Tekst voor de cursus Grondstoffen en het Systeem Aarde (HD 698) H.E.Rondeel, december 2001

Teksten gebaseerd op: Blackbourn, G.A. (1990) Cores and core logging for geologists. Whittles Publ.,Caithness. 113 pp. Shauer Langstaff, C. & D. Morrill (1981) Geologic cross sections. IHRDC, Boston. 108 pp. Stoneley, R. (1995) An introduction to petroleum exploration for non-geologists. Oxford University Press, Oxford. 119 pp. Waples, D. (1981) Organic geochemistry for exploration geologists. Burgess Publ. Co., Mineapolis. 151 pp. Waples, D.W. (1985) Geochemistry in petroleum exploration. Reidel Publ. Co, Dordrecht & IHRDC, Boston. 232 pp.


1 - INTRODUCTION............................................................................................................................. 5 FORMATI0N OF 0IL AND GAS......................................................................................................... 5 2 - ORGANIC FACIES.......................................................................................................................... 6 THE CARBON CYCLE ....................................................................................................................... 6 FACTORS INFLUENCING ORGANIC RICHNESS............................................................................ 7 PRODUCTIVITY .............................................................................................................................. 7 PRESERVATION.............................................................................................................................. 8 DILUTION ..................................................................................................................................... 11 SUMMARY ....................................................................................................................................... 12 3 - ORGANIC CHEMISTRY .............................................................................................................. 13 INTRODUCTION.............................................................................................................................. 13 NAMES AND STRUCTURES........................................................................................................... 13 HYDROCARBONS ......................................................................................................................... 13 NONHYDROCARBONS ................................................................................................................. 15 4 - KEROGEN...................................................................................................................................... 17 INTRODUCTION.............................................................................................................................. 17 KEROGEN FORMATION................................................................................................................. 17 KEROGEN COMPOSITION ............................................................................................................. 18 KEROGEN MATURATION .............................................................................................................. 20 INTRODUCTION ........................................................................................................................... 20 EFFECTS OF MATURATION ON KEROGENS ............................................................................. 21 HYDROCARBON GENERATION................................................................................................... 22 SUMMARY ....................................................................................................................................... 23 5 - BITUMEN, PETROLEUM, AND NATURAL GAS...................................................................... 24 INTRODUCTION.............................................................................................................................. 24 COMPOUNDS PRESENT IN BITUMEN AND PETROLEUM ......................................................... 24 GENERAL CLASSES OF COMPOUNDS ....................................................................................... 24 SPECIFIC COMPOUNDS.............................................................................................................. 25 FACTORS AFFECTING COMPOSITION OF BITUMEN AND PETROLEUM................................ 25 SOURCE AND DIAGENESIS ......................................................................................................... 25 RESERVOIR TRANSFORMATIONS ............................................................................................... 26 COMPARISON OF BITUMEN AND PETROLEUM ....................................................................... 27 NATURAL GAS .............................................................................................................................. 28 SUMMARY ....................................................................................................................................... 28 6 - MIGRATION.................................................................................................................................. 29 DEFINITIONS................................................................................................................................... 29 PRIMARY MIGRATION................................................................................................................... 29 MECHANISMS............................................................................................................................... 29 DISTANCE AND DIRECTION ....................................................................................................... 30 SECONDARY MIGRATION............................................................................................................. 31 MECHANISM................................................................................................................................. 31


DISTANCE AND DIRECTION ....................................................................................................... 31 ACCUMULATION............................................................................................................................ 32 INTRODUCTION ........................................................................................................................... 32 CLASSICAL TRAPS........................................................................................................................ 33 KINETIC TRAPS ............................................................................................................................ 33 TAR-MAT TRAPS ........................................................................................................................... 34 GAS HYDRATES ............................................................................................................................ 34 EFFECTS ON OIL AND GAS COMPOSITION ................................................................................ 34 SIGNIFICANCE FOR EXPLORATION ............................................................................................ 35 7 - PETROLEUM TRAPS ................................................................................................................... 36 THE REPRESENTATION OF TRAPS .............................................................................................. 36 STRUCTURAL TRAPS ..................................................................................................................... 37 STRATIGRAPHIC TRAPS ................................................................................................................ 41 COMBINATION TRAPS................................................................................................................... 42 HYDRODYNAMIC TRAPS .............................................................................................................. 43 THE RELATIVE IMPORTANCE OF TRAPS ................................................................................... 43 EXERCISES ...................................................................................................................................... 45 8 - SOURCE-ROCK EVALUATION.................................................................................................. 49 DEFINITION OF SOURCE ROCK.................................................................................................... 49 PRINCIPLES OF SOURCE-ROCK EVALUATION .......................................................................... 49 QUANTITY OF ORGANIC MATERIAL .......................................................................................... 49 MATURITY OF ORGANIC MATERIAL.......................................................................................... 49 CONTAMINATION AND WEATHERING....................................................................................... 52 ESTIMATION OF ORIGINAL SOURCE CAPACITY ...................................................................... 52 INTERPRETATION OF SOURCE-ROCK DATA ............................................................................. 53 QUANTITY OF ORGANIC MATERIAL .......................................................................................... 53 TYPE OF ORGANIC MATTER....................................................................................................... 53 MATURITY..................................................................................................................................... 54 COALS AS SOURCE ROCKS ......................................................................................................... 54 SUMMARY ....................................................................................................................................... 55 EXERCISES ...................................................................................................................................... 56 9 - PREDICTING THERMAL MATURITY ...................................................................................... 60 INTRODUCTION.............................................................................................................................. 60 CONSTRUCTION OF THE GEOLOGICAL MODEL ....................................................................... 60 BURIAL-HISTORY CURVES.......................................................................................................... 61 TEMPERATURE HISTORY............................................................................................................ 61 SPECIAL CONSIDERATIONS ABOUT BURIAL-HISTORY CURVES ............................................ 62 CALCULATION OF MATURITY..................................................................................................... 63 FACTORS AFFECTING THERMAL MATURITY............................................................................ 64 POTENTIAL PROBLEMS WITH MATURITY CALCULATIONS ..................................................... 65 EXERCISES ...................................................................................................................................... 66 10 - QUANTITATIVE ASSESSMENT ............................................................................................... 69 OIL IN PLACE .................................................................................................................................. 69 RESERVES........................................................................................................................................ 69 DISCOVERED RESERVES............................................................................................................. 70 UNDISCOVERED RESERVES ....................................................................................................... 72 ULTIMATE RESERVES.................................................................................................................. 73


As burial depth increases. . kerogen begins to decompose into smaller. these are the precursors for petroleum. are chemically distinct from each other. and were formed as dead organic matter was converted to microbial tissues. where hydrocarbon movement ceases and accumulation occurs.Organic Facies . Low-temperature chemical and biological reactions (called diagenesis) that occur during transport to and early burial in the depositional environment modify this organic matter. The earliest stage of hydrocarbon generation occurs during diagenesis. Many of the chemical compounds present in sediments are in fact derived from bacteria.Introduction FORMATI0N OF 0IL AND GAS Proponents of the organic origin of oil and gas have given us a general picture of how organic matter derived from dead plants is converted to hydrocarbons. Migration through these conduits often leads to traps. As temperature rises. Formation of biogenic methane has been recognized for a long time. and are called bitumen .5 1 . called methanogens. During this second transformation phase. the largest of which are called kerogen. the principal products consist of smaller gas molecules. Although the transformation process is very complex. it is known that organic debris derived from plants and algae is best preserved in fine-grained sediments deposited in the absence of oxygen. however. thermal reactions become increasingly important. These changes lead to a gradual cessation of microbial activity. Most of this organic matter is transformed during diagenesis info very large molecules. In recent years this relatively simple picture of hydrocarbon generation has been complicated slightly by our growing awareness that kerogens formed from different kinds of organic matter. called catagenesis. called metagenesis. with many details still poorly understood. or under different diagenetic conditions. and thus eventually bring organic diagenesis to a halt. These play a key role as the precursors for oil and much natural gas. porosity and permeability decrease. These differences can have a significant effect on hydrocarbon generation. In the early stages of catagenesis most of the molecules produced from kerogen are still relatively large. convert some of the organic debris to biogenic methane. more mobile molecules. and temperature increases. In the late stages of catagenesis and in the final transformation stage. Once formed. but only within the last few years have we realized that in many areas a large portion of the natura!-gas reserves are biogenic. oil and gas molecules can be expelled from the source rock into more permeable carrier beds or conduits. Certain microorganisms.

Preservation of organic matter begins with photosynthesis. Preservation of organic material is actually a rare event. however. The recently discovered deep-sea ecosystems in the Pacific Ocean that derive their energy from oxidation of sulfides in hydrothermal vents are interesting but volumetrically unimportant. Despite the great imbalance in biomass between terrestrial plants (450 billion metric tons [t]) and aquatic phytoplankton (5 billion t). less than 1% of the annual photosynthetic production escapes from the carbon cycle and is preserved in sediments.Organic Facies . A large fraction. comprises microbial tissue formed within the sediments by the bacterial transformation of plant and algal debris. Zooplankton and higher animals contribute relatively little organic matter to sediments. we need to understand how this organic matter came to be preserved in the rocks.Organic Facies THE CARBON CYCLE Because oil and gas are generated from organic matter in sedimentary rocks.6 2 . Oxidative decay of dead organic matter is a highly efficient process mediated largely by microorganisms. Because of . Most organic carbon is returned to the atmosphere through the carbon cycle. Some of the organic material in sediments consists of fragments of plants or algae that derived their energy from the sun. the yearly productivity of both groups is about equal. as a consequence of the much more rapid reproduction of simple aquatic organisms.

In relatively unrestricted marine environments. Only a small fraction of this (10. accumulation of organic-rich sediments cannot occur.000 billion t. and recycling by organic decay. Nutrient availability is. nutrient availability would depend on such factors as water circulation patterns. only one molecule out of about every one million successfully negotiates the journey from living organism to the gasoline pump. much of the terrestrial organic material is already highly oxidized when it arrives in the sediments. Namibia. Each factor may be dominant under different conditions.Organic Facies . watercirculation patterns are particularly important for supplying nutrients and thus controlling productivity. orogeny and erosion.1%. Although some destruction of organic material occurs during transport to the depositional environment. one of the critical parameters governing productivity. When we consider inefficiencies in discovery and recovery. There is another zone of seasonal upwelling off the Horn of Africa in the Indian Ocean as a result of . Shallowmarine environments. light intensity. Each of these categories could in turn be further subdivided. volcanism. with a preference for horizontal water movement within each density layer. The three primary factors influencing the amount of organic matter in a sedimentary rock are productivity. For example. Only where there is upwelling of subsurface waters can these nutrients return to the photic zone. a great deal of the oxidation of organic matter occurs within the sediments themselves. the low TOC values could indicate that the remaining organic matter has no more nutritional value. Nutrients dissolved in waters below the photic zone therefore go unutilized. carbonate supply. preservation. because without adequate productivity. over vast amounts of geologic time the small fraction that escaped the carbon cycle has built up extremely large quantities of organic matter (20. FACTORS INFLUENCING ORGANIC RICHNESS In order for organic-rich rocks to be formed. PRODUCTIVITY A partial listing of the many factors influencing productivity would include nutrient availability. temperature. In the modern world there are zones of intense seasonal upwelling off the west coasts of California. On the other hand. because under normal circumstances they cannot move upward into the zone of photosynthesis. and that the microbes have given up trying to digest it. where there is local recycling of nutrients from decaying organisms and influx of fresh nutrients from terrestrial sources. suggesting that either depth or organiccarbon content eventually limits diagenesis. If this deeper water is enriched in nutrients.05%) occurs in economic deposits of fossil fuels. significant amounts of organic matter must be deposited and protected from diagenetic destruction. and general water chemistry. Productivity is the logical place to begin our analysis. Upwelling occurs where bulk movement of surface water away from a particular area allows deeper water to ascend to replace it.000. Although oxidative decay destroys most of the yearly production. Total Organic Carbon (TOC) values decrease monotonically through the first 300 meters of burial before levelling out at about 0. and Northwest Africa that result from the movement of surface waters away from these coasts. high photosynthetic productivity will occur at the site of upwelling. Depth could interfere with microbial diagenesis when compaction reduces pore sizes and nutrient fluxes in interstitial waters. Bodies of water naturally develop density stratification.000 billion t) dispersed in fine-grained sedimentary rocks.7 extensive oxidation of land-plant debris in soils. however. paleoclimate. predators. Peru. or about 0. in fact. and dilution. are therefore much more productive than the open ocean.

productivity is probably not as important a factor as preservation. and we could coin the term dysoxic to describe the zone itself. Anoxia is of tremendous importance in the preservation of organic matter in sediments.8 monsoonal winds that drive surface waters away from the coast. preservation of organic matter will be much enhanced. Three factors affect the preservation (or destruction) of organic matter: the concentration and nature of oxidizing agents. because marine organic matter is consumed preferentially by organisms. because some of the commonly used indicators of anoxia may be misleading. After all. First. The presence of undegraded marine organic material is a strong indication of anoxia. Theoretical models have been developed to predict upwelling (and consequent productivity) in ancient seas from input data on continental configurations. Of these. and all the other factors that influence upwelling loci is severely limited. however. All large organisms require oxygen in order to live. especially in the Palaeozoic. the type of organic matter deposited. Thus if anoxia can develop.2 mL/L. At dissolved oxygen levels below about 0. and the sediment-accumulation rate.5 mL/L). essentially the only viable organisms are those that we call anaerobes. respectively. Such models are interesting. There are. the accuracy with which we can reconstruct continental positions. paleoclimatic conditions. although some species can tolerate extremely low oxygen levels (0. its use in practice has been expanded to include very low oxygen levels as well. because when the availability of oxygen is limited. and sediments is biological.2 mL/L. At lower levels of dissolved oxygen. All these areas exhibit high productivity when upwelling occurs. especially of woody origin. many species disappear. Anoxic sediments are not always easy to recognize. PRESERVATION The principal control on organic richness is the efficiency of preservation of organic matter in sedimentary environments.5 milliliters (mL) per liter (L)). These anaerobic processes are inefficient compared with aerobic diagenesis. Processes that occur in these two zones are called aerobic and anaerobic." hut because of the radical change in biota that occurs at about 0. There are many more organic-rich facies resulting from excellent preservation than from extremely high productivity. and are usually limited in scope by the availability of sulfate or nitrate. However.2 mL/L is called the anoxic zone. the zone where oxygen falls below 0. oxidizing agents are probably the most crucial factor. much oxic sediment also contains large amounts of organic matter. and paleoclimates. the simplest way to limit oxidation is to limit the supply of oxygen. microorganisms that utilize materials like sulfate or nitrate ions instead of molecular oxygen as electron acceptors in their metabolic processes. wind and water circulation patterns. landmasses. The term "anoxic" literally means "having no oxygen. Because most of the oxidation occurring in the water column.Organic Facies . the remaining individuals often become dwarfed in an effort to survive in a hostile environment. some problems associated with their application.2-0. The term dysaerobic has been used to describe processes occurring in the transitional zone (0. TOC values alone must therefore be used with caution. diagenesis is restricted to anaerobic processes. Its presence in . soils. Anoxic sediments always contain elevated TOC values (generally above 2% and always above 1% ). and because most biological oxidation processes require molecular oxygen. We call the zone in which oxygen contents are high the oxic zone. ANOXIA. increasing preservation rates is a very efficient way to increase organic richness. if on the average only 1% of organic matter is preserved. and may in fact prove useful in future exploration efforts. Secondly.

and strata from several basins in China. The presence of pyrite itself can also be deceptive. If an isolated body of water is deep enough. then permanent density stratification will arise as a result of temperature differences within the water column. in fact. Truly stagnant basins are actually quite rare. particularly in understanding lacustrine beds. Among the ancient lake beds thought to have been deposited in permanently stratified waters are the well-known Green River Shale (middle Eocene. Marine basins are seldom isolated enough to fit well into the stagnant-basin model. and warm climates are necessary to avoid overturn caused by freeze-thaw cycles. Color should be used mainly as a negative criterion: If a rock is not very. and its presence indicates that the anaerobic reduction of sulfate ion did occur. are anoxic in some of the places where they have been penetrated. STAGNANT BASINS. anoxia can be very local. Therefore. especially during the Triassic along the margins of the developing Atlantic Ocean. most likely by absence of oxygen. Many black rocks. The oxygen-minimum layer is a layer of subsurface water that has a lower dissolved-oxygen content than the water layers either above or below. very dark. the presence of bioturbation indicates that the bottom waters were not anoxic. Nevertheless. Nevada). once the original oxygen has been consumed in oxidizing organic matter. Lakes of the Rift Valley of East Africa are excellent modern analogs receiving much attention from both researchers and explorationists at the present time. it has been estimated.2 mL/L. there is no guarantee that anoxia was present at the sea floor. Consumption of oxygen results from decay of dead organisms that have sunk from the photic zone above. and both the waters in the bottom layer and the underlying sediments will become anoxic.Organic Facies . Depths in excess of 200 m are required to prevent mixing during storms. The ultimate implications of anoxia for petroleum exploration are great. The supply of fresh oxygen is therefore limited to horizontal . it cannot represent an anoxic facies. are not rich in organic carbon. and if the climate is subtropical or tropical. Furthermore. Lakes in failed rifts can also contain organic-rich. intense pyritization of benthic bivalves is testimony to the fact that pyrite is not a good indicator of bottom-water anoxia at the time of deposition. This oxygen minimum develops when the rate of consumption of oxygen within that layer exceeds the rate of influx of oxygen to it. where photosynthesis and turbulence can no longer contribute oxygen to the water. The oxygen minimum layer usually begins immediately below the photic zone. denser waters remain at the bottom. leading to the eventual development of a pycnocline (density interface) which prevents interchange between the two layers. All anoxic sediments will be very dark gray or black when deposited. Lake deposits associated with continental rifting. Wyoming). that most of the world's oil was generated from source beds deposited under anoxic conditions. The cooler. The laminae prove that burrowing fauna were absent. however. anoxic sediments. but limnic environments often are. slow circulation or turnover of the water column occurs almost everywhere. Although pyrite does indeed form under anoxic conditions. Conversely. it is instructive to consider complete stagnation. it may well have developed after burial. Finally. and therefore that dissolved-oxygen levels were below 0. Color is not a reliable indicator. OXYGEN-MINIMUM LAYER (OML).9 rocks therefore indicates that diagenesis was stopped prematurely. anoxic sediments show preserved depositional laminae on a millimeter or submillimeter scale. no more oxygen can enter. although stunted burrows can be used as evidence of dysoxia. the Elko Formation (Eocene/Oligocene. It therefore behoves us to understand the conditions under which anoxia develops. Lack of communication between the layers prohibits replenishment of oxygen in the bottom layer. they often owe their dark color to finely divided pyrite or to particular chert phases.

The result is often deposition of organic-rich laminae within evaporites. Circulation is often restricted by the presence of a sill..10 movement of oxygen-bearing waters. since most organic matter was destroyed within the overlying OML.Organic Facies . the point of connection between the restricted area and the open-marine environment. Wherever an intensely developed OML intersects the sediment-water interface. including paleoclimate and water circulation. In contrast.g. RESTRICTED CIRCULATION. In an evaporitic environment (Karabogaz in the Caspian Sea) there is a net flow of water into the basin. Intensely developed OMLs occur in areas of high productivity and. Any organic matter arriving in those sediments will have an excellent chance to escape oxidation. to a lesser extent. or as lateral facies equivalente thereof. and high hydrogen-sulfide concentrations create conditions poisonous to predators. These include the modern Peru-Chile shelf (high productivity associated with upwelling) and occurrences of black sediments of Aptian to Turonian age in the North Atlantic. Evaporitic environments combine the opportunity for abundant growth of algae with ideal conditions for preservation. In times like the mid-Cretaceous. with the bottom layer almost isolated from the open-marine waters. Shallow Silling. High productivity reduces oxygen levels. Coal Swamps. In actuality there is a lazy turnover of the bottom waters. Nutrients are concentrated by evaporation. permanent density stratification will develop. whereas in a fluvially dominated system (Black Sea) the net flow of surface water is out over the sill. Where the sill is shallow. its intensity varies greatly. high influxes of organic matter. the shallowness of the swamps prevents the waters themselves from becoming anoxic. In either case. It is not coincidental that these were times of deposition of large amounts of organic-rich rocks in many parts of the world. the oxygen they can contribute is limited. when a major transgression had greatly increased the continental shelf area. During those times the OML expanded both upward and downward because of poor supply of oxygen to subsurface waters. It has been proposed that at certain times in the past (e. Although circulation in coal swamps is generally sluggish. Late Devonian) the world oceans were severely depleted in dissolved oxygen. Furthermore. and grazers and predatory organism are eliminated by the high salinities. However. the waters entering or leaving the basin are near surface. Coal swamps can develop under a variety of conditions in both marine and non-marine environments. Bottomset beds associated with prograding delta systems can be rich in organic matter if they are laid down within a well-developed oxygen-minimum layer. those environments can also incorporate the features of an oxygen-minimum-layer model. mid-Cretaceous. an upward expansion of the OML led to a tremendous increase in the surface area covered by anoxic bottom waters. Shallowly silled basins often yield evaporites. but it is too slow to disturb the anoxia which develops in the bottom layer. Anoxia . because these horizontally moving waters also lie within the oxygen minimum layer. which could be excellent hydrocarbon source rocks. in areas of poor circulation. This depletion was probably the result of the complex interplay of several factors. as a result of diminished oxygen demand. Late jurassic. Below the OML oxygen levels again increase. and diminished bacterial activity. sediments will be deposited under low-oxygen conditions. There are other ancient and modern examples of organic-rich rocks deposited under anoxic or near-anoxic conditions associated with OMLs. because of their connection with the open-marine realm. Although an oxygen-minimum layer exists virtually everywhere in the ocean. foreset beds within the same system are leaner in organic matter because they are deposited above the OML. Large amounts of organic material are preserved in coal swamps as a result of the combined effects of poor water circulation. if the basin is deep enough. Settings in which circulation is restricted are much more common than stagnant basins.

