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Perhitungan Porositas Kerogen PDF
Perhitungan Porositas Kerogen PDF
Hongyan Yu, Zhenliang Wang, Reza Rezaee, Yihuai Zhang, Tongcheng Han,
Muhammad Arif, Lukman Johnson
PII: S1875-5100(18)30082-9
DOI: 10.1016/j.jngse.2018.02.012
Reference: JNGSE 2468
Please cite this article as: Yu, H., Wang, Z., Rezaee, R., Zhang, Y., Han, T., Arif, M., Johnson, L.,
Porosity estimation in kerogen-bearing shale gas reservoirs, Journal of Natural Gas Science &
Engineering (2018), doi: 10.1016/j.jngse.2018.02.012.
This is a PDF file of an unedited manuscript that has been accepted for publication. As a service to
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Hongyan Yu1,2,3*, Zhenliang Wang1, Reza Rezaee3, Yihuai Zhang3, Tongcheng Han4,5*,
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Muhammad Arif3, Lukman Johnson3
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1
State Key Laboratory of Continental Dynamics; Department of Geology, Northwest
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University, Xi’an, 710069, China.
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Research Institute of BGP, CNPC, Zhuozhou, 072750, China.
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Department of Petroleum Engineering, Curtin University, 26 Dick Perry Avenue, 6151,
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Kensington, Australia.
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School of Geosciences, China University of Petroleum (East China), Qingdao, 266580,
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China.
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Laboratory for Marine Mineral Resources, Qingdao National Laboratory for Marine
(Tongcheng Han)
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Abstract
Porosity is a fundamental petrophysical parameter in shale gas reservoirs that governs the
space for hydrocarbon storage, and directly determines the free gas amount and absorbed gas
inaccurate results as the porosity tools in response to both the kerogen and the liquid-filled
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pore spaces that are often undifferentiated. In this paper, we propose a new method for
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porosity estimation in kerogen-bearing shales, where porosity is assumed to be composed of
both matrix porosity and kerogen porosity. The kerogen responses of density, sonic and
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neutron logs are first calculated from experimental data to calibrate porosity logs with the
kerogen volume. The matrix porosity is then computed using the improved Wyllie equation
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based on the calibrated logging data with the kerogen influence removed. The kerogen
porosity is estimated by a mass-balance relation based on the original total organic carbon
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(TOCo) and kerogen maturity characterized by the percentage of convertible organic carbon
(Cc) and the transformation ratio (TR). Application of the new method to a shale gas
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reservoir in the Ordos Basin, China shows that the estimated porosity matches the core
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derived porosity satisfactorily well. Furthermore, the results also indicate that the shale
kerogen porosity is relatively higher than the shale matrix porosity when the kerogen amount
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and maturity are high. The results of the study lead to a better understanding of the shale
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formation and thus contribute towards the better evaluation of shale gas reservoirs.
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1. Introduction
Kerogen-bearing shale gas reservoirs have gained massive attention all over the world in the
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last few years as a supplement energy in the energy shortages (Jarvie et al., 2007; Yu et al.,
2017a; Yu et al., 2016a). Porosity is one of the vital parameters in the shale gas reservoirs
assessment (Ross and Bustin, 2009; Walls and Sinclair, 2011), and is also considered as one
of the critical variables that directly controls the free gas volume, adsorbed gas capacity
estimation and geo-mechanical properties (Wang and Reed, 2009). However, kerogen-bearing
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shale reservoirs usually contain abundant organic matter (Passey et al., 2010; Rezaee, 2015),
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which exhibits similar signature on porosity well-log data (e.g., low density, high sonic
transit time and high neutron porosity) as that of the matrix porosity (Zhu et al., 2011),
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making the identification of distinct matrix porosity and kerogen responses extremely
difficult. Previous studies demonstrate that, if original porosity logs are directly used in the
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porosity calculation with empirical equations in shale reservoirs, porosity is generally
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overestimated due to the influence of kerogen (Passey et al., 1990; Sondergeld et al., 2010a;
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shale reservoirs is challenging and conventional porosity models are not feasible.
