Search Results (565)

During the process of oil and gas drilling, due to the existence of pores or micro-cracks, drilling fluid is prone to invade the formation. Under the action of hydration expansion of clay in the formation and liquid pressure, wellbore instability occurs. In order to reduce the wellbore instability caused by drilling fluid intrusion into the formation, this study proposed a method of forming a dynamic hydrogen bond cross-linked network weak gel structure with modified nano-silica and P(AM-AAC). The plugging performance of the drilling fluid and the performance of inhibiting the hydration of shale were evaluated through various experimental methods. The results show that the gel composite system (GCS) effectively optimizes the plugging performance of drilling fluid. The 1% GCS can reduce the linear expansion rate of cuttings to 14.8% and increase the recovery rate of cuttings to 96.7%, and its hydration inhibition effect is better than that of KCl and polyamines. The dynamic cross-linked network structure can significantly increase the viscosity of drilling fluid. Meanwhile, by taking advantage of the liquid-phase viscosity effect and the physical blocking effect, the loss of drilling fluid can be significantly reduced. Mechanism studies conducted using zeta potential measurement, SEM analysis, contact angle measurement and capillary force assessment have shown that modified nano-silica stabilizes the wellbore by physically blocking the nano-pores of shale and changing the wettability of the shale surface from hydrophilic to hydrophobic when the contact angle exceeds 60°, thereby reducing capillary force and surface free energy. Meanwhile, the dynamic cross-linked network can reduce the seepage of free water into the formation, thereby significantly lowering the fluid loss of the drilling fluid. This research provides new insights into improving the stability of the wellbore in drilling fluids. Full article

Recovering oil by fracturing fluid imbibition has demonstrated significant potential for enhanced oil recovery (EOR) in tight oil reservoirs. White mineral oil (WMO), kerosene, or saturated alkanes with matched apparent viscosity have been widely used as “crude oil” to investigate imbibition mechanisms in light shale oil or tight oil. However, the representativeness of these simulated oils for low-maturity crude oils with higher viscosity and greater content of resins and asphaltenes requires further research. In this study, imbibition experiments were conducted and T₂ and T₁–T₂ nuclear magnetic resonance (NMR) spectra were adopted to investigate the oil recovery characteristics among resin–asphaltene-rich Jimusar shale oil and two WMOs. The overall imbibition recovery rates, pore scale recovery characteristics, mobility variations among oils with different occurrence states, as well as key factors influencing imbibition efficiency were analyzed. The results show the following: (1) WMO, kerosene, or alkanes with matched apparent viscosity may not comprehensively replicate the imbibition behavior of resin–asphaltene-rich crude oils. These simplified systems fail to capture the pore-scale occurrence characteristics of resins/asphaltenes, their influence on pore wettability alteration, and may consequently overestimate the intrinsic imbibition displacement efficiency in reservoir formations. (2) Surfactant optimization must holistically address the intrinsic coupling between interfacial tension reduction, wettability modification, and pore-scale crude oil mobilization mechanisms. The alteration of overall wettability exhibits higher priority over interfacial tension in governing displacement dynamics. (3) Imbibition displacement exhibits selective mobilization characteristics for oil phases in pores. Specifically, when the oil phase contains complex hydrocarbon components, lighter fractions in larger pores are preferentially mobilized; when the oil composition is homogeneous, oil in smaller pores is mobilized first. Full article

