Abstract
Working with shales in the fourth member of Shahejie Formation in the Dongying Depression in Bohai Bay Basin of East China, this study examines the facies classification, petrological characteristics, pore size distribution, and pore connectivity of oil-producing shale. The studied shales could be classified into five sedimentary facies according to a three-step classification criterion that consists of total organic carbon (TOC), sedimentary structure, and mineral composition. Among them, the “low TOC massive siliceous mudstone” and “low TOC layered clayey mudstone” facies have similar distributions from low-pressure N2 physisorption, and the incremental volume within the 3-30 nm pore size range is much higher than the “high TOC laminated clayey marlstone” and “low TOC layered siliceous marlstone” facies. The spectra of nuclear magnetic resonance tests for the “high TOC laminated clayey marlstone” facies which contains abundant calcite laminae and organic matter-hosted pores commonly show three peaks, with a dominant peak at less than 300 nm in diameter and good pore connectivity. The spectra of three other facies are both characterized by two peaks, and the main peak of the “low TOC layered siliceous marlstone” and “low TOC layered clayey mudstone” facies has a similar range at 2-500 nm, in contrast with 1-17 nm for the “low TOC massive siliceous mudstone” facies. Pores in these four facies are mainly at nanoscales with predominant pore-throat diameters at less than 50 nm; however, the “high TOC laminated clayey marlstone” facies has the largest peak in the range of >1 μm, possibly because of its interlaminar structure and microcracks. The spontaneous imbibition experiments using two distinct fluids indicated that all of four facies have a much better pore connectivity towards the hydrophilic fluid than these experienced by the hydrophobic fluid.
1. Introduction
With the continuously increasing demand for energy and the decline of conventional oil and gas production in the world, shale oil has become a focus of oil exploration [1–6]. Shale oil refers to oil that is contained in fine-grained shale formations with abundant organic matter and is preserved in mud, shale, and adjacent thin interlayers of sandstone and carbonate rocks [7–9]. Shale serves as not only a hydrocarbon source rock but also reservoir, and the micro-nano-scaled pores are the main reservoir space of shale oil, with their connectivity very important in understanding the occurrence state and migration capacity of shale oil [10, 11] and therefore attracting a widespread attention [12–15].
The experimental methods for full-spectrum nm-μm pore size distribution analyses are importantly required to produce representative and consistent results. Currently, the main techniques for studying the pore structure of shale oil reservoirs include radiation detection methods (scanning electron microscopy (FE-SEM), nano-CT, X-ray diffraction (XRD), and small-angle/ultrasmall angle neutron scattering (SANS/USANS)) and fluid injection type (nuclear magnetic resonance (NMR), low-pressure N2 physisorption (LNP), and mercury intrusion porosimetry (MIP) [16–18]. Because of the multiscale pore size distribution of shale and variable resolution limitation of each experimental technique, it is necessary to combine the advantages of each method to investigate the full-spectrum pore distribution and determine the pore connectivity of shales [19, 20]. Meanwhile, shales are fine-grained sedimentary rocks with a wide range of lithologies, and the study of complex lithological controls on shale oil accumulation and movement is critical for different lithofacies and facies [21–23]. Thus, the representativeness of experimental samples and methodologies for different facies was the key to successful research of shale oil exploration and production [24].
Based on various analyses and experiments of XRD, Rock-Eval, total organic carbon (TOC), FE-SEM, LNP, NMR, MIP, and spontaneous imbibition (SI), the main aims of this work are to (1) evaluate the pore structