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

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


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


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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


Bitumen, Petroleum, and Natural Gas -

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

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

Bitumen, Petroleum, and Natural Gas - 27

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

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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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


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

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

Petroleum Traps .47 .

Petroleum Traps .48 .

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

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

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

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

which ones might be of slight interest (TOC between 0. Furthermore. Rocks containing more than 1% TOC often have substantial source potential. where preservation of lipid-rich organic matter with source potential for oil can occur. because the type of kerogen preserved in rich rocks is often more oil-prone than in lean rocks. INTERPRETATION OF SOURCE-ROCK DATA QUANTITY OF ORGANIC MATERIAL Almost all measurements of the amount of organic matter present in a rock are expressed as TOC values in weight percent of the dry rock. The oil-generative macerals are those of Type I and Type II kerogens: alginite. and inert. Smyth (1983). We therefore use TOC values as screens to indicate which rocks are of no interest to us (TOC < 0. the direct evidence for such a statement is rather meager. on the basis of deductive reasoning.5%). TYPE OF ORGANIC MATTER Microscopic kerogen-type analysis describes the proportions of the various macerals present in a sample. claiming. the kerogen in such lean rocks is almost always highly oxidized and thus of low source potential. Raw data (S1. fluorescing amorphous kerogen. Gas-generative kerogen is mainly vitrinite.0%).Source Rock Evaluation . because the kerogens they contain are woody or highly oxidized. however. Rocks containing between 0.53 maturation by using a van Krevelen diagram. Kerogens in rocks containing less than 1% TOC are generally oxidized. These raw data are then normalized for the organic-carbon content of the sample. In some rocks TOC values between 1% and 2% are associated with depositional environments intermediate between oxidizing and reducing. however. Many rocks with high TOC values. etc. Thus high TOC values are a necessary but not sufficient criterion for good source rocks. A rock containing 3% TOC is likely to have much more than six times as much source capacity as a rock containing 0. These immature H/C ratios can then be used to calculate Go. have little oil-source potential. and thus of limited source potential. The amount of hydrocarbons generated in such rocks is so small that expulsion simply cannot occur. the actual volume percent occupied by the organic material is about twice the TOC percentage. Because the density of organic matter is about one-half that of clays and carbonates. As such these quantities are a measure of the total capacity of a rock to release or generate hydrocarbons or carbon dioxide. TOC values above 2% often indicate highly reducing environments with excellent source potential.5% and 1. Those rocks containing less than 0. but they may expel small quantities of hydrocarbons and thus should not be discounted completely. cutinite. yielding . has dissented from this pessimistic view. Nevertheless. Pyrolysis results are normally reported in two ways. exinite. S2.0% TOC are marginal. and which are definitely worthy of further consideration (TOC > 1.5% TOC are considered to have negligible hydrocarbon-source potential. We must still determine whether the kerogen present is in fact of good hydrocarbon-source quality. and S3) are expressed in milligrams of hydrocarbon or carbon dioxide per gram of rock sample. Inertinite is considered by most workers to have no hydrocarbon-source capacity. In interpreting these observations we normally divide these macerals into oil-generative. Interpretation of TOC values therefore does not simply focus on the quantity of organic matter present. resinite.5% and 1. They will not function as highly effective source rocks. gas-generative.5% TOC. that at least some Australian inertinites can generate significant amounts of oil.0%).

