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1.

Origin, migration and accumulation


of petroleum

1.2.1 Origin of petroleum generation/migration and trap formation have


occurred during the history of a sedimentary
The great compositional complexity of petroleums basin.
(this term includes both oil and gas) reflects the • Favourable conditions for the preservation of
combined effects of all processes involved in the petroleum accumulation during extended periods
origin of petroleum accumulations and their fate of geologic time, i.e. absence of destructive, such
during long periods of geological time. Since relevant as the fracturing of cap rocks leading to
geological and geochemical conditions under which dissipation of petroleum accumulations, or severe
these processes proceed can vary from place to place, heating resulting in the cracking of oil into gas.
the composition of petroleums are subject to great The question of the origin of petroleum has been
variations. The composition of petroleum contains hotly debated for a long time. A great many theories,
molecular signals which allow to unravel their origin hypotheses and speculations have been proposed.
and geological history. As a general rule, the origin Decades ago, various ideas on a possible inorganic
of petroleum is never in the reservoir accumulation origin of petroleum were brought forward, e.g. that it
from which it is produced. Instead, petroleums have results from the reaction of iron carbide with water
experienced a long series of processes prior to deep in the Earth’s crust. The main evidence
accumulation in the reservoir. Petroleum supporting these theories was the occasional
accumulation forms in sedimentary basins and can be occurrence of hydrocarbon fluid inclusions and solid
discovered by exploration, if the following geological
conditions are met (Fig. 1):
• Occurrence of source rocks which generate seepage 5
0
petroleums under proper subsurface temperature
conditions.
1 4
• Sediment compaction leading to expulsion of
depth (km)

petroleum from the source and into the reservoir accumulation


rocks (primary migration). 2
• Occurrence of reservoir rocks of sufficient porosity generation
3
and permeability allowing flow of petroleum 3
2
1
through the pore system (secondary migration).
migration
• Structural configurations of sedimentary strata 4
whereby the reservoir rocks form traps, i.e. closed
containers in the subsurface for the accumulation Fig. 1. Diagram to illustrate the main geological
of petroleum. conditions and geochemical processes required
• Traps are sealed above by impermeable sediment for the formation of petroleum accumulations
in sedimentary basins: 1) petroleum generation in source
layers (cap rocks) in order to keep petroleum rocks; 2) primary migration of petroleum; 3) secondary
accumulations in place. migration of petroleum; 4) accumulation of petroleum
• Correct timing with respect to the sequence by in a reservoir trap; 5) seepage of petroleum at the Earth’s
which the processes of petroleum surface as a consequence of a fractured cap rock.

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GEOSCIENCES

bitumens in igneous rocks as well as a few cases of


oil and gas fields hosted in fractured basement
rocks (e.g. granites, basalts, and metamorphic
rocks). However, in most of these cases it could be
demonstrated that the petroleum materials were
ultimately generated in sedimentary rocks and had
been transported, e.g. by convective flow of
mineralising aqueous fluids, into the granites, or
that they had migrated from sedimentary strata over
long distances to accumulate in fractured basement
rocks. These cases of petroleums occurring in
A
basement rocks are extremely rare and not
commercially important when compared to the vast
majority of hydrocarbon reserves in sedimentary
basins (Selley, 1998). Today, the evidence in favour
of an organic origin of petroleum is overwhelming.
One of the main arguments concerns the ubiquitous
occurrence of biological marker molecules in
petroleums, such as porphyrines, steranes and
hopanes. The highly specific carbon structures of
these molecules could not be synthesized by
inorganic reactions. They are clearly and uniquely
derived from molecular structures synthesized by
living organisms.
B

Petroleum source rocks Fig. 2. Petroleum source rocks of siliclastic


Petroleum source beds are fine grained, clay-rich lithologies often display a well expressed
siliclastic rocks (mudstones, shales) or dark coloured fine stratification and lamination:
carbonate rocks (limestones, marlstones), which A, seen in an outcrop view
(note pocket knife for scale,
have generated and effectively expelled
photo by D. Leythaeuser);
hydrocarbons. A petroleum source is characterised B, seen in a thin section under a microscope
by three essential conditions: it must have a (width of image is 2 cm,
sufficient content of finely dispersed organic matter photo by R. Littke).
of biological origin; this organic matter must be of a
specific composition, i.e. hydrogen-rich; and the
source rock must be buried at certain depths and Most source rocks which have effectively generated
subjected to proper subsurface temperatures in order and expelled commercial quantities of petroleum
to initiate the process of petroleum generation by the have TOC concentrations in the order of 2-10%. An
thermal degradation of kerogen. Based on empirical example of a prolific source rock of siliclastic
evidence, minimum concentration levels of 1.5% and lithology is the Upper Jurassic Kimmeridge Clay
0.5% total organic carbon (TOC) in source rocks of Formation in the North Sea Basin which has
siliclastic and carbonate lithologies respectively have generated most of the oil accumulated in many large
been established (Hunt, 1996). The organic carbon fields in that area. It has TOC contents ranging
concentration is an approximate measure of the mostly between 5 and 12% (Bordenave et al., 1993).
organic matter content of a rock. Organic matter is A good-quality petroleum source rock of carbonate
predominantly composed of organic carbon, but also lithology is exemplified by the Triassic-age Meride
contains minor amounts of hetero-elements (N, S, Limestone, which is the source of the oil present in
and O). This minimum concentration of organic several fields in the Po valley area of northern Italy.
carbon in source rocks is controlled by the Its TOC content varies mostly between 0.5 and 1.5%
relationship between the quantity of petroleum (Leythaeuser et al., 1995). The reason why
generated and the internal storage capacity of the petroleum source rocks of carbonate lithologies tend
rocks in terms of their porosity. If too little organic to have significantly lower TOC concentrations has
matter is present, the small quantities of petroleum to do with the quality and composition of the organic
generated will not exceed the storage capacity of the matter present. In carbonate source rocks, the
rock, i.e. no petroleum expulsion will take place. organic matter tends to be richer in hydrogen.

66 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

Most petroleum source rocks display dark brown energy of the water for mineral particles. Only very
to black colours. This is due to the presence of finely fine-grained particles, especially clay minerals settle
disseminated organic matter as well as finely down slowly through the water column along with
dispersed pyrite crystals (FeS2). A typical feature of the residues of dead organisms. No organism other
many siliclastic petroleum source rocks is a than anaerobic bacteria can live under these
distinctive lamination (Fig. 2 shows fine stratification conditions. Therefore, the commonly occurring
on mm or sub-mm scale). When exposed to the population of bottom-dwelling organisms such as
surface and subjected to weathering these laminae worms, snails and shrimps, etc. (benthic fauna)
tend to separate so that the outcrop looks like a pile which are constantly burrowing through the topmost
of loose papers (known as papershale). The decimetres of the sediment in search for food, are
lamination is due to the specific conditions which not present. By this activity the original horizontal
prevailed during the deposition of the organic matter- sediment structure is destroyed leaving behind a
rich mud which lithified during burial to become the stirred arrangement of sediment particles
source rock. In most petroleum source rocks of (bioturbation). In anaerobic environments the
carbonate lithologies organic matter tends to be original fine-scale horizontal stratification of
distributed in a heterogeneous way. It is often sediment layers is preserved in the form of
concentrated in narrow bands floating in an organic lamination. These types of depositional
matter-lean groundmass. These were formed in the environments provide favourable conditions for the
subsurface by a process called pressure solution preservation of organic matter. Apart from the
which involves the re-distribution of carbonate absence of benthic organisms which would digest
minerals and their re-crystallisation away from the organic matter, there is no, or extremely little,
organic matter particles. oxygen available for the chemical oxidation of
organic matter. Furthermore, the rate of degradation
Deposition of source rock-type of organic matter by anaerobic bacteria is much
sediments lower as compared to that by aerobic bacteria.
The formation of sediments rich in organic Certain species of anaerobic bacteria living in the
matter is restricted to certain conditions of the sediment pores consume parts of the organic matter,
depositional environment. These sediments are reducing the sulphate (SO42) of the sea water and
deposited in aqueous environments which receive a producing hydrogen sulphide (H2S), which is toxic.
certain contribution of organic matter, i.e. residues In siliclastic depositional environments, dissolved
of dead organisms, along with the sediment iron is always available to remove the dissolved
particles. In subaerial environments organic matter is hydrogen sulphide by formation of pyrite (FeS2). In
readily destroyed by chemical and microbial fact, the fine structure of the colonies of these
oxidation shortly after deposition. Good quality bacteria often gets preserved in the form of tiny
petroleum source rocks can be deposited in marine aggregates of pyrite crystals called framboidal
or lake environments as organic-matter-rich muds pyrite. In environments where carbonate muds are
providing that bottom waters are oxygen-deficient, deposited there is usually a lack of dissolved iron.
i.e. that reducing conditions prevail. If the The sulphide produced by these sulphate reducing
concentration of oxygen dissolved in these waters is bacteria enters into chemical reactions with the
less than 0.1 ml/l the environment is referred to as organic matter (vulcanisation), leading ultimately to
anaerobic, if it is in the range of 0.1-1.0 ml/l the the origin of sulphur-rich petroleums. Such oils are
environment is referred to as dysaerobic and if of lower economic value since sulphur compounds
higher oxygen concentrations prevail, the cause problems during the refinery process.
environment is known as oxic. Anaerobic or There are three basic depositional scenarios
dysaerobic environments require stagnant water which ensure favourable conditions for the
conditions, because turbulent water circulation preservation of organic matter (Demaison and
results in the replenishment of oxygen contents. Moore, 1980). The depositional system of the so-
Recent examples of anaerobic or dysaerobic called stagnation model requires a silled basin, i.e.
depositional environments prevail over vast parts of a marine basin which has highly restricted water
the Black Sea, Gulf of Maracaibo, in deep shelf circulation with the open ocean (Fig. 3 A). This is
areas offshore Namibia, offshore Perù and offshore the case today, e.g. of the Black Sea which is up to
the Arabian Peninsula as well as in the deepest parts 2,500 m deep but only has a narrow 25 m deep
of the East African lakes (Hunt, 1996). Sediments connection to the Mediterranean Sea. Due to the
deposited in these areas contain more than 4% TOC. high input of freshwater from rivers, surface waters
Stagnant water conditions imply near-zero transport of the Black Sea have lower salinity levels. These