Coals also accumulate very rapidly and. Rapid burial is accomplished by a high influx of inorganic detritus. The net result is a reduction in TOC values. their virtual absence in much terrestrial organic material. Lack of sulfate in non-marine swamps further prevents anaerobic microbial destruction of the organic matter. because its chemical components are digestible and provide precisely the nutrients required by scavengers and predators. and low productivity in the overlying pelagic realm. and therefore wi11 contain primarily oxidized organic matter. TYPE OF ORGANIC MATTER. Furthermore. . but their supposedly low potential for generating oil is to be reconsidered. Any extensive organic diagenesis is therefore likely to eliminate algal organic matter first. and other oxidative processes. Rapid sedimentation and burial con also enhance preservation. and more favorable for gas than for oil.11 develops within the sediments rather than in the water column. Near-shore oxidizing facies sometimes have high TOC values. cellulosic. but the organic material is almost invariably woody. Rapid deposition of inorganic detritus is common in turbidites and in prodelta shales. Organic matter of algal (phytoplanktonic) origin is consumed more readily by organisms than are other types of organic material. In fact. the phenolic components present in lignin-derived terrestrial material are toxic to many micro-organism. Phenolic bactericides derived from lignin hinder bacterial decay in the water and throughout the sediment column. very slow sedimentation rates. TOC values increase as sediment-accumulation rates increase. or resinous material. renders it of little nutritional value. provide an ideal means of maintaining low-oxygen conditions. Rapid settling of organic debris through the water column is also important. and may include woody. forest fires. The hydrocarbon-source potential of all of these oxidizing facies is low. but it does spread that organic material through a larger volume of rock. lignitic. Abyssal sediments are notoriously low in organic carbon as the result of the combined effects of high oxygen levels in abyssal waters. at very high accumulation rate dilution may become a more important factor than increased preservation. Coals are important source rocks for gas accumulations. all of which are chemically quite distinct from each other. with their high concentrations of organic matter. RAPID SEDIMENTATION AND BURIAL. which settle several orders of magnitude faster than individual phytoplankton. Oxic Settings. as a result of more rapid removal of organic material from the zone of microbial diagenesis. DILUTION Although high sediment-accumulation rates enhance preservation of organic matter. Most depositional settings not specifically catalogued above will be more or less well oxygenated. thus preventing extensive diagenesis of such material. biogenic inorganic sediment. Nitrogen and phosphorus are in particular demand. The extremely high accumulation rates for biogenic carbonates and siliceous sediments in zones of high productivity promote preservation of the associated algal protoplasm. because extensive decomposition occurs during its fall to the ocean floor. cuticular. Dilution does not reduce the total amount of organic matter preserved. much of the organic material that does reach the bottom in deep waters arrives in relatively large fecal pellets.Organic Facies . It may also contain very resistent organic debris derived from erosion of ancient rocks. especially in structural (woody) material. That material which remains is dominantly of terrestrial origin. or organic material.

such events were often interrupted for long periods before anoxia was reinduced. and dilution by inorganic material. Anoxic events in the past were probably not as large in scale or as long lasting as some workers have suggested. Because of its role in creating rocks with excellent hydrocarbon-source potential.12 Dilution effects depend upon rock lithology. Productivity can be predicted by locating ancient sites of marine upwellings. where sediment-accumulation rates are directly proportional to organic-carbon-accumulation rates. dilution is far less marked.Organic Facies . . however. anoxic sediments were deposited discontinuously through time and space. Biogenic sediments. lack of knowledge of seawater chemistry and nutrient availability at those times. by uncertainties about exact continental positions and configurations in the past. It is often very difficult to separate the influences of these various factors in a particular depositional environment. As in the modern oceans. Preservation is best accomplished where oxygen is excluded from bottom waters. Facies changes from carbonates to shales may create large dilution effects that can be wrongly interpreted as indicating changes in oxygen levels. such models are not yet of much practical value for the distant past. as a result of high productivity or sluggish circulation. however. and the presence of high TOC values coupled with the occurrence of undegraded marine organic matter. and a very imperfect understanding of oceanic. In biogenic sediments or coals. a strongly developed oxygen-minimum layer. we should always strive to place the organic rich rocks in the larger context of basin evolution through time and space. Rapid accumulation of sediment shortens the residence time of organic matter in the zone of diagenesis and thus promotes preservation. and rapid burial. in contrast. Consequently. anoxia in bottom waters is a phenomenon whose effects we should learn to recognize in ancient rocks. Shales. The most reliable criteria for bottom-water anoxia are the preservation of fine depositional laminae. including stagnancy or near-stagnancy. in which the organic and inorganic materials arrive together. Some of the commonly applied criteria are apt to be misleading. SUMMARY There are three principal factors that affect the amount of organic matter in sedimentary rocks: primary photosynthetic productivity. preservation is generally the most important. Of these. There are a number of mechanisms by which oxygen depletion may be fostered and maintained. Although certain periods undeniably contain more than their share of anoxic rocks. dilution effects may lead to lower TOC values in spite of enhanced preservation rates. show strong dilution effects when accumulation rates are very high. however. To derive maximum value from our analyses. If the rapidly accumulating sediment is mainly clastic. in contrast. Our ability to make accurate predictions is limited. effectiveness of preservation. Direct control of the anoxia was thus probably local. are not as strongly affected by dilution. Models that integrate the concepts of organic richness with depositional cycles and facies analysis will be valuable tools for understanding hydrocarbon systems in basins.and atmospheric-circulation patterns. It is important to be able to distinguish local anoxia or anoxia developed deep within sediments from anoxia induced by anoxic bottom waters.

using a subscript on the H to denote the total number of hydrogens around that atom. trace metals. every carbon atom forms four bonds.13 3 . carbonates. except carbon dioxide. Examples of hydrocarbons are methane. The following representations of n-pentane are equivalent: CH3CH2CH2CH2CH3 or CH3(CH2)3CH3. If one wants to draw large molecules. This unique property of carbon is responsible for the existence of literally millions of different organic compounds. We can make other logical simplifications for longer carbon chains." but that usage is incorrect trom the chemist's point of view because those materials often contain substantial amounts of nitrogen. and cyclohexane. as it does in the real world. and indeed in every carbon compound (except a few highly unstable ones created only in laboratories). . Writing the detailed structure of a simple molecule like methane is no problem. ethane. creating long chains and ring structures. oxygen. especially if one has to do it only occasionally. two bonds. This usage is historical and does not imply that all such compounds are necessarily derived from living organisms. hydrogen always forms one bond. and other elements. One common convention is to represent all the hydrogen atoms attached to a given carbon atom by a single H. three bonds. All compounds containing carbon atoms.Organic Chemistry INTRODUCTION Anyone who uses petroleum geochemistry must be familiar with basic chemical terminology.Organic Chemistry . In this chapter we restrict the usage of the term hydrocarbon to the standard chemical one. Organic chemistry is thus the study of carboncontaining compounds. This objective is very different trom that of a normal course in organic chemistry. sulfur. The objective of this chapter is to acquaint the reader with the names of common compounds and with several different conventions for drawing their structures. Petroleum and natural gas are themselves often referred to as "hydrocarbons. however. Similarly. and metal carbides. the explicit inclusion of every atom and every bond becomes extremely tedious. NAMES AND STRUCTURES HYDROCARBONS In chemical terms a hydrocarbon is a compound containing only the elements carbon and hydrogen. are termed organic. and organic geochemistry the study of organic compounds present in geological environments. whose structures are shown below. oxygen and sulfer. In each of these compounds. and nitrogen. in which one must also learn all the reactions of many classes of compounds. Carbon atoms like to form bonds with each other. Several different types of shorthand have therefore developed to facilitate drawing organic molecules. The chemical reactions of interest to us are very few and are discussed only briefly. elsewhere in this text usage will vary. The structures of methane and ethane are thus represented by CH4 and CH3CH3 respectively.

these molecules are called n-alkanes or nparains. Many unsaturated compounds have carbon-carbon double . is the adjectival form of the word methane. Names and formulas of the ten smallest n-alkanes Methane CH4 CH4 Ethane C2H6 CH3CH3 Propane C3H8 CH3CH2CH3 Butane C4H10 CH3 (CH2)2 CH3 Pentane C5H12 CH3 (CH2)3 CH3 Hexane C6H14 CH3 (CH2)4 CH3 Heptane C7H16 CH3 (CH2)5 CH3 Octane C8H18 CH3 (CH2)6 CH3 Nonane C9H20 CH3 (CH2)7 CH3 Decane C10H22 CH3 (CH2)8 CH3 Carbon atoms need not always bond together in a linear arrangement. Among the most important branched hydrocarbons in organic geochemistry are the isoprenoids. Branching can occur. giving rise to a vast number of possible structures. That is. The zigzag configuration illustrated for n-pentane is adopted to show clearly each carbon atom. In the case of 2methylhexane (C7H16) the basic structure is hexane. in contrast. The letter n stands for normal. which we used earlier. and indicates that there is no branching in the carbon chain. All the compounds mentioned above are called saturated hydrocarbons or saturates. are able to combine with additional hydrogen. ethyl and propyl). Another important group of hydrocarbons is the unsaturates. Regular isoprenoids consist of a straight chain of carbon atoms with a methyl branch on every fourth carbon. Because we know that each carbon atom forms four bonds and each hydrogen atom forms one bond. Hydrogen atoms and bonds to hydrogen atoms are not shown at all. The simplest series of hydrocarbons has linear structures. which.Organic Chemistry . simple inspection shows how mant' hydrogen atoms each carbon atom must have. For example. Note that the name of each compound ends in -ane. Isoprenoids ranging in length from six to forty carbon atoms have been found in petroleum and rocks.14 An even quicker shorthand that uses no letters at all has evolved. and carbon-carbon bonds are shown as lines connecting those points. Each carbon atom is represented by a point." The first four names are irregular. no more hydrogen can be incorporated into the molecule without breaking it apart. the names of the other nine simplest n-alkanes are given in the following table. We have ahready encountered n-pentane. These cyclic compounds (called naphthenes) are named by counting the number of carbon atoms in the ring and attaching the prefix cyclo. as in "alkane. The term methyl. We have also seen that carbon atoms can be arranged in rings. Other adjectival forms are made by dropping the -ane ending and adding yl (for example. a CH3 (methyl) group is attached to the second carbon atom. but the prefixes denoting the number of carbon atoms in the other alkanes are derived from Greek numbers. because they are saturated with respect to hydrogen. n-pentane and cyclohexane are represented by the line structures shown below.

15 bonds. In the laboratory they are readily converted to alkanes by the addition of hydrogen in the presence of a catalyst. except that the ending -ene indicates the presence of a double bond. Aromatics form an extremely important class of unsaturated hydrocarbons. Most biological molecules are larger and more complex than the simple hydrocarbons. these compounds are quite different trom the majority of the organic molecules found in living organisms. of which some are biogenic and others are formed during diagenesis. Their stability permits aromatics to be important constituents of oils and sediments. and cyclohexene (C6H10). The hydrocarbons present in petroleum are mostly the end products of extensive degradation of biogenic molecules. which is an almost-endless sheet of aromatic rings. Heterocompounds are also called NSO compounds. which are large. phosphorus. A simplified notation for drawing these molecules permits us to represent the double-bond system by a circle within the ring. NONHYDROCARBONS Atoms other than hydrogen and carbon that occur in petroleum. they do not long persist in geologic environments. Examples are ethene (C2H4) . Many common NSO compounds are not directly related to biogenic precursors. including hydrogenafion. or other elements. highly aromatic materials of . Although they are unsaturated. bitumen. By hydrogenation ethene thus reacts to form ethane. sulfur. Although they are very important constituents of petroleum.Organic Chemistry . propene (C3H6). but they actually have completely different chemical properties from alkenes and are unusually stable. and oxygen. the structures of which are shown below. because the most common heteroatoms are nitrogen. The hydrocarbons we discussed so far are relatively simple molecules. Many of the heterocompounds present in organisms are converted to hydrocarbons during diagenesis and catagenesis. Some aromatic molecules are very large. converts alkenes to alkanes and cyclic compounds during diagenesis. Aromatics possess a system of alternating single and double bonds within a cyclic structure. The circle indicates that the electrons in the double bonds are delocalized. that is. In fact. some complex hydrocarbons that are found in fossil organic material can be related directly to individual biological precursors. The extreme case is graphite. It is this delocalization of electrons which makes aromatic compounds very stable. Polycyclic aromatic hydrocarbons having fused ring structures are quite common. they are free to move throughout the cyclic system instead of being held between two particular carbon atoms. and kerogen are called heteroatoms. At first glance aromatics appear to be nothing more than cyclic alkenes containing several double bonds. They are named in a similar manner to the alkanes. these compounds are called alkenes. sulfur. the majority contain oxygen. the compounds in which they occur are called heterocompounds. A variety of reactions. nitrogen. Because alkenes are highly reactive. they do not add hydrogen easily. Among the most important NSO compounds are the asphaltenes. Fossil organic matter often contains a vide variety of heterocompounds.

carbohydrates. Lignin and cellulose are major constituents of humic coals. Lignin monomers are linked topether to form molecules having molecular weights from 3000 to 10. but asphaltene molecules are smaller and more aromatic than most kerogens. Carbohydrates include starch. most carbohydrates are attacked readily by microorganisms. Although cellulose is quite resistant to decomposition under some conditions. Like lignin. providing much of the structural support for large land plants. where small amounts of preserved amino acids can be used to date specimens) . however. Amino acids are the building blocks of proteins. Among these are lignin. the latter is the most abundant organic compound in the biosphere. it is an important constituent of terrestrial organic matter. They are rapidly metabolized by virtually all organisms.000 atomic mass units. which are aromatics having a hydroxyl group (OH) attached. It is a polymer consisting of many repetitions and combinations of three basic aromatic subunits. and amino acids. and thus are seldom preserved in sediments (exceptions occur in shell material and in bones. Many nonhydrocarbon molecules common to living organisms are also present in sediments. and cellulose. Upon decomposition lignin forms phenolic compounds. Because phenols are potent bactericides. Lignin is an important component of wood.Organic Chemistry . They have many characteristics in common with kerogen. lignin is rather resistant to degradation. and thus tends to become concentrated as other organic matter is decomposed. sugars.16 varying structure.

Kerogen . soils. humic acids. develop after tens or hundreds of meters of burial. and ammonia from the original geopolymers. as well as dispersed organic matter in sedimentary rocks. whether these hydrocarbons are mainly oil or gas. having very high molecular weights. Oil shales. and sediments. KEROGEN FORMATION The process of kerogen formation actually begins during senescence of organisms. humins. with some of the inorganic matrix often being contributed by the algae themselves. more complex. and natural gas. carbon dioxide. and the individual component parts are either destroyed or used to construct new geopolymers. when the chemical and biological destruction and transformation of organic tissues begin. Each kerogen molecule is unique. for example) are partially or completely dismantled. Today it is used to describe the insoluble organic material in both coals and oil shales. Diagenetic and catagenetic histories of a kerogen. and how much oil or gas can be expected. which are reflected in their chemical and physical properties. Humic coals are best thought of as kerogens formed mainly from landplant material without codeposition of much mineral matter. During the course of diagenesis in the water column. and still larger ones. Large organic biopolymers of highly regular structure (proteins and carbohydrates. large molecules that have no regular or biologically defined structure.Kerogen INTRODUCTION Kerogen is normally defined as that portion of the organic matter present in sedimentary rocks that is insoluble in ordinary organic solvents. the geopolymers become larger.17 4 . slightly larger ones. Kerogen is of great interest to us because it is the source of most of the oil and some of the gas that we exploit as fossil fuels. Coals are a subcategory of kerogen. strongly influence the ability of the kerogen to generate oil and gas. Lack of solubility is a direct result of the large size of kerogen molecules. Algal (boghead) coals are formed in environments where the source phytoplankton lack both calcareous and siliceous skeletal components. A basic understanding of how kerogen is formed and transformed in the subsurface is therefore important in understanding how and where hydrocarbons are generated. The chemical and physical characteristics of a kerogen are strongly influenced by the type of biogenic molecules from which the kerogen is formed and by diagenetic transformafions of those organic molecules. oil. have more mineral matter than algal coals. will be discussed in a following chapter. The smallest of these geopolymers are usually called fulvic acids. which have molecular weights of several thousand or more. If anaerobic sulfate . The residual kerogens also undergo important changes. as well as the nature of the organic matter from which it was formed. Diagenesis results mainly in loss of water. The soluble portion. Coals and oil shales should therefore be viewed merely as sedimentary rocks containing special types of kerogens in very high concentrations. These geopolymers are the precursors for kerogen but are not yet true kerogens. The detailed chemistry of kerogen formation need not concern us greatly. Kerogen composition is also affected by thermal maturation processes (catagenesis and metagenesis) that alter the original kerogen. in contrast. Subsurface heating causes chemical reactions that break off small fragments of the kerogen as oil or gas molecules. The amount of organic matter tied up in the form of kerogen in sediment is far greater than that in living organisms or in economically exploitable accumulations of coal. called bitumen. True kerogens. and less regular in structure. because it has patchwork structures formed by the random combination of many small molecular fragments. The term kerogen was originally coined to describe the organic matter in oil shales that yielded oil upon retorting.

the macerals that they are composed of. Subsequent investigations have identified Type IV kerogen as well. in contrast. contain mainly the most resistant types of biogenic molecules that were ignored by microorganisms during diagenesis. Those kerogens formed under oxidizing conditions.Kerogen . II. it is somewhat fruitless to attempt a detailed discussion of the chemical composition of kerogens. Microorganisms prefer to attack small molecules that are biogenic. In an oxidizing environment many of the small biogenic molecules will be attacked by bacteria before they can form geopolymers. One way that we can begin is by classifying kerogens into a few general types.18 reduction is occurring in the sediments. is developing a general method of describing gross kerogen composition and relating it to hydrocarbon-generative capacity. About a decade ago workers at the French Petroleum Institute developed a useful scheme for describing kerogens that is still the standard today. which are highly reactive. and ultimately of much greater practical value. . because the bacterial enzyme systems do not know how to attack them. Kerogen formation competes with the destruction of organic matter by oxidative processes. and III) and have studied the chemical characteristics and the nature of the organisms from which all types of kerogens were derived. Even if such a description were possible. in contrast. They identified three main types of kerogen (called Types I. Kerogens formed under reducing conditions will be composed of fragments of many kinds of biogenic molecules. and if the sediments are depleted in heavy-metal ions (which is often the case in nonclastic sediments but is seldom true in shales). are converted into saturated or cyclic structures. the subdued level of bacterial activity allows more time for the formation of geopolymers and. better organic preservation. What is within our reach. or at least look very much like biogenic molecules. Carboncarbon double bonds. it would not be of great and direct significance to exploration geologists. The amount of sulfur contributed by the original organic matter itself is very small. In a low-oxygen (reducing) environment. The four types of kerogen. and their organic precursors Transformation of organic material in sediments and sedimentary rocks. therefore. KEROGEN COMPOSITION Because each kerogen molecule is unique. Most organic oxidation in sedimentary environments is microbially mediated. Geopolymers are more or less immune to bacterial degradation. large amounts of sulfur may become incorporated into the kerogen structure.