Deep marine shale is the primary carrier of shale gas resources in Southwestern China. Because the occurrence and gas content of methane vary with burial conditions, understanding the microscopic mechanism of methane occurrence in deep marine shale is critical for effective shale gas exploitation. The temperature and pressure conditions in deep shale exceed the operating limits of experimental equipment; thus, few studies have discussed the microscopic occurrence mechanism of shale gas in deep marine shale. This study applies molecular simulation technology to reveal the methane’s microscopic occurrence mechanism, particularly the main controlling factor of adsorbed methane in deep marine shale. Two types of simulation models are also proposed. The Grand Canonical Monte Carlo (GCMC) method is used to simulate the adsorption behavior of methane molecules in these two models. The results indicate that the isosteric adsorption heat of methane in both models is below 42 kJ/mol, suggesting that methane adsorption in deep shale is physical adsorption. Adsorbed methane concentrates on the pore wall surface and forms a double-layer adsorption. Furthermore, adsorbed methane can transition to single-layer adsorption if the pore size is less than 1.6 nm. The total adsorption capacity increases with rising pressure, although the growth rate decreases. Excess adsorption capacity is highly sensitive to pressure and can become negative at high pressures. Methane adsorption capacity is determined by pore size and adsorption potential, while accommodation space and adsorption potential are influenced by pore size and mineral type. Under deep marine shale reservoir burial conditions, with burial depth deepening, the effect of temperature on shale gas occurrence is weaker than pressure. Higher temperatures inhibit shale gas occurrence, and high pressure enhances shale gas preservation. Smaller pores facilitate the occurrence of adsorbed methane, and larger pores have larger total methane adsorption capacity. Deep marine shale with high formation pressure and high clay mineral content is conducive to the microscopic accumulation of shale gas in deep marine shale reservoirs. This study discusses the microscopic occurrence state of deep marine shale gas and provides a reference for the exploration and development of deep shale gas. Full article

Marine–continental transitional shale is a promising unconventional gas reservoir, playing an increasingly important role in China’s energy portfolio. However, compared to marine shale, research on marine–continental transitional shale’s fractal characteristics of pore structure and complete pore size distribution remains limited. In this work, high-pressure mercury intrusion, N₂ adsorption, and CO₂ adsorption techniques, combined with fractal geometry modeling, were employed to characterize the pore structure of the Shanxi Formation marine–continental transitional shale. The shale exhibits generally high TOC content and abundant clay minerals, indicating strong hydrocarbon-generation potential. The pore size distribution is multi-modal: micropores and mesopores dominate, contributing the majority of the specific surface area and pore volume, whereas macropores display a single-peak distribution. Fractal analysis reveals that micropores have high fractal dimensions and structural regularity, mesopores exhibit dual-fractal characteristics, and macropores show large variations in fractal dimension. Characteristics of pore structure is primarily controlled by TOC content and mineral composition. These findings provide a quantitative basis for evaluating shale reservoir quality, understanding gas storage mechanisms, and optimizing strategies for sustainable of oil and gas development in marine–continental transitional shales. Full article

The Silurian marine shale in the Sichuan Basin is currently the main reservoir for shale gas reserves and production in China. This study investigates the reservoir evolution of the Silurian marine shale based on fractal dimension, quantifying the complexity and heterogeneity of the shale’s pore structure. Physical simulation experiments were conducted on field-collected shale samples, revealing the evolution of total organic carbon, mineral composition, porosity, and micro-fractures. The fractal dimension of shale pore was characterized using the Frenkel–Halsey–Hill and capillary bundle models. The relationships among shale components, porosity, and fractal dimensions were investigated through a correlation analysis and a principal component analysis. A comprehensive evolution model for porosity and micro-fractures was established. The evolution of mineral composition indicates a gradual increase in quartz content, accompanied by a decline in clay, feldspar, and carbonate minerals. The thermal evolution of organic matter is characterized by the formation of organic pores and shrinkage fractures on the surface of kerogen. Retained hydrocarbons undergo cracking in the late stages of thermal evolution, resulting in the formation of numerous nanometer-scale organic pores. The evolution of inorganic minerals is represented by compaction, dissolution, and the transformation of clay minerals. Throughout the simulation, porosity evolution exhibited distinct stages of rapid decline, notable increase, and relative stabilization. Both pore volume and specific surface area exhibit a trend of decreasing initially and then increasing during thermal evolution. However, pore volume slowly decreases after reaching its peak in the late overmature stage. Fractal dimensions derived from the Frenkel–Halsey–Hill model indicate that the surface roughness of pores (D1) in organic-rich shale is generally lower than the complexity of their internal structures (D2) across different maturity levels. Additionally, the average fractal dimension calculated based on the capillary bundle model is higher, suggesting that larger pores exhibit more complex structures. The correlation matrix indicates a co-evolution relationship between shale components and pore structure. Principal component analysis results show a close relationship between the porosity of inorganic pores, microfractures, and fractal dimension D2. The porosity of organic pores, the pore volume and specific surface area of the main pore size are closely related to fractal dimension D1. D1 serves as an indicator of pore development extent and characterizes the changes in components that are “consumed” or “generated” during the evolution process. Based on mineral composition, fractal dimensions, and pore structure evolution, a comprehensive model describing the evolution of pores and fractal dimensions in organic-rich shale was established. Full article