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A freshwater occurs (phytoplanctonic blooms). Enormous


low salinity, O2
quantities of algal biomass are produced by this
photosynthetic activity. This is the basis of the
sill high salinity
anaerobic marine food chain, i. e. algae are eaten by zoo-
plankton which in turn are eaten by fish, etc. After
organic matter-rich sediments the residues of all of these dead organisms sink
down through the water column, degradation and
B decay is initiated. The vast majority of this biomass
offshore winds
is of phytoplanctonic origin. Due to the great
plankton blooms quantity of decaying organic matter, oxygen is
consumed at such a rate that dysaerobic and
anaerobic
anaerobic conditions are established within the
g
in

organic matter-rich sediments water column. Sharp contact between oxygen


ll
we

deficient bottom waters and oxygen-bearing water


up

masses above, is again observed. This is known as


the redox-boundary. On the ocean floor the organic
matter is partly degraded by micro-organisms. In
this process, bacterial biomass is added to the
O2 (ml/l) 1 0.1
C sedimentary organic matter. TOC contents of
sediments deposited under this environmental
organic matter-rich regime are in the order of 2-4%. The third principal
sediments
0 1,000 km scenario leading to deposition of organic matter-
rich sediments is controlled by the global deep
oceanic circulation system (Fig. 3 C). Currents of
Fig. 3. Schematic models for deposition
water masses of higher density originate in arctic
of organic matter-rich sediments under
oxygen deficient conditions: A, stagnation model; and antarctic oceanic realms and flow along the
B, productivity model; C, oxygen-minimum deep ocean topography towards lower latitudes.
zone model (modified according Wherever they encounter major topographic
to Demaison and Moore, 1980). elevations they displace nutrient-rich bottom water
masses towards the surface of the ocean. In this
way, a series of processes and effects are initiated
surficial water masses flow into the Mediterranean which are similar to those in the upwelling regime
Sea while high salinity and hence higher density leading to the establishment of an open-ocean-
water flows return as a bottom current into the oxygen-minimum zone. Wherever this oxygen-
Black Sea. This current follows the bottom minimum zone impinges on a continental shelf,
topography filling the deep parts of the Black Sea. organic matter-rich sediments are deposited. Such
In this way a stratified water column is established conditions can be observed in today’s oceans, e.g.
with a sharp contact between higher-salinity and along parts of the deep shelf offshore India and
hence denser water masses below and lower- Pakistan. What has been described here in terms of
salinity waters above. This kind of contact, which type of organic matter input for marine sediment
in the Black Sea is permanently located in the systems applies in a similar way to great lakes on
80-100 m water depth only, is referred to as the continents, e.g. the lakes in the East African
halocline. Below the halocline lies a huge, stagnant Rift Valley. Biomass derived from freshwater algae
water mass which provides favourable conditions and bacteria is deposited in dysaerobic or
for the preservation of dead bodies of algae that anaerobic bottom waters of deep lakes, the water
settle down from the surface interval where there masses of which never get overturned.
are light and nutrients for their growth All the depositional environments of marine
(bioproductivity). The second principal and freshwater systems can also receive an input of
depositional system in this context is the so-called organic matter derived from higher land plants
productivity model (Fig. 3 B). In certain areas transported by rivers or glaciers, or wind-blown. In
of today’s world oceans, nutrient-rich bottom water contrast to algal or bacterial biomass which is rich
currents upwell across the shelf edges from deep in hydrogen, land plant-derived organic matter
parts of the continental slopes. When they reach tends, due to high contributions by cellulose and
the near-surface interval penetrated by sun light lignin-derived precursor materials, to be rich in
(photic zone), a massive growth of marine algae oxygen. Exceptions are spores and cuticles of plant

68 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

leaves which are hydrogen-rich. In fact, the organic chemically consists of a high proportion of long
matter of most source rock-type sediments aliphatic chains. The elevated H/C-ratio of type II-
represents mixtures of residues derived from kerogens is mostly derived from a high
marine organisms as well as from terrestrial contribution of algal biomass and is made up of a
vegetation. It is the relative abundance of each of mixture of saturated hydrocarbon ring systems
these organic materials which determines whether (naphtenes) and aliphatic chains, as well as some
the resulting source rock will generate polycondensed aromatic ring systems. The
predominantly oil or gas upon burial. formation of both kerogen types require sediments
The solid organic matter in source rocks which deposited in anaerobic environments. A sub-group
is insoluble in low-boiling organic solvents is of these, are kerogens of so-called type II-S, i.e.
called kerogen. Kerogen is partly formed by the sulphur-rich kerogens (not shown in Fig. 4). They
accumulation of resistant macromolecular originate in carbonate depositional environments.
substances of biological origin such as cellular Therefore, petroleums generated by carbonate
lipids, algae cell walls, membranes, cuticles, spores source rocks tend to be sulphur-rich (more than
and pollen, etc. Other parts of kerogen are formed 1.5% S). Kerogens of type III, in contrast, have
in sediments during a process called diagenesis. high O/C- and low H/C-ratios. The elevated oxygen
This collectively denotes all of the geochemical content, which is present mainly in the form of
and mineralogical processes that occur within the
topmost interval of a sedimentary column. Organic
matter is synthesized by living organisms in the
form of biopolymers such as carbohydrates, 2.0 mean evolutionary
type I pathway
proteins, lignin, etc. After the death of the
organism, these biopolymers degrade readily into
their biomonomeric constituents, e.g.
1.5 type II
carbohydrates into sugars, proteins into amino
H/C atomic ratio

acids, etc. These biomonomers are not stable in a


sedimentary environment. They get re-arranged by
a multitude of reactions controlled by bacterial 1.0
type III
enzymes into poly-condensed polymer-like organic
materials, such as humic acids, fulvic acids and
humic substances. These get gradually converted
into the ‘geopolymer’ kerogen within a few 0.5
hundred metres of burial (Tissot and Welte, 1984).
Kerogen is, however, not a polymer in a strict
0 0.05 0.10 0.15 0.20 0.25
chemical sense, rather a complex mixture of high-
O/C atomic ratio
molecular-weight substances. The main building
blocks are polycondensed aromatic ring-systems fluids evolved zone stage
with attached aliphatic side chains of various
carbon dioxide immature diagenesis
lengths which are interconnected by a variety of and water
functional groups, such as esther, ketone and
liquid hydrocarbons oil
sulphide-bridges. In summary, kerogen consists of catagenesis
a physical mixture of diagenetically restructured gaseous hydrocarbons wet gas (condensate)
(C1-C4)
biomass as well as preserved biosynthesized
compounds (Killops and Killops, 1993). A useful methane dry gas metagenesis
and initial geochemical approach for determining Fig. 4. Variation of elemental composition
the complex composition of kerogen is by of naturally occurring kerogens in terms
elemental analysis and consideration of the of their atomic H/C- and O/C- ratios
relationship between the atomic hydrogen/carbon- (so-called van Krevelen diagram).
ratio H/C and the atomic oxygen/carbon-ratio O/C Classification of kerogens into three broad
(Fig. 4). In this way, the great variety of kerogens categories. Elemental composition of organic
matter in freshly deposited sediments
occurring in nature can be classified into three
is plotted towards the upper right end of each field
broad categories referred to as type I-, type II- and (diagenesis stage). With increasing burial,
type III-kerogens (Tissot and Welte, 1984). The kerogen transformation proceeds during
high H/C-ratio of type I-kerogens, goes back to a the catagenesis and metagenesis stages
high input of algae and bacterial biomass and (Killops and Killops, 1993).