and the end of liquid-hydrocarbon generation is thought to be at about 1. They have excellent potential to generate liquid hydrocarbons. MATURITY Kerogen Parameters. A second. Measured hydrogen indices must be corrected for maturity effects by using a modified van Krevelen diagram as outlined above. but there are still some minor variations from one laboratory to another. CAI can actually measure high-grade metamorphism.5% Ro. The ultimate limit of oil stability is not known for certain. exinite) or from marine algal material. Although Tmax values are determined objectively. Peak generation is reached near 0. with CAI of 8 reached in a marble. The correlations among maturity parameters have been fairly well established. a unified scale for comparing them with Ro values has not been adopted. respectively. Kerogens with hydrogen indices above 600 usually consist of nearly pure Type I or Type II kerogens. COALS AS SOURCE ROCKS Coals have been traditionally discounted as effective source rocks for oil accumulations because of the lack of geographic correlation between oil fields and coal deposits. Because variations in TOC have been removed in the normalizing calculation. and thus are considered to have good source potential for liquid hydrocarbons. make sure that you have a copy of their equivalency between TAI and Ro. some Cenozoic coals should have better potential for generating liquid hydrocarbons. but in most cases is probably not much above 1. . resinite. because they vary with kerogen type as well as maturity.6% Ro.54 values in milligrams per gram of TOC. Some laboratories put the onset of maturity at 435° C. Hydrogen indices below about 150 mg HC/g TOC indicate the absence of significant amounts of oil generative lipid materials and confirm the kerogen as mainly Type III or Type IV. because during the Paleozoic the biota was quite different than during the Cenozoic. Kerogens with hydrogen indices above about 300 contain substantial amounts of Type II macerals. others use 440°. and the coals were of bituminous to anthracite rank.Source Rock Evaluation . Thus. It is particularly difficult to generalize about TAI values because the numerical values of TAI scales have not been standardized among laboratories. Because vitrinite reflectance is the most popular method of determining maturity. Nevertheless. Hydrogen indices above 150 reflect increasing amounts of lipid-rich material. Age of coals is important.9% Ro. either from terrestrial macerals (cutinite. The normalized S2 and S3 values are called the hydrogen index and the oxygen index. Those between 150 and 300 contain more Type III kerogen than Type II and therefore have marginal to fair potential for liquids. However.35% Ro. Conodont Alteration Index (CAI) values ranging from 1 to 5 were tied loosely to vitrinite reflectance and fixed carbon content of coals. most other maturation parameters are related to Ro values. Because some Cenozoic land plants are richer in resins and waxes than Paleozoic plants. this generalization has two fallacies: most of the coalfields originally studied were of Paleozoic age. less common application is to decide whether oil will be stable in a given reservoir. The limits of the oil generation window vary considerably depending upon the type of organic matter being transformed. Determination of the oil-generation window in a particular section is the objective of most maturity analyses performed on possible source rocks. for most kerogens the onset of oil-generation is taken to be near 0. Interpretation of hydrogen indices for immature kerogens is straightforward. if you are using TAI determinations determined by an analytical laboratory. the hydrogen index serves as an indicator of kerogen type.

0 4. therefore.0 Pyrolysis Tmax (°C) 420 430 440 450 460 465 470 480 500 500 + 500 + Conodont Alteration Index (CAI) 1 1 1 1. Interpretation of source-rock data on a basic level is quite simple. Whenever possible.2 3. rather.60 0.5 3.40 0.80 1.20 1. To do this intelligently we must have the ability to develop regional models of organic facies and thermal maturity.00 Thermal Alteration Index (TAI) 2.50 2.3 2.4 3. With increasing experience one can also learn to derive important information on thermal histories. Vitrinite Reflectance (%Ro) 0. We should always attempt to extrapolate our measured data over as large an area as possible.5 2 2 2 3 4 4 5 Correlation of various kerogen-maturity parameters with vitrinite-reflectance (Ro) values .Source Rock Evaluation .00 3. type. and maturity of the organic matter present in the rocks? Satisfactory methods are available in most cases to answer all these questions.8 3. In some areas one technique may fail completely or may be only partially successful.50 0. and organic facies.55 SUMMARY Any source-rock evaluation should attempt to answer three questions: What are the quantity.0 3.00 1.35 1.6 2. unconformities and erosional events.0 2. we should attempt to corroborate the measured data by other analyses. we should not rely on a single analytical technique.00 4.8 4.

75 0.1 3.7 2.15 0.5 1. Both the immature H / C ratios and the maceral analysis data need to be scaled to calculate "Total Oil.Source Rock Evaluation .6 2.5 2.2 3.3 0.2 1. so "Total Oil" can be plotted against "Oil Already Generated.56 EXERCISES Worked out example: Perform a source-rock analysis on the Mauve Well. presenting the kerogen quality factor as a .7 1. as shown in Figure B (derived from Figure A). and maturity (TAI).6 2.38 TAI 2.0 0. however.8 % Alginite + Exinite 75 80 80 75 80 90 85 75 70 50 45 60 45 40 ? ? Core Cuttings Data are available on quantity (%Corg).65 0.7 1.22 1.5 1.33 1.1 2.2 Atomic H/C 1.5 2. quality (H /C and %Alginite + Exinite).5 0. This can be done easily by plotting H/C versus TAI.05 0. refer to the graph on next page. and then tracing the H/C ratio back to its immature value.7 2.5 0.0 3.07 1.0 2-2.3 1.98 0.66 0.9 3.81 1. A) Calculation of the immature kerogen H/C ratio(at A) from the present-day H/C ratio and vitrinite reflectance data(at P) .7 3.8 0. and both should be utilized and examined for possible discrepancies. one must first convert the measured.6 2. The calculated immature H/C ratios are listed in the table on next page.41 0.86 0.6 0.27 1. To use the H /C data.5 2-2. present-day H/C ratios to the ones that the kerogens had when they were thermally immature. B) H/C versus TAI for Mauve Well samples.72 0.2 2. Source-rock data for the Mauve Well Depth (m) 1000 1200 1500 1750 2000 2300 2700 3000 3500 3600 3800 4000 4500 4600 4800 5000 Type of Sample Sidewall Cores %Corg 0.5 2." Two independent quality measurements have been made.5 2-2.77 0." To do this.