Surfactants can be utilized to improve oil recovery by changing the performance of reservoirs in rock pores. Kerogen is the primary organic matter in shale; however, high temperatures will affect the overall performance of this surfactant, resulting in a decrease in its activity or even failure. The effect of surfactants on kerogen pyrolysis has rarely been researched. Therefore, this study synthesized a polymeric surfactant (PS) with high temperature resistance and investigated its effect on kerogen pyrolysis under the friction of drill bits or pipes via molecular dynamics. The infrared spectra and thermogravimetric and molecular weight curves of the PS were researched, along with its surface tension, contact angle, and oil saturation measurements. The results showed that PS had a low molecular weight, with an MW value of 124,634, and good thermal stability, with a main degradation temperature of more than 300 °C. It could drop the surface tension of water to less than 25 mN·m⁻¹ at 25–150 °C, and the use of slats enhanced its surface activity. The PS also changed the contact angles from 127.96° to 57.59° on the surface of shale cores and reversed to a water-wet state. Additionally, PS reduced the saturated oil content of the shale core by half and promoted oil desorption, indicating a good cleaning effect on the shale oil reservoir. The kerogen molecules gradually broke down into smaller molecules and produced the final products, including methane and shale oil. The main reaction area in the system was the interface between kerogen and the surfactant, and the small molecules produced on the interface diffused to both ends. The kinetics of the reaction were controlled by two processes, namely, the step-by-step cleavage process of macromolecules and the side chain cleavage to produce smaller molecules in advance. PS could not only desorb oil in the core but also promote the pyrolysis of kerogen, suggesting that it has good potential for application in shale oil exploration and development. Full article

Sustainable deepwater drilling for oil and gas offers significant potential. In this work, we synthesized a nanoscale collapse-prevention agent by grafting didecyldimethylammonium chloride onto spherical nano-silica and characterized it using Fourier-transform infrared spectroscopy, thermogravimetric analysis, zeta-potential, and particle-size measurements, as well as SEM and TEM. Adding 1 wt% of this agent to a bentonite slurry only marginally alters its rheology and maintains acceptable low-temperature flow properties. Microporous-membrane tests show filtrate passing through 200 nm pores drops to 55 mL, demonstrating excellent plugging. Core-immersion studies reveal that shale cores retain integrity with minimal spalling after prolonged exposure. Rolling recovery assays increase shale-cutting recovery to 68%. Wettability tests indicate the water contact angle rises from 17.1° to 90.1°, and capillary rise height falls by roughly 50%, reversing suction to repulsion. Together, these findings support a synergistic plugging–adsorption–hydrophobization mechanism that significantly enhances wellbore stability without compromising low-temperature rheology. This work may guide the design of high-performance collapse-prevention additives for safe, efficient deepwater drilling. Full article