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carboxyl groups (COOH), is either due to a high generated by the cracking of carbon-carbon bonds
input of residues of higher land plants, which are within the kerogen structure in such a way that
always rich in cellulose and lignin-derived long aliphatic side chains and saturated ring
structures, or to the deposition of any kind of structures are removed from it. These reactions
organic matter derived from marine organisms result in gradual changes in the elemental
under dysaerobic to oxic environments. Most composition of the kerogen, especially in a
prolific source rocks for oil have type II-kerogens. decrease of its hydrogen content. These changes
Type I-kerogens are rare in terms of worldwide are expressed in the van Krevelen diagram for each
occurrence and mostly restricted to oil shales kerogen type as trend lines, the so-called
(rocks which do not contain oil, but high evolutionary pathways (see again Fig. 4).
concentrations of kerogen, which yield oil The generation of oil and gas in source rocks is
artificially when the rock is heated to 500°C in an a natural consequence of the increase of subsurface
inert atmosphere). Source rocks bearing type III- temperature during geologic time. The process of
kerogen generate little oil but more gas and kerogen transformation with increasing
condensate upon exposure to proper subsurface temperatures is called maturation, which is
temperatures. subdivided into the catagenenis and metagenesis
A varying portion of the kerogen present in stages (see again Fig. 4, Tissot and Welte, 1984).
source rocks, is in the form of particles of a size With respect to the stage to which petroleum
recognisable under a microscope. Most of these generation has advanced, the organic matter is
particles can be traced back to their biological or labelled immature prior to the onset of
diagenetic origin such as bodies of algae, the
cuticles of plant leaves, spores or herbaceous
tissues (Taylor et al., 1998). These particles can be
separated from a rock sample by exhaustive acid
treatment (HCl, HF) and are hence collectively
wood cuticles bacteria algae
diagenesis

called macerals. These macerals are hydrogen-rich,


exhibit fluorescence under UV-light and are
collectively called liptinites. Another group of
macerals termed vitrinites, are derived from woody
tissues and have undergone partial or complete kerogen
gelification during diagenesis. The inertinite group
macerals are derived from organic particles which inert refractory labile
have been highly oxidized chemically or by biomarkers
bacteria in the depositional environment.
catagenesis

>150°C 80-150°C
Petroleum generation
gas
Oil and gas are generated by the thermal
degradation of kerogen in the source beds. With
oil
increasing burial, the temperature in these rocks
metagenesis

rises and, above a certain threshold temperature,


the chemically labile portion of the kerogen begins gas
to transform into petroleum compounds (Fig. 5,
McKenzie and Quigley, 1988). The main reaction
metamorphisme

mechanism is the breaking of carbon-carbon bonds


(cracking), which requires that the input of thermal
rock

graphite
energy exceed certain minimum levels (activation
energy). Activation energies vary according to the
position and type of carbon-carbon bond within the
kerogen structure. The bonds between carbon and
heteroatoms (N, S, and O) are more labile and
Fig. 5. Diagram to illustrate the main
hence easier to break. The first products generated
conditions and processes for kerogen formation
by source rocks during burial are, therefore, N, S, from biological precursor materials and kerogen
and O compounds together with carbon dioxide transformation into petroleum products
(CO2) and water (see again Fig. 4). At higher with increasing maturation (modified according
temperature levels, petroleum compounds are to McKenzie and Quigley, 1988).

70 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

hydrocarbon generation, mature if hydrocarbon Source rocks with type III-kerogens, which have
generation is in progress, or overmature when more of a refractory chemical nature (see again
these reactions have been terminated. Heat is the Fig. 5), begin to generate little oil and predominantly
main driving force in maturation and petroleum gas and condensate only after a maturity stage of
generation reactions. In this context, the maximum 0.7% vitrinite reflectance has been reached. Another
temperatures reached, i.e. the heating rate as well means to assess the maturity stage is by monitoring
as the exposure time to maximum temperatures, changes of specific biomarker ratios. Thermal stress
are important. The temperature interval where oil leads to changes in the stereochemistry of individual
generation is in progress is referred to as the biomarker molecules. The spatial arrangement of
‘liquid window’ or ‘oil window’. It extends over specific methyl groups (CH3) or hydrogen atoms
the temperature interval of about 80-150°C. For as part of the ring system or side chains, changes
petroleum exploration, it is essential to determine systematically as a function of increasing
the precise stage at which hydrocarbon generation temperature (configurational isomerisation). In this
reactions have progressed in a particular source way, the original biological form of the molecule
rock. This is done by measuring the so-called with respect to the 3D-arrangement of these
maturation parameters. These record the particular groups, is gradually changed into a
temperature/time integral which the organic matter thermally more stable form. These changes can be
of a source rock has experienced, i.e. they precisely monitored by measuring the concentrations
represent indirect measures of paleotemperatures of starting and reactant products, which are then
and their exposure duration. The most commonly expressed as ratios (Waples and Machihara, 1991).
used maturation parameters are vitrinite Measurements are made using a variety of
reflectance and biomarker maturity ratios. Vitrinite chromatographic techniques, especially by
particles are widespread trace components in many combination of gas chromatography and mass
source rocks which can be identified under a spectrometry (GC/MS). For a great variety of
reflectance microscope. With increasing stereochemical reactions in biomarkers, the
maturation, the ability of polished vitrinite molecular pathways have been worked out and
particles to reflect a beam of white light increases calibrated versus maturity stages. The great
gradually. The percentage of light reflected is advantage of these biomarker maturity ratios is that
measured in relation to a glass standard and they can also be measured for crude oil samples.
expressed as percentage vitrinite reflectance. The position of the liquid window with respect to
Based on empirical evidence from many case the discussed specific values of all maturity
history studies it has been shown that the liquid parameters is somewhat flexible and subject to
window of petroleum source rocks with type II- variations from one source rock to another. This is
kerogens extends over a maturity interval of about due to the fact that the chemical and structural
0.5 to 1.3% vitrinite reflectance. Above the processes controlling the increase in vitrinite
maturity interval of 1.3 to 2.0% vitrinite reflectance, or the progressive changes in the
reflectance, lower molecular weight hydrocarbons stereochemistry of biomarker molecules, obey
in the form of condensates and wet gases are different rules of reaction kinetics from those
generated. At maturity levels in excess of 2.0% governing hydrocarbon generation reactions. During
vitrinite reflectance, only dry gas is generated (see petroleum generation a great number of different
again Fig. 4, Tissot and Welte, 1984). The reason reactions take place, each controlled by somewhat
why this gradual change from oil to condensate to different reaction kinetics (activation energy,
gas generation occurs, is that the supply of frequency factor, etc.). Therefore, petroleum
hydrogen-rich structures in kerogen gets generation is not restricted to one single temperature
exhausted. The overall net effect of maturation is threshold, but extends over a range of temperatures.
that an initially hydrogen-rich kerogen is Reaction kinetics have been worked out
transformed into a mixture of hydrogen-rich experimentally for a number of hydrocarbon
structures (oil, gas, and condensate) leaving behind generation reactions so that these processes can be
a hydrogen-deficient kerogen (inert kerogen, see modelled by numerical simulation (Schenk et al.,
again Fig. 5). If strata bearing such inert kerogen 1997). For a given source rock, petroleum generation
are buried deeper and exposed to the pressure and can thus be quantified. A gross approximation of the
temperature conditions of rock metamorphism, amount of petroleum generated can also be obtained
kerogen undergoes major structural changes by measuring the concentration of petroleum
whereby it is ultimately transformed into the compounds, which can be extracted in the laboratory
mineral graphite (see again Fig. 5). from source rock samples by low-boiling organic