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Generally, the porosity could be estimated from porosity well logs in shale gas reservoirs and
several approaches have been proposed in the former studies. For instance, many authors
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select Petrophysical model which commonly use wireline logs to generate a set of
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saturation of each fluid (Arredondo-Ramírez et al., 2016; Jacobi et al., 2009; Jacobi et al.,
2008; Niculescu, 2010; Sondergeld et al., 2010a). This method is suitable to estimate the
formation composition, but is hard to accurately ascertain each coefficient if many unknown
parameters are required. Instead of using this method, Fu et al. (2015) calibrated the well logs
by multiplying a coefficient of 0.25 to the log data to make their results match the core-
derived porosity when they found that the raw density porosity logs in Barnett shale often
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overestimated the true porosity owing to the effect of kerogen. However, since this coefficient
is derived from wells in an area with relatively high thermal maturity (Ro>0.8%), its
thermal maturity will influence the kerogen porosity. Therefore, there is an apparent lack of
knowledge available for porosity estimation that takes into account the effect of kerogen on
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shale porosity.
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The porosity estimation is also further complicated by the presence of a variety of pores in
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shale gas reservoirs (Yu et al., 2016b; Yu et al., 2017b). In this paper, the total porosity in the
shale gas reservoirs is assumed to be composed of both matrix porosity and organic porosity
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(Alfred and Vernik, 2012). Consequently, traditional methods are not suitable for the kerogen-
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bearing shale reservoir. In this context, we propose this new method of porosity estimation in
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the shale gas reservoir. The matrix porosity is accurately calculated from the well-logs after
the calibration of kerogen response, and the organic porosity is estimated using a mass-
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balance method based on the original total organic carbon (TOCo) and kerogen maturity. We
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verify this technique, and the results show that the predicted matrix and organic porosity are
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Organic rich shales are composed of kerogen, non-kerogen matrix and matrix porosity (which
is also called non-organic porosity) (Alfred and Vernik, 2012; Curtis et al., 2011; Modica and
Lapierre, 2012; Shabro et al., 2012), schematically illustrated in the proposed shale
configuration model (Figure 1). Here, unlike in conventional reservoirs, kerogen porosity in
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shale gas reservoirs also plays a vital role in estimating the total gas storage capacity. Hence,
in this study, we consider the total porosity as a combination of both matrix and kerogen
porosity.
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Water Hydrocarbon Kerogen
Matrix
Kerogen
Porosity
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We developed a workflow for porosity estimation in shale gas reservoirs, as shown in Figure
2. Firstly, appropriate calibrations are applied to the porosity well logs to account for the
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effect of kerogen because conventional porosity estimation technique will yield inaccurate
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results due to the presence of kerogen. For calibration, the logging responses of the kerogen
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are calculated, and subsequently eliminated from the well logs responses, referred to as the
kerogen calibrated log. This allows for the calculation of the true matrix porosity, using the
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improved Wyllie equation. Furthermore, the original organic carbon content of shales and its
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maturity are used to calculate the kerogen porosity. Finally, a more reliable total porosity
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Present TOC values are necessary to obtain the data of kerogen volume which is a crucial
variable in the matrix porosity estimation and to get the original organic carbon content
(TOCo) which is a key parameter during kerogen porosity calculation. Routine pyrolysis
experiments often provide TOC information from specific intervals in a formation, however,
it is common knowledge that the TOC values vary significantly from well-to-well and across
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the formations. We thus calculate TOC with well logging data to capture the TOC distribution
at a finer scale. Firstly, Passey method (Passey et al., 1990) is applied to compute DlogR:
RD
D log R = lg( ) + 0.02 × (∆t − ∆tbaseline ) (1)
RDbaseline
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where, RD is the true formation resistivity from deep resistivity well logs; ∆t is sonic transit
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time from sonic logs; RDbaseline and ∆tbaseline are the baseline values of true formation
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resistivity and transit time, respectively (note: the baseline is where the two logs intersect in
the inorganic matter shale section with specific fixed scale, see Passey et al., 1990). Then, we
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used core derived TOC and DlogR to build a linear regression:
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TOC = A×Dlog R+ B
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(2)
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In the case of this study, A and B are set up as 2.5572 and 0.5163 respectively from 346
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The continuous TOC logs are then subsequently utilized to calculate kerogen volume using
Tissot and Welte (Tissot and Welte, 1984a) model, see Equation (3):
γ TOC * ρ b 1
Vk = ×
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(3)
ρk 100
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where, Vk is the kerogen volume fraction; TOC is obtained by equation (2); ρb is the rock
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bulk density from bulk density log (g/cm3); ρk is the kerogen density (g/cm3) which is
obtained from a correlation of reciprocal of grain density versus TOC, see Equation (4); is
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kerogen conversion factor proposed by Tissot and Welte (Tissot and Welte, 1984a) and the
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value selection criteria is shown in Table 1.