The prudent interpreter might now ask that some of the H/C ratios be rerun.5 1.35 0.41 0.6 1. Kerogen quality factor as a function of H/C ratio of the immature kerogen.60 0.05 1. In likewise manner (not illustrated here) the quality factor can be determined from maceral analysis data. the interpreter might then decide to try a third technique.35 1.90 0. and 4500 meters all show differences in the quality factors calculated from the two types of data.75 0.72 0.00 0.5 1.17 0.86 0.05 0.4 1. Without more knowledge.9 0.85 1. to check for analytical error. It is apparent that there are serious discrepanties between the H/C and maceral analysis results for several of the samples. 2000.81 1.60 0.20 1.9 1. In each case.07 1.38 Immature H/C 1.5 1.77 0. 2300.8 1. 4000.90 0. however.8 ? ? * * * Indicates discrepancy between quality factors calculated from H /C and from maceral analysis. 1500. and not .65 0. 1750.35 0.30 1.07 1.70 1.6 1.2 0. the H/C ratio gives the lower quality factor.50 1.05 0.90 0. and would certainly request that the slides made for maceral analysis be reviewed. so some systematic error is likely.Source Rock Evaluation .65 0.05 1. such as pyrolysis.05 0. The scaled quality factors are given for each parameter in the table on next page.27 1.7 1.77 0. Scaled Quality Data tor Mauve Well Samples Depth (m) macerals) 1000 1200 1500 1750 2000 2300 2700 3000 3500 3600 3800 4000 4500 4600 4800 5000 Measured H/C 1.33 1.6 1.81 1.66 0.98 0.22 1.60 ? ? * * * * * 1. it is impossible to pinpoint the error. The most important point being made here is that these discrepanties must be taken seriously by the interpreter. The samples at 1000. If these attempts produced no resolution of the problem.15 0.43 1.90 ? ? Quality Factor Quality Factor (from H/ C) (from 1.90 0.0 0.57 function of H/C ratio of the immature kerogen in order to determine the quality factor from H/C.22 1.

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

0 2.05 0.5 2.51 0.60 0.05 0.5 2.8 0.55 0.11 0.91 1.5 TOC = Total Organic Carbon Bit/TOC = Bitumen/Total organic carbon ? indicates a poor histogram TAI = Thermal Alteration Index Ro = Vitrinite reflectance .5 2.02 0.5 2.5-3.66 0.86 1.0-2.07 1.67 0.3 2.Source Rock Evaluation .21 0.03 0.5 2.1 2.85 0.0 0.07 0.5-3 3.91 0.08 0.02 0.09 0.59 0.5-3 2.65 0.41? 1.01 0.0 2.9 1.59 0.42 0.27 0.60 0.09 0.5-3 2.46 0.5 3.44 0.000 Type of Sample Cuttings Cuttings TOC 1.00 1.0-2.08 0.08 0.21 1.17 0.63 0.5 0. Thermal-maturity data for the Blue Well Depth (ft) TAI Ro Bitumen/TOC 1000 1200 1500 2000 2300 2600 3000 3200 3400 3700 4000 4200 4800 5000 5200 5400 5700 6000 2.48 Ro 0.49 0.51 0.6 0. Explain how you resolved any apparent discrepancies.60 0.2 2.88 0.66 0.5 2.1 0.18 0.5-3 2.49 0.99 1.07 0.5-3 2.6 2.52 0.0-2.5 2.51 0.3 2.3 Bit/TOC 0.26? 1.7 0.59 EXERCISE Source Rock 1 Combine the data from the Blue Well to give a coherent picture of thermal maturity in the section drilled.2 0.06 0.51 TAI % Alginite + Exinite 40 30 35 40 50 80 75 75 25 40 70 80 20 15 10 2-2.65 0.5 2.90 0.3 2.0 2. Source-rock data tor the Turquoise Well Depth (ft) 3000 3500 4000 4500 5000 5500 6000 6500 7000 7500 8000 8500 9000 9500 10.27 1.3 1.25 1.7 0.0 2. EXERCISE Source Rock 2 Perform a source-rock evaluation of the section penetrated in the Turquoise Well.5-3 2.17 0.71 0.08 0.4 0.91 1.03 0.06 0.61 0.5 3-3.5 2.0 3-3.33? 1.8 1.0 2.03 0.02 Atomic H/C 0.5 3.5 2.22 0.12 *TAI and Ro are interconverted according to the correlation table at the end of chapter 7.25 0.5 2.0 2.6 4.06 0.10 0.21 1.