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solvents. At places where the source rock has not burial. The GOR varies in nature between end
been buried deep and exposed to adequate member values of 0.1 (oil field) and 100 (gas
temperatures, very low concentrations of extractable field). Generally, the gas to oil ratio increases with
compounds are measured. Such extracts consist the increasing maturity of a source rock. The
mainly of a mixture of biological markers and N, S, increasing concentrations of methane in deeply
and O compounds. As soon as the maturity level buried source rocks are a consequence of the fact
marking the onset of the liquid window is exceeded, that methane is, thermodynamically, the most stable
increasingly higher concentrations of extracts are hydrocarbon species. For this same reason, oil
obtained. They are oil-like mixtures consisting accumulations which get buried deeper and
predominantly of hydrocarbons with more than 15 exposed to higher temperatures are ultimately
carbon atoms per molecule (C15-fraction). converted into accumulations of dry gas by
Maximum extract concentrations mark the maturity cracking processes.
interval of optimum generation conditions. The origin of natural gases is more complex.
Decreasing extract concentrations beyond this Both their hydrocarbon and their nonhydrocarbon
interval indicate that the supply of oil-like structures constituents have multiple sources (Hunt, 1996).
in the kerogen is getting exhausted. The floor of the The principal sources of hydrocarbon gases are:
liquid window is reached when extract concentrations a) methanogenic bacteria; b) kerogens of any type;
are reduced to background values. This trend is rarely c) coal; d) cracking of long-chain hydrocarbons in
observed in nature. The reason being that the extract reservoir and source rock oils. Methanogenic
concentration does not just indicate the amount of bacteria generate methane (so-called biogenic
C15-hydrocarbons generated, but also reflects the methane) in shallow sediment intervals either by
net effect of a combination of constructive and fermentation or by carbon dioxide reduction.
destructive processes, such as petroleum generation Fermentation resulting in the generation of swamp
by thermal degradation of labile kerogen portions, gas follows the reaction scheme
expulsion of major parts of these petroleum 2CH2O2H2O→CH42H2OCO2, while
hydrocarbons by means of primary migration and at biogenic methane due to carbonate reduction is
maturity levels beyond the generation optimum, formed according to CO24H2→CH42H2O.
progressive cracking and conversion of long-chain These processes are associated with a pronounced
hydrocarbons into gas. carbon isotope fractionation effect. In order to
In the case of good quality source rocks, up to generate methane, these bacteria consume
50% of the kerogen is labile and converted into preferentially the lighter 12CO2 rather than the
petroleum hydrocarbons with passage through the heavier 13CO2. Therefore, the resultant biogenic
liquid window. This is reflected by the drastically methane has a significantly higher abundance of
decreasing hydrogen contents of the kerogen and isotopically light carbon compared to methane
decreasing TOC contents, as the originally generated by the cracking of kerogen or coal
immature source rock matures and finally (thermogenic methane). This difference in the
overmatures. For a maturity sequence of the Lower stable isotope composition of carbon is a reliable
Jurassic-age Posidonia Shale, which is the main tool for pinpointing the origin of methane. Also,
petroleum source rock in central and Western bacterially generated gas consists almost
Europe, a decrease of the TOC content by about exclusively of methane, while thermogenic gases
50%, and of the hydrogen content of the kerogen by often have significant proportions of ethane and
about 90%, was documented in the transition from higher homologues (C2-fraction). It has been
an immature to a mature and an overmature stage estimated that among worldwide occurrences of
(Rullkötter et al., 1988). Type III-kerogen bearing natural gas fields, about 20% of them produce
source rocks have low proportions of chemically methane of bacterial origin. Most of the gas fields
labile structures and hence generate little oil. in the Po valley area of Italy and the northern
Instead, a high proportion of refractive structures Adriatic Sea are filled with biogenic methane, like
(see again Fig. 5) lead to the generation of gas at e.g. the Porto Corsini and the Porto Garibaldi
higher maturity levels. Type III-kerogen bearing fields (Mattavelli et al., 1983). In view of the
source rocks are, therefore, referred to as gas-prone temperature threshold needed for methanogenic
source rocks, while their counterparts with type II- bacteria to thrive, it is remarkable that the deepest
kerogens are called oil-prone source rocks. The occurrence of biogenic methane worldwide,
ratio of the quantities expressed in kg of gas to oil located in that part of northern Italy, is 4,467 m
(GOR) generated in a source rock depends on the deep. Thermogenic hydrocarbon gases originate
type of its kerogen and its heating history during from the cracking of all kinds of kerogens and

72 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

bituminous coals. Hydrogen-rich type II-kerogens mechanism is by so-called separation-migration


generate higher proportions of C2-hydrocarbons (Silverman, 1965). This process occurs if the cap
as compared to type III-kerogens. The latter rocks above oil accumulations at great depths and
generate, however, much higher proportions of high pressures get fractured by tectonic activities.
carbon dioxide and nitrogen. Due to pressure release, vaporisation occurs and
The nonhydrocarbon constituents of natural light oil components escape in gas-phase through
gases – carbon dioxide, nitrogen and hydrogen fractures and faults in order to accumulate at
sulphide – have an organic as well as an inorganic shallower traps as condensates. Condensates
origin (Hunt, 1996). The organic origin of carbon formed by this evaporative fractionation are
dioxide is mainly obtained by the removal of characterised by pronounced compositional
carboxyl groups from type III-kerogens fractionation effects (Thompson, 1987).
(decarboxylation). The main inorganic origin is
obtained through the thermal dissociation of
carbonates at places in the subsurface where hot 1.2.2 Migration of petroleum
igneous melts get in contact with limestones or
dolomites. Nitrogen is formed by the oxidation of The generation of petroleum by thermal
ammonia (NH3), which is derived from the degradation of kerogen is based on chemical
maturation of coal. It can also be traced back to processes controlled mainly by temperatures.
atmospheric sources (air trapped in sediment Migration of petroleum from its place of origin
pores) and even gas inclusions in some igneous in the source rock to its place of accumulation in
rocks rich in nitrogen. The most unwanted the reservoir trap is controlled by the physical
constituent of natural gases is hydrogen sulphide and physico-chemical conditions of the
(H2S). It has to be separated prior to pumping sedimentary strata the oil is moving through.
natural gases through pipelines and prior to Pressure exercises a major influence on this
refining, because it is very corrosive to steel process. Two types of pressures can be
pipes. It is also highly toxic. Likewise, hydrogen differentiated in the subsurface. The hydrostatic
sulphide can originate from organic as well as pressure is the weight of the fluid column
inorganic sources. The organic mechanism mainly corresponding to the interconnected network of
concerns the cracking of organic sulphur water-filled pores from a given depth up to the
structures present in the kerogens of many of the sediment surface. Since subsurface pore waters
source beds of carbonate lithologies, which tend contain dissolved salt, the hydrostatic pressure
to be sulphur- rich. Inorganically, hydrogen gradient is not 10.0 MPa/km (pure water), rather
sulphide is produced by the reduction of sulphate 10.4 MPa/km. It applies to all kinds of pore
dissolved in pore waters, which occurs at fillings, i.e. water, oil and gas. The lithostatic
temperatures in excess of 100°C. pressure is the sum of the weight of the rock
This so-called thermochemical sulphate column, transmitted from the surface to a given
reduction follows the reaction scheme depth by grain-to-grain contacts, plus the weight
CaSO42CH2O→CaCO3H2OCO2H2S. It of the pore fluid column. The lithostatic pressure
requires hydrocarbons to be oxidised. An extreme gradient is 24.4 MPa/km (Hunt, 1996). In a
case is the Lacq gas field near Pau in south- sedimentary basin, any deviation from the
western France with 15% hydrogen sulphide, hydrostatic pressure is called an abnormal
which is used to produce elemental sulphur. Any pressure. This can be overpressure or
natural gases bearing hydrogen sulphide are underpressure occurring at specific intervals.
called sour gases, whereas the hydrogen sulphide- Overpressure is caused by the inability of pore
free equivalents are referred to as sweet gases. fluids to escape from porous rocks in proportion
Exotic trace components of some natural gas with the overburden load. Thus overpressured
fields are noble gases (helium, argon), hydrogen shale or mudstone intervals are undercompacted.
or even mercury. Helium originates from the In some sedimentary basins there is a third type
radioactive decay of uranium or thorium-bearing of pressure gradient. The hydrodynamic pressure
minerals in basement rocks. Finally, condensates gradient or fluid potential gradient is caused by
which are composed mostly of gasoline-range active pore water flow. It can be observed in
hydrocarbons can have a dual origin. One is by those intervals of high porosity and high
the thermal decomposition, i.e. cracking of oil in permeability sandstones where water flow from
a reservoir which is subjected to elevated an area of meteoric water intake, located at high
temperatures post-dating accumulation. The other altitudes towards a deeper discharge area, occurs.