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Table 1. Conversion factors for TOC to kerogen (Tissot and Welte, 1984a).
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Type of Kerogen
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Stage Ⅰ Ⅱ Ⅲ
In the case of this study, most of the shale intervals are at the end of Catagenesis stage. From
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a number of 153 Rock-Eval pyrolysis results, kerogen type distribution is as follows: typeⅠ
is 40%, typeⅡ is 30% and typeⅢ is 30%. Thus, the conversion factor is calculated as 1.191
(1.2×40% + 1.19×30% + 1.18×30% = 1.191). Finally, the kerogen volume log is calculated
by equation (3).
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2.2. Well log responses in kerogen-bearing formations
The responses of kerogen on porosity logs include: 1) density response, 2) sonic response and
3) neutron response.
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First, we can obtain kerogen density using the correlation between grain density and TOC
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1
= a × TOC + b (4)
ρ grain
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In equation (4), ρ grain is the shale matrix density ( ρ ma ) when TOC = 0; while, ρ grain is the
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kerogen density ( ρk ) when TOC = 100%.
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In the case of this study, a and b are acquired from the linear regression shown in Figure 4 by
26 tested samples. Then, we get the shale matrix density of 2.71 g/cm3 and the kerogen
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0.44
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0.37
0.36
0.35
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0.34
0 2 4 6 8 10 12 14
TOC (wt%)
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Figure 4. The relationship between the weight percentage of TOC (wt%) and
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the reciprocal of grain density (cm3/g).
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Second to determine the sonic log response of kerogen ( ∆tk ), two shale samples from shale
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gas reservoir with similar mineral composition (non-organic matrix), but different TOC
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∆ t1 = ∆ t k × Vk 1 + ∆ t f × φ1 + ∆ t nk × V nk 1 (5)
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∆ t 2 = ∆ t k × Vk 2 + ∆ t f × φ 2 + ∆ t nk × Vnk 2 (6)
where, ∆ t nk is the sonic transit time in the non-kerogen part without fluid which is another
unknown in this equation set, µs/m; ∆ t1 and ∆t2 (µs/m) are the measured parameters of sonic
transit times in the full brine saturated shale samples (the detailed experimental procedures
refer to: Kausik et al., 2014; Testamanti and Rezaee, 2017) obtained through ultrasonic test;
∆ t f is the transit time in brine, 620 µs/m; Vk1 and Vk2 are kerogen volume of these two
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samples calculated by equation (3); Vnk1 and Vnk2 are non-kerogen volumes calculated from
W dry − W k
Vnk = (8)
ρ ma
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Wdry = ρ dry × V (9)
Wk = ρk ×Vk (10)
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where, Wdry is the weight of dry rock (the detailed experimental procedures refer to: Bush and
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Jenkins, 1970; Soeder, 1988; Zamirian et al., 2015); Wk is the kerogen weight; ρma is the shale
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matrix density from Equation (4), g/cm3; ρ dry is the dry samples density, g/cm3; V is rock
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volume.
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In the case of this study, two samples are tested with transit time of 277.6 µs/m and 290.7
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µs/m from ultrasonic test data, TOC of 2.3% and 6.2%, dry samples density of 2.43 g/cm3
and 2.38 g/cm3, respectively. We thus get the kerogen volume as 0.06 and 0.16 by Equation
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(3), and non-kerogen volume are 0.892 and 0.814 by Equation (5), (6). Then, the kerogen
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sonic response and matrix sonic response are 531 µs/m and 232 µs/m, respectively.