Due to the complex mineral composition, low clay content, and strong heterogeneity of the mixed sedimentary shale in the Xinjiang Salt Lake Basin, the wettability characteristics of the reservoir and their influencing factors are not yet clear, which restricts the evaluation of oil-bearing properties and the identification of sweet spots. This paper analyzed mixed sedimentary shale samples from the Lucaogou Formation of the Jimsar Sag and the Fengcheng Formation of the Mahu Sag. Methods such as petrographic thin sections, X-ray diffraction, organic matter content analysis, and argon ion polishing scanning electron microscopy were used to examine the lithological and mineralogical characteristics, geochemical characteristics, and pore space characteristics of the mixed sedimentary shale reservoir. Alternating imbibition and nuclear magnetic resonance were employed to quantitatively characterize the wettability of the reservoir and to discuss the effects of compositional factors, lamina types, and pore structure on wettability. Research findings indicate that the total porosity, measured by the alternate imbibition method, reached 72% of the core porosity volume, confirming the effectiveness of alternate imbibition in filling open pores. The Lucaogou Formation exhibits moderate to strong oil-wet wettability, with oil-wet pores predominating and well-developed storage spaces; the Fengcheng Formation has a wide range of wettability, with a higher proportion of mixed-wet pores, strong heterogeneity, and weaker oil-wet properties compared to the Lucaogou Formation. TOC content has a two-segment relationship with wettability, where oil-wet properties increase with TOC content at low TOC levels, while at high TOC levels, the influence of minerals such as carbonates dominates; carbonate content shows an “L” type response to wettability, enhancing oil-wet properties at low levels (<20%), but reducing it due to the continuous weakening effect of minerals when excessive. Lamina types in the Fengcheng Formation significantly affect wettability differentiation, with carbonate-shale laminae dominating oil pores, siliceous laminae contributing to water pores, and carbonate–feldspathic laminae forming mixed pores; the Lucaogou Formation lacks significant laminae, and wettability is controlled by the synergistic effects of minerals, organic matter, and pore structure. Increased porosity strengthens oil-wet properties, with micropores promoting oil adsorption through their high specific surface area, while macropores dominate in terms of storage capacity. Wettability is the result of the synergistic effects of multiple factors, including TOC, minerals, lamina types, and pore structure. Based on the characteristic that oil-wet pores account for up to 74% in shale reservoirs (mixed-wet 12%, water-wet 14%), a wettability-targeted regulation strategy is implemented during actual shale development. Surfactants are used to modify oil-wet pores, while the natural state of water-wet and mixed-wet pores is maintained to avoid interference and preserve spontaneous imbibition advantages. The soaking period is thus compressed from 30 days to 3–5 days, thereby enhancing matrix displacement efficiency. Full article

Moroccan oil shale ash (MOSA) represents an underutilized industrial by-product, particularly in the Rif region, where its high mineral content has often led to its neglect in value-added applications. This study highlights the successful conversion of MOSA into amorphous mesoporous silica (AS-Si) using a sol–gel process assisted by polyethylene glycol (PEG-6000) as a soft template. The resulting AS-Si material was extensively characterized to confirm its potential for environmental remediation. FTIR analysis revealed characteristic vibrational bands corresponding to Si–OH and Si–O–Si bonds, while XRD confirmed its amorphous nature with a broad diffraction peak at 2θ ≈ 22.5°. SEM imaging revealed a highly porous, sponge-like morphology composed of aggregated nanoscale particles, consistent with the nitrogen adsorption–desorption isotherm. The material exhibited a specific surface area of 68 m²/g, a maximum in the pore size distribution at a pore diameter of 2.4 nm, and a cumulative pore volume of 0.11 cm³/g for pores up to 78 nm. DLS analysis indicated an average hydrodynamic diameter of 779 nm with moderate polydispersity (PDI = 0.48), while a zeta potential of –34.10 mV confirmed good colloidal stability. Furthermore, thermogravimetric analysis (TGA) and DSC suggested the thermal stability of our amorphous silica. The adsorption performance of AS-Si was evaluated using methylene blue (MB) and ciprofloxacin (Cipro) as model pollutants. Kinetic data were best fitted by the pseudo-second-order model, while isotherm studies favored the Langmuir model, suggesting monolayer adsorption. AS-Si could be used four times for the removal of MB and Cipro. These results collectively demonstrate that AS-Si is a promising, low-cost, and sustainable adsorbent derived from Moroccan oil shale ash for the effective removal of organic contaminants from aqueous media. Full article

The investigation of the pore structure and fractal characteristics of coal-bearing shale is critical for unraveling reservoir heterogeneity, storage-seepage capacity, and gas occurrence mechanisms. In this study, 12 representative Upper Paleozoic coal-bearing shale samples from the Yangquan Block of the Qinshui Basin were systematically analyzed through field emission scanning electron microscopy (FE-SEM), high-pressure mercury intrusion, and gas adsorption experiments to characterize pore structures and calculate multi-scale fractal dimensions (D₁–D₅). Key findings reveal that reservoir pores are predominantly composed of macropores generated by brittle fracturing and interlayer pores within clay minerals, with residual organic pores exhibiting low proportions. Macropores dominate the total pore volume, while mesopores primarily contribute to the specific surface area. Fractal dimension D₁ shows a significant positive correlation with clay mineral content, highlighting the role of diagenetic modification in enhancing the complexity of interlayer pores. D₂ is strongly correlated with the quartz content, indicating that brittle fracturing serves as a key driver of macropore network complexity. Fractal dimensions D₃–D₅ further unveil the synergistic control of tectonic activity and dissolution on the spatial distribution of pore-fracture systems. Notably, during the overmature stage, the collapse of organic pores suppresses mesopore complexity, whereas inorganic diagenetic processes (e.g., quartz cementation and tectonic fracturing) significantly amplify the heterogeneity of macropores and fractures. These findings provide multi-scale fractal theoretical insights for evaluating coal-bearing shale gas reservoirs and offer actionable recommendations for optimizing the exploration and development of Upper Paleozoic coal-bearing shale gas resources in the Yangquan Block of the Qinshui Basin. Full article