VOLUME I / EXPLORATION, PRODUCTION AND TRANSPORT 73


GEOSCIENCES

Another set of physical and physico-chemical intervals towards their contacts with reservoir strata.
conditions which exercise major control over the Several processes control the generation of pressures.
ability of petroleum to move through rocks are One of the main driving forces for primary migration
porosity and permeability. Porosity is the volume of is sediment compaction due to overburden load.
void spaces as percentage of a given total volume of Compaction is achieved by the reduction of pore
rock. Besides the abundance of pores in a rock spaces due to the expulsion of pore waters. Freshly
volume, the sizes of the pores are also important with deposited clay-rich sediments have 60-80% pore
respect to the movement of oil. Most rocks exhibit a water contents. Most of this pore water is expelled
great variety of pore sizes, which can be measured due to compaction within the first 2,000 m of burial.
and expressed as pore-size distribution. According to However, at that stage petroleum generation by
a standard classification scheme, pore-size categories thermal degradation has not been initiated in most
are broadly differentiated in: macropores, which have basins. With further burial, very little pore water
pore widths greater than 50 nm, mesopores between remains for additional expulsion. This is why
2 and 50 nm, micropores between 0.8 and 2 nm, and sediment compaction was long disputed as a major
finally ultramicropores less than 0.8 nm. There are driving force for primary migration. Now it is known,
several types of so-called primary and secondary however, that good quality source rocks experience
porosity (inherited from deposition of a sediment, or further compaction with the expulsion of petroleum.
generated by mineral dissolution reactions in the In order to understand this process, one has to
subsurface respectively), as well as fracture consider the physical conditions of a source rock in
porosities caused mostly by tectonic processes terms of volume relationships. Let us assume a good
(Selley, 1998). quality petroleum source rock with an organic carbon
All rock pores in the subsurface are filled with content of 10%. This weight-percentage is by
water, with the exception of those situations where multiplication with organic matter-density converted
the pore water has been displaced by petroleum. into about 25% by volume. This condition implies
Another essential requirement to allow movement of that the solid organic matter (kerogen), is load-
petroleum through porous rocks is permeability, i.e. bearing, i.e. the lithostatic pressure is not carried by
the pores must be connected. Permeability the contacts between mineral grains, but rather by the
characterises the ability of fluids (water, oil, and gas) kerogen network. If one then knows, as explained
to pass through porous rocks. It is measured above, that about half of this kerogen is chemically
according to Darcy’s law and expressed in Darcy (d)- labile and with maturity progress is converted into
units equal to 1,000 milli-Darcy units (md). The petroleum, it becomes clear that compaction
relationship between porosity and permeability is pressures act as a driving force for primary
highly variable and depends mainly on rock type. migration.
Finally, the movement of petroleum through porous In good-quality source rocks, oil is transported as
rocks is influenced by capillary forces. This is due to a separate phase (England et al., 1987). Any
the interfacial tension between two immiscible migrating oil phase, in the narrow pores of the
phases (oil/water or gas/water). Capillary forces, originally water-wet fine-grained source rocks, has to
therefore, always act in pore systems of mixed overcome capillary pressures. The non-wetting oil
wetability, i.e. where water, oil or gas co-exist. The phase has to overcome the resistance of very narrow
capillary pressure of a rock increases with decreasing water-wet pore throats when moving through the
pore size. The petroleum compounds generated from rock. The effective flow of oil can only be achieved
kerogen have a very limited primary pore volume once an interconnected network of oil-saturated pores
available for accumulation in fine-grained source has been established. It has been estimated that a
rock-type shales and mudstones. They are forcefully minimum saturation of 20% of the pores with oil has
transported through capillaries between the clay to be reached prior to initiation of its active flow. An
minerals and narrow pores towards contact with the additional mechanism to provide pressure for the
nearest strata of higher porosity. This process is expulsion of petroleum is due to some volume
referred to as primary migration (expulsion) and expansion with conversion of solid labile kerogen
differentiated from secondary migration through the into liquid and gaseous hydrocarbons plus residual
greater pores in more permeable carrier beds and inert kerogen. Expulsion of oil is associated with
reservoir rocks (see again Fig. 1). pronounced fractionation effects with respect to the
compound class composition. Saturated
Primary migration hydrocarbons are preferentially expelled, while NSO
Primary migration of petroleum follows pressure compounds remain preferentially within the pore
gradients from the centre of mature source rock space of the source rock. This trend is exemplified by

74 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

the comparison of the compound class composition the Upper Cretaceous La Luna Formation in
of extracts of mature Kimmeridge Clay Formation Venezuela or the Upper Jurassic source strata in the
source rocks from the North Sea area (24.2% Middle East fall into this category. As explained
saturated hydrocarbons; 47.9% NSO compounds) above, the organic matter in most source rocks of this
with that of oil accumulated in the interbedded kind, is concentrated into narrow bands during
reservoir sandstone interval (50.8% saturated diagenesis by pressure solution processes called
hydrocarbons; 18.2% NSO compounds; Leythaeuser solution seams when horizontally oriented, and
et al., 1988). Within saturated and aromatic stylolites when arranged in a zigzag pattern. In the
hydrocarbon compound classes, there are no Meride Limestone, which is the source rock of oil
molecular fractionation effects in the case of good accumulated in several fields in northern Italy,
quality source rocks with type II-kerogens. This compacted bodies of algae are concentrated inside
observation indicates that the transport of petroleum solution seams to such an extend that a three-
proceeds as a single-phase oil fluid separate from the dimensional kerogen network is formed (Leythaeuser
water phase during primary migration. et al., 1995). This arrangement represents an ideal
Compositional fractionation effects are, however, prerequisite for effective petroleum generation and
associated with petroleum expulsion from type III- expulsion. Since these solution seams are sealed
kerogen bearing source rocks (Leythaeuser and tightly above and below by carbonate cements,
Poelchau, 1991). The small quantities of oil petroleum generation leads to drastic overpressuring
generated from these get transported in gaseous of the fluids contained within, causing intensive
solution. Since solubility of petroleum hydrocarbons microfracturing of the rock. Microfracture networks
in gas decreases with increasing molecular-size, there provide favourable permeability avenues for the
is a compositional difference between the products effective transport of oil resulting in high expulsion
generated and the mixtures expelled. In some source efficiencies.
rock-type shales which are carbonate cemented, the The primary migration of natural gas
primary porosity and permeability are so low that components occurs mostly when they are dissolved
effective transport of hydrocarbons is impossible. in oil. Oils are good solvents for hydrocarbon gases
The newly generated hydrocarbons, which have and vice versa, i.e. compressed gas can dissolve
entered these narrow pore spaces, cause the original increasing amounts of oil with increasing pressure
pore fluid pressure to increase dramatically. If this and temperature. At very great depths, the question
rising pore fluid pressure (the sum of the original whether hydrocarbons migrate in an oil or gas phase
hydrostatic pressure and fluid pressure from the input is irrelevant. At pressures exceeding the critical
of hydrocarbons into pore spaces) reaches about 80% point in the phase diagram, oil and gas are present as
of the lithostatic pressure, the strength of the rock is a single-phase. Methane is soluble in water at
exceeded and it fractures. Microfracture networks elevated pressures. By molecular diffusion through
open and serve as permeability avenues for the the water-saturated pore space which follows
expulsion of oil. The proportion of oil expelled from concentration gradients, methane can be effectively
the source rock expressed as a percentage of the total transported over short distances into the nearest
oil generated, is called the expulsion efficiency. fracture or fault in gas-prone source rocks or coals
Expulsion efficiencies increase with maturation (Leythaeuser et al., 1982). Carbon dioxide shows
progress, i.e. the more oil generated in the source high solubility in water and a high reactivity, i.e. it
rock, the more that can be effectively expelled from can enter into mineral reactions such as carbonate
it. Good quality petroleum source beds at peak dissolution. Likewise, hydrogen sulphide exhibits
generation stages reach expulsion efficiencies of high solubility in water and a high reactivity. It is so
between 60 and 80% (McKenzie et al., 1987). A reactive that much of it is transformed into elemental
proportion of 20-40% of the petroleum generated, sulphur, iron sulphides or organic sulphur
remains in the source rocks adsorbed on pore walls compounds in the subsurface.
or on kerogen particles. If such a source rock gets
buried deeper later on and exposed to higher Secondary migration
temperatures, these petroleum hydrocarbons get As soon as the petroleum has crossed the
converted into gas (oil-to-gas cracking). In this way, source/reservoir bed contact and entered the reservoir
an oil-prone source rock can, at great depths, be rock, quite different physical conditions prevail.
converted into an effective gas source rock. Significantly higher porosities, permeabilities and
A special case involves the expulsion of pore sizes allow for the formation of oil droplets and
petroleum from source rocks of carbonate lithologies. small continuous oil stringers, i.e. a network of
Several very prolific petroleum source rocks, such as interconnected oil-filled pores. Their movement