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Thirdly, the neutron log response is quantified by the hydrogen index (HI) of the rock
(Gaymard and Poupon, 1968; Passey et al., 1990). In petrophysical evaluation, the hydrogen
index (HI) is the ratio of hydrogen partial concentration of material to the partial
concentration of water (Serra, 1983) (note: the hydrogen index here is different from the
hydrogen index (HI) in organic geochemistry in the latter case, which represents the ratio of
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the amount of hydrogen to the amount of the organic carbon). The partial concentration of
hydrogen is the mass of the hydrogen atoms divided by the mass of all atoms for all elements
(Eslinger and Pevear, 1988). The hydrogen index of kerogen is expressed as follows (Dunn et
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ρk × mkH
HI = (11)
ρw × mwH
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where, ρ k is kerogen density, g/cm3; mkH is the weight percentage of hydrogen in kerogen,
and the average weight percentages of elements for each type of kerogen are shown on Table
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2 (Tissot and Welte, 1984b); ρ w is water density, 1.0 g/cm3; mwH is the hydrogen weight
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percentage of water, 1/9 (Freedman et al., 1998).
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Table 2. Average weight percentages of elements that make up typical kerogen (Tissot and
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Welte, 1984b).
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C H O N S
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The average kerogen type percentages in this study are discussed in section 2. Then, the
weight percentage of hydrogen in kerogen mkH in the study case can be given as 8.8×50% +
6.8×30% + 4.6×20% = 1.193. Therefore, from Equation (11), the kerogen neutron response
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2.3. Well logs calibration
For well log calibration, inputs from well log responses for kerogen (section 2.2) are utilized.
The elimination of the kerogen effects on well logs is subsequently performed, and the well
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Log = Log k × Vk + Log nk × (1 − Vk ) (12)
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Therefore, to calibrate well logs, Equation (12) is rearranged as:
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Log − Log k × V k
Log c = Log nk = (13)
1 − Vk
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where, Logc is the calibrated well log which also equal to the well logging response of non-
Therefore, for specific log calibrations, the corresponding logs replace Log in Equation (13),
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therefore, density, sonic and neutron porosity logs calibration are shown in Equations (14),
ρ b − ρ k × Vk
ρ bc = (14)
1 − Vk
∆ t − ∆ t k × Vk
∆ tc = (15)
1 − Vk
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NPHI − NPHI k × Vk
NPHI c = (16)
1 − Vk
where, ρk represents kerogen density, g/cm3; ρbc is the calibrated bulk density log, g/cm3;
ρb is bulk density log, g/cm3; ∆tk is sonic transit time in kerogen, µs/m; ∆tc is calibrated
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sonic log, us/m; ∆t is sonic log, µs/m; NPHI k is neutron response for the kerogen, fraction;
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NPHI c is the calibrated neutron log, fraction; NPHI is the neutron log, faction; and Vk is the
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2.4. Matrix porosity estimation
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As a final step for the calculation of matrix porosity, Wyllie equation (Wyllie, 1963;
log ma − logch
φ=
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(17)
log ma − log f
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where, logch is kerogen calibrated and hydrocarbon corrected log shown in the next
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paragraph; lo g f is the fluid well log response; lo g m a is the matrix response of porosity log.
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The matrix sonic log response ∆ t ma ( = ∆tnk ) is calculated from Equation (5) and (6) and
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matrix density is calculated from Equation (4). The neutron matrix response can be calculated
by Equation (16) as a function of matrix mineral proportion which comes from XRD;
In this paper, we take density log as an example. Therefore, Equation (17) can be specified as
equation (18):
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ρma − ρch
φ= (18)
ρma − ρ f
where: ρ m a is the matrix density, g/cm3; ρ ch is the kerogen calibrated and hydrocarbon
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Moreover, in shale gas reservoirs, hydrocarbon correction is also necessary for accurate
porosity computation besides the initial kerogen calibration. The equation (19) (Gaymard and
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Poupon, 1968; Schmidt et al., 1971) is utilized for hydrocarbon correction:
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ρ bc = φ ( ρ mf − AS hr ) + Vclay ρ clay + (1 − φ − Vclay ) ρ ma
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(19)
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where, ρbc is the kerogen calibrated density, g/cm3; ρ m f is the density of mud filtrate, g/cm3;
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−φ AS hr is the hydrocarbon effect; S hr is the residual hydrocarbon saturation, fraction and can
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1
a × Rmf n
be calculated by S hr = 1 − m
(the cementation factor m is 1.8 and a saturation
Rxo × φ
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exponent n is 1.7 are employed for our shale samples, refer to: Luffel and Guidry (1992),
Ramirez et al. (2011), Zhao et al. (2007) and Yu and Aguilera (2011)); and the coefficient
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Since Equation (19) is specific to shaly sand reservoirs where the matrix generally comes
from the framework of grains, with low clay proportions. However, the matrix in shale
reservoir is clay and negligible grains proportion, and then, the matrix of the shale is non-
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ρ bc = φ ( ρ mf − AS hr ) + (1 − φ ) ρ ma (20)
Then,
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ρ bc = φρ mf + (1 − φ ) ρ ma − φ AS hr (21)
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Then, ρ ch is expressed as in terms of equation (22),
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ρch = ρbc + φ AShr (22)
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Finally, Equation (18) is used to compute the matrix porosity.
