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A shale gas/oil reservoir is a regionally vast continuous gas/oil reservoir in fine-grain rocks.
The gas/oil is self-sourced (in-situ generated) from the organic matter which is part of the
rocks matrix (Figure 5).
There is no requirement for a conventional trap or cap rock to contain formed oil or gas
because the oil/gas is trapped in a rock of low porosity low permeability: hydrodynamic flow
is not possible.
Gas vs. oil in a shale is the result from both the kerogen-type and the thermal history of the shale.
Thus, investigations into the kerogen-type and the shales thermal evolution are important parameters
for production.
The varying H/C O/C ratio values for the different types reflect different organic source material and
different sedimentary environments as described below:
Type I Kerogen originates from very restricted, lacustrine, and most often anoxic
environments, resulting in a kerogen of very high H/C ratio and consequently the largest
potential for hydrocarbon generation, first as liquids (oil), later as gas.
Type II Kerogen is most abundant and common in many shales, reflecting the classical
marine-derived plankton-bacteria organic matter type. Most of the worlds oil originates from
the two Types I and II kerogen.
Type III is the kerogen derived from land-plant debris from continental run-off into
sedimentary basins. Kerogen-Type III has a lower H/C ratio, thus generates lower amounts of
hydrocarbons, preferably in the form of methane gas, CH4.
Type IV Kerogen represents residual (dead) organic matter from partial oxidation and
alteration processes during or shortly after sediment deposition. This material has no or very
low capacity for any hydrocarbon generation. Due to the initially high O/C ratio (from partial
oxidation), this material is prone releasing CO2 in the course of its diagenesis.
The determination of the kerogen-type and its quantity is an essential first evaluation step for shale
gas/oil production: sufficient shale gas/oil requires sufficient amount of kerogen; The kerogen-type is
key to the expected products, gas or oil (gas or liquid HC).
Today, kerogen-typing is seldom done using the old, cumbersome method of elemental analysis as
shown in the famous van Krevelen Diagram Figure 6. Instead, optical-microscopy (Figures 7a and
7b) and, in particular, the rapid pyrolysis /oxidation lab method (Rock-Eval Pyrolysis, Espitalie et al.,
1977) are used.
Isolated kerogen or whole shale rock microscopy is usually carried out in the reflected light modus
using normal light or UV-irradiation. Under UV-irradiation the so-called liptinitic organic particles
show prominent fluorescence (unless over-mature, see below). Liptinite is sedimentary organic
matter high in initial atomic H/C ratio and prone to generate liquid hydrocarbons (oil). Land-derived
former woody material is mostly recognized from normal reflected light microscopy as vitrinite. Upon
burial sedimentary woody debris converts to vitrinite . Vitrinite appears grayish in reflected light
microscopy and is gas prone. Vitrinite is the bulk constituent of humic coals which are known to
generate methane gas and partially store it in the coal matrix as Coal Bed Methane (CBM). Inertinite
is high-reflecting organic particle debris and corresponds with the Kerogen-Type IV discussed above.
Figure 8
below is an example of applied microscopy analysis to classify and quantify the kerogen in a shale.
Gas-prone Vitrinite (V), oil-prone Liptinite (L), and dead Inertinite (I) yields are plotted in a ternary
diagram along with TOC magnitude data. Shale samples high in both TOC and Liptinite (L) are oilprone, samples rich in Vitrinite (V) and TOC are dominantly gas-prone.
The Rock-Eval analysis is the third common method for kerogen classification (and the degree of
the thermal stage, see below). It involves a sequence of analytical steps carried out on a small rock
sample sealed within the instrument unit:
1. First, any (free) HC present in the pore system of the rock are flushed out and quantified.
2. The second sequence involves the pyrolytic release of HC and CO2 (generation of HC and
CO2 from the shales kerogen) over a temperature ramp from 300 to 550o C when the kerogen
is thermally cracked. The endpoint of the pyrolysis at 550o C leaves an exhausted kerogen in
regard to HC and CO2 generation.
3. A third steps involves the oxidation of the shale-TOC at high temperature. These data,
pyrolytic HC (basis for the Hydrogen-Index), pyrolytic CO2 (basis for the Oxygen-Index) and
TOC from high temperature oxidation are used to identify kerogen-types in shales as
described below and in Figure 9.
The Hydrogen-Index (HI; mg
generated HC/TOC) and the
Oxygen-Index (OI; mg generated
CO2/TOC) from Rock-Eval analysis,
shown in Figure 9, are analogues
to the atomic H/C and O/C ratios
in Figure 6. Rock-Eval analysis of
shales provides fast and
inexpensive results regarding the
amount of free HC in the rocks
pore system, the TOC yields, the
kerogen-type, and the remaining
HC generation potential of the
shale. The latter result, the
remaining potential, can be of
interest to estimate shale gas yields
in deeper parts of a basins where
direct sample access is not
possible.
role in the evolution of maturity of the shale: The higher the subsurface temperature and the longer
the geologic time at this temperature, the higher the thermal maturity of the shale. Shale maturity in
conjunction with organic matter type plays the dominant role in the shales gas/oil ratio (GOR), and as will be discussed at a later point is also of prime importance for production performance.
Shales need to be exposed to higher subsurface temperatures over elevated geologic time to generate
and produce oil and gas from the kerogen. Observations from world-wide case studies suggest a
minimum subsurface temperature of 50-60o C for the onset of hydrocarbon generation (Hunt, 1979
and 1995; Tissot and Welte, 1984); depending on the kerogen-type and geologic time constraints
intense oil generation is maintained in the 100-150o C window; beyond this temperature threshold, oil
generation fades due to its thermal instability in favor of thermally stable methane gas. Finally, the
kerogens total hydrocarbon generation capacity is exhausted at a level between 250-300o C
subsurface temperature. At this point, the remaining kerogen is burnt out and has turned into a
carbon-like residue with very low atomic H/C O/C ratios.