VOLUME I / EXPLORATION, PRODUCTION AND TRANSPORT 75


GEOSCIENCES

occurs as a discrete oil phase controlled by the migration to occur. Secondary migration of oil is
interplay of driving and counteracting resisting never 100% efficient in a quantitative sense. Once oil
forces (England et al., 1987). The main driving has migrated through an interval of a carrier-bed
force is buoyancy which is due to the density sandstone, there are invariably traces of oil left
contrast between petroleum hydrocarbons and water. adsorbed on pore walls visible as impregnations.
Oil densities can vary between 0.5 and 1.0 g/cm3) Knowledge of the efficiency of secondary petroleum
natural gas densities are much less than 0.5 g/cm3 migration, i.e. the loss associated with this process, is
while pore waters have densities varying between very limited and hence subject to much speculation.
1.00 and 1.20 g/cm3 depending on their salinity. This is mainly due to a lack of studies on natural
These density contrasts result in oil/water buoyancy migration systems. Drilling of exploration wells is
gradients varying between 0 and 6.8 kPa/m, while focused on hydrocarbon traps, i.e. reservoir rock
gas/water buoyancy gradients are much higher, i.e. locations updip from secondary migration avenues.
ranging from 4.5 to 11 kPa/m (Hunt, 1996). The Therefore, the availability of samples for studies is
greater the volume of interconnected oil-saturated very biased. Using the following mass balance
pores, the more the buoyancy forces increase. A approach for well-explored sedimentary basins, the
second driving mechanism can be hydrodynamic loss of oil in the secondary migration avenue has
forces. If pore waters are flowing actively, the been estimated as: OsrOf =Osm, where Osr, Of and Osm
passage of oil droplets through bottle necks in the are respectively volume of oil generated by, and
pores is facilitated. However, hydrodynamic pore expelled from the source rocks, volume of oil
water systems are relatively rare. The resisting force accumulated in oil fields and volume of oil lost
of capillary pressures counteracts these driving during secondary migration. For two relatively small,
forces. Capillary pressure is the pressure which oil well-explored sedimentary basins in Indonesia a loss
or gas has to overcome in order to displace the water of 50 to 80% was determined (McKenzie and
from the pores of the rock it is trying to penetrate. Quigley, 1988).
This displacement pressure depends very much on Distances and directions of secondary petroleum
the size of the pore throats. If a rock has very migration vary depending on the type and
narrow pore throats, capillary displacement configuration of the sedimentary basin and the
pressures get so high that they cannot be exceeded spatial relationships between interbedded sandstones
by the buoyancy of the oil stringer or gas bubble, and shales, as well as the abundance of fractures and
and entrapment occurs. faults (Larter et al., 1996). Short migration
Migration of petroleum in sandstone reservoir distances occur in sedimentary sequences with
beds is driven by buoyancy and hence directed intensive interbedding of source rock-type shales
upwards into inclined carrier rock strata. This and reservoir sandstones. This is especially the case
movement is referred to as updip migration (see in geologically young delta systems, such as the
again Fig. 1). The rate of this movement depends on Niger delta in Nigeria or the Mississippi delta in the
the volume of the oil stringer, and hence its USA. Lateral migration distances of kilometres or
buoyancy, as well as on the pore-size distribution and tens of kilometres are common, especially in
permeability of the reservoir rock. Controlled by foreland basins. Examples include the Eastern
capillary forces, oil droplets have a tendency to move Venezuela Basin, where secondary migration
into the largest-size pores available (England et al., distances of about 275 km have been documented.
1987). As soon as saturation of a sufficiently The longest migration distance known worldwide is
dimensioned interconnected network of large-size in the Western Canada Basin (Larter et al., 1996).
pores is achieved, breakthrough occurs and the updip The lateral distance between mature source rocks
movement of the oil stringer begins. Within near the basin centre and the belt of heavy oil fields
sandstone reservoir strata, the distribution of pore and tar sands there, is more than 1,000 km. While
sizes is very heterogeneous. It is largely determined the oil migrates updip laterally, it covers vertical
by sedimentation processes and partly modified distances at the same time. A statistical study of
during diagenesis by mineral reactions in the form of hundreds of oil fields from locations worldwide has
cementation processes. Therefore, the route which shown that about 60% of them migrated vertically
the oil follows during secondary migration is usually from source to reservoir, while about 40% involved
split up into many narrow channels which are considerable lateral movement (Hunt, 1996). As
irregularly distributed throughout the carrier rock petroleums migrate updip from great depths to
volume. Consequently, it is impossible to determine a shallower levels they experience pressure release.
value for the overall minimum oil saturation of the This causes a number of physico-chemical effects
reservoir rock interval needed for secondary collectively referred to as PVT changes (pressure,

76 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

volume and temperature). The most important one gas-oil contact is equally sharp and horizontal. Other
concerns the desorption of gas, i.e. a free gas phase terms for the characterisation of an anticlinal
is established. These effects exercise dominant petroleum trap are explained in Fig. 6. Many other
controls where petroleum migrates vertically trapping configurations, besides anticlinal traps are
upwards through faults and associated fracture known (see Chapter 1.3). In order for a trap to hold
zones (England, 2002). petroleum in place, it must be sealed by an
impermeable cap rock. Cap rocks of most petroleum
fields are fine-grained, clay-rich sediments like
1.2.3 Accumulation of petroleum shales or mudstones. Due to their low permeabilities
and very small-diameter pores, capillary entry
The updip migration of petroleum along inclined pressures are so high that they cannot be overcome
carrier beds continues as long as it does not by the buoyancy of a high oil or gas column. The
encounter structural configurations where the most ideal and best sealing cap rocks are, however,
reservoir strata form traps (see again Fig. 1). Traps evaporite strata like anhydrite or rock salt. Such
are containers in the subsurface where petroleum good-quality cap rocks hold many of the large
accumulates. At the Earth’s surface, oil is filling a petroleum accumulations in the Middle East in-place.
container from the bottom up due to gravity. In the Contrary to common belief, petroleum is not
subsurface, the orientation of the container must be accumulated in the subsurface in lakes or giant
reversed in order to fill it with petroleum. This is bubbles. From the preceeding discussions, it should
because petroleum is lighter than water and hence be clear that petroleum accumulations occupy the
has considerable buoyancy within its environment of pore spaces of sandstone or porous carbonates in
water-filled pore spaces. Therefore, the subsurface analogy to a sponge in the bathroom which has
container is filled from the top downwards. The most sucked up water. Most petroleum fields consist of an
common traps are culminations of folds (called oil zone, the thickness of which is referred to as the
anticlines). Petroleum displaces the pore water there, oil leg or oil column, overlain by a gas cap as shown
starting from the top of the culmination and in Fig. 6. In these cases, the gas is called associated
expanding into the flanks of the anticline. The gas. Non-associated gas denotes an accumulation of
contact between the oil-saturated and the water- gas without an oil leg, i.e. a natural gas field. There
saturated pore spaces is always sharp and, in most are also oil fields without gas caps. In these cases,
cases, horizontal. This boundary is referred to as the the solubility of gas in oil under the prevailing
oil/water-contact (Fig. 6). Provided that the incoming pressure regime is not exceeded, i.e. the gas remains
petroleum has an adequate gas/oil ratio and dissolved in oil. The process of the filling of
favourable pressure conditions, gas desorption will reservoir traps and formation of petroleum
occur and a free gas phase will separate from the oil. accumulations often occurs over extended periods of
Since gas has the highest buoyancy, it accumulates in geologic time. There have been cases where the
the apex of the structure as a so-called gas cap. The relevant source rock in the drainage area became

gas gas cap


gas/oil-contact
oil
closure

oil zone
oil/water-contact
water zone

spill point
water
water

edge water bottom water edge water

Fig. 6. Diagram showing a folded sandstone layer representing a reservoir trap. At the apex of this anticline,
natural gas and oil below has accumulated. In the pore space of the gas cap and the oil zone, the original
pore water was displaced by gas and oil respectively, while below the oil/water-contact the sandstone
remains water-saturated (Selley, 1998).

VOLUME I / EXPLORATION, PRODUCTION AND TRANSPORT 77


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continuously buried at greater and greater depths, hydrate condition as compared to free gas. One cubic
causing the maturity of the organic matter to metre of gas hydrate contains 164 m3 of methane.
increase. Consequently, oils of changing Gas hydrates are formed under high pressures and/or
compositions, especially progressively lighter oils, low temperatures (Kvenvolden and Lorenson, 2001).
were expelled from these source rocks and migrated Such conditions are met on Earth in two different
towards the trap. In-reservoir mixing of petroleum regional settings: deep ocean and permafrost.
fluids is often restricted resulting in compositional Pressures required for the crystallisation of gas
heterogeneities within the oil column (Leythaeuser hydrates prevail below the ocean floor at water
and Rückheim, 1989). A similar situation arises when depths in excess of about 500 m. Over certain areas
oils from several different source rocks have of the world’s deep oceans, there is enough methane
accumulated in a common reservoir trap. available (produced by methanogenic bacteria) for
In most petroliferous basins, there are several the formation of gas hydrates. The other situation
source rocks of different geological ages which have where the stability conditions of gas hydrates are met
generated and expelled petroleums of somewhat concerns arctic land areas which are underlain by so-
different compositions. These oils have accumulated called permafrost. Subsurface temperatures are below
in many reservoir traps, which are often located far 0°C to depths of several hundred metres so that all
away from the areas of mature source beds (so-called pore water is permanently frozen. Below this
‘oil kitchens’). In some oil fields, several reservoirs permafrost zone, gas hydrates are very likely present.
are arranged in a vertical sequence (‘stacked Natural gas hydrate occurrences have not been
reservoirs’). Also, some accumulations contain known about for a long time. Active research
petroleums of mixed origin, i.e. derived from several programs are currently under way in several
source rocks. In all of these cases, the petroleum countries. One of their objectives is to explore gas
geologist needs to know the precise origin of each oil hydrates as a potential energy resource for the future
discovery as well as the genetic relationships among (Sloan, 2003). So far there is no commercial gas
the many oil occurrences. These problems are solved production from methane hydrates. Development of
by detailed geochemical analyses which allow for so- production technologies and corresponding tests are
called oil-source rock and oil-oil-correlations. under way in the Messoyakha field in Siberia as well
Among the multitude of techniques developed for as in the Mallik field in northern Canada. Predictions
this purpose, two approaches are commonly applied. are that gas hydrates will indeed become an
One is based on detailed comparisons of the important energy resource in the future when
distribution patterns of homologous series or isomers conventional oil and gas resources have much
of biological marker molecules such as, e.g. steranes declined. This assumption is based on estimates of
or triterpanes. As explained above, each source rock enormous quantities of gas hydrates hidden under the
was deposited under specific environmental deep ocean floors and in arctic permafrost regions. It
conditions and has received a specific mixture of is estimated that more energy resources are present
residues of biological organisms. Therefore, the on Earth in the form of methane hydrates, than exist
petroleum generated by each source rock carries, in from the sum of all of the presently known fossil fuel
analogy to a fingerprint, a genetic imprint in the form resources (oil, gas, and coal). Optimistic estimates
of a molecular signature. These signatures are often claim that there is twice as much methane available
so specific that the geochemist can group the from gas hydrates. However, due to the
multitude of oils in a sedimentary basin into genetic heterogeneous distribution of gas hydrates as lenses
families, or he can trace individual oils back to their and nodules in marine sediments, and due to the
source rocks (Connan, 1993). The other often applied great water depths involved, oceanic hydrate
approach, is based on the recognition of similarities resources may not gain economic interest. Gas
with respect to the composition of stable carbon hydrate occurrences in permafrost regions which can
isotopes (13C/12C ratio) of whole-oil samples, or be present in the form of ‘frozen gas fields’ have a
compound classes or even individual molecules more realistic chance for future economic usage.
separated chromatographically therefrom. A hotly debated issue among petroleum
Very special cases of gas accumulations occur in geologists concerns the problem of the accumulation
the form of so-called gas hydrates. These are solid, efficiency in petroliferous sedimentary basins. This is
ice-like compounds whereby water molecules are the question which concerns what proportion of the
arranged in crystal lattices forming cages (called total petroleum generated in the source rocks is
clathrate compounds). Methane molecules are accumulated in reservoir traps and can be discovered
arranged inside these cages. Per unit volume of by the explorationist. There is no universal answer to
reservoir pore space, more methane can be stored in this question. Proportions vary greatly from basin to