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

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

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

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

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

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

5-3.91 0.85 0.Predicting Thermal Maturity .5 2. EXERCISES EXERCISE Thermal Maturity 1 Perform a source-rock evaluation of the section penetrated in the Turquoise Well.8 1. Construct a family of burial-history curves for the well and calculate the present-day TTI at total depth. In other cases.33? 1.86 1.65 0.51 0.4 0.1 2.3 1.67 0. we still would have to extrapolate the present somehow into the past.03 0. A plausible average surface temperature is 20° C. and 11.65 0. however.60 0.5-3 2. do not utilize different kinetic parameters for the various kerogen types.08 0.150 ft in the Middle Miocene.49 0.91 1.91 1.02 Atomic H/C 0.66 Even if we could measure present-day subsurface temperatures with perfect accuracy.01 0. Source-rock data tor the Turquoise Well Depth (ft) 3000 3500 4000 4500 5000 5500 6000 6500 7000 7500 8000 8500 9000 9500 10. where presentday temperatures are maximum paleotemperatures.48 Ro 0.27 1.21 1.08 0.51 TAI % Alginite + Exinite 40 30 35 40 50 80 75 75 25 40 70 80 20 15 10 2-2.8 0.52 0.5-3 2.1 0.5 0.5 2. It penetrated 1000 ft of Pleistocene sediments.5 TOC = Total Organic Carbon Bit/TOC = Bitumen/Total organic carbon ? indicates a poor histogram TAI = Thermal Alteration Index Ro = Vitrinite reflectance EXERCISE Thermal Maturity 2 The Black Well was drilled off the Louisiana Gulf Coast. The corrected bottom-hole temperature was 270° F. particularly where Paleozoic rocks are involved.71 0. 3500 ft of Pliocene. however. In many cases.59 0.0 3-3.5 2.41? 1.17 0.88 0.7 0.51 0.7 0.18 0.3 Bit/TOC 0.5 3.27 0. Despite experimental evidence indicating that different kerogens decompose to yield hydrocarbons at different levels of maturity models.90 0.99 1. In such cases we should be very careful about using predicted maturities unless we have some independent confirmation of the validity of our model from a comparison with measured maturity data.66 0.5 3.6 4. an accurate interpretation of the ancient geothermal history may be critical.000 ft of Upper Miocene before being abandoned at 16.02 0.5-3 2.000 Type of Sample Cuttings Cuttings TOC 1.05 0.26? 1.3 2.06 0.00 1.5 3-3.06 0.25 1.2 0. even an inaccurate extrapolation into the past may not cause significant problems.5-3 3.08 0.5 2.5-3 2.9 1.5-3 2.03 0.0 0. A question of some concern comes from the previously mentioned fact that most of the maturity models treat all types of kerogen identically.21 1.22 0. Base Pleistocene 2 Ma Base Pliocene 5 Base Upper Miocene 11 Base Middle Miocene 50 Ma .07 1.

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

they are in turn overlain at 2750m by a sandstone of excellent reservoir quality.500 21.000 25. The source rock is thought to be about 300 Ma old. upper management has decided that gas and condensate are not economical." Utilizing the principles of hydrocarbon generation and preservation. No unconformities are recognized within the Paleozoic. rich.000 8. The following geological summary is available to you.65°C/100 m and a surface intercept of 15°C are reasonable for the area. Because of the high operations cost. The geothermal gradient was found to be 1. No other source rocks were noted. From 40 Ma to the present about 500m of additional burial occurred. Your responsibility is to make a recommendation regarding the nature of hydrocarbons that might be present in die prospect.000 13. Highly fractured carbonates overlie the source rock. The basin filled at a generally uniform rate from about 300 Ma to 100 Ma.500 27.0° F/100 ft. Erosional removal since the Permian probably totals about 2000 ft. The reservoir is sealed by a thick salt layer. and the surface temperature today is about 15° C. Nearby well control indicates that a geothermal gradient of 3. Time-stratigraphic data are given in the following table.000 18.68 EXERCISE Thermal Maturity 5 Analyze the timing of oil generation in the Pink Well. Carboniferous '' '' '' '' E.000 23. The traps at the prospect location formed slightly prior to the beginning of erosional removal in the basin and have retained integrity to the present. Top of Permian Virgil Missouri Des Moines Atoka Morrow Mississippian Kinderhook Sylvan Arbuckle Age (Ma) 230 280 288 296 304 309 320 340 425 470 Period Permian 0 L. oil-prone source rock at about 4300m depth near the prospect. Carboniferous '' Ordovician '' Depth (ft) 7. evaluate the prospect.500 EXERCISE Thermal Maturity 6 You have been asked to evaluate an undrilled prospect in a remote area that is available in an expensive farm-in deal. "A regional study of the area suggests the probable presence of a thin. No other reservoirs are anticipated. .Predicting Thermal Maturity .000 11. At that time nearby orogenic activity caused the first traps to be formed during a gradual 1200m uplift lasting until 40 Ma.

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

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

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

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

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

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