The shaded areas approximately represent diagenesis. in contrast. unless they have small inclusions of Type II material. pollen and spores. and carbohydrates. Type I (algal) kerogens have the highest hydrogen contents because they have few rings or aromatic structures. Utah. contain far less oxygen because they were formed from oxygen-poor lipid materials. in contrast. They also include contributions from bacterial-cell lipids. Type II kerogens arise from several very different sources. have lower hydrogen contents because they contain extensive aromatic systems. cellulose. The various Type II kerogens are grouped together. despite their very disparate origins. Type IV kerogens are highly oxidized and therefore contain large amounts of oxygen. phenols. They are generally considered to have essentially no hydrocarbon-source potential. Occurrences of Type I kerogens are limited to anoxic lakes and to a few unusual marine environments. . Type III kerogens have high oxygen contents because they are formed from lignin.19 Type I kerogen is quite rare because it is derived principally from lacustrine algae. because they all have great capacities to generate liquid hydrocarbons. Type III kerogens have much lower hydrocarbon-generative capacities than do Type II kerogens and. of middle Eocene age. leaf waxes. have the lowest hydrogen contents. from Wyoming. Type III (humic) kerogens. and metagenesis. which mainly contain polycyclic aromatic systems. and Colorado. Type I and Type II kerogens. Hydrogen contents of immature kerogens (expressed as atomic H/C ratios) correlate with kerogen type. successively. Van Krevelen diagram showing maturation pathways for Types 1 to IV kerogens as traced by changes in atomic HIC and OIC ratios.Kerogen . The best-known example is the Green River Shale. Cellulose and lignin are major contributors. Type IV kerogens. Type I kerogens have high generative capacities for liquid hydrocarbons. In the immature state. Type III kerogens are composed of terrestrial organic material that is lacking in fatty or waxy components. are normally considered to generate mainly gas. Type IV kerogens contain mainly reworked organic debris and highly oxidized material of various origins. Type II (liptinitic) kerogens are also high in hydrogen. and fossil resin. Extensive interest in those oilshale deposits has led to many investigations of the Green River Shale kerogens and has given Type I kerogens much more publicity than their general geological importance warrants. Heteroatom contents of kerogens also vary with kerogen type. Most Type II kerogens are found in marine sediments deposited under reducing conditions. including marine algae. catagenesis.

marine." Metagenesis begins long before true rock metamorphism. interrelated. however.20 Sulfur and nitrogen contents of kerogens are also variable and. Catagenesis and hydrocarbon generation occur concurrently. In many cases the original cellular structure is still recognizable. called maturation. they are not precisely equivalent. metagenesis is not equivalent to "metamorphism. What appears to be vitrinite (Type III kerogen) by visual analysis may have chemical characteristics intermediate between Type II and Type III kerogens because of the presence of small amounts of resin or wax. In principle. By convention the term catagenesis usually refers to the stages of kerogen decomposition during which oil and wet gas are produced. most terrestrially influenced kerogens are low in nitrogen. It is possible to make a reasonably good correlation between kerogen type based on chemical characteristics and kerogen type based on visual appearance. they represent fundamentally different perspectives. however. because there is not a perfect biological separation of the various types of living organic matter. the materials from which a maceral was derived. forcing us to make assumptions about the source organisms. wherever possible. In this text we shall use the terms somewhat interchangeably. KEROGEN MATURATION INTRODUCTION Very important changes. anoxic. because fresh waters are usually low in sulfate. Most high-nitrogen kerogens were therefore deposited under anoxic conditions where diagenesis was severely limited. Many high-sulfur kerogens are also high in nitrogen. In others the original fabric has disappeared completely.Kerogen . nonclastic sediments). High-sulfur kerogens (and coals) are almost always associated with marine deposition. they are to kerogen what minerals are to a rock. Kerogen types are defined by the morphologies of the kerogen particles. Nitrogen is derived mainly from proteinaceous material. The different types of kerogen particles are called macerals. called catagenesis and metagenesis. Thus few kerogens consist of a single maceral type. Microscopic organic analysis has reached a fairly high level of refinement and is often capable of assessing kerogen type with good accuracy. Although the terms catagenesis and oil generation are often used synonymously. especially when we are discussing both aspects simultaneously. Metagenesis. whereas hydrocarbon generation focuses on the production of hydrocarbon molecules. The biggest problem comes in identifying Type III kerogen. Kerogen sulfur. The kerogen in a given sedimentary rock includes many individual particles that are often derived from a variety of sources. The correspondence is not perfect. The division of kerogens into Types I-IV on the basis of chemical and hydrocarbon-generative characteristics has been supported by another independent scheme for classifying kerogens using transmitted-light microscopy. proving the origin of the particle. . in some cases. which is destroyed rapidly during diagenesis. Maceral names were developed by coal petrologists to describe. is derived mainly from sulfate that was reduced by anaerobic bacteria. Catagenesis refers to transformations of kerogen molecules. in contrast. Despite its name. but it also continues through the metamorphic stage. A list of the most common macerals and their precursors is given in the table presented earlier in this chapter. break off small molecules and leave behind a more resistant kerogen residue. Thermal decomposition reactions. Because lignins and carbohydrates contain little nitrogen. occur when a kerogen is subjected to high temperatures over long periods of time. Sulfur is only incorporated into kerogens in large quantities where sulfate reduction is extensive and where Fe +2 ions are absent (organic-rich. which occurs after catagenesis. The small molecules eventually become petroleum and natural gas. represents drygas generation. a term taken trom coal petrology. but they really represent different aspects of the same process. Macerals are essentially organic minerals.

provided that the hydrogen content of the kerogen was known prior to the onset of catagenesis. Nitrogen and sulfur are also lost from kerogens during catagenesis. much as a cookie browns during baking. but they are not necessarily identical with hydrocarbon generation. All kerogens become increasingly aromatic and depleted in hydrogen and oxygen during thermal maturation. the more hydrocarbons it can yield during cracking. high-sulfur oils found in a number of areas. For practical purposes. Nitrogen loss occurs primarily during late catagenesis or metagenesis. We shall look now at the various techniques for estimating the extent of hydrocarbon generation from kerogen properties and see how closely each of them is related to hydrocarbon generation. Because many of the light product molecules are rich in hydrogen. the residual kerogen gradually becomes more aromatic and hydrogen poor as catagenesis proceeds. In the late stages of maturity. Kerogen particles become darker during catagenesis and metagenesis. after hydrogen loss is well advanced. EFFECTS OF MATURATION ON KEROGENS Kerogen undergoes important and detectable changes during catagenesis and metagenesis. because time also plays a role. The more hydrogen a kerogen contains. As we saw earlier. simply because the longer time available compensates for lower temperatures. The composition of the products (bitumen.Kerogen . There is a steady color progression yellow-goldenorange-light brown-dark brownblack as a result of polymerization and aromatization reactions. Chemical reaction-rate theory requires that the rates of reactions decrease as temperature decreases. There is therefore no necessary cause-and-effect relationship . The most important implication of these chemical changes is that the remaining hydrocarbongenerative capacity of a kerogen decreases during catagenesis and metagenesis. Furthermore. is to monitor hydrocarbon generation. of course. as evidenced by low maturity. Old rocks will often generate hydrocarbons at significantly lower temperatures than young rocks. Kerogen maturation is not a reversible process-any more than baking a cake is reversible. It is impossible to set precise and universal temperature limits for catagenesis. Types I. Although it is obvious that many measurable changes in kerogens are related to hydrocarbon generation.21 This chapter will focus on those changes in the residual kerogen that accompany catagenesis. The real reason for following kerogen catagenesis. possessing essentially no remaining hydrocarbon generative capacity. II. the rates of catagenesis are generally not important at temperatures below about 70° C. even if drastic decreases in temperature occur. Thus the steady decrease in hydrogen content of a kerogen (usually measured as the atomic hydrogen/carbon ratio) during heating can be used as an indicator of both kerogen catagenesis and hydrocarbon generation. the cracking of any organic molecule requires hydrogen. Some of these changes can be measured quantitatively. oil. including the Miocene Monterey Formation of southern California. the chemical process of maturation never stops completely. These reactions are intimately related to important changes in the chemical structure of kerogen. however. and gas) will be discussed in a following chapter. in most cases decreases of temperature in excess of about 20°-30° C due to subsurface events or erosional removal will cause the rates of catagenesis to decrease so much that it becomes negligible for practical purposes. In contrast. and thus are not necessarily valid indicators of hydrocarbon generation. thus allowing us to judge the extent to which kerogen maturation has proceeded. it is also true that other changes in kerogen properties have little or nothing to do with it. but it also states that at any temperature above absolute zero reactions will be occurring at some definable rate. Furthermore. much of the sulfur is lost in the earliest stages of catagenesis. This complex interplay between the effects of time and temperature on maturity is discussed in a later chapter. and III kerogens will therefore be very similar chemically.

the more an incident light beam will be scattered. carbon-isotopic compositions of kerogens are affected little by maturation. contain large numbers of unpaired electrons. Some properties of kerogen change very little during catagenesis. is the ability of kerogen particles to reflect incident light coherently. the technique. somewhat beyond the oil-generation window. Half a century ago coal petrologists discovered that the percentage of light reflected by vitrinite particles could be correlated with coal rank measured by other methods. during metagenesis the chief product is methane. Kerogens often fluoresce when irradiated. Except for darkening. is that some of the bitumen is expelled from the source rock or cracked to gas.22 between kerogen darkening and hydrocarbon generation. If neither expulsion from the source rock nor cracking of bitumen occurred. and which can be used to gauge the extent of molecular reorganization. Free-radical concentrations can be measured by electron-spin resonance. and because vitrinite particles also occur in kerogens. Because coal rank is merely a measure of coal maturity. Cracking often produces free radicals. especially highly aromatic ones. small molecules are broken off the kerogen matrix. which are unpaired electrons not yet involved in chemical honds. there would be a large and continuous build-up of bitumen in the rock as a result of catagenetic decomposition of kerogen. the visual appearance of kerogen also does not change during catagenesis: kerogen types are generally recognizable until the particles become black and opaque. while others are small heterocompounds. A general name tor these molecules is bitumen. and no guarantee that a particular kerogen color always heralds the onset of oil generation.Kerogen . and the less it will be reflected. These small compounds are much more mobile than the kerogen molecules and are the direct precursors of oil and gas. its structure becomes more ordered. The difference between the two curves represents bitumen expelled from the rock or cracked to light hydrocarbons. because the flat aromatic sheets can stack neatly. Both curves are highly . As kerogen matures and becomes more aromatic. called vitrinite reflectance. HYDROCARBON GENERATION As kerogen catagenesis occurs. For example. The more random a kerogen's structure. The intensity and wavelength of the fluorescente are functions of kerogen maturity. What actually occurs. Some of these are hydrocarbons. These structural reorganizations bring about changes in physical properties of kerogens. Plot of bitumen generation as a function of maturity (dashed fine) compared to bitumen remaining in rock (solid line). Kerogens. One property that is strongly affected. however. Bitumen generation occurs mainly during catagenesis. The concentration of free radicals in a given kerogen has been found to increase with increasing maturity. has been widely and successfully applied in assessing kerogen maturity. resulting in lower bitumen contents in the source.

hydrogen-poor. In very lean rocks expulsion may occur so late that cracking of the generated bitumen is competitive with expulsion. Given the significant chemical differences among the various types of kerogens. Thus. residual kerogen as well as small molecules that are the direct precursors for petroleum and natural gas.23 idealized. this result is hardly surprising. when large geopolymers are created from biological molecules. however. high-sulfur oils at low levels of maturity. Other kerogens usually follow a more traditional model. . because natural variations among samples cause much scatter in experimental data. SUMMARY Kerogen begins to form during early diagenesis. Kerogens formed from lipid-rich organic material are likely to generate liquid hydrocarbons. It has become apparent in recent years that not all kerogens generate hydrocarbons at the same catagenetic levels. Timing and efficiency of expulsion depend on a number of factors. Rich rocks will become overpressured earlier than lean ones and thus will also expel hydrocarbons earlier. as measured by parameters such as vitrinite reflectance. Microfracturing is related to overpressuring. The chemical composition of a kerogen controls the timing of hydrocarbon generation and the type of products obtained. Source rocks that generate large amounts of hydrocarbons early are likely to expel those hydrocarbons early. The chemical composition and morphology of kerogen macerals depend both on the type of original organic matter and on diagenetic transformations. Catagenesis of kerogen produces a more aromatic. In such cases the expelled products will be mainly gas. but none of these measurements is closely linked to the actual process of hydrocarbon generation. including rock physics and organic-geochemical considerations. which in turn is partly attributed to hydrocarbon generation itself. We shall consider the latter briefly here. Resinite consists of polymerized terpanes (ten-carbon isoprenoids) that can decompose easily by reversing the polymerization process.Kerogen . those rocks that generate few hydrocarbons may not expel them until they have been cracked to gas. High-sulfur kerogens generate heavy. Effective generation of hydrocarbons requires that the generated products be expelled from the source-rock matrix and migrated to a trap. Many workers now believe that microfracturing of source rocks is very important tor hydrocarbon expulsion. Conversely. Resinite and sulfur-rich kerogens are able to generate liquid hydrocarbons earlier than other kerogens because of the particular chemical reactions occurring in those two materials. Candidates for early expulsion would be very organic rich rocks and those containing resinite or high-sulfur kerogens. Kerogens formed from resinite will generate condensates or light oils quite early. we cannot always define the limits of hydrocarbon generation with great confidence. whereas those kerogens that contain few lipids will generate mainly gas. Sulfur-rich kerogens decompose easily because carbon-sulfur hbonds are weaker than any bonds in sulfur-poor kerogens. Several methods exist for estimating the extent to which hydrocarbon generation has occurred in a given kerogen. Numerous methods exist for tracing the history of a kerogen and determining its original chemical and physical characteristics. although we know that oil generation does occur during the phase we call catagenesis.

Reservoir transformations in some cases greatly affect oil composition and properties. however. we first separate a crude oil or a bitumen into several fractions having distinct properties. There is no doubt that they are related. and Natural Gas INTRODUCTION Petroleum obtained from reservoir rocks and bitumen extracted from fine-grained rocks have many similarities. This chapter will compare and contrast bitumen and petroleum compositions and examine the factors responsible for the observed differences. and resins. Much of this variety is related to source-rock facies and the composition of the kerogens that generated the bitumens. We also do not know how much of the change involves chemical reactions. However. Some of these are present in relatively large quantities. and form complexes with molecular weights of perhaps 50. Light aromatic hydrocarbons. highly aromatic asphaltene molecules that are often rich in heteroatoms. are more commonly studied. The final fraction contains very large. Each of the fractions contains certain types of chemical compounds. and steranes. branched hydrocarbons (including isoprenoids). Petroleum.24 Bitumen. we must separate the characteristics related to kerogen composition from those related to the transformation of bitumen to petroleum and from those related to changes occurring in reservoirs. but these compounds are lost from bitumens during evaporation of the solvent used in extracting the bitumen from the rock. Both bitumens and petroleums exhibit a wide range of compositions. indeed. Petroleum. Such correlations can be particularly useful in establishing genetic relationships among samples. NSOs. The influence of the lithologies of source and reservoir rocks on these compositional changes is poorly understood. Major compositional changes occur in going from bitumen to petroleum. Bitumen and petroleum compositions can also be used as tools in correlating samples with each other. like benzene and toluene. Asphaltenes tend to aggregate into stacks because of their planarity. The lighter of these fractions. COMPOUNDS PRESENT IN BITUMEN AND PETROLEUM GENERAL CLASSES OF COMPOUNDS Both bitumen and petroleum contain a very large number of different chemical compounds.000. contains a wide variety of small and medium-sized molecules with one or more heteroatoms.Bitumen. Most of the NSO compounds appear in the remaining two fractions. while others are only trace contributors. One fraction consists mainly of saturated hydrocarbons. variously called polars. bitumen is almost universally accepted as the direct precursor for petroleum. many unanswered questions remain about the processes that transform bitumen into petroleum. triterpanes. and Natural Gas - 5 . Maturity also exerts control over bitumen and petroleum composition. but we are not certain whether they occur mainly within the source rock or during migration through the reservoir rock. have been studied in petroleums. and how much is due to physical separation of chemical compounds having very different properties. particularly those derived from diterpanes. In order to understand bitumen and petroleum compositions and to use them for exploration. The large sizes of asphaltene units render . Few of these heterocompounds have been studied carefully. Heavier aromatic and naphthenoaromatic hydrocarbons. and cyclics. A second fraction consists of aromatic hydrocarbons and some light sulfur-containing compounds. Saturated hydrocarbons are the most thoroughly studied of the components of petroleum and bitumen because they are the easiest to work with analytically. In order to investigate the individual compounds present. n-alkanes. but they also exhibit many important differences.

of course.0.and even-carbon members is equal. and by their catagenetic formation from long-chain compounds such as fatty acids and alcohols. Petroleum. an abbreviation for biological markers. If the number of odd. Their n-alkane distributions reflect this mix. marine algae produce n-alkanes that have a maximum in their distribution at C-17 or C22. however. In a few cases specific precursor organisms or molecules can be identified. FACTORS AFFECTING COMPOSITION OF BITUMEN AND PETROLEUM SOURCE AND DIAGENESIS Biomarkers n-Alkanes were among the first biomarkers to be studied extensively. If odd-carbon homologs predominate. but their sources are simply no longer recognizable due to diagenetic and catagenetic transformations. They are. Many other types of organic compounds in crude oils and bitumens are not considered to be biomarkers because they cannot be related directly to biogenic precursors. especially 23. or CPI. 29. depending upon the species present.0. These compounds. of biological origin.Bitumen. The most useful biomarkers serve as indicators of the organisms from which the bitumen or petroleum was derived. which are derived from biogenic precursor molecules. SPECIFIC COMPOUNDS Biomarkers. Asphaltenes can thus be removed from oils or bitumens in the laboratory or refinery by adding a light hydrocarbon. and no preference for either odd. the lower-carbon homologs are given more weight in the calculation. and 31 atoms. we are unable to use it as an "index fossil" for specific organisms. Sediments are also known that exhibit a strong preference for n-alkanes having an even number of carbon atoms. The average of two ranges is taken to minimize bias produced by the generally decreasing n-alkane concentrations with increasing number of carbon atoms. 27. even-carbon homologs predominate as strongly as do the oddcarbon homologs among the n-alkanes. or members of the n-alkane series. although we know for certain that the biomarker molecule is biogenic.25 them insoluble in light solvents. (Among the acids and alcohols present in living organisms. whereas in other instances we may be able to limit the possible precursors to only a few species. Many sediments. However. asphaltene molecules have not been studied in detail. are essentially molecular fossils. Because of their molecular complexity and heterogeneity. In most cases. In contrast. 25. Other compounds. was developed as a measure of the strength of the odd-carbon predominance in n-alkanes over the even alkanes (in the series from 23 upwards). receive contributions of n-alkanes from both terrestrial and marine sources. and Natural Gas . For the most part n-alkanes present in terrestrial plants have odd numbers of carbon atoms. because the concentration of n-alkanes often decreases with increasing carbon number. or of the diagenetic conditions under which the organic matter was buried.or even-carbon homologs is evident. the CPI is greater than 1. such as pentane or propane. Their high concentration in bitumens and oils is best explained by their existence in plant and algal lipids. The distributions are quite sharp. however. the CPI is 1. These n-alkanes are believed to be formed by hydrogenation (reduction) of longchain fatty acids and alcohols having even numbers of carbon atoms. where input of terrestrial n-alkanes is minimal and diagenetic conditions are highly reducing. Carbon Preference Index. CPI values can therefore .) Even-carbon preferences occur principally in evaporitic and carbonate sediments. Another important indication of the origin of n-alkanes is the distribution of individual homologs. Many of the compounds and classes of compounds that we find in crude oils and bitumens are called biomarkers.


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deviate from 1.0 even when no preference is distinguishable by visual inspection of the distribution curve. n-Alkane distributions are greatly modified by thermal maturity. Chain lengths gradually become shorter, and the original n-alkanes present in the immature sample are diluted with new n-alkanes generated during catagenesis. Because the newly generated n-alkanes show little or no preference for either odd- or even-carbon homologs, CPI values approach 1.0 as maturity increases. n-Alkane distributions in bitumens and oils derived from algae do not show the influences of maturity as clearly because the original CPI values are already very close to 1.0. It is therefore often difficult to estimate maturity levels in pelagic rocks on the basis of n-alkane data. Parameters other than Biomarkers. Sulfur contents are also strongly influenced by diagenetic conditions. For economic and environmental reasons, oils having more than about 0.5% sulfur are designated as high-sulfur. Many high-sulfur oils contain 1% sulfur or less, but in some areas sulfur contents can reach 7% (Monterey oils from the onshore Santa Maria area, southern California, for example). A few oils contain more than 10%. These high-sulfur bitumens and crude oils are derived from high-sulfur kerogens. As we saw earlier, sulfur is incorporated into kerogens formed in nonclastic sediments that accumulate where anaerobic sulfate reduction is important. Most oils and bitumens derived from lacustrine or ordinary clastic marine source rocks will be low in sulfur content, whereas those from euxinic or anoxic marine source rocks will be high-sulfur. Sulfur occurs predominantly in the heavy fractions of oils and bitumens, particularly in the asphaltenes. High-sulfur oils therefore have elevated asphaltene contents.