78 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

basin and percentage numbers quoted on the basis of while the remaining 10% is on its secondary
mass balance approaches represent semi-quantitative migration route bypassing all traps and eventually
estimates at best. In Fig. 7, the quantitative effects of leaking out at the Earth’s surface. This process is
all processes of petroleum generation, migration, called petroleum seepage. About 25% of the original
dispersion and loss which control the occurrences of petroleum accumulated gets lost by cap rock leakage
petroleum in a petroliferous basin, are illustrated. occurring at a slow rate over long periods of geologic
This scheme also provides an overview of principal time. Of the remaining petroleum, another 25% gets
geological elements and conditions which the lost in the course of chemical, physico-chemical and
petroleum geologist has to evaluate in order to bacterial processes (discussed above). In summary,
predict the likelihood of petroleum occurrences. only about 10% of the petroleum generated in the
Based on a synthesis of the results obtained by source rocks of this hypothetical basin can be
sedimentologists, structural geologists, geochemists discovered by exploration and produced for economic
and geophysicist teams, etc. the petroleum geologist usage. This estimate is very much on the optimistic
has to assess the effects and likelihood of an entire side when considering the known petroliferous basins
system of processes which have occurred over in the world. In fact, there are only a few reported
extended periods of geologic time. Fig. 7 is, cases that fall into this category. These include the La
therefore, also a schematic illustration of the so- Luna-Misoa petroleum system of Venezuela and the
called ‘petroleum system’ concept (Hunt, 1996). At Arabian/Iranian Basin in the Middle East. More
the same time, it also represents a summary and common cases are in the order of 2-5%, such as
extension of the previous discussions in this chapter. several petroliferous basins in the USA and Australia
Of the total amount of petroleum generated in the (Hunt, 1996).
source rocks at great depths in this hypothetical The leakage of oil and gas from subsurface strata
sedimentary basin, 75% is expelled in the course of to the surface of the Earth occurs and has occurred
primary migration into nearby high- continuously at many places both on land and on the
porosity/permeability carrier beds. During secondary ocean floor. Petroleum seepages can be microseeps,
migration, about 50% of the petroleum which has which are invisible and can only be recognised by
entered the carrier beds remains in the form of special techniques, or they can be associated with
impregnations adsorbed on mineral surfaces. About visible effects. Oil seeps include springs with oil-
40% has, at an earlier stage in the history of this bearing waters, tar pits and asphalt lakes. The asphalt
sedimentary basin, accumulated in reservoir traps, lake in Trinidad is a large-size oil seep. Another one

Fig. 7. Scheme to show


the re-distribution petroleum
seepage
of petroleum
in a sedimentary basin
cap rock leakage

during its geological re-distribution/


history. Sizes of all alteration
burial and time

petroleum
compartment boxes are discoveries
dimensioned as relative alteration accumulation
proportions of the total
volume of petroleum initial
accumulation
generated by the source
?
rocks at depth. These
proportions shown here residual oil saturation
of carrier beds secondary migration
as semi-quantitative
estimates vary from basin ?
to basin. petroleum expelled into carrier bed

primary migration

petroleum generated in source rock


burial

oil/gas
cracking

0 50 100
relative proportion (%)

VOLUME I / EXPLORATION, PRODUCTION AND TRANSPORT 79


GEOSCIENCES

is the La Brea Tar Pits on the outskirts of Los barrels of oil a year are being leaked into the world’s
Angeles, USA. It became famous as a treasure chest oceans by natural seepage and another 0.5 million
of vertebrate palaeontology. During Plio-/Pleistocene barrels come to the Earth’s surface on land (Hunt,
times, many animals like buffaloes, rhinos or 1996). In order to reassure the concerns of
elephant ancestors were deceived while attempting to environmentalists, it should be emphasised that
drink from the shallow water which might have nature has provided means to cope with this problem
accumulated on top of this asphalt lake, and sunk of pollution by active seepage. A number of chemical
into the sticky mud. Their bodies, preserved from and bacterial weathering processes, which are
decay by the asphalt, are still being excavated and outlined above, are able to degrade and remove most
studied by palaeontologists and displayed at a nearby of the mass of the spilled oil.
museum. Like oil, gas is seeping out at many places on
Petroleum seeps occur where permeable pathways the Earth’s surface. Onshore gas seepages are often
in the form of fractures or faults lead to the surface expressed at the surface in the form of so-called
of the Earth either from mature source rocks or from mud volcanoes. Gas from a leaking accumulation
leaking accumulations. They are common in rising upwards through fractures is temporarily
geologically young and tectonically active basins trapped in shallow depths below groundwater-filled
such as the foreland basin of the Zagros Mountains in fractures. As soon as the gas pressure exceeds the
Iran, the Mesopotamian geosyncline in Iraq or in pressure excercised by the weight of the water
intramontane basins in Indonesia and Colombia column above, eruption occurs. Since the water in
(Hunt, 1996). During pre-industrial times, seeps were near-surface fracture zones is very muddy, the
exploited as a source of oil and asphalt for various eruption is associated with an outflow of mud. This
uses. The oldest documented cases include traces of process of intermediate accumulation of gas bubbles
asphalt on arrow heads excavated in Mesopotamia. below groundwater-filled fractures and eruptive
Stone-age men used asphalt to glue their arrow heads outflow of gas and mud, is repeated over and over
into wooden shafts. The Bible contains many again. The resulting morphological feature is a
references to the use of asphaltic materials, such as cone-shaped mud volcano. In the region of
Noah who used asphalt to make his boat watertight. Azerbaijan, north of the Caspian Sea, many mud
Asphalt was used as a mortar in brick-laying for the volcanoes up to several hundred metres in height
tower of Babylon. Egyptian mummies were prepared occur. Some of the eruptions are associated with
by using asphalt collected at seeps. Asphalt and pitch violent flames of burning methane and massive mud
were also used in those days for warfare and in outflows. In the foothills of the Zagros mountains in
artwork. The earliest documented speculations of the Iran, there are places where gas is blowing out from
North Sea basin as Europe’s most important solid rock fractures and has caught fire. Since
petroleum province (discovered only in the late antiquity such sites of ‘eternal fire’ were venerated
Sixties of the last century), date back to the year and may have lead to the origin of the Zoroastrian
1752. Erich Pontoppidan, then bishop of Bergen in religion. Gas seeps on the sea floor are expressed
Norway and a hobby-naturalist, published a big book morphologically in another way. With each swarm
entitled Norges Naturlige Historie. It contains the of gas bubbles that erupts, mud from clay-rich
following translated statements: “The North Sea’s unconsolidated sediment is stirred up. After
fattiness is, after its saltiness, a peculiar property […] eruption, the sediment particles do not settle down
It can be assumed that in the ocean and on land there vertically but drift away laterally by slow bottom
exist, here and there, seepages of running oily liquids water currents. Repeated eruptions eventually lead
or streams of petroleum, naphta, sulphur, coal-oils to a circular depression like a negative cone on the
and other bituminous liquids”. In all likehood, the seafloor called a pockmark. These are widespread
bishop had found tar balls on his extended walks features in many shelf seas, e.g. major areas of the
along the shores, originating from submarine oil continental shelf of Norway are dotted with
seeps and washed onto the beach by waves. This pockmarks. Their distribution and abundance has to
observation illustrates the fact that oceans get be known since pockmarks represent hazards for oil
polluted locally by petroleum not only through industry activities, such as the laying of pipelines
anthropogenic activities, but by natural processes as (Hovland and Gudmestad, 2001).
well. Offshore oil seeps are known in many parts of
the world, e.g. in the Gulf of Mexico, the Gulf of Basin modeling
Suez, the Red Sea, offshore northern Alaska and The physical and chemical processes involved in
Canada, in the South China Sea and in the North Sea. the generation, migration and accumulation of
It was estimated that approximately 1.5 million petroleum are understood today to such an extent that