In Figure 6 the complete thermal evolution of the shales kerogen can be tracked from the initial
kerogen with (type-dependent) high atomic H/C O/C values towards the endpoint at over-mature
conditions with a residual kerogen of very low H/C-O/C ratios. The thermal evolution pathways for the
kerogen-types in Figure 6 (and Figure 9) first affect initial O/C (OI) yields due to the CO2- and COelimination from the kerogen macro-molecule at relatively modest subsurface temperatures. At higher
temperatures the H/C ratio (HC/TOC; HI) is progressively lowered due to the formation and
subsequent release of hydrocarbons from the kerogen. This thermal kerogen cracking along with HC
generation is associated with considerable structural change of the kerogen towards a hydrogen-poor
mature and overmature kerogen structure:
KerogenImmature
KerogenMature
KerogenMature
KerogenLate/Overmature +
oil
gas
Rock-Eval pyrolysis is fast, effective and inexpensive. As a consequence, there are tens of thousands
of Rock-Eval data on record from around the world to assess basic geochemical parameters for shale
HC productivity. These parameters include:
Besides these two basic maturity measurements, %Ro vitrinite from reflected light microscopy, and
Tmax from Rock-Eval, a number of other geochemical maturity parameters for shale fluid extracts,
crude oil and natural gas were established over the last decades. These may be applied in critical
cases to compare kerogen maturity with the maturity of the oil or gas present in the shale: Resource
gas and oil is not always necessarily of local, in-situ origin. Examples exist in silty shales and tight
sands with increased permeability where some or all of the produced HC fluids may represent a
migration product (for details see CTI seminar on Resource fundamentals).
shales thermal maturity and its HC in-situ saturation can be modeled from TTI values. Calculated and
modeled TTI values can be converted into (calculated) %Ro and/or (calculated) Tmax. data.
In the example of a water-free shale environment and high internal HC pressure, this secondary,
enhanced porosity/permeability is preserved and becomes effective for both GIP (gas in place) volume
and production rates. The effect and extent of enhanced porosity/permeability can be estimated from
geochemical data and constraints ahead of the drill bit.
The precise determination of shale maturity is also important for the question of a single vs. dual fluid
phase in the shale. Shales at presently deep, maximum burial have HC present in a single fluid phase.
This may change in the course of cooling and uplift where two phases, gas and liquid, may evolve
from lowered temperature and pressure. Production from a single HC phase is more effective. Precise
maturity, geochemical source rock data along with the geologic history, and HC phase behavior can
predict the expected fluid phase and expected production efficiency.
Due to physical constraints in extremely narrow pore network systems the shale in-situ hydrocarbons
are present in different forms:
Adsorbed HC + Absorbed (Sorbed) HC + free HC = Total HC in place
Also, with the large inner surface area of the fine-grain mineral matrix of the shale, HC are adsorbed
to surfaces and absorbed in remaining water and in particular into the kerogen-network itself.
By convention, the non-free but producible HC in resource plays are termed Sorbed HC.
Depending on the present temperature in the resource play, kerogen-type and content, the maturity,
mineralogy, the geometry of the pore system, and natural fractures, the ratio of sorbed to free gas
varies. Free gas in the macro-pores is the first gas produced, followed by the slow process of gas
desorption over time as the resource is produced and internal pressures are lowered. Often, the
portion of free gas quickly available for production is of economic importance for pay out of
investments. As outlined in
ShaleResource, a high
conversion rate of the solid
kerogen into oil and gas is of
multiple benefits: increased
porosity and permeability with
higher GIP, also resulting into
higher production rates; in
addition, the ratio of free to
sorbed gas is shifted in favor
to the free gas!
The Bakken Shale in the
Williston Basin may serve as a
demonstration for successful
wells in the infant year of
resource plays in the late
1980s early 1990s. Figure 15
displays the maturity of
produced oils versus the
production rates grouped in
categories from none to
excellent. In this case a set of geochemical oil maturity parameters was established to assess the
maturity of produced Bakken-Shale oils. Production performance is significantly controlled by the
maturity/kerogen conversion of the Bakken resource. Similar observations have been made for the
Barnett gas resource of Texas (Jarvie et al. 2007).
behind. Small, limited fractures from either tectonic events or natural rock fracturing from HC overpressure are usually beneficial for resource plays.
Figures 16a and 16b show seismic examples of fault/fracture systems present in two areas. Area
Figure 16b clearly indicates faults extending to the near-surface acting as a migration avenues for
ascending HC gases. In contrast, the background seepage in Figure 16a does not suggest HC
ascension despite the faults. This may be due to absence of any commercial HC at depth or tight fault
planes.
GEL surveys (GEL-Intro) applied on a regional scale over the usually vast area of a shale resource
can outline potential sweet spot areas for shale resource plays; also, areas of potential gas escape
assisted by faults can be documented. Furthermore, GEL baseline surveys can document the level of
active gas seepage to the surface before and after shale frac applications. These data can be crucial in
cases of dispute over the possible environmental impact from resource development programs (see
also GEL Baseline).
A complete organic and inorganic geochemical field and lab program required for
resource play assessment.
Critical review of existing, public data; data error identification and correction.
GEL seep gas surveys to highlight/downgrade drilling locations for resource plays
(see also Seep-Intro; GEL-Intro; GEL-in-Depth)
CTI supports the client to identify sweet spots within vast resource areas. Please contact CTI with
any further questions.