Introduction. There are two main types of reservoir transformations that can affect crude oils (reservoir transformations are not applicable to bitumen because, by definition, the material in a reservoir is petroleum). Thermal processes occurring in reservoirs include cracking and deasphalting. Nonthermal processes are water washing and biodegradation. Of these, cracking and biodegradation are by far the most important. Cracking and Deasphalting. Cracking, which breaks large molecules down into smaller ones, can convert a heavy, heteroatom-rich off into a lighter, sweeter one. Waxy oils become less waxy. API gravities increase, and pour points and viscosities decrease. When cracking is extreme, the products become condensate, wet gas, or dry gas. Cracking is a function of both time and temperature, as well as of the composition of the oil and the catalytic potential of the reservoir rock. It is therefore impossible to state that cracking always occurs at a certain depth or reservoir temperature. Most oils, however, will be reasonably stable at reservoir temperatures below about 90° C, regardless of the length of time they spend there. On the other hand, a reservoir above 120° C will contain normal oil only if the oil is a recent arrival. Although the role of catalysis in hydrocarbon cracking in reservoirs has not been proven, many workers suspect that clay minerals are important facilitators of hydrocarbon breakdown. Catalytic effectiveness varies greatly from one clay mineral to another, however, and our partial understanding of this difficult subject is not of much practical use at the present time. Cracking also brings about deasphalting, because asphaltene molecules become less soluble as the oil becomes lighter. Precipitation of asphaltenes in the reservoir will lower sulfur content and increase API gravity appreciably. Biodegradation and water washing. Water washing involves selective dissolution of the most soluble components of crude oils in waters that come in contact with the oils. The smallest hydrocarbon molecules and the light aromatics, such as benzene, are the most soluble. The effects of water washing are rather difficult to determine because they do not affect the oil fractions that

Bitumen, Petroleum, and Natural Gas - 27

are most frequently studied. Furthermore, in most cases the effects are quite small because of the low solubilities of all hydrocarbons in water. Finally, water washing and biodegradation often occur together, with the more dramatic effects of biodegradation obscuring those of water washing. Biodegradation is a transformation process of major importance. Under certain conditions some species of bacteria are able to destroy some of the compounds present in crude oil, using them as a source of energy. The bacteria responsible for biodegradation are probably a mixture of aerobic and anaerobic strains. Only aerobic bacteria are believed to actually attack hydrocarbons, but anaerobes may consume some of the partially oxidized byproducts of initial aerobic attack. Because biodegradation changes the physical properties of oils, it can have serious negative financial implications. Heavily biodegraded oils are often impossible to produce (Athabasca Tar Sands of Alberta, Canada, and the Orinoco heavy oils of Venezuela, for example). If production is physically possible, it may be expensive or uneconomic. It is therefore important to understand where and why biodegradation occurs, and what its effects are on oil composition. Biodegradation may actually start during oil migration (provided required temperature and oxygen conditions are met), because oil-water interactions are maximized then. Most biodegradation probably occurs within reservoirs, however, since the length of time an oil spends in a reservoir is usually much longer than its transit time during migration. Biodegradation can vary in intensity from very light to extremely heavy. Because the chemical and physical properties of an oil change dramatically in several predictable ways during biodegradation, biodegraded oils are easily recognized. Many basins have at least a few biodegraded oils, and in some areas they are epidemic. Bacteria that consume petroleum hydrocarbons have strong preferences. Hydrocarbons are not their very favorite foods, and they eat them only because there is nothing else available. The preferred hydrocarbons are n-alkanes, presumably because their straight-chain configurations allow the bacterial enzymes to work on them most efficiently. Also attractive to the "bugs" are long, alkyl side-chains attached to cyclic structures. After the n-alkanes and alkyl groups are consumed, the bacteria begin to destroy compounds having only a single methyl branch or those having widely spaced branches. Then they move on to morehighly branched compounds, such as the isoprenoids. In the last stages of biodegradation, polycyclic alkanes are attacked. Because the hierarchy of bacterial attack on crude oils is well known, it is possible to assess the degree of biodegradation by observing which compounds have been destroyed. Sulfur contents of crude oils also increase as a result of biodegradation. In a heavily biodegraded oil the sulfur content may increase by a factor of two or three. Sulfur is undoubtedly concentrated in the oil by selective removal of hydrocarbons, and may also be added by bacterially mediated sulfate reduction.

Although bitumens and crude oils contain the same compounds, the relative amounts are quite different. In the process of converting bitumen to petroleum, either the NSO compounds are lost in large quantities, or they are converted to hydrocarbons. In actuality, both processes probably occur, although selective loss of nonhydrocarbons during expulsion is probably most effective in concentrating the hydrocarbons. Bitumen composition depends strongly on the lithology of the host rock. Carbonates contain bitumens that are much richer in heterocompounds than are shales, and their hydrocarbon fractions are more aromatic. These differences are the result of the higher sulfur contents of kerogens in carbonates. Oils derived from carbonate sources are also richer in heterocompounds than oils sourced from shales.


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Natural gas contains many different compounds, although most of them are present only in trace quantities. The principal components with which we shall be concerned are light hydrocarbons (methane through butanes), C02, H2S, and N2. Carbon dioxide and N2 are generally associated with very hot reservoirs. C02 is derived either by oxidation of oil or gas or by decomposition of carbonates. The origin of the C02 can be determined easily by carbon-isotope measurements: the very different isotopic compositions of organic-carbon species and carbonates are carried over into any C02 derived from these materials. Nitrogen is thought to be an indicator of high levels of maturity formed primarily by metagenetic transformation of organic nitrogen and ammonia bound to clay minerals. Hydrogen sulfide is usually derived from high-sulfur kerogens or oils. These in turn are formed most readily in carbonates. Thus sour gas is most common in carbonate reservoirs or in places where the source rock was a carbonate. H2S could also be formed by the reaction of hydrocarbons with sulfate in reservoirs, especially carbonates containing anhydrite. Biogenic gas, most of which occurs at shallow depths, but which can apparently form (or at least persist) at depths of a few thousand meters, is very dry, containing only trace amounts of hydrocarbons heavier than methane. In contrast, the first gas produced during catagenesis is quite wet. With increasing maturity, gas again becomes progressively drier as a result of cracking of the heavier hydrocarbons to methane.

Bitumens and crude oils contain the same classes of compounds, but their relative concentrations are quite different. These differences are in some cases related to differences in maturity; in other examples they are probably a result of preferential expulsion of hydrocarbons from source rocks. Individual compounds occur in quite variable proportions in bitumens. Source, diagenesis, and maturity all exert control over these distributions. When source and diagenetic influences have been removed, the porphyrins, steranes, triterpanes, and n-alkanes in mature bitumens are found to be very similar to those in crude oils and quite different from those in immature bitumens. Oil compositions can also be strongly affected by reservoir transformations, including biodegradation, water washing, cracking, and deasphalting. Many of the factors that influence the composition of oils and bitumens are well understood and predictable, and can be used to obtain information about paleoecology, thermal history, and reservoir conditions. Gas composition is governed first of all by whether the gas is of biogenic or thermal origin. Biogenic gas is always dry, whereas thermal gas may be wet or dry. Carbon-isotope ratios are good indicators of the source of gas; biogenic gas is much lighter isotopically than thermal gases. Other important components, such as CO2, N2, and H2S, are indicative of high temperatures or sulfur-rich source material.

Laminated source rocks may therefore expel hydrocarbons with greater efficiency than massive rocks. By far the most popular mechanism invoked today to explain primary migration is expulsion of hydrocarbons in a hydrophobic (oily) phase. it is probably most effective in immature rocks. Many cycles of pressure buildup. where they can be preserved over long periods of time. and overpressuring commences anew. Secondary migration is the movement of oil and gas within this carrier bed. Each of these steps is quite distinct from the others. any contribution by diffusion will be overwhelmed by that from other expulsion mechanisms. microfracturing. Primary migration is the first phase of the migration process. where pre-existing light hydrocarbons bleed out of the rocks prior to the onset of significant generation and expulsion. expulsion. Based on empirical evidence. The main problem with diffusion as an important mechanism of migration is that diffusion is by definition a dispersive force. and pressure release can be repeated. This chapter wi11 not go into the physics and chemistry of migration in detail. The hydrocarbons within the pores then become isolated again because of the impermeability of the waterwet source rocks to hydrocarbons. There appear to be three distinct ways in which oilphase expulsion can occur. oil-phase expulsion.Migration DEFINITIONS Migration is the movement of oil and gas within the subsurface. it involves expulsion of hydrocarbons from their fine-grained. particularly along lines of weakness such as bedding planes. Today there are only three mechanisms of primary migration that are given serious consideration by most petroleum geochemists: diffusion. . Furthermore. lowpermeability source rock into a carrier bed having much greater permeability. but will describe the most widely held views on the dominant mechanisms of primary and secondary migration and accumulation. One occurs most commonly as a result of microfracturing induced by overpressuring during hydrocarbon generation. When the internal pressures exceed the strength of the rock. Diffusion would therefore have to be coupled with a powerful concentrating force to yield accumulations of appreciable size.Migration . During intense hydrocarbon generation. we must look at each of these steps separately. Its importance is probably limited to the edges of thick units or to thin source beds. Although the exact threshold value must vary considerably as a function of rock lithology and other factors. In order to understand the complex sequence of events that we call migration. but those that have been discounted will not be discussed here. and solution in gas. Traps are the means by which migration is stopped and accumulation occurs. Diffusion has been shown to be active on at least a minor scale and over short distances in carefully studied cores. Once the internal pressure has returned to normal. PRIMARY MIGRATION MECHANISMS Many theories about primary migration (expulsion) have been popular at various times. microfracturing occurs.29 6 . Momper (1978) suggested that in most cases no microfracturing or expulsion could occur until a threshold amount of bitumen had been generated in the source rock. the microfractures heal. Momper's value has been widely accepted as a reasonable average. An important implication of the microfracturing model is that expulsion cannot take place until the strength of the source rock has been exceeded. whereas accumulation of hydrocarbons requires concentration. Accumulation is the concentration of migrated hydrocarbons in a relatively immobile configuration.

As soon as easier paths become available. but the mechanism by which overpressuring is achieved is not understood. Primary migration is difficult and slow. this early expulsion mechanism seems to be limited to rocks having very high original contents of lipids. expulsion of oil dissolved in gas. Thus primary migration ends whenever a permeable conduit for secondary migration is reached. upward. it would be expected only in the late stages of catagenesis or in source rocks capable of generating mainly gas. also make excellent secondary-migration pathways. Sand stringers within shale units can provide secondary migration conduits for hydrocarbons sourced in the shales. . primary migration may be of poor efficiency. Expulsion of hydrocarbons is facilitated because water-mineral and water-water interactions no longer need be overcome. this approach is rather approximate. therefore. Such a phase could only exist where the amount of gas far exceeds the amount of liquid hydrocarbons.Migration . because petroleum is being forced through rocks having low matrix permeabilities. Therefore." We can only estimate the fraction of the bitumen left in the source rock during microfractureinduced expulsion. depending upon the carrier-bed characteristics of the surrounding rocks. Thus a source rock lying between two sands will expel hydrocarbons into both carrier beds. Therefore the threshold must represent not only a hurdle to be cleared by the bitumen before it can leave the source rock. Because the driving force for microfracture-induced primary migration is pressure release. Because the source rock is overpressured. DISTANCE AND DIRECTION The distances traversed by hydrocarbons during primary migration are short. and assuming that expulsion of hydrocarbons is ten times as efficient as expulsion of NSO compounds. we conclude that solution in gas is a minor mechanism for oil expulsion. most of the hydrocarbons are expelled. Massive. Thus inefficiency of expulsion is responsible for much of the difference in composition of bitumen and petroleum that we noted earlier. where they do exist. but a large proportion of NSO compounds and heavier hydrocarbons are left behind. The organic matter expelled consists mainly of lipids that were present in the sediment during deposition and diagenesis. particularly in brittle carbonate and opal-chert source rocks. or downward. This expulsion process probably releases internal pressures in the rock. Primary migration is unquestionably the most difficult part of the entire migration process. we can estimate that once the expulsion threshold is reached the expulsion efficiency for bitumen is about 50%. A second way in which oil-phase expulsion can occur is from very organic-rich rocks prior to the onset of strong hydrocarbon generation. Of course. This type of expulsion is probably only operative in very rich source rocks during the main phase of oil generation. By comparing the average hydrocarbon compositions of bitumen and crude oil. oil-phase expulsion can take place when bitumen forms a continuous network that replaces water as the wetting agent in the source rock. the migrating fluids will take them. Finally. hydrocarbons will be expelled in any direction that offers a lower pressure than that in the source rock. expulsion can be lateral. but also an "exit tax. requires that there be a separate gas phase. unfractured source-rock units are relatively rare. The third mechanism. but it does give some idea of the efficiency of expulsion. In most cases the distances of primary migration are probably between 10 centimetres and 100 m. In most cases hydrocarbons are generated within short distances of viable secondary-migration conduits. Fracture and joint systems.30 Once the threshold has been exceeded. Because neither case is of great general significance for petroleum formation.

31 SECONDARY MIGRATION MECHANISM Once hydrocarbons are expelled from the source rock in a separate hydrocarbon phase into a secondary-migration conduit. The upward buoyant force is partly or completely opposed by the capillary-entry pressure. hydrocarbons entering the land from an underlying source rock will move toward the top of the sand even as they migrate laterally updip. secondary migration will cease until either the capillary-entry pressure is reduced or the buoyant force is increased. we say that accumulation has occurred. Structural contours on the top of the carrier bed will . secondary migration will occur both laterally and vertically. Buoyancy promotes migration. the force required to deform the oil globule enough to enter the pore throat. the globule cannot enter. The magnitude of the buoyant force is proportional both to the density difference between water and hydrocarbon phase and to the height of the oil stringer. however. That is. migration may have to proceed at an oblique angle to structural contours. requiring only the existence of two forces. The smaller the pore throat. if bulk water movement opposes the direction of buoyant movement. These modifications to the overall scheme are probably minor. Whenever a pore throat narrower than the globule is encountered. Hydrocarbons are almost all less dense than formation waters. the pore throat is very tiny or if the buoyant force is small. Opposing the buoyancy is capillary-entry pressure. then the rate of hydrocarbon transport will be retarded. If water is flowing in the subsurface in the same direction as hydrocarbons are moving by buoyancy.Migration . This model is very simple. If the upward force of buoyancy is large enough. In contrast. A third force-namely. then the rate of hydrocarbon movement should be enhanced somewhat. and becomes stuck until either the buoyant force or the capillary entry pressure changes. whereas capillary-entry pressure retards or stops it. Thus movement within a confined migration conduit will be updip perpendicular to structural contours whenever possible. Hydrocarbons are thus capable of displacing water downward and moving upward themselves. Coalescence of globules of hydrocarbons after expulsion from the source rock therefore increases their ability to move upward through water-wet rocks. and therefore are more buoyant. If. can modify hydrocarbon movement. Where faulting or facies changes create impassable barriers (capillary-entry pressure exceeds buoyant force). If the capillary-entry pressure exceeds the buoyant force. the globule must deform to squeeze into the pore. DISTANCE AND DIRECTION Secondary migration occurs preferentially in the direction that offers the greatest buoyant advantage. which is resistance to entry of the hydrocarbon globule or stringer into pore throats. the more deformation is required. When hydrocarbons cease moving. hydrodynamic flow. Retardatin of buoyant movement as an oil globule (X) is deformed to fit in to a narrow pore throat (Y). but it is not essential and does not change our basic model. the globule will squeeze into the pore throat and continue moving upward. This fact has important implications for tracing migration pathways through a thick conduit. subsequent movement of the hydrocarbons will be driven by buoyancy. Within massive sandstone.

The absence of both tectonic and stratigraphic barriers permits long-distance migration. Nevertheless. Faults may play an important role in vertical migration.Migration . Vertical migration can also occur across formations. are basins in which lateral migration distances do not exceed a few tens of kilometers. distances of several thousand feet are not unheard of. thus providing a potentially very effective system for combined vertical and lateral migration. the largest hydrocarbon deposits known. It is possible to have lateral migrations of as much as a few hundred kilometers in exceptional circumstances. and the Saudi Arabian crude oils. ACCUMULATION INTRODUCTION In the old days. There is no a priori reason why secondary migration cannot be a very-long-distance phenomenon. by definition. Drainage area is one of the most important factors influencing the size of hydrocarbon accumulations. not only because they often juxtapose carrier beds from different stratigraphic horizons. Stacked sands in a paleodelta. because now accumulation can occur where the buoyancy-driven movement of the hydrocarbon phase is stopped or even strongly impeded. Today we believe that hydrocarbons migrate as a separate phase. for example.32 in general be more useful than contours on its base. Most basins. the heavy oils in the Orinoco Belt of Venezuela. when migration was thought to occur mainly in water solution. are broken up tectonically and have poor lateral continuity of carrier beds. at which time they suddenly became immiscible with the water and formed a separate hydrocarbon phase. Cap rocks having low . because final control on migration direction will be exerted by the upper part of the bed (assuming that no laterally continuous shale breaks divide the carrier bed into two or more separate systems). although it should be remembered that there are two fundamentally different types of vertical migration. the process of hydrocarbon accumulation was somewhat mystical. This model greatly simplifies the problem of accumulation. Long-distance migration implies. Vertical migration across stratigraphic boundaries is more difficult. However. leading to smaller fault-bounded accumulations and vertical migration. Much more common. however. large drainage areas and chances for very large accumulations. Lack of long-distance migration opportunities implies that supergiant and giant accumulations are far less likely and that exploration targets will be smaller. Migration updip within a single stratum can accomplish a large amount of "vertical" migration rather painlessly. The question of long-distance migration has been much discussed and disputed. and has provided as carrier beds continuous blankets of sand juxtaposed with these source rocks. Vertical migration distances can also be considerable. otherwise it is impossible to account for the incredible volumes of hydrocarbons in place today. Unconformities also can juxtapose migration conduits. Various mechanisms for exsolution were proposed to explain how all this was supposed to happen. Indeed. however. they are rare for very good geological reasons: they occur in extremely stable tectonic settings where major but gentle downwarping has deposited and matured huge volumes of source rocks. all must have migrated long distances. Lateral migration is therefore often stymied. but also because an active fault or the brecciated zone adjacent to a fault may itself have high permeability. The problem in discussing long-distance migration is that such cases are rare. Hydrocarbons had to remain in solution until they reached the trap. can offer possible pathways (although sometimes rather tortuous ones) for vertical migration. including the Athabasca Tar Sands of western Canada. as a result of both tectonic disruption and facies changes related to tectonic events.

No traditional seal exists. The simple principle behind a kinetic trap is that hydrocarbons are supplied to the trap faster than they can leak away. Gas production is actually from the low-permeability sand rather than from the high-permeability sand updip and downdip. of course. Fracturing associated with high races of oil generation in the Green River Shale has created a supergiant accumulation at Altamont. Classical traps are well understood. The Elmworth Field in the Alberta Deep Basin of Canada is the prototype for kinetic gas accumulations. Thus the Elmworth Field exhibits a water-over-gas contact. . High rates of hydrocarbon generation can actually create traps by causing tensile failure of source rocks that have become overpressured as a result of hydrocarbon generation. the low-permeability sands become filled with gas. a fractured shale that is both source and reservoir. The low permeability sand thus creates a bottleneck to gas migration. it remains water wet. This model requires. rocks whose capillary-entry pressures are high enough to overcome hydrocarbon buoyancy. that strong hydrocarbon generation and migration is going on today. Because gas generation is very rapid. Gas generated in the late stages of kerogen catagenesis in the Alberta Deep Basin is trapped in a sandstone bed having lower permeability than the overlying sand. CLASSICAL TRAPS.33 permeabilities to hydrocarbons provide barriers to migration: that is. Seals in the traditional sense of the word may not exist. The much smaller Antelope Field produces from the Mississippian Bakken Formation. The seal prevents vertical migration from the reservoir rock into overlying strata. Most hydrocarbon traps are either structural or stratigraphic. and will be covered separately. and vertical migration becomes important.Migration . KINETIC TRAPS Kinetic traps represent a fundamentally new concept in trapping mechanisms for hydrocarbons. Cross section across the Rhine Graben of West Germany showing the discontinuity of strata as a result of extensional tectonism endemic to rift basins. while the structure or lithologic change prevents lateral updip migration. Lateral migration is of necessity short distance. Much of the hydrocarbon storage at Antelope is apparently in silts and sands juxtaposed with the producible Bakken reservoir. Accumulations are small because drainage areas are small. Because the high permeability sand updip allows gas to migrate rapidly through.

Migration . One important feature of methane hydrates is that they are much more efficient at storing methane than is liquid pore water. EFFECTS ON OIL AND GAS COMPOSITION It has already been suggested that most of the compositional changes seen between bitumens and normal crude oils occur during expulsion (primary migration) from the source rock. Despite the rarity of tar-mat seals. The base of the gas hydrate zone forms a pronounced seismic reflector that often simulates bottom contours and cuts across bedding planes.34 Many of the accumulations in Pliocene reservoirs in southern California are also kinetic accumulations in a slightly different sense. As soon as two immiscible phases are formed. Cap-rocks in those fields are often poor. At the present time the vast potential of gas-hydrate accumulations is just beginning to be recognized. but hydrates large enough to accommodate butane molecules are known. It will therefore migrate much faster and . TAR-MAT TRAPS Tar mats produced by biodegradation can create excellent seals. especially methane. Accumulations beneath tar-mat seals are generally biodegraded themselves. The polar molecules once again interact most strongly with interstitial water and mineral surfaces. but it may also include some heavier hydrocarbons dissolved in the gas. When the original hydrocarbon phase contains large amounts of light components. the quantities of gas in such accumulations are huge. because the same conditions that created the tar mat persist in the subsurface. A second characteristic is that gas hydrates form effective seals against vertical hydrocarbon migration. contain mainly light components. the lighter (gas) phase will be far more buoyant than the liquid phase. and the poor producibilitv of the hydrocarbons they trap. unconsolidated sediments that would have no other means of retaining the methane. large accumulations have formed despite high rates of leakage. Because hydrate zones are often hundreds of meters thick. there may be a chromatographic effect during secondary migration. of course. and thus get left behind as the oil globule or stringer moves upward. These gas hydrates consist of a rigid lattice of water molecules that form a cage within which a single molecule of gas is trapped. The technology necessary for producing these hydrocarbons has not yet been developed. and would be incapable of sealing accumulations for long geologic periods. tar-mat traps are worth discussing because they include the largest hydrocarbon accumulations known: those of the Athabasca Tar Sands and the Orinoco heavy-oil belt. and thus are not expelled as efficiently with the oil phase. and in zones of permafrost. The polar (NSO) compounds interact most strongly with both mineral surfaces and water molecules. these changes in temperature and pressure can cause separation of the original phase into a liquid phase and a gas phase. The gas phase will. because much of the methane trapped is biogenic and was formed in young. GAS HYDRATES Formation of crystalline hydrates of natural gas provides an extremely efficient trapping mechanism for natural gas. Because intense oil generation is going on now. but in the future gas-hydrate accumulations may be of great economic significance. however. Phase changes occur as a result of decreases in pressure and temperature during migration. tar mats may provide the only possible means for retaining any hydrocarbons. Gas hydrates form and are stable under pressuretemperature regimes that occur at depths of a few hundred meters below the sea floor in deep water. Methane is by far the most commonly trapped gas molecule. Formation of hydrates thus provides an important trapping mechanism. In cases where no other structural or stratigraphic trapping mechanism exists. Once expulsion has occurred.

"What does this mean for exploration?" From their perspective the important aspects of primary migration are the nature of the hydrocarbons expelled (oil or gas). Unstable basins seldom have depositional or tectonic continuities necessary for longdistance lateral migration to occur. as explorationists we have very pragmatic interests in migration.35 will also assume the structurally high position in any reservoirs containing both phases. Efficiency of expulsion for hydrocarbons is apparently much higher than for NSO compounds. and the vertical and horizontal distances involved. Vertical-migration distances can be considerable. In using our understanding of secondary migration for exploration. Proximity to effective source rocks and their permeabilities to hydrocarbons determine conduits. We have already stated that oil is expelled primarily as a liquid phase. In summary. we will also have determined the timing of expulsion. Pathways. and how far they moved. and the timing of expulsion. leading to an enrichment of hydrocarbons in the expelled liquid.Migration . are determined by structural contours on the top of the carrier beds. Barriers can be created by folding. as we have seen. gas is presumably expelled as a gas phase. both new phases will have compositions that differ drastically from the original phase. we want to determine the main pathways and conduite through which migration occurs. Many light oils (often called condensates) probably have such an origin Proposed separation of petroleum components during secondary migration as a result of chromatographic effects. We already know two important facts about timing from our previous discussion: expulsion based on microfracturing cannot occur before generation. the efficiency of expulsion. Polar compounds interact more strongly with water and rock minerals and thus move more slowly than hydrocarbons. Tectonically stable basins have the best potential for long-distance migration and supergiant accumulations. and the possibilities of combined vertical and lateral migration. SIGNIFICANCE FOR EXPLORATION Explorationists who are reading about migration will surely ask. the barriers that modify die direction of migration and eventually stop it. by decreases in permeability as a result of facies changes. depending upon stacking of reservoirs. in what direction they moved. We need to know when hydrocarbons moved. and expulsion occurs concurrently with generation to relieve generation-induced overpressuring. . vertical faulting. Efficiency of expulsion of liquids has already been estimated to be in the neighbourhood of 50% after the expulsion threshold has been reached. When separation of a single hydrocarbon phase into two phases occurs. Lateralmigration distances are strongly influenced by tectonic and depositional histories of basins. Timing of expulsion must be dealt with in a different way. by faulting. Thus if we can determine the timing of generation. or by the presence of tars.

This may be caused either by the reservoir itself dying out or by an interruption of its upwards continuity to the surface. they should properly be drawn with the same scale for both the vertical and the horizontal. exploration used to consist largely of finding a trap. The contours are in feet below mean sea-level. First. except that the contours are in depth below sealevel. which may refer either to its depth or to the spot under the ground where it lies. the ticks are on the downthrown sides of the faults. is known as the crest of the trap. The lowest point. A structure contour map resembles an ordinary topographic contour map. but there must also be some sort of blockage to prevent further migration. by displacing the water already there in the porosity. Note that we commonly highlight petroleum accumulations by shading or colouring the reservoir formations where they contain oil or gas. Faults will be marked by jumps of the contours. To give a true representation. one or more cross-sections may be drawn. but it is often convenient to exaggerate the vertical to show the individual beds more clearly.Petroleum Traps . and furthermore we can map out the extent and shape of the trap with a good deal of precision-thanks mostly to modern seismic techniques. Indeed. The location of a trap in the subsurface is often the first objective of an exploration program. it will escape to surface as a seepage. To complement the structure contour map.36 7 . not only must the reservoir be overlain by an impervious layer forming a cap rock or seal (shales or evaporites are likely to be the most effective). Such a configuration of the reservoir is known as a trap. Nowadays we can do better. (b) A representation of the Piper field in the North Sea: the heavy lines are faults cutting the top of the reservoir and causing the contours to jump. (a) A simple hypothetical anticline. If then we are to find any of it still preserved. drilling a well into it. is mapped by contours showing depth below sealevel. If it can. The top of a reservoir formation. where it is lost. and hoping for the best. which may give a misleading impression of `lakes' of petroleum under the ground! Structure contour maps.(2-18) Before we go further.Petroleum Traps We have seen petroleum generated in and expelled from the source rock formation into an overlying or underlying reservoir. up towards the ground surface. Any oil getting there will be unable to migrate further and so it starts to accumulate. These are illustrated using a simple anticline as an example. is the spill-point: this is where oil. before we reached our modern understanding of the geology of petroleum. we need a few definitions. so that the highest points on the map have the lowest values. The highest point of the reservoir. as the beds on one side are dropped down relative to the other. if more continues to migrate up into the trap than can be . they can be mapped by means of contours drawn on the top of the reservoir formation. THE REPRESENTATION OF TRAPS Traps are commonly depicted in two ways.

formed partly by structural and partly by stratigraphic effects. 4. 3. where the trap has been produced by deformation of the beds after they were deposited. Structural. The vertical height between the spill-point and the crest is referred to as the closure. so that we can recognize a generally horizontal oil-water contact. Just a couple more terms. They are normally classified under four headings (2-21): 1. If there is no oil. petroleum migrating up along a reservoir can go no further and it accumulates there as a pool. perhaps if more than one reservoir is present. A single accumulation of oil or gas is called a pool. Stratigraphic. then we may see a gas-water contact. Oil being lighter than water. or in their layering. using a cross-section of a simple anticline as example (2-19). will occur as a gas cap above a gas-oil contact. being lighter still. i. Let us remember. Some terms used to define a trap. but not entirely due to either. separates out on top within the pore-spaces of the reservoir. they are embraced by the familiar terms oilfield or gasfield. will spill out (under) and migrate on. These have to be discounted and the bits that remain as useful reservoir in a well section may be lumped together as the net reservoir with a net pay. 2. in which the trap is formed by changes in the nature of the rocks themselves.37 accommodated. The trap is due to water flowing through the reservoir and holding the oil in places where it would not otherwise be trapped. However. and the same term is used loosely to refer to the area of the trap above the level of the spill-point.(or gas-) column. there are various types of . Where there is more than one such pool in the same or overlapping areas.Petroleum Traps . the informal term pay is often used. When referring to a single well. either by folding or faulting. Similarly gas. STRUCTURAL TRAPS The best known type of trap is the anticline: on reaching the crest. the only structural effect being a tilt to allow the oil to migrate through the reservoir. Now we can start to consider the types of trap whose discovery may await us. Hydrodynamic traps. that most reservoir formations include some tight intervals. which are rare and are mentioned mainly for completeness. Combination traps. however. which have porosities and permeabilities too low for them to contribute oil to production.e. The vertical height of the oil (or gas) between the crest of the trap and the water contact is the oil.

(2-22) In the concentric fold the tops and bottoms of all the layers remain strictly parallel to each other. Cover it with a few more blankets and a duvet or two. beyond which there may be no trap left to explore as the consequence of decoupling of layers. on the other hand. and we may no longer be able to see where the bottle is. If. a well would have to be located off-crest at surface. Traps can also be formed against faults if a chopped-off reservoir is thrown against a shale or other impervious rock. and we may be able to continue exploration down to depths where we have to stop for other reasons. Let us see what the implications are for exploration. The general principles of this are straightforward. The similar anticline. but we commonly have to undertake some form of geometrical construction to interpret what is happening at depth. These conditions mean that the anticline becomes smaller and tighter at deeper levels until we reach a common `centre of curvature'. maintains its shape constant down to depth. These compressive structures pose one problem right from the start. we have to know its depth to know where best to locate the well. This can only happen if there is an apparent thickening of some beds over the crest of the fold. so that the beds become intensely crushed and thrust together: we may no longer even have an anticline at all. . noting the differences in shape and prospectivity that we have to try to interpret. Cross-sections of trap-forming anticlines. the anticline is asymmetrical. Seismic may help. Other types of anticline can be formed without any lateral compression at all: an important one is the drape or drape-compaction structure. To test the crest at depth. In this type of structure. Anticlines. with one flank steeper than the other. (b) The anticline is asymmetrical and the crest shifts with increasing depth. Compressive structures have a range of shapes between the purely concentric or parallel anticline and the similar fold.Petroleum Traps . and the blanket bulges upwards with an anticlinal shape. therefore in order to drill into a reservoir near its highest point (where we would expect the oil to be). in cross-section.38 anticlines with different shapes and geometries that can affect both their prospectivity and the positions of optimum drilling locations: we have to try to understand them. In practice. depending on the nature and strength of the rock layers being folded. we can thus expect to find only smaller and smaller accumulations of petroleum down to the centre of curvature. Below this point we have just too much rock to fit into the anticline. but an understanding of the shape and size of a prospect is clearly critical to programming an exploration well. In this case. There is a definite limit to the depths to which we should drill. (a) The dips are the same on both flanks and the crest is beneath the same locality at all depths. We will describe in a little detail the most important types of anticline. then the position of the crest will shift with increasing depth. This leads us into the next problem. This is a very different kettle of fish from the concentric anticline. we can find the trap present at all levels down to the basement. Imagine an old-fashioned stone hot-water bottle in a bed with a blanket over it: we can still see the form of the hot-water bottle. so that the beds maintain a constant thickness throughout. many structures have forms in-between the two extremes.

but also . In effect the downthrown side is being pulled away from the upthrown side which would tend to create an open fissure along the fault. the Canadian Arctic Islands. so that it is steep near the surface and flattens with depth. This creates a rollover anticline. those near the bottom of the sequence are going to be squeezed and compacted more on the flanks than on top of the feature as it gets buried. the beds being draped over an upfaulted block (horst) of basement rocks. and finally a residual bulge may be left between two nearby plugs: a turtle or turtle-back structure. Another is the Forties field in the North Sea. and several others. then they will blanket the hill as an anticline. and the beds on the downthrown side above the curving fault collapse to fill the gap. which contains more than four times as much oil as the whole of the North Sea put together. note that the largest oilfield in the world. Nature. higher beds will gradually mute and suppress the structure until it is no longer present at shallow levels. if the first sediments in a basin were deposited over a hilly surface. is in one such trap. it may bend up and seal off the strata it cuts through. can be a perfect seal to any underlying accumulations. much of the west coast and continental shelf of Africa. showing the variety of traps that may be associated with them. where the beds are draped over the eroded stumps of an old Jurassic volcano. The last type of anticline that we should be aware of is the roll-over anticline. a salt pillow or a salt dome. Note a characteristic of these anticlines: not only do they `grow' with depth. and then to burst through them in the form of a salt plug or salt wall. Extensive salt deposits and plugs with associated traps occur in many parts of the world: the southern North Sea and northern Germany.39 A drape-compaction anticline. All of these possible traps may contain hydrocarbons. or over an upfaulted block or horst. This compaction enhances the anticline formed by the drape. Ghawar in Saudi Arabia. the Middle East. and hence the combined name. being plastic. it is also liable to fracture the overlying and surrounding beds creating fault traps. it may extend up to the surface of the ground or only part way if the supply of salt is limited. bending downwards into the hole. The effect of salt diapirism will be initially to bulge up the overlying sediments as an anticline. however. does not like empty holes. This occurs alongside a normal fault that is curved. the Gulf Coast of the USA. Note that the anticline dies out upwards towards the surface. In case anyone should think that this is unimportant.(2-25) Similarly. Not only may an anticline be pushed up over the plug. it is not always easy to separate out the two effects. Diagrammatic section through two salt plugs. Note also that salt.Petroleum Traps .(2-26) A wide variety of traps can be associated with salt plugs. A second effect comes into play here: because there is a greater thickness of beds off the structure than over the top.

in both cases. Cross-section through the Wytch Farm oilfield. Much of the oil under the Niger and Mississippi Deltas is in such roll-over anticlines. and its depth. Tr. Whether or not there is a trap. and in understanding them. Upper Jurassic. The oil is in two reservoirs. It adds further uncertainties to our predictions of the subsurface occurrence of oil and gas. The proviso is that we also have lateral closure: this may be provided by further faulting. T. . therefore. It also depends on whether the fault itself is sealing or non-sealing. but we also know that sometimes faults are pathways for migrating petroleum and non-sealing at all. in both ways. Middle Jurassic. UK. and how big it is. a fault can provide a seal. we have to know whereabouts in the succession our prospective reservoir lies.40 they are asymmetrical. the position of the crest is displaced with depth and that accumulations in successive reservoirs will not underlie the same surface position. Tertiary. Note that. whether or not the reservoir is completely or only partially offset. southern England. Occasionally indeed. and naturally we have some ideas on the subject. these predated the deposition of the Upper Cretaceous. and it will depend on the amount of displacement on the fault. Lower Cretaceous. (2-28) We do not propose to discuss fault traps in detail. Fault traps We indicated above that a trap may be formed where a dipping reservoir is cut off up-dip by a fault. Roll-over anticlines: (A) a simple roll-over into a normal fault. will depend on the dip of the reservoir as compared with that of the fault. W. Triassic. Kim+P. whether the fault is normal or reverse. setting it against something impermeable. we still do not fully understand what the difference is due to. (B) a roll-over complicated by subsidiary faulting near the crest.Petroleum Traps . to locate an exploration well in the right place. at deeper levels the crest will shift away from the position of the fault at surface. We know that sometimes. or slumping as a sort of land-slide. The reader may care to think through the various situations sketched as bits of cross-sections in the following figure in which the faults themselves are non-sealing. or by opposing dips. The sealing capacity of faults is a major difficulty confronting us. Upper Cretaceous. it seems that one and the same fault may act. although there are many problems in trying to locate them in the subsurface. BS+MJ+O. The large Wytch Farm oilfield of southern England offers a splendid example. Again. thus causing sand against sand to permit migration and sand against shale to be sealing. (2-27) These roll-over structures are particularly important where the `stretching' is caused by a very thick pile of sediments at the edge of a continent gently slipping. as at Wytch Farm. L. All very puzzling! Although attempts have been made to investigate the problem in Nigeria and elsewhere. down towards the deep ocean. trapped against faults to the south. Lower Jurassic.. or have acted in the past.

they differ somewhat in principle from the others. gneisses) under an unconformity serve as reservoirs in China and North Africa. possibly through a submarine canyon. but are generally classified as stratigraphic traps. the porosity could be preserved beneath the unconformity. Unconformity traps can also be found above the break. fan sands provide one of the prime present-day exploration . A sand deposited in a river channel will be confined by the banks and. depending on whether the fault is normal or reverse. if drowned by shales. a hill on the old land surface may be formed of permeable rock. claystone. Consider the sea gradually encroaching over the land as sea level rises. some of them very important. First. Non-unconformity traps are even more diverse. no structural control is needed.Petroleum Traps .41 Six trapping and two non-trapping configurations against a fault. In this manner. are formed by unconformities. may serve as an isolated stratigraphic trap. It is presumed that petroleum cannot escape up the fault plane. however. and leave the reader to speculate on other possibilities. We would be left with a sandstone reservoir dying out above the unconformity. thus preventing further migration. It would be pointless to list all of the possible types of stratigraphic trap that can exist. until perhaps the supply of sand runs out. to provide a trap when later covered with. but nevertheless known. let us note that a number of traps. on the direction of dip of the beds relative to the fault plane. becoming younger as time goes on. for example. and on the amount of displacement of the reservoir. In fact. will spread out as a fan over the ocean floor. A flood of sand washed off the shallow continental shelf into the deeper ocean. provides the classic case: the East Texas field. The variety in size and shape of such traps is enormous. its edges will provide an example of a reservoir dying out laterally.(2-29) STRATIGRAPHIC TRAPS Petroleum may be trapped where the reservoir itself is cut off up-dip. the beach sands will spread progressively over the land surface. say. we have an isolated trapping situation. We mention just three examples. so we will mention a few to convey the general idea. More esoterically. strongly weathered basement rock (granites. A lot of oil has been found in recent years in this sort of trap in the North Sea. if terminated updip as not infrequently happens. cut across by erosion and later covered above the unconformity by impermeable sediments. A coral reef overwhelmed by muds. A dipping reservoir. is the biggest in the USA outside Alaska. to a large extent reflecting the restricted environments in which the reservoir rocks were deposited.