80 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

their effects can be quantified as a function of the even in three dimensions. The main advantages of
geological history of a sedimentary basin. So-called basin modeling if integrated with seismic
basin modeling by numerical simulations has become information are twofold, i.e. quantitative predictions
a routine tool for petroleum exploration. as to where petroleum accumulations can be
Sophisticated software packages have been expected in a sedimentary basin. Most importantly,
developed for deterministic forward models which however, the temporal evolution of all relevant
allow the temporal reconstruction of the history of a processes and their effects can be reconstructed. For
sedimentary basin and the concomitant evolution of example, maps for individual geological time
most processes relevant to the formation of periods can be obtained which show regional
petroleum accumulations (Welte et al., 1997). To variations in the maturity of the source rocks (areas
conduct a basin modeling study, a great deal of input where they are immature, mature or overmature).
parameters have to be obtained from well data. Superposition of such maps, which show different
Invariably, for certain parameters, assumptions based aspects of structural evolution for the same time
on geological reasoning must be made. Examples of period (type, size and distribution of potential
required input parameters (Poelchau et al., 1997) traps), allow to rank petroleum prospects.
include:
• Rate of subsidence, uplift and deformation of
sedimentary basin fill. 1.2.4 Alteration of petroleum
• Depositional conditions and types of sediments
(sedimentation rates, environments, organic Those petroleum accumulations which are
matter accumulation etc.). discovered and produced by the oil industry have
• Age and thickness of all sedimentary strata. survived extended periods of geologic time. During
• Rock properties such as porosity, permeability, these periods, the physical and chemical conditions
density, thermal conductivity, heat capacity, and of the accumulation in the reservoir can have
compressibility. changed. Since petroleum is thermodynamically
• Fluid properties (in water, oil, and gas) such as metastable under geological conditions, it responds
composition, density, viscosity, etc. to these changing conditions by adjusting its
• Thermal history of the basin, i.e. heat input from composition, i.e. the original composition is altered
basement and conditions for conductive and (Blanc and Connan, 1993). Geological processes
convective heat transport, etc. which lead to compositional alteration, and their
• Kinetics of organic matter transformation in effects on oil density, expressed in degrees according
source rocks. to the rule formulated by the API (American
• Hydrodynamics and conditions for fluid Petroleum Institute), are schematically illustrated in
redistribution. Fig. 8.
• Trap formation, e.g. by tectonic processes and
their timing. Changes in petroleum composition
Basin modeling can be performed in one due to biodegradation
dimension (for a single well), in two dimensions In areas where there are high hydraulic head
(for a geologic profile combining several wells), or conditions (groundwater recharge areas at high

Fig. 8. Scheme to show


source

carbonate-evaporite source clastic source continental marine


the effects on the API-
gravity of a typical oil
(central box) by
differences in source water washing
rock-types and by deasphalting
accumulated
depth

tars action of waters


alteration processes

alteration processes natural gases


oil
which have post-dated biodegradation the m
the accumulation rm atur
al a
(Tissot and Welte, 1984). alt tion
era
tio
n

gas

API gravity

VOLUME I / EXPLORATION, PRODUCTION AND TRANSPORT 81


GEOSCIENCES

altitudes), meteoric waters penetrate along high • Increasing viscosities.


porosity/high permeability strata deeply into Bacteria are sensitive to higher temperatures.
sedimentary basins. They are oxygenated and carry Based on empirical evidence, a maximum
bacteria. Wherever these waters flow past petroleum temperature of 88°C has been recognized as the limit
accumulations, they cause biodegradation and water for this kind of bacterial activity. For a long time it
washing effects (see again Fig. 8). Compounds which was believed that biodegradation of petroleums was
have higher solubilities in water, such as benzene and achieved only by aerobic bacteria. Recently,
toluene, are preferentially removed. Several species however, biodegradation was documented as also
of bacteria degrade and consume petroleum occuring under unaerobic conditions. Extensive
hydrocarbons in a very specific way (Head et al., biodegradation and water washing leads to the
2003). Depending on favourable microbial growth formation of heavy and extra-heavy oils and tar
conditions, the molecular composition of reservoir sands. Heavy oil accumulations, such as those
petroleums is altered to an increasing extent. The occurring in the province of Alberta in Canada, have
first compounds consumed by the bacteria are the specific gravities ranging from 0.93 to 1.00 g/cm3
n-alkanes, whereby a systematic chain-length (10°-20° API) and viscosities varying between 100
preference starting with the light homologues is and 10,000 centipoises at reservoir conditions. They
shown. Geochemists have designed a molecular scale are still mobile under reservoir conditions, but
from 1 to 10 for characterising the degree to which cannot be pumped at reasonably high production
petroleum is biodegraded (Table 1). These molecular rates. Tar sand are sands in near-surface intervals
criteria are associated with changes of the gross which are impregnated with extra-heavy oils
properties of biodegraded petroleums like lowering (specific gravities in excess of 1.00 g/cm3, API°
of the API gravity, which influence their commercial below 10; viscosities higher than 10,000
value significantly. With increasing degrees of centipoises). Very large deposits of tar sands occur
biodegradation, the following effects are observed in northern Canada (Athabasca tar sands) and
(Hunt, 1996): eastern Venezuela. The total in-place reserves of
• Decreasing concentrations of wet gas and heavy oils and tar sands of worldwide occurrence is
gasoline in favour of kerosene-range components in the same order as the total in-place reserves of
(C2-C6 and C6-C15 respectively). conventional crude oils.
• Decreasing wax contents due to removal of long-
chain n-alkanes. Changes in petroleum composition
• Decreasing gas/oil-ratios (GOR). due to thermal alteration
• Decreasing API gravities (increasing densities). Petroleums like kerogen react sensitively to
• Increasing concentrations of asphaltenes. increasing thermal conditions. Reservoired oils
• Increasing contents of sulphur and nitrogen. which get buried deeper and exposed to higher

Table 1. Changes in molecular composition of oil with increasing biodegradation


(Hunt, 1996)

Level Compositional changes Biodegradation


or extent of
1 n-alkanes C1 to  C15 depleted Minor
2 Over 90% C1-to-C35 n-alkanes gone Light
3 Isoalkanes, including isoprenoids, attacked;
alkylcyclohexanes and alkylbenzenes removed Moderate
4 Isoprenoid alkanes and methylnaphthalenes removed Moderate
5 C14-C16 bicyclic alkanes removed Extensive
6 25-norhopanes may be formed; steranes attacked, with smaller molecules first Heavy
7 Steranes gone; diasteranes unaffected Heavy
8 Hopanes attacked Very heavy
9 Hopanes gone; diasteranes attacked
Oleanane, tricyclic terpanes, and aromatic steroids survive Severe
10 Diasteranes and tricyclic terpanes destroyed;
aromatic steroids attacked; vanadyl porphyrins survive Extreme

82 ENCYCLOPAEDIA OF HYDROCARBONS
ORIGIN, MIGRATION AND ACCUMULATION OF PETROLEUM

thermal regimes undergo compositional changes with with such effects concerns parts of the Barent Sea
maturation (see again Fig. 8). The overall trend shelf of northern Norway. Faulting and fracturing
concerns a progressive increase in the proportion of of the cap rocks of petroleum accumulations at
low molecular weight components at the expense of great depths, and vertical migration of escaping
their heavier counterparts. This compositional petroleum fluids into shallower reservoir traps
evolution with rising subsurface temperatures is leads to similar phase changes. The effects of this
mainly achieved by cracking reactions. Medium- process, also known as separation-migration
gravity oils are converted into light oils and (Silverman, 1965), are especially observed
condensates and ultimately into natural gas in geologically young actively subsiding basins
accumulations. Invariably a black, solid residue such as in the area of the Mississippi and the
(called pyrobitumen) is left over coating sand grains Niger deltas.
or filling interstitial pore volumes. Increasing Finally, natural gas pools which have accumulated
degrees of thermal alteration is the reason why oils tens and hundreds of millions of years ago, have
accumulated in stacked reservoirs often show an experienced gas loss by diffusion through the shale
increase in API gravities from the shallowest to the cap rocks. This has lead to shrinking reserves, or in
deepest reservoir zone. extreme cases to total dissipation and destruction of
the original accumulations. The quantification of this
Other alteration processes leading destructive process is a matter of debate. But it
to compositional changes in petroleum appears logical to assume that most known natural
Some oil accumulations receive an input of gas fields have young accumulation ages. Others may
natural gas generated by, and migrated from high- represent, in terms of geological time scales,
maturity source rocks at great depths, much later dynamic systems whereby this diffusive gas loss is
during their geological history. This causes a continuously replenished by gas migrating in from
precipitation of asphaltenes. The process is called deeply buried source rocks (Leythaeuser et al.,
deasphalting (see again Fig. 8). Due to their higher 1982).
densities, asphaltene molecules and clusters of them
tend to sink down within the oil column (so-called
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