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Kerogen porosity plays an important role in organic-rich shale reservoirs (Curtis et al., 2011),
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formed as a result of the generation and expulsion for hydrocarbon (Romero-Sarmiento et al.,
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2013), and it is a function of thermal maturity and TOC. An equation was proposed to
ρb
φ k = ([TOC o × C c ] γ ) TR (23)
ρk
Where, TOCo is the original organic carbon content, wt%; Cc is the percentage of convertible
organic carbon which represents the ratio of total convertible organic carbon to total original
organic carbon, Figure 5; γ is the kerogen conversion factor, 1.191 (Table 1); TR is the
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transformation ratio representing the ratio of the converted convertible organic carbon to the
total convertible organic carbon, Figure 5; ρk is the kerogen density, g/cm3; ρb is the bulk
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Converted
Bitumen
Remained
convertible Inertia organic
convertible
organic carbon
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organic carbon
carbon
TOCo
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Figure 5. Schematic of organic carbon composition.
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PS: inertia here means dead.
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The transformation ratio (TR) and the percentage of convertible organic carbon (Cc) are a
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function of original hydrogen index (HIo). The original hydrogen index (HIo) can be
calculated from the present kerogen type proportion using the following equation (Peters et
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al., 2005).
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In the case of this study, the original hydrogen index (HIo) is 472.5 mg/g based on the
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Daly and Edman (1987) built the relationship between original hydrogen index (HIo) and
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Cc = 0.085 × HI o (25)
Claypool equations (Peters et al., 2005) were chosen to get the transformation ratio (TR). The
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mathematical representation of TR is given as the change of original hydrogen index to
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present hydrogen index, as well as the original production index. The equation is shown as
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HI p 1200 − HI o (1 − PI o )
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TR = 1 − (26)
HI o 1200 − HI p (1 − PI p )
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where: HIp is the present hydrogen index, 221 mg/g from experiment pyrolysis data; HIo is
the original hydrogen index; PIp is the present production index which is equal to S1 / (S1 +
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S2), 0.27, where, S1 is free hydrocarbons, S2 is potential hydrocarbon; PIo is the original
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production index with constant value of 0.02 (Peters et al., 2005); Finally, the transformation
Then, TOCo can be calculated by equation (27) (Modica and Lapierre, 2012):
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TOC
TOC o = (27)
1 − TR × C c
Equation (27) is modified with the values from the research area.
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TOCo = 1.325 × TOC (28)
Therefore, inserting TOCo into Equation (23), with Conversion factors γ (1.191) and kerogen
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φk = 0.35×TOCρb (29)
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where: ρb is bulk density (g/cm3) from bulk density log.