(230) COMBINATION TRAPS A number of fields. elsewhere it appears to form a trap. Where a reservoir is full to spillpoint against a fault. where there is enough of it in the section. where the reservoirs overlie overpressured shales. that the trap must be shown to have been there before the oil migrated. We may note here one most important consideration. neither completely controls the trap. the biggest field in the USA. occur in traps formed by a combination of structural and stratigraphic circumstances. This combination trap is partly structural (the anticline) and partly stratigraphic (beneath the unconformity). The Prudhoe Bay field in northern Alaska. which were eroded and unconformably overlain by Cretaceous shales. although such prospects are not easy to locate and may require a lot of sophisticated seismic. Both the faulting and the unconformity control the traps. possibly even before it . The reservoir beds were folded into an anticline.(2-31) The oil in the Argyll and many other fields in the North Sea is trapped in tilted and faulted Permian to Jurassic reservoirs. Again the range of possibilities is almost infinite. or the oil would have been lost. The oil is held in the reservoirs by younger shales overlying the erosion surface (Fig. tilted westwards. has most of its oil and gas trapped in a Carboniferous to Jurassic sequence which includes more than one reservoir.Petroleum Traps . The oil in these fields can only have migrated there after the traps were sealed by the higher sequences. An investigation into the sealing qualities of faults affecting roll-over anticlines in the Niger Delta. some of them large.).42 targets. and where an oil-water contact is continuous across a fault. these beds were folded into a faulted east-west anticline. This vital factor. The difference is believed to be due to clay being smeared into the fault plane. A block representation of the trap at the Prudhoe Bay field in northern Alaska. as the fault moved. which was tilted west and eroded before deposition of the overlying beds now dipping east. As the more easily found structural traps are running out in much of the world. A couple of examples may give the idea. and truncated by erosion. there always seems to be something new as a challenge. it is presumed that the fault is non-sealing.

is held against an unevenness of its upper surface by water flowing in the opposite direction. as we do not want to waste the money drilling wells that would miss the oil altogether. In this sort of situation. is yet another aspect of the petroleum geology that we have to assess in proposing exploration drilling. entering a reservoir formation. Depending on the balance of forces acting on the oil. from our present-day point of view.(2-32) THE RELATIVE IMPORTANCE OF TRAPS A review of 200 giant oilfields (those containing 500 million barrels or more) emphasize the importance of structural. What our efforts are increasingly directed towards. cases are known where flowing water has apparently been able totally to flush oil out of an anticlinal trap. indicating the former presence of an oil accumulation now lost. perhaps from rain. HYDRODYNAMIC TRAPS Imagine surface water. Oil has found its way into the reservoir and is battling to migrate upwards to the surface against the flow of water. There is no structural or stratigraphic closure.43 was generated. or aquifer. The number of structural field of this size may partly reflect the fact that structural traps are easier to find than the others. The timing of trap formation versus oil migration has not always worked out favorably. and the oil will be free to move again. attempting to escape to surface up a reservoir. it may find itself caught against an unevenness of the reservoir surface where there is no conventional trap at all. but the oil reserves they contain show clearly that generally they are also bigger. The oil-water contact in such a hydrodynamic trap is normally tilted in the direction of water flow.Petroleum Traps . It is therefore always important to get a handle on the hydrodynamic regime in a reservoir for both exploration and oilfield development purposes. Note that the oil-water contact is tilted down in the direction of water flow. It is totally dependent on the flow of water and is effective. therefore. traps in both number and size. are not all that rare. of course. geologically speaking. This may be one of the reasons why oil accumulations trapped hydrodynamically are rare. they are known in a number of parts of the world. This is what has been described as a hydrodynamic trap. a regime of water flow cannot normally be expected to remain constant for long. A hydrodynamic trap. up in the hills and percolating downwards towards a spring. The trouble. We would recognize this from residual traces of oil in a water-bearing reservoir. are the more obscure and generally smaller prospects. is that in most parts of the world the larger anticlines have now been drilled. we would have to be careful where we locate and drill our oil production wells. in say ordinary anticlinal traps. Oil. . essentially anticlinal. Furthermore. only for as long as the water keeps coming: dry up the supply of water. Such tilted contacts.


Make the interpretations from easy (A) to more difficult.Petroleum Traps . Interpret the geological relationships shown in each by drawing a structural cross-section through the logs.45 EXERCISES EXERCISE 1: The following well logs have been hung on a structural datum. The logs show SP (Self Potential or Spontaneous Potential) on the left and R (Resistivity) on the right. . multi-interpretable (D).

The Onondaga forms a thick biohermal reef over part of the field. Use this information to construct a northeastsouthwest structural cross section from the Richards well to the Dibble well. Oriskany production is from a small anticline on the upthrown side of the fault. produces from Onondaga Limestone and/or Oriskany Sandstone. A deep-seated downto-the-southwest fault extends upward along the southwest flank of the reef.Y. N..46 EXERCISE PetroleumTraps 2 The Wyckoff Gas Field. Only the porous core facies is productive in the reef section (see map on next page). located in Steuben County.Petroleum Traps . showing the interval from top of Onondaga to bottom of Oriskany. Elevations and marked logs are provided for 6 wells in the Wyckoff Field. Wyckoff Reef Gas Field WellElevation CORNELL DIBBLE GUILD CHASE BANKS RICHARDS 2257' 2098' 2037' 2206' 2182' 2066' .

Petroleum Traps .47 .

Petroleum Traps .48 .

is it because the rock never had a high initial source capacity.e. Although the term source rock is frequently used generically to describe fine-grained sedimentary rocks. the following distinctions can be made: Effective source rock: any sedimentary rock that has already generated and expelled hydrocarbons. Possible source rock: any sedimentary rock whose source potential has not yet been evaluated. Go. It follows from these definitions that a particular stratum could be an effective source rock in one place. Potential source rock: any immature sedimentary rock known to be capable of generating and expelling hydrocarbons if its level of thermal maturity were higher. a potential source rock in a less-mature area. the Phosphoria Formation of Wyoming and Idaho belongs to each of these classifications in different areas. For better communication. This simple. if G is very low. is most meaningful if we can compare it to the rock's original source capacity. The difference between Go and G represents the hydrocarbons already generated in the effective source rock. it is also necessary to know what level of thermal maturity is represented by that particular G value. where G and Go are identical. For example. we actually measure its remaining (or untapped) source capacity at the present day.Source Rock Evaluation . a possible source rock in a nearby unstudied region. overmature. and inexpensive analysis serves as the first and most important screening technique in source-rock analysis. This quantity. For example. or is it because the rock is "burned out" (i. Go can only be measured directly for immature source rocks. and might have no source potential at all in a fourth area where important facies changes had resulted in a drastically lower content of organic matter.Source-Rock Evaluation DEFINITION OF SOURCE ROCK Much of modern petroleum geochemistry depends upon accurate assessment of the hydrocarbonsource capabilities of sedimentary rocks. The term "effective source rock" obviously encompasses a wide range of generative histories from earliest maturity to overmaturity. in which case virtually all the initial . the remaining source capacity and not the original capacity (Go). However. instead it must be estimated by measuring G for a similar sample that is still immature. but if the rocks contain abundant organic matter. but which may have generated and expelled hydrocarbons.49 8 . Analysis normally requires about one gram of rock. When we analyze a rock sample in the laboratory. much smaller amounts can be analyzed. that usage is a bit too broad and loose. quick.. PRINCIPLES OF SOURCE-ROCK EVALUATION QUANTITY OF ORGANIC MATERIAL The amount of organic material present in sedimentary rocks is almost always measured as the total-organic carbon (TOC) content. which we can call G. The quantity actually measured in the laboratory is always G. MATURITY OF ORGANIC MATERIAL Knowing a rock's remaining source capacity G solves only one part of the puzzle. we cannot measure G directly for a sample that has already begun to generate hydrocarbons.

very different. In order to minimize differences in color caused by changes in the type or thickness of the kerogen particles. Vitrinite-reflectance techniques were developed for measuring the rank of coals. paucity of first-cycle vitrinite renders vitrinite-reflectance measurements essentially worthless. Vitrinite reflectance (Ro). of course. and none can be applied in all cases. The feeling of most workers today is that there is no single maturity indicator that tells the whole story unerringly all the rime. The most commonly used maturity parameters today are spore color (Thermal Alteration Index. If a log scale is used for the reflectance. unless surrounding samples help us determine the indigenous vitrinite population. leading to frequent difficulties in establishing which vitrinite population is indigenous. The ideal histogram of reflectance values is therefore rather rare. Vitrinite-reflectance measurements begin by isolating the kerogen with HCl and HF. In all cases it is worthwhile to supplement vitrinite with other measures of maturity. TAI values are estimated. vitrinite reflectance. the microscopist shines light on an individual vitrinite particle. along with a statistical analysis of the data. If enough vitrinite particles can be found. A few of these parameters will briefly be discussed. In many rocks vitrinite is rare or absent. far more common in shales than in coals. however. and then embedding the kerogen particles in an epoxy plug. Because what is present is often reworked. Despite its weaknesses. where the o indicates that the measurements were made with the plug immersed in oil. the reflectance value of vitrinite increases. In many areas it is easy to use and valuable. Results are reported as Ro values. Reworked vitrinite is. Other macerals or solidified bitumens can often be misidentified as vitrinite. The fraction of the incident beam that is reflected coherently is measured and recorded and stored automatically on a computer. misidentification of macerals can cause problems. In other rocks. in some cases it is essential. There are many problems with vitrinite reflectance as applied to kerogens. whenever possible. A substantial number of techniques for measuring or estimating kerogen maturity have been developed over the years. All the methods have strengths and weaknesses.50 hydrocarbon-source capacity has already been used up)? The exploration implications of these two scenarios are. TAI measurements are made on the same slides prepared for microscopic kerogen-type analysis. more common are histograms showing few vitrinite particles or multiple modes as a result of first-cycle vitrinite contaminated with reworked vitrinite or caving of less-mature material from up-hole. and pyrolysis temperature. TAI measurements are carried out on bisaccate pollen grains whenever possible. in which the vitrinite maceral is usually very common. its maturity is not related to that of the rock in which it is found. If no pollen can be found. from amorphous kerogen. After the plug is polished. Thermal Alteration Index (TAI). The method is based on the fact that with increasing thermal stress. Such histograms are quite often difficult or impossible to interpret. vitrinite reflectance is the most popular technique today for estimating kerogen maturity. Because each maceral type increases in reflectance in a slightly different way as thermal stress increases. The darkening of kerogen particles with increasing thermal maturity can be used as an indicator of maturity. . in fact. between 50 and 100 measurements will be taken. At the end of the analysis a histogram of the collected data is printed. with lower confidence. even for experienced workers. The key to using maturity parameters effectively lies in evaluating the measured data carefully (and sometimes with skepticism) and. Reflectance values are normally plotted versus depth in a well.Source Rock Evaluation . or TAI). All the techniques discussed are useful and probably reasonably accurate if the analytical work is carefully done. Less commonly used are fluorescence and conodont color (CAI). the plot is a straight line. in obtaining more than one maturity parameter.

Furthermore. lack of proper standardization. Conodonts are not very sensitive indicators of maturity within the oil generation window. Although TAI determinations are subjective. thus defusing to a large degree the criticism that TAI is too subjective to be valid. TAI measurements are therefore often quite accurate and correlate very well with results from other techniques. Finally. The chief problems arise with inexperienced workers. where most of the interest is. TAI values estimated from amorphous material are always suspect and should be corroborated by other analyses. most commonly from fossiliferous carbonates. Colors of the specimens thus obtained are determined under a binocular microscope and compared with standards. the absence of spores and pollen in the samples. changes in conodont color are apparently due to carbonization of inclusions of small amounts of organic matter during catagenesis and metagenesis. Carbon Preference Index (CPI). Conodonts are isolated. The first maturity indicator applied to sediments was the Carbon Preference Index. or most commonly. When palynomorphs are absent. CAI is inexpensive and easy to measure and. conodonts are plentiful in carbonate rocks. Conodonts do not occur in rocks younger than the Triassic. which can vary greatly in its chemical and physical properties. One advantage of CAI over other maturity parameters is that because conodonts existed as early as the Cambrian. Other disadvantages overlap with some of the advantages. Early investigations showed that immature rocks often had high CPI . where pollen and vitrinite are often absent. Finally. Conodont Alteration Index (CAI). The technique is simple and quick and can be done even by inexperienced workers. Although conodonts are composed of carbonate apatite. CAI is only an indirect indicator of hydrocarbon maturity.51 Each laboratory has reference slides so that microscopists can continually compare the color determinations they are now making with those they and their colleagues made in the past. A careful worker can reproduce earlier work with excellent precision. use of careful standards and the same type of palynomorph in each analysis greatly aid reproducibility. the CAI scale is most sensitive at levels of maturity much higher than can be measured by TAI. TAI values must be estimated from amorphous debris. leading to an inaccurate assessment of kerogen maturity.Source Rock Evaluation . by removing the mineral matrix with acetic or formic acid. because the organic metamorphism displayed by conodonts is not related to hydrocarbon generation or destruction. Thirdly. One disadvantage of CAI measurements is that CAI values can be dramatically increased in the presence of hot brines. they offer a means of measuring maturity in rocks that do not contain pollen grains or vitrinite. with the help of color charts can be carried out by inexperienced personnel. and thus helps expand the range over which maturities can be measured. and thus are of no value in many areas.

Mold or other surface growth may also be present. whereas those of oils were almost always below 1. vitrinite reflectance measurements offer the best means of recognizing caving. Pyrolysis yields are. Caving is not a problem for conventional or sidewall cores. Atomic H/C ratios must therefore be corrected for the effects of . It is capable of impregnating sidewall and conventional cores as well as cuttings. Caving is a particular problem for coals. In contrast to solid additives. This discovery led to the use of CPI as an indicator of maturity. it can lead to an overly optimistic assessment of the organic richness of the section. Furthermore. Like pyrolysis.2. The exception to this rule is with amorphous material. however. and therefore should be easy to avoid. The most common method for taking maturity effects into account in evaluating pyrolysis data is to use a modified van Krevelen diagram to backcalculate the original hydrogen index. Without additional information. fewer CPI determinations are made now. atomic H/C ratios measure the present day status of the kerogen rather than its original chemical composition. Later it was realized that the decrease in CPI with increasing maturity depends upon the type of organic matter originally present as well as on maturity. This method works fairly well if the kerogen is still within the oil-generation window. it is impossible to determine which maturation path brought it to that point.The main causes of contamination among samples obtained from wells are caving and adulteration by drilling-fluid additives.Source Rock Evaluation . therefore. In many cases. in the last decade kerogen analyses have replaced bitumen analyses as the routine procedure in source-rock evaluation. where the fluorescence that enables us to distinguish between oil-prone and non-oil-prone disappears toward the end of the oil-generation window. Problems with living organic matter are easily avoided by physically removing tiny plant roots and other recognizable debris. In particular. Drilling-fluid additives have been a severe headache for petroleum geochemists for a long time. It breaks down at high maturity levels. strongly affected by maturity. only microscopic analysis is relatively unaffected by maturity. Walnut hulls and other organic debris are also easy to detect microscopically. have low CPI values even when immature.5). As long as kerogen particles are not completely black. Careful picking of lithologies and comparison with up-hole samples can often recognize caved materials. because all kerogens have low pyrolysis yields. of course. diesel fuel affects both kerogen and bitumen. of course. Well Samples . ESTIMATION OF ORIGINAL SOURCE CAPACITY Of the three major methods of determining kerogen type.52 values (> 1. CONTAMINATION AND WEATHERING Surface Samples -The types of contamination most frequently encountered in surface samples are caused by living organic matter or by spills of oil. As a result. and can be removed prior to beginning the analytical sequence. Hydrocarbon contamination is rare except in the immediate vicinity of production or where vehicles are used. they can usually be identified with reasonable confidence. in which the input of terrestrial lipids was very limited. which affect only the kerogen portion of the sample. and lignite from lignosulfonates. but it can be devastating in cuttings samples. however.5%. Fortunately. Contaminants of particular notoriety are diesel fuel. In such cases TOC values will be raised and reflectance histograms will show a large population near 0. TOC values will be raised and vitrinite-reflectance values lowered by the presence of adsorbed diesel. rocks deposited in pelagic environments. palynological analysis can usually detect the presence of lignosulfonates because of the unique pollen assemblages present in the lignite. because of their friability. walnut hulls and other solid debris.

etc. because the type of kerogen preserved in rich rocks is often more oil-prone than in lean rocks. Pyrolysis results are normally reported in two ways. In interpreting these observations we normally divide these macerals into oil-generative. claiming.0% TOC are marginal. These raw data are then normalized for the organic-carbon content of the sample. cutinite. the direct evidence for such a statement is rather meager. Raw data (S1. and thus of limited source potential.5% TOC are considered to have negligible hydrocarbon-source potential. Many rocks with high TOC values.53 maturation by using a van Krevelen diagram. resinite. The oil-generative macerals are those of Type I and Type II kerogens: alginite. TYPE OF ORGANIC MATTER Microscopic kerogen-type analysis describes the proportions of the various macerals present in a sample. where preservation of lipid-rich organic matter with source potential for oil can occur. have little oil-source potential.5% and 1. gas-generative. INTERPRETATION OF SOURCE-ROCK DATA QUANTITY OF ORGANIC MATERIAL Almost all measurements of the amount of organic matter present in a rock are expressed as TOC values in weight percent of the dry rock. Nevertheless.5%). the kerogen in such lean rocks is almost always highly oxidized and thus of low source potential.0%). The amount of hydrocarbons generated in such rocks is so small that expulsion simply cannot occur. Gas-generative kerogen is mainly vitrinite. exinite. that at least some Australian inertinites can generate significant amounts of oil. Rocks containing between 0. on the basis of deductive reasoning. In some rocks TOC values between 1% and 2% are associated with depositional environments intermediate between oxidizing and reducing. Smyth (1983).5% and 1. fluorescing amorphous kerogen. however. the actual volume percent occupied by the organic material is about twice the TOC percentage. has dissented from this pessimistic view. TOC values above 2% often indicate highly reducing environments with excellent source potential. and S3) are expressed in milligrams of hydrocarbon or carbon dioxide per gram of rock sample. which ones might be of slight interest (TOC between 0. yielding . S2. They will not function as highly effective source rocks. We must still determine whether the kerogen present is in fact of good hydrocarbon-source quality. Because the density of organic matter is about one-half that of clays and carbonates. Thus high TOC values are a necessary but not sufficient criterion for good source rocks. Those rocks containing less than 0. because the kerogens they contain are woody or highly oxidized. but they may expel small quantities of hydrocarbons and thus should not be discounted completely. A rock containing 3% TOC is likely to have much more than six times as much source capacity as a rock containing 0. As such these quantities are a measure of the total capacity of a rock to release or generate hydrocarbons or carbon dioxide. and inert.5% TOC.0%). and which are definitely worthy of further consideration (TOC > 1. Kerogens in rocks containing less than 1% TOC are generally oxidized. Inertinite is considered by most workers to have no hydrocarbon-source capacity. Rocks containing more than 1% TOC often have substantial source potential. however. Furthermore.Source Rock Evaluation . Interpretation of TOC values therefore does not simply focus on the quantity of organic matter present. We therefore use TOC values as screens to indicate which rocks are of no interest to us (TOC < 0. These immature H/C ratios can then be used to calculate Go.

with CAI of 8 reached in a marble. because during the Paleozoic the biota was quite different than during the Cenozoic. Although Tmax values are determined objectively.54 values in milligrams per gram of TOC. MATURITY Kerogen Parameters. Because vitrinite reflectance is the most popular method of determining maturity. Conodont Alteration Index (CAI) values ranging from 1 to 5 were tied loosely to vitrinite reflectance and fixed carbon content of coals.5% Ro. Hydrogen indices above 150 reflect increasing amounts of lipid-rich material. COALS AS SOURCE ROCKS Coals have been traditionally discounted as effective source rocks for oil accumulations because of the lack of geographic correlation between oil fields and coal deposits. the hydrogen index serves as an indicator of kerogen type. and thus are considered to have good source potential for liquid hydrocarbons. but in most cases is probably not much above 1. Because some Cenozoic land plants are richer in resins and waxes than Paleozoic plants. others use 440°. this generalization has two fallacies: most of the coalfields originally studied were of Paleozoic age. Thus. less common application is to decide whether oil will be stable in a given reservoir. respectively. The ultimate limit of oil stability is not known for certain. a unified scale for comparing them with Ro values has not been adopted. The normalized S2 and S3 values are called the hydrogen index and the oxygen index. and the coals were of bituminous to anthracite rank. Kerogens with hydrogen indices above 600 usually consist of nearly pure Type I or Type II kerogens. CAI can actually measure high-grade metamorphism. A second. because they vary with kerogen type as well as maturity. However. Those between 150 and 300 contain more Type III kerogen than Type II and therefore have marginal to fair potential for liquids. Measured hydrogen indices must be corrected for maturity effects by using a modified van Krevelen diagram as outlined above. Nevertheless. Peak generation is reached near 0. for most kerogens the onset of oil-generation is taken to be near 0. Hydrogen indices below about 150 mg HC/g TOC indicate the absence of significant amounts of oil generative lipid materials and confirm the kerogen as mainly Type III or Type IV. Some laboratories put the onset of maturity at 435° C. make sure that you have a copy of their equivalency between TAI and Ro. most other maturation parameters are related to Ro values. They have excellent potential to generate liquid hydrocarbons. Interpretation of hydrogen indices for immature kerogens is straightforward.9% Ro. Determination of the oil-generation window in a particular section is the objective of most maturity analyses performed on possible source rocks. . and the end of liquid-hydrocarbon generation is thought to be at about 1.35% Ro. Kerogens with hydrogen indices above about 300 contain substantial amounts of Type II macerals. Because variations in TOC have been removed in the normalizing calculation. but there are still some minor variations from one laboratory to another. either from terrestrial macerals (cutinite. Age of coals is important. It is particularly difficult to generalize about TAI values because the numerical values of TAI scales have not been standardized among laboratories.Source Rock Evaluation . The limits of the oil generation window vary considerably depending upon the type of organic matter being transformed. exinite) or from marine algal material. if you are using TAI determinations determined by an analytical laboratory.6% Ro. resinite. some Cenozoic coals should have better potential for generating liquid hydrocarbons. The correlations among maturity parameters have been fairly well established.