China has abundant shale oil and gas resources, which have become a critical pillar for future energy substitution. However, due to the highly heterogeneous nature and complex pore structures of shale reservoirs, traditional plugging agents face significant limitations in enhancing plugging efficiency and adapting to extreme wellbore environments. In response to the technical demands of nanoparticle-based plugging in shale reservoirs, this study systematically investigated the microscopic interaction mechanisms of nano-plugging agent shell polymers (Ployk) with various reservoir minerals under different temperature and salinity conditions using molecular simulation methods. Key parameters, including interfacial interaction energy, mean square displacement, and system density distribution, were calculated to thoroughly analyze the effects of temperature and salinity variations on adsorption stability and structural evolution. The results indicate that nano-plugging agent shell polymers exhibit pronounced mineral selectivity in their adsorption behavior, with particularly strong adsorption performance on SiO₂ surfaces. Both elevated temperature and increased salinity were found to reduce the interaction strength between the shell polymers and mineral surfaces and significantly alter the spatial distribution and structural ordering of water molecules near the interface. These findings not only elucidate the fundamental interfacial mechanisms of nano-plugging agents in shale reservoirs but also provide theoretical guidance for the precise design of advanced nano-plugging agent materials, laying a scientific foundation for improving the engineering application performance of shale oil and gas wellbore-plugging technologies. Full article

Accurate shear wave velocity is important for shale reservoir exploration and characterization. However, the effect of the ubiquitous preferred orientation of clay minerals on the velocities of shale has rarely been considered in existing S-wave velocity estimation methods, resulting in limited accuracy of the estimation method. In this study, a S-wave velocity estimation method is proposed for shale while considering the effect of the preferred orientation of clay. First, a compaction model is built by taking the effects of the orientation distribution of clay and the aspect ratio of pores into account. Then, the compaction model is utilized in a workflow to obtain the model parameters by fitting the estimated P-wave velocity with the bedding-normal P-wave velocity from well logging. Finally, the S-wave velocity is estimated using the compaction model and calculated model parameters. The proposed method is verified by laboratory data and successfully applied to a shale gas reservoir. The result shows that the root mean square error almost halves compared with the Xu–White model. Additionally, the correlation coefficient also improves. The improvement in S-wave velocity estimation indicates that the effect of the preferred orientation of clay on the velocities of shale is effectively corrected. The proposed method improves the accuracy of velocity modeling and reservoir characterization for shale. Full article

Shale and coal in the transitional marine–continental facies of the Ordos Basin serve as unconventional natural gas reservoirs, with their pore structures controlling gas adsorption characteristics and occurrence states. To quantitatively characterize the pore structure features and differences between these two reservoirs, this study takes the Shanxi Formation shale and coal in the Daning–Jixian area on the eastern margin of the Ordos Basin as examples. Field-emission scanning electron microscopy (FE-SEM), high-pressure mercury intrusion, low-temperature N₂ adsorption, and low-pressure CO₂ adsorption experiments were employed to analyze and compare the full-scale pore structures of the shale and coal reservoirs. Combined with methane isothermal adsorption experiments, the gas adsorption capacity and its differences in these reservoirs were investigated. The results indicate that the average total organic carbon (TOC) content of shale is 2.66%, with well-developed organic pores, inorganic pores, and microfractures. Organic pores are the most common, typically occurring densely and in clusters. The average TOC content of coal is 74.22%, with organic gas pores being the dominant pore type, significantly larger in diameter than those in transitional marine–continental facies shale and marine shale. In coal, micropores contribute the most to pore volume, while mesopores and macropores contribute less. In shale, mesopores dominate, followed by micropores, with macropores being underdeveloped. Both coal and shale exhibit a high SSA primarily contributed by micropores, with organic matter serving as the material basis for micropore development. The methane adsorption capacity of coal is 8–29 times higher than that of shale. Coal contains abundant organic micropores, providing a large SSA and numerous adsorption sites for methane, facilitating gas adsorption and storage. This study comprehensively reveals the similarities and differences in pore structures between transitional marine–continental facies shale and coal reservoirs in the Ordos Basin at the microscale, providing a scientific basis for the precise evaluation and development of unconventional oil and gas resources. Full article