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3. Case study
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Based on the proposed method in this study, a shale gas reservoir in YC Formation, south-
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eastern Ordos Basin is selected, which is one of the most important shale gas reservoirs in
China (He et al., 2016). The YC formation (Upper Triassic) sediments are mostly derived
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from fluvial and lacustrine sedimentary environment. Fluvial systems dominated the initial
that ultimately induced lacustrine settings. The deposition of the YC formation occurred at a
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flourishing period in the basin development, with deep and semi-deep lake sedimentary
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environments (Zhang et al., 1998). The mineral compositions of the shale samples indicates
the presence of quartz, feldspar, clay, and minor amounts of calcite, dolomite, pyrite, and
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siderite. The core derived TOC shows values varying between 1.0 wt% to 14 wt%, with over
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70% of the data concentrated between 2 wt% to 7 wt% in this research area. The calculated
TOC and kerogen volume (Vk) shown in the Track 4 matched reasonably well with core
derived TOC (Figure 6). We also computed the matrix porosity with kerogen calibrated well
logs and calculated kerogen porosity with the methods we proposed in this paper. The matrix
porosity and kerogen porosity both varied from 2% to 6% in research area. The total porosity
in the research area approximately from 2% to 8%, measured through the difference between
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bulk volume of shale samples and the grain volume of the crushed, cleaned and dried shale
samples, shows similar porosity range with that of the extensive organic shales (Chalmers et
al., 2012; Furmann et al., 2016; He et al., 2016; Ju and Wu, 2016; Mastalerz et al., 2013;
Sondergeld et al., 2010; Wei et al., 2016). However, the porosity of organic shales is much
less than that of the non-organic shales which could be caused by the presence of the kerogen,
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especially over mature kerogen that has an effect of reducing the porosity.
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Figure. 6. The results of study case. Track 1 is GR, SP, and CAL lithology wireline logs;
Track 2 shows RD, RS, and Rxo resistivity wireline logs; Track 3 shows the depth; Track 4 is
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DlogR, the predicted TOC and kerogen volume percentage; Track 5 is the sonic logs before
and after calibration; Track 6 is neutron logs before and after calibration; Track 7 is density
logs before and after calibration; Track 8 is the matrix porosity and kerogen porosity; Track 9
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In summary, the results show that the matrix porosity varies from 2% to 6% with an average
of 4%, whilst, the kerogen porosity, also shown on the Track 8 of Figure 6, contributes a
higher percentage to the total porosity in thermally mature rocks varying from 3% to 6% with
an average of 4.5%. Finally, the predicted matrix and kerogen porosity (which sums up to
total shale porosity) agrees well with the experimental data while traditional method without
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kerogen calibration show overestimated values, see track 9 (blue line: total porosity as
computed here and solid black points are the experimental core porosity data) and the detail
values see Table 3. In addition, the results calculated from the traditional method (which does
not consider kerogen influence) are presented in track 9 (Figure 6), indicating considerable
deviation from the experimental data. Such results broaden the understanding of the pore
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characteristics in shale gas reservoir and revealed the significance of kerogen porosity.
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Table 3. A comparative table with the core derived total porosity values and the
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corresponding computed total porosity values.
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Number total porosity new method traditional method
(%) (%) (%)
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1 6.0 7.40 16.79
2 8.3 6.73 17.45
3 7.0 7.91 17.29
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4. Conclusion
Porosity estimation in shale gas reservoirs is more challenging when compared with the
conventional reservoirs due to the influence of kerogen. We thus proposed a new method to
estimate porosity in shale gas reservoirs based on kerogen calibration. Kerogen, which is an
integral part in kerogen-bearing shale reservoir, typically exhibits similar well log signature
as that shown by porosity. This method identified the well logging responses of kerogen in
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sonic, density, and neutron porosity logs. These are subsequently calibrated from the wireline
porosity logs with the volume and response of kerogen. Furthermore, we conducted advanced
Wyllie equation for porosity calculation in the shale gas reservoir and emphasized the effect
of hydrocarbon. Then, the matrix porosity is finally calculated accurately. Kerogen porosity is
also estimated from well logs using the original TOC and organic maturity. The results
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demonstrated that the kerogen porosity is higher than matrix porosity in high TOC and
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mature shale gas reservoir.
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We thus concluded that the method proposed in this paper is an efficient tool which can
accurately detect shale gas reservoir porosity from the wireline log data, and ultimately yield
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improve porosity characterization for modeling of enhanced shale gas recovery.
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Acknowledgements
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This study was supported by Special Fund from the State Key Laboratory of Continental
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Dynamics at Northwest University in China and the Donors of the Shaanxi Province
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Kerogen porosity is calculated with the original TOC and thermal maturity
parameters.
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