50 0.00 4.Source Rock Evaluation .0 4. and organic facies.2 3. In some areas one technique may fail completely or may be only partially successful. Whenever possible. therefore. we should not rely on a single analytical technique.40 0.0 3.8 3. we should attempt to corroborate the measured data by other analyses.50 2.0 2.5 3.5 2 2 2 3 4 4 5 Correlation of various kerogen-maturity parameters with vitrinite-reflectance (Ro) values . To do this intelligently we must have the ability to develop regional models of organic facies and thermal maturity.00 Thermal Alteration Index (TAI) 2.6 2. unconformities and erosional events. and maturity of the organic matter present in the rocks? Satisfactory methods are available in most cases to answer all these questions. We should always attempt to extrapolate our measured data over as large an area as possible. With increasing experience one can also learn to derive important information on thermal histories. rather.3 2.20 1. Vitrinite Reflectance (%Ro) 0. type.60 0.0 Pyrolysis Tmax (°C) 420 430 440 450 460 465 470 480 500 500 + 500 + Conodont Alteration Index (CAI) 1 1 1 1.8 4.35 1.00 3.55 SUMMARY Any source-rock evaluation should attempt to answer three questions: What are the quantity. Interpretation of source-rock data on a basic level is quite simple.4 3.80 1.00 1.

" To do this.15 0.33 1.5 2-2.2 3.5 0.Source Rock Evaluation .7 1. refer to the graph on next page.0 3.41 0.7 2.0 2-2.9 3.1 2.72 0.2 1.7 2.56 EXERCISES Worked out example: Perform a source-rock analysis on the Mauve Well.8 0.07 1.38 TAI 2.5 1.27 1. so "Total Oil" can be plotted against "Oil Already Generated. however.7 1.6 2. To use the H /C data.22 1.5 2.8 % Alginite + Exinite 75 80 80 75 80 90 85 75 70 50 45 60 45 40 ? ? Core Cuttings Data are available on quantity (%Corg).86 0.1 3. and maturity (TAI).2 Atomic H/C 1.5 2. and then tracing the H/C ratio back to its immature value. presenting the kerogen quality factor as a .0 0. Source-rock data for the Mauve Well Depth (m) 1000 1200 1500 1750 2000 2300 2700 3000 3500 3600 3800 4000 4500 4600 4800 5000 Type of Sample Sidewall Cores %Corg 0.81 1. one must first convert the measured.75 0.6 2.77 0.5 2. The calculated immature H/C ratios are listed in the table on next page. Both the immature H / C ratios and the maceral analysis data need to be scaled to calculate "Total Oil. as shown in Figure B (derived from Figure A).6 2.7 3.65 0.3 1. present-day H/C ratios to the ones that the kerogens had when they were thermally immature.05 0. A) Calculation of the immature kerogen H/C ratio(at A) from the present-day H/C ratio and vitrinite reflectance data(at P) .2 2.98 0.6 0. This can be done easily by plotting H/C versus TAI.5 1.3 0. quality (H /C and %Alginite + Exinite).66 0. and both should be utilized and examined for possible discrepancies.5 0.5 2-2. B) H/C versus TAI for Mauve Well samples." Two independent quality measurements have been made.

90 0.66 0.6 1.77 0.70 1. In likewise manner (not illustrated here) the quality factor can be determined from maceral analysis data.05 1.05 0.90 0. In each case. The scaled quality factors are given for each parameter in the table on next page. 2000. 4000. 1750.5 1.6 1.07 1.30 1.05 1.77 0.6 1. If these attempts produced no resolution of the problem. the interpreter might then decide to try a third technique.60 0.Source Rock Evaluation . and would certainly request that the slides made for maceral analysis be reviewed.85 1.90 0.35 1.65 0. and 4500 meters all show differences in the quality factors calculated from the two types of data.60 ? ? * * * * * 1.20 1.41 0. and not .90 ? ? Quality Factor Quality Factor (from H/ C) (from 1.9 0.72 0.22 1. The most important point being made here is that these discrepanties must be taken seriously by the interpreter.0 0. to check for analytical error.57 function of H/C ratio of the immature kerogen in order to determine the quality factor from H/C.8 1.50 1. such as pyrolysis. the H/C ratio gives the lower quality factor.5 1. 1500.05 0. Kerogen quality factor as a function of H/C ratio of the immature kerogen.81 1.43 1.86 0.7 1. so some systematic error is likely.98 0.8 ? ? * * * Indicates discrepancy between quality factors calculated from H /C and from maceral analysis. Without more knowledge.35 0.2 0.07 1. The samples at 1000.35 0.00 0.05 0. 2300.60 0. It is apparent that there are serious discrepanties between the H/C and maceral analysis results for several of the samples.9 1.65 0.81 1.22 1.5 1.15 0. The prudent interpreter might now ask that some of the H/C ratios be rerun.27 1. however. it is impossible to pinpoint the error. Scaled Quality Data tor Mauve Well Samples Depth (m) macerals) 1000 1200 1500 1750 2000 2300 2700 3000 3500 3600 3800 4000 4500 4600 4800 5000 Measured H/C 1.4 1.75 0.17 0.38 Immature H/C 1.33 1.90 0.

Most of the discrepanties among the different quality factors turn out to be unimportant. "Total Oil" and "Oil Already Generated" profiles tor the Mauve Well. "Oil Already Generated" values indicate that only the section lying below 4500 meters is likely to have generated anything approaching a commercially attractive amount of oil. because sourcerock potential is not good for most of the section. although the section between 2000 and 3500 meters shows fairly good potential. It may be necessary occasionally to offer two alternative interpretations without choosing between them. a more thermally mature version of the rocks lying between 2700 and 3000 meters in the Mauve Well could already have generated very large quantities of oil. Finally. "Total Oil" values are generally unexciting. Future exploratory activity could include an attempt to find such a section. These two kerogens are highly mature and quite black.Source Rock Evaluation . and the H/C ratios are not helpful because the maceral types cannot be ascertained from such low H/C values. . In fact.58 be overlooked or swept under the rug. One can say little. Let us take this last approach to this problem. "Total Oil" and "Oil Already Generated" profiles are plotted in above figure. The rest of the section shows a good correspondente between the two parameters. The only sample where the discrepancy is significant is that from 2000 meters. therefore. about the oil-source history of the section below 4600 meters. The relative organic richness of the blackened samples below 4600 meters makes them interesting for further investigation. no maceral analysis was possible here. except for the two deepest samples. More samples between 3000 and 3500 meters should be obtained to define better the zone of high "Total Oil" values.

3 1.59 EXERCISE Source Rock 1 Combine the data from the Blue Well to give a coherent picture of thermal maturity in the section drilled.5 2.5-3 2.05 0.55 0.09 0.07 0.6 2.25 0.49 0.5-3 2.51 TAI % Alginite + Exinite 40 30 35 40 50 80 75 75 25 40 70 80 20 15 10 2-2.27 0. Source-rock data tor the Turquoise Well Depth (ft) 3000 3500 4000 4500 5000 5500 6000 6500 7000 7500 8000 8500 9000 9500 10.85 0.0 2.46 0.5 2.05 0.17 0.4 0. EXERCISE Source Rock 2 Perform a source-rock evaluation of the section penetrated in the Turquoise Well.3 2.66 0.08 0.61 0.88 0.0 2.60 0.5-3 2.99 1.5 2.5 3-3.86 1.0 2.25 1.5 2.5-3 3.12 *TAI and Ro are interconverted according to the correlation table at the end of chapter 7.09 0.2 0.8 1.03 0.71 0.3 2.0-2.5 2.51 0.06 0.91 0.21 1.5 2.91 1.9 1.49 0.60 0.5 3.5 3.21 0.41? 1.52 0.90 0.1 0.6 0.33? 1.44 0.02 0.06 0.08 0.02 0.63 0.65 0. Explain how you resolved any apparent discrepancies.59 0.0-2.5 TOC = Total Organic Carbon Bit/TOC = Bitumen/Total organic carbon ? indicates a poor histogram TAI = Thermal Alteration Index Ro = Vitrinite reflectance .22 0.02 Atomic H/C 0.11 0.65 0.51 0.03 0.21 1.0 3-3.7 0.0-2.5 2.0 0.26? 1.3 2.0 2.06 0.17 0.5 2.3 Bit/TOC 0.5-3 2.91 1.48 Ro 0.7 0.60 0.5 2. Thermal-maturity data for the Blue Well Depth (ft) TAI Ro Bitumen/TOC 1000 1200 1500 2000 2300 2600 3000 3200 3400 3700 4000 4200 4800 5000 5200 5400 5700 6000 2.0 2.07 0.51 0.08 0.27 1.00 1.5 0.10 0.5-3 2.42 0.01 0.03 0.0 2.2 2.67 0.66 0.8 0.18 0.6 4.5 2.000 Type of Sample Cuttings Cuttings TOC 1.08 0.5-3.59 0.Source Rock Evaluation .1 2.07 1.5 2.

In most cases. It has even been suggested that maturity models are more accurate than measured data for determining the extent of petroleum generation. If no well data are available. expulsion. measured maturity data are of limited value in exploration. indeed. If no subsurface data are available. Even in maturely explored basins the samples available for analysis often do not give a representative picture of maturity in the basin. maturity measurements can only tell us about present-day maturity levels. Nevertheless. perhaps from thicknesses of exposed sections nearby. . for it is in keeping with the predictions of chemical-kinetic theory. He developed a "Time-Temperature Index" of maturity (TTI) to quantify his method. Lopatin in the Soviet Union described a simple method by which the effects of both time and temperature could be taken into account in calculating the thermal maturity of organic material in sediments. Furthermore.60 9 . in frontier basins there may not be a single well within tens or hundreds of kilometers. CONSTRUCTION OF THE GEOLOGICAL MODEL One of the advantages of Lopatin's method is that the required input data are very simple and easy to obtain. we still have no clue as to when oil generation occurred. These considerations are important when we want to compare timing of generation. If our measurements indicate that a rock has already passed through the oil-generation window. This assumption is a logical and defensible one. methods have been developed for calculating maturity levels where measurements are not available. nor do we know at what depth or temperature it occurred. however. Part of this problem is a consequence of the limitations we face in attempting to obtain reliable maturity measurements. estimates can be made. especially if the seismic reflectors can be tied to well data.Predicting Thermal Maturity . a time stratigraphy can sometimes be constructed using seismic data. and migration with timing of structure development or trap formation. early efforts to take both time and temperature into account in studying the process of hydrocarbon generation were only partially successful because of the mathematical difficulties inherent in allowing both time and temperature to vary independently. In order to circumvent these difficulties. In some areas there are no well samples available. The common thread running through all these models is the assumption that oil generation depends upon both the temperature to which the kerogen has been heated and the duration of the heating. We need data that will enable us to construct a time stratigraphy for the location of interest and to specify its temperature history. however.Predicting Thermal Maturity INTRODUCTION Measured maturity values for possible source rocks are invaluable because they tell us much about the present status of hydrocarbon generation at the sample location. Lopatin's method allows one to predict both where and when hydrocarbons have been generated and at what depth liquids will be cracked to gas. Time-stratigraphic data are usually available as formation tops and ages obtained by routine biostratigraphic analysis of well cuttings. In this chapter you will learn how to carry out maturity calculations using Lopatin's method and how to use Lopatin's method in exploration. These two factors are interchangeable: a high temperature acting over a short time can have the same effect on maturation as a low temperature acting over a longer period. In 1971.

Burial-history curves are based on the best information available to the geologist. Suppose. and that a corrected bottom-hole temperature of 133° C was obtained at 3800 m. Suppose further that local weather records indicate a yearly average surface temperature of 19° C. we can construct the complete figure. for example. Using the other control points from the input table. which was constructed from the time stratigraphy for the Tiger well.Predicting Thermal Maturity . are marked on the age-depth plot. a burial-history curve may represent only a rather uncertain guess. TEMPERATURE HISTORY The next step is to provide a temperature history to accompany our burial-history curve. representing the initial deposition of the sediment (point A) and its position today (point B). In the Tiger well.(9-2) All of the shallower and younger horizons will have burial-history curves whose segments are parallel to those of the oldest horizon. if constructed as carefully as the data permit. burial-history curves represent our best understanding of the geological history of an area. An example is shown in the following figure. . by 80 Ma the sediment had been buried to a depth of 900 m (point C). Using these present-day data and extrapolating them into the past. This geometry is a direct consequence of ignoring compaction effects. The burial-history curve was constructed in the following way: two points. The subsurface temperature must be specified for every depth throughout the relevant geologic past. that the Tiger well was logged. In cases where biostratigraphic data are lacking or where the sediments have had complex tectonic histories. The next step is to locate the first control point from the time-stratigraphic data on the input table. we can construct the temperature grid with equally spaced isotherms parallel to the earth's surface. it is easy to construct burial-history curves with a high level of confidence. sediment has accumulated continuously but at varying rates since deposition of the oldest rock 100 million years ago (Ma). In cases where biostratigraphic data are available and deposition has been reasonably continuous. Nevertheless. Connecting the six dots completes the burial-history curve. Neglecting compaction effects.61 BURIAL-HISTORY CURVES Implementation of Lopatin's method begins with the construction of a burial-history curve for the oldest rock layer of interest. Today the rock is at a depth of 3700 m. The simplest way to do this is to compute the present-day geothermal gradient and assume that both the gradient and surface temperature have remained constant throughout the rock's history.

however. maps of regional geothermal gradients can be useful in estimating the gradient at a particular location. Causes for such events could include global warming and cooling or local climatic variations resulting from continental drift or elevation changes. There is no theoretical limit to the complexity that can be introduced into our temperature histories. If thrusting is rapid compared to the rate of thermal equilibration between thrust sheets. some part of the section is repeated as a result of thrusting. the burial-history curve again begins to trend downward. SPECIAL CONSIDERATIONS ABOUT BURIAL-HISTORY CURVES The most common complicating factor in constructing burial-history curves is erosional removal. If part of the section is missing as a result of faulting. the movement of hot rocks from the bottom of the overthrusted slab over cool rocks at the top of the underthrusted slab will affect . temperature profiles will be based largely on guesswork. Given adequate data or an appropriate model on which to base complex temperature reconstructions. If deposition resumes later. the data necessary for highly sophisticated temperature reconstructions are simply not available. As an example: lowering the geothermal gradient by rapid sediment accumulation results in subsurface temperatures that are anomalously low compared to the "normal" ones that dominated previously. If. Faulting can be dealt with by considering the hanging wall and footwall as separate units having distinct burial histories. but the geothermal gradient varies in response to heating or cooling events. The individual segments of each of the burial-history curves in a family will remain parallel. There are numerous other variations that can be employed in creating temperature grids. In other cases the surface temperature remains constant. however. The effects of thrusting on thermal maturity are not well understood. we can change surface temperatures through time without altering the geothermal gradient. we are limited only by our own creativity. Erosion is indicated in a burial-history curve by an upward movement of the curve. two separate diagrams should be used for the sake of clarity. More complicated temperature histories account for changes in thermal conductivities caused by variations in lithology.62 Where measured bottom-hole temperatures are not available. Whenever erosional removal occurs. burial-history curves for both hanging wall and footwall can be represented on a single diagram. In most cases. In many poorly explored areas. the resultant thinning of the section must be represented in the entire family of burial-history curves.Predicting Thermal Maturity . For example (9-7).

Chemical reaction-rate theory states that the rate of a reaction occurring at 90° C (a reasonable average for oil generation) and having a pseudoactivation energy of 16. However. for any temperature interval the temperature factor (?) was given by: ? = 2n The temperature-factor thus reflects the exponential dependence of maturity on temperature. Lopatin (1971) assumed that the rate of maturation followed this doubling rule. Total maturity is calculated by summing the incremental maturity added in each succeeding temperature interval. Intersections of the burial-history curve with each isotherm are marked with dots.400 cal/mol will approximately double with every 10° C increase in reaction temperature. increases exponentially with increasing temperature. Testing of his model and the successful application of Lopatin's method in numerous published examples have confirmed the general validity of this assumption. These dots define the time and temperature intervals that we shall use in our calculations. Lopatin chose the 100°-110° C interval as his base and assigned to it an index value n = 0. This intervalTTI value represents the maturity acquired by the rock in that temperature interval during the time . The temperature factor. in contrast. Studies in the Overthrust Belt of Wyoming indicate that a slow-equilibration model is superior to a simple model invoking rapid thermal equilibration. Loss of 1000 m of section by erosion during an uplift event lasting from 70 Ma to 60 Ma. Because the rate of maturation was assumed to increase by a factor of two for every 10° C rise in temperature.(9-12) CALCULATION OF MATURITY Once the burial-history curves and temperature grids have been constructed.Predicting Thermal Maturity . decreases by 1000 m. In order to carry out maturity calculations conveniently. more work is required before we will understand fully how thrusting influences hydrocarbon generation and destruction. but the distance between the two lines which bracket the erosion. Temperature intervals are defined by successive isotherms spaced 10° C apart. spent by the rock in each temperature interval. respectively. Now we can carry out the maturity calculations. we must paste them together. expressed in millions of years. Lopatin defined each time factor simply as the length of time.63 organic maturation by causing important perturbations in subsurface temperatures. A Time interval is the length of time that the rock has spent in a particular temperature interval. Multiplying the time factor for any temperature interval by the appropriate temperature-factor for that interval gives a product called the Time-Temperature Index of maturity (TTI). Individual burial-history curves remain parallel. Index values increase or decrease regularly at higher or lower temperatures intervals. we need to define both a time factor and a temperature factor for each temperature interval.

but quite rapid in the last 10 my. by 10 Ma of uplift and erosion. TTI values differ appreciably among these four scenarios. In B burial was very slow during the first 70 Ma of the rock's existence. followed by a nonerosional depositional hiatus for the last 50 Ma. it can never go backward because interval-TTI values are never negative. we cannot "unburn" it.64 given.Predicting Thermal Maturity . FACTORS AFFECTING THERMAL MATURITY Because maturity is affected by both baking time and baking temperature. baking will continue. if we forget about the cake when the oven is hot and let it burn. If we put a cake in a cold oven and turn the oven on. Figure C shows rapid burial during the first 20 Ma. Four of the many paths by which an 80-Ma-old rock could have reached a present burial depth of 3000 m is indicated in the figure (9-21). although at increasingly slower rates. In A the rock was buried at a constant rate for its entire 80-my history. On the other hand. the specific burial history of a rock can strongly affect its maturity. In D 40 Ma of rapid burial to a depth of 4000 m was followed by a hiatus lasting 30 Ma and. as the oven cools down. even if a rock cools down. where the time factors and yfactors for each temperature interval are shown on the burial-history curve. A good analogy can be drawn between oil generation and baking. finally. we simply sum all the interval-TTI values for the rock. In the adjoining table interval-TTI values and total-TTI values up to the present day are calculated. Maturity always increases. . no matter how much or how rapidly we cool it down. To obtain total maturity. the cake will bake slowly at first but will bake faster and faster as the temperature rises.(9-20) It is also possible to determine the total-TTI value at any time in the past simply by stopping the calculation at that time. maturity continues to increase (albeit at a slower rate) because y is always greater than zero. Furthermore. The first step in calculating TTI is illustrated in the following figure. If we turn off the oven but leave the cake inside.

in contrast. Most logged temperatures are too low and require correction. Wyoming. so even a rather large error in baking time will not produce a catastrophic change in maturity. Tfu = Fort Union Formation.Predicting Thermal Maturity . but there is no guarantee of their accuracy in any particular case. Temperature. our uncertainties about the true values of subsurface temperatures are much greater than about time. we usually have excellent control on rock ages through micropaleontology. B) Revised burial-history model for Well #1 based on the poor correlation with measured maturity data. Age calls are often made within a million years. time data are seldom a problem. Present-day subsurface temperatures are difficult to measure accurately. showing the evolution of the oilgeneration window through time.(9-29) Furthermore. and can be even better in Cenozoic rocks. In actuality. Family of burial-history curves for a well in the Big Horn Basin. The hiatus has been reinterpreted as an erosional unconformity (9-23) POTENTIAL PROBLEMS WITH MATURITY CALCULATIONS The most obvious errors in maturity calculations will come from inaccuracies in time and temperature data. . Tu = undifferentiated Tertiary. The sensitivity of maturity to temperature is clearly indicated by the exponential dependence of maturity on temperature predicted by the Arrhenius equation. Various methods have been developed for this purpose. Only in cases where micropaleontological dating was not or could not be carried out. The model includes an extensive nonerosional depositional hiatus. Secondly. Km = Lance-Meeteetse formations. First.65 A) Initial proposed burialhistory model for Well #1. the dependence of maturity on time is linear. is the single most important cause of uncertainty and error in maturity calculations. might we anticipate possible problems with time. Kc = Cody-Frontier formations.