The pathways and mechanisms of primary hydrocarbon migration, which are still not well understood, are of great significance for evaluating both conventional and unconventional oil and gas resources, understanding the mechanisms of shale oil retention, and predicting sweet spots. To investigate the petrography, geochemistry, and pore systems of organic-rich mudstones and organic-lean sand-silt intervals in core samples from the Yanchang shale in the Ordos Basin, China, we conducted thin-section observation, X-ray diffraction, Rock-Eval pyrolysis, field emission scanning electron microscopy (FE-SEM), and porosity analysis. Sand-silt intervals are heterogeneously developed within the Yanchang shale. The petrology, mineral composition, geochemistry, type, and content of solid organic matter as well as the pore type, pore size, and porosity of these intervals differ significantly from those of mudstones. Compared with mudstones, sand-silt intervals typically have coarser detrital grain sizes, higher contents of quartz, feldspar, and migrated solid bitumen (MSB), larger pore sizes, higher porosity, and higher oil saturation index (OSI). In contrast, they have lower contents of clay minerals, total organic carbon (TOC), free liquid hydrocarbons (S₁), and total residual hydrocarbons (S₂). The sand-silt intervals in the Yanchang shale serve as both pathways for hydrocarbon primary migration and “micro reservoirs” for hydrocarbon storage. The interconnected inorganic and organic pore systems, organic matter networks, fractures, and sand-silt intervals form the hydrocarbons’ primary migration pathways within the Yanchang shale. A model for the primary migration of hydrocarbons within the Yanchang shale is proposed. Full article

The lithofacies and pore structural characteristics of shale reservoirs directly affect the exploration and development of shale gas. To clarify the exploration and development potential of the Lower Cambrian Shuijingtuo Formation (SJT) shale in the Middle Yangtze region, China, this study employs integrated experimental approaches, including optical and scanning electron microscopy (SEM) observations, X-ray diffraction (XRD) mineralogical analysis, and low-pressure gas (N₂/CO₂) adsorption, to classify mudstone lithofacies within the SJT and elucidate pore structural characteristics and dominant geological control across different lithofacies. The research results show that (1) Six main types of shale lithofacies are found in the STJ, including low-TOC massive calcareous mudstone (LMCM), low-TOC laminated mixed mudstone (LLMM), medium-TOC massive mixed mudstone (MMMM), high-TOC massive mixed mudstone (HMMM), high-TOC laminated siliceous mudstone (HLSM), and laminated argillaceous mudstone (LAM). (2) The pore types of SJT mudstone primarily include organic pores, intragranular clay mineral pores, and microfractures. The pore structure of mudstone is mainly controlled by clay mineral content and TOC content. However, the controlling factors of pore structure vary among different mudstone lithofacies. LMCM and LLMM are dominated by intragranular clay mineral pores, with their pore structures mainly controlled by clay mineral content. The pore types of HLMM and HLSM are organic pores, with pore structures predominantly controlled by TOC content. (3) The SJT mudstone gas reservoir exhibits diverse types, including HLSM, LAM, and LLMM. HLSM is characterized by the highest brittleness index and elevated pore volume (PV) and it can be considered the optimum lithofacies in the study area. Additionally, LLMM has the highest PV and relatively high brittleness index, positioning it as another significant reservoir target in the study area. Therefore, the Lower Cambrian shale gas reservoirs in the Middle Yangtze region exhibit diverse reservoir types. These research findings provide a scientific basis for the next phase of shale gas exploration planning in the Lower Cambrian. Full article