrencestateoccurrencespaceandmovabilityofshaleoil
AT tinganbai shaleoiloccurrencemechanismsacomprehensivereviewoftheoccurrencestateoccurrencespaceandmovabilityofshaleoil
AT binghan shaleoiloccurrencemechanismsacomprehensivereviewoftheoccurrencestateoccurrencespaceandmovabilityofshaleoil
AT yongchaolu shaleoiloccurrencemechanismsacomprehensivereviewoftheoccurrencestateoccurrencespaceandmovabilityofshaleoil
AT hangao shaleoiloccurrencemechanismsacomprehensivereviewoftheoccurrencestateoccurrencespaceandmovabilityofshaleoil