26? 1. Source-rock data tor the Turquoise Well Depth (ft) 3000 3500 4000 4500 5000 5500 6000 6500 7000 7500 8000 8500 9000 9500 10.000 ft of Upper Miocene before being abandoned at 16. where presentday temperatures are maximum paleotemperatures.5-3 2.88 0.00 1.5 2.Predicting Thermal Maturity .02 Atomic H/C 0.5 0.67 0. even an inaccurate extrapolation into the past may not cause significant problems.5-3 3.5-3 2.25 1.91 1.9 1. 3500 ft of Pliocene.8 1.91 0.06 0.5-3.3 2. In such cases we should be very careful about using predicted maturities unless we have some independent confirmation of the validity of our model from a comparison with measured maturity data. A plausible average surface temperature is 20° C.08 0.01 0.18 0.5-3 2.65 0. The corrected bottom-hole temperature was 270° F.59 0.60 0.27 1.5 3.86 1. Base Pleistocene 2 Ma Base Pliocene 5 Base Upper Miocene 11 Base Middle Miocene 50 Ma . Despite experimental evidence indicating that different kerogens decompose to yield hydrocarbons at different levels of maturity models. In many cases.5-3 2. In other cases.3 Bit/TOC 0.03 0.66 0.7 0.0 3-3.1 2. however.02 0.5 3-3. EXERCISES EXERCISE Thermal Maturity 1 Perform a source-rock evaluation of the section penetrated in the Turquoise Well.5 2.2 0.66 Even if we could measure present-day subsurface temperatures with perfect accuracy.48 Ro 0.5 3.5-3 2.21 1.17 0. It penetrated 1000 ft of Pleistocene sediments.22 0. do not utilize different kinetic parameters for the various kerogen types.65 0.85 0.51 0.5 2.51 0. an accurate interpretation of the ancient geothermal history may be critical.99 1.03 0.41? 1.6 4.07 1.3 1.52 0. particularly where Paleozoic rocks are involved. however.7 0.71 0. A question of some concern comes from the previously mentioned fact that most of the maturity models treat all types of kerogen identically.08 0.33? 1.05 0.8 0.90 0.49 0.0 0.08 0.150 ft in the Middle Miocene.27 0.5 TOC = Total Organic Carbon Bit/TOC = Bitumen/Total organic carbon ? indicates a poor histogram TAI = Thermal Alteration Index Ro = Vitrinite reflectance EXERCISE Thermal Maturity 2 The Black Well was drilled off the Louisiana Gulf Coast.000 Type of Sample Cuttings Cuttings TOC 1. we still would have to extrapolate the present somehow into the past.51 TAI % Alginite + Exinite 40 30 35 40 50 80 75 75 25 40 70 80 20 15 10 2-2.91 1.5 2.06 0.1 0.4 0. Construct a family of burial-history curves for the well and calculate the present-day TTI at total depth. and 11.21 1.

67 EXERCISE Thermal Maturity 3 Calculate present-day TTI at 3000 m in the Red Well.5 base Turonian base Cenomanian base Cretaceous top Kimmeridgian base Kimmeridgian 91 Ma 97 144 150 156 Ma .5 88. Age data top Paleocene base Paleocene base Maastrichtian base Campanian base Santonian base Coniacian 55 Ma 65 73 83 87. draw a burial-history curve for the section penetrated and calculate maturity for the Kimmeridgian shale. The following Upper Cretaceous boundaries are noted: Maestrichtian-Campanian Campanian-Santonian Santonian-Coniacian Coniacian-Turonian Turonian-Cenomanian 1807 ft 2002 ft 2360 ft 2546 ft 3017 ft The Cenomanian is 480 ft thick and overlies 1000 ft of Kimmeridgian-age shale. Evidence from related sections indicates that the Paleocene was originally about 3000 ft thick and that no other Cenozoic sediments were ever deposited. Assuming a surface temperature of 10° C and a geothermal gradient of 2° F/100 ft.end Cretaceous: 15° C 141° C 25° C EXERCISE Thermal Maturity 4 The Ultraviolet Well is spudded in Paleocene sediments. Corrected BHT (4200 m): Estimated surface temp. At a depth of 1500 ft. Time-stratigraphic data Temperature data Age (Ma) 0 2 38 65 80 100 Depth (m) 0 500 1200 2700 3000 4000 Present-day average surface temp. It is also believed that 500 ft of Lower Cretaceous sediments were deposited before uplift and erosion began. micropaleontology indicates the rocks to be of Maestrichtian age.Predicting Thermal Maturity . Determine when each of the strata began to generate oil. Total depth is reached at 6120 ft in Middle Jurassic rocks. Find when the rock at 3000 m began to generate oil (TTI = 10). Total original thickness of the Kimmeridgian is thought to be 1500 ft. assuming a constant geothermal gradient through time.

Carboniferous '' '' '' '' E.500 27. "A regional study of the area suggests the probable presence of a thin. Time-stratigraphic data are given in the following table. The reservoir is sealed by a thick salt layer. they are in turn overlain at 2750m by a sandstone of excellent reservoir quality. and the surface temperature today is about 15° C. The source rock is thought to be about 300 Ma old.000 23. Because of the high operations cost. No other source rocks were noted. oil-prone source rock at about 4300m depth near the prospect.000 18.500 21.000 8.65°C/100 m and a surface intercept of 15°C are reasonable for the area.000 11.000 13. No unconformities are recognized within the Paleozoic. Top of Permian Virgil Missouri Des Moines Atoka Morrow Mississippian Kinderhook Sylvan Arbuckle Age (Ma) 230 280 288 296 304 309 320 340 425 470 Period Permian 0 L. evaluate the prospect. The basin filled at a generally uniform rate from about 300 Ma to 100 Ma. No other reservoirs are anticipated. . upper management has decided that gas and condensate are not economical.000 25. rich. The traps at the prospect location formed slightly prior to the beginning of erosional removal in the basin and have retained integrity to the present." Utilizing the principles of hydrocarbon generation and preservation.68 EXERCISE Thermal Maturity 5 Analyze the timing of oil generation in the Pink Well.0° F/100 ft. The geothermal gradient was found to be 1. Carboniferous '' Ordovician '' Depth (ft) 7. At that time nearby orogenic activity caused the first traps to be formed during a gradual 1200m uplift lasting until 40 Ma. The following geological summary is available to you.Predicting Thermal Maturity . Nearby well control indicates that a geothermal gradient of 3. Erosional removal since the Permian probably totals about 2000 ft.500 EXERCISE Thermal Maturity 6 You have been asked to evaluate an undrilled prospect in a remote area that is available in an expensive farm-in deal. Your responsibility is to make a recommendation regarding the nature of hydrocarbons that might be present in die prospect. From 40 Ma to the present about 500m of additional burial occurred. Highly fractured carbonates overlie the source rock.

unless we can be more specific about how we are going to produce them. Increasingly these days. and therefore without any dissolved gas of significance. half a mile or whatever. First. It usually refers to what was there originally. The stock tank is. let us again emphasize that we are dealing all the time with uncertainties. This may be done via a standard deviation or by a statistical probability (see below). Because anyway there is uncertainty about this amount. Similarly. that the proportion of the oil in place that we can recover will depend on the economics: how much money are we prepared to spend on getting it out of the ground. methods. once a discovery is made. RESERVES Perhaps the following explanations will give you some idea of what we are up against when we come to consider quantities of the resource on which a good deal of our civilization depends. until actually all of the oil has been produced. Note. located at surface near the well-head. we have to clear a good deal of misunderstanding and misuse. which can be produced using assisted or enhanced recovery techniques. of a well. Now we must see how we can apply our knowledge of the geology to assessing the amounts of petroleum that we have found. What they think is beyond that in the accumulation. Recoverable reserves: The volume of oil that can actually be produced to surface from an accumulation. let alone how much. but the same considerations. before we started to take any of it out. which controls the amounts of oil in the reservoir. we have to remember that we are dealing with a resource and that we are very concerned with the quantities involved. There is no way of knowing in advance of drilling whether or not there is going to be any oil or gas at all down there under the ground. Some might use the term to refer to the amount of recoverable oil that is believed to lie within a given radius. our wells. Proven reserves: Here we start to enter a minefield! Different companies have different definitions of what is proven. This section is included to give an idea of what is involved. secondary reserves. in the case of small fields. and terms can be used equally for gas. or hope to find.69 10 . A bald figure for `recoverable reserves' is somewhat meaningless. is liable to change between our information points. You may see the engineers using the term STOOIP: stock tank oil originally in place. since we are never able to recover all of the oil that is down there in the reservoir. we are involved with a greater or less degree of uncertainty about quantities. they might designate as `probable'. So.Quantitative Assessment So far we have been talking in rather generalized terms. We may distinguish between primary reserves that can be produced without any artificial assistance other than pumping. of the following terms: OIL IN PLACE This is the total volume of oil. companies tend to use `proven' for those reserves that are believed to be present with an 85 or maybe 90 per cent degree of . or predict. and oil may be produced directly into it. and tertiary reserves using more exotic techniques. there is no way that we can know precisely how much we have found: the geology. We have to try to understand. just what these changes amount to. And yet oil companies need to know what to expect. We cannot regard these quantities as `reserves'. it is desirable to be able to express our degree of confidence in it. We will refer to oil. even within oil companies. however. and hence the STOOIP refers to the oil in place in the reservoir but corrected to the volume it would occupy under surface pressure and temperature. measured in barrels or other units that is present in an accumulation under the ground. How do we handle these problems? Before we get into this.Quantitative Assessment . However.

Not all of a reservoir formation is going to be sufficiently porous and permeable to contribute oil to production. or rather the average porosity of the net reservoir across the entire accumulation. then this factor may be little more than a guess. the volume of the gas cap and the water-bearing rock below the oil-water contact being discounted. it is the remaining reserves. meaning that we have to try to interpret in detail the environments that the sediments were deposited in. It may well be that it is best to avoid the terms `proven'. even when we have information from a lot of wells. We then eliminate progressively everything from this volume that is not oil. but what happens between and beyond our well control? – Sw is the water saturation. and the thickness of the reservoir govern it. What anyway should we regard as net reservoir? A rather arbitrary porosity cut-off value is often used. if we do. Usually. and just to qualify our figures by statistical probabilities: at least then people would know what is meant! Original and remaining reserves: These are fairly obvious. Probable reserves: Equally dodgy! One definition was given above: the term may be used. and regional and local geological interpretation. faulting. Sometimes `possible' is also seen. This will be controlled by variations in the nature of the sediments that comprise the reservoir. the higher will be the water saturation. the normal way of estimating how much has been found is to start with the volume of the reservoir within the closure of the trap. This can be pretty subjective. like `proven'. We have not only all the problems of average porosity but remember that the size of the pores comes in here as well: the finer the sand.Quantitative Assessment . including the adequacy of the source rock to provide enough oil to the trap. – ? is the porosity. `probable'. – FVF is the formation volume factor. – Fill is the `fill factor'. then we can go straight to the bulk reservoir volume containing the oil. They refer respectively to what was there and recoverable before we started producing. We may actually be able to measure the FVF if we have a sample of oil collected under subsurface pressures from the bottom of our well. Recoverable reserves = [BV * Fill * N/G * ? * (1 . that are meant.Sw)] * RF * Constant FVF where: – BV is the volume of the reservoir formation within the closure of the trap above the spill-point. We have to discount those parts of it that are useless and just consider the net reservoir thickness. to refer to a degree of confidence or probability. BV will be determined from seismic and well data. – N/G is the net to gross ratio. to cover the reserves that have only a 15 or 10 per cent chance of being present. it shrinks because gas bubbles out of it as its pressure is eased during production. The shape of the trap. . in this case 50 per cent. we shall see shortly. which is the percentage of the bulk volume that actually contains the oil. If we do not know where the gas-oil and oil-water contacts are. and what is still there for the taking at a given date. if we hear simply about `reserves'. We do our best from measurements on core samples and from wireline log interpretation. This reflects the fact that oil under the ground in the reservoir occupies more space than it does when we get it up to the surface. Again we need an average value for the field. What this means and how we arrive at the figure. DISCOVERED RESERVES Once a discovery of oil has been made. the percentage of the porosity that is occupied by the immovable water. and `possible' altogether. It is affected by many factors. So we multiply the bulk volume of the reservoir in the trap by those factors that represent the non-oil. and the quality and strength of the cap rock.70 confidence or statistical probability.

this is commonly about 50-60 per cent. for each of the factors we work out our best estimate. Then we get a computer to pick a value for each factor at random from the range we have given. . It will be clear to anyone that. The list is put into order from the smallest to the largest. So we have a whole list of answers. somewhere within which the `true' figure must be. So we usually have to base our estimate on prior experience elsewhere. and arrive at perhaps wildly different answers. having regard to all of the geology. The computer does the sum using these values. The Americans measure reservoir volume in acre-feet: area in acres multiplied by reservoir thickness in feet.Quantitative Assessment . then we don't have to worry. and we also specify the total range. however. Then we ask it to do the same thing again.. and to try to be as honest and objective as possible. Alternatively one may plot the frequencies as percentages of the total number of answers: the statistical probabilities. If we plot out the answers on our list falling within successive size ranges (in barrels of oil). is to multiply uncertainties by uncertainties. but it may be a good deal less from carbonates. A constant is needed to adjust the units. our best estimate. and again. If we are working entirely in the metric system. we shall find that the bulk of them tend to cluster round the middle (Fig. Instead of estimating single figures for the factors that go into the reserves formula. we have to multiply the figure we calculate by 7758. and governments must have numbers that they can use for planning purposes. we can work out the standard deviation (the ±) which will give an idea of our confidence in our answer. for this average value. To get an answer to our sum in barrels of oil. Diagrammatic plots of the outputs from two Monte Carlo simulations. More commonly. Note that the preferred answer that is usually used is the mean value. known as a Monte Carlo simulation. then. companies. from minimum possible to maximum possible. we give as our preferred figure the average of all the answers (the mean).. the problem is tackled through a statistical technique. even though they may be well aware that any such figures will eventually turn out to be wrong. Who is right? Whose answer should we use? Can we indeed believe any of them? Unfortunately we cannot escape from the problem. The number of answers in successive reserve ranges is plotted against the size ranges themselves. any one of which could be the real value. Different geologists will certainly come up with different values for at least some of the input factors.).71 – – RF is the recovery factor. there must be considerable uncertainty to say the least. and again. the proportion of the oil in the reservoir that we can actually recover and produce.This is because. It is a figure that we cannot know exactly until we have finished producing. Most commonly these days. What we are doing. doubtful estimates by doubtful estimates. in producing figures for all of these factors. until we begin to wonder whether our answer has any reality or meaning at all. but biassing its pick towards our best estimate. maybe 500 or 1000 times. since it is about this that the standard deviation can be calculated. The one that has the most answers in (= the modal class of the distribution) we can regard as the most probable value -in other words. In a sandstone reservoir. and then analysed statistically.

For example. This chance (probability) is known as the risk factor: it is an expression. and honest as can be in assessing exploration risk. In the lower plot. It is this sort of thing that helps to make the oil exploration business so competitive. And if all this sounds like a gambling game. as opposed to assessing what we already know to be there. the same values are discounted by a 50 per cent risk factor. it doesn't take any account of the fact that our exploration well may. the curve represents the chance (probability) that the reserves are a certain size or greater. we can plot out the percentages of answers in successive size ranges cumulatively as we work down the list (Fig. we have to go a stage further. if any one of them fails or is lacking. if the engineers say that a field of so many million barrels is going to be needed to justify development and production costs.Quantitative Assessment . It is also used to assist management in making their exploration/development decisions. Incidently. for geological reasons. It will give a graph which shows the probability that the reserves will be of a certain size or more. Of course we try to be as scientific. This is what is used to determine those reserves that may be called proven. turn out to be totally dry-lacking in hydrocarbons. we can read off from the graph the chances of our field containing that much oil or more. perhaps. that is exactly what it is. of our confidence that there will be at least some oil. one of the main benefits from all of this is that it forces us to think carefully about the geological requirements for oil to be present. and then merely combine the probabilities to give an overall probability . but also the chance of there in fact being any oil at all.the risk factor. but rather it is the number an individual geologist might produce to reflect his/her personal interpretation of the geology. When it comes down to risk. The risk factor. and ensures that all possibilities are considered.72 The output from a Monte Carlo simulation with the percentages plotted cumulatively. but it assumes that we have already discovered oil. in numbers. We have to give not only our best estimate of how much petroleum there might be. then no oil. . you may say. and 10 per cent levels of probability respectively. different geologists will arrive at different figures for the probability of success. now gives a more complete picture of the viability of an undrilled prospect . 50. The way it is commonly approached is to go back to the basic conditions for oil acumulation: all of the essential requirements have to be met if there is to be oil in a particular place and that. to give the chance of discovering certain reserves or more including the 50 per cent chance that we may find nothing at all. combined with the estimate of how much. Most usefully. Indeed it does not! When we are looking at exploration of the unknown. So this type of graph has now become one of the standard key tools in exploration/development decision. UNDISCOVERED RESERVES This is all very well. there really is no such thing as the risk factor.). the 90. It cannot be worked out completely objectively. We try to assess the probability that each factor will be satisfied. objective. By plotting the answers from the 100 per cent probability downwards. and possible at.at least until we start also considering the costs and economics. management can then decide whether or not to take the gamble on developing the field at those odds. say. probable.

we are said to be consulting the oracles! All of the above techniques have been used. for our `best estimate'.Quantitative Assessment . We could make comparisons between known and unknown basins. This is known as the Delphi technique. However. the built-in risk factor takes care of this. the two elements of size and chance of success. get a number of experts to make their forecasts by whatever technique they prefer and. Should we. The obvious thing to do is to add together the risked reserves estimates of all the remaining prospects. 3. 1. otherwise we may be doing little more than guessing. 2. This starts with the volume of mature source rock in the basin and then. to believe that we can do this would be the height of conceit. Let us look at the more important ones. We might look at explored and known parts of the basin. for example. But we have to admit that. We could adopt what is known as a `geochemical material balance' approach. There are lots of uncertainties in this but the calculation would be amenable to a Monte Carlo type of simulation. and use the figures for the known also for the unknown ones. However. however. on this tack. Use past statistics (number of barrels of oil found on average for each 100m of exploration drilling?) and extrapolate to future drilling. or underlying each square mile of surface area. This combines in a single estimate. 5. Adding this to the original reserves will give us what is sometimes called the `ultimate reserves'-a grand total for the basin. then the area under it represents the total volume of oil found to date. or would our money be better spent on drilling a smaller but safer one? The risked reserves. In a similar vein the amount of oil found world-wide each year from the beginning of the century can be plotted. sometimes in combination.73 Lastly. Some of these will be successful. is a hypothetical figure. unless we really have a lot of information (we never have enough!). let us note a number known as the risked reserves. If we have a reasonable amount of information and control. the amount of oil generated. and calculate average quantities of oil per cubic mile of sediment.). and a number of techniques have been employed. the expected reserve estimates from our Monte Carlo simulation multiplied (discounted) by the risk factor (Fig. 4. and as such can be very useful in planning an exploration program. This kind of plot can be used also for individual basins or for the whole world. This figure is extremely imprecise and may be not much more than a guess. it is a pretty wild sort of plot. all of them are very dodgy . and the area under that bit will represent what. this technique may bring us into the right ball-park. if we draw a smooth line through it to even out the peaks and the troughs. merely use the average of the figures they produce. Undiscovered are thus what we hope to find in a prospect area or sedimentary basin in the future. and some may be more appropriate in given circumstances than the others. knowing how rich it is. Many `experts' have scratched their heads over the estimation of undiscovered reserves. ULTIMATE RESERVES So far we have been talking about a single oil accumulation or a single prospect. we have to assume that today we can identify and assess all of the prospects that ever will be found in the basin. qualify it by a statistical probability. 6. Delphi was the place in ancient Greece where one went to consult the oracle about one's future. but some will be dry. then use these figures for the unexplored parts of the basin. If all else fails. and we should be on our guard against believing that it is what we shall find (it most categorically is not) or otherwise trying to read too much into it. on average. however. How now do we estimate what still remains to be discovered over a wider area or even an entire sedimentary basin? There really is no objective way of doing it-but still companies and governments want to know. remains to be found. go for a large but very risky prospect. expelled. we can. Forcing these experts to agree a figure amongst them might refine the approach. and made available for entrapment (the `charge') can be calculated. Extrapolate this smoothing line out into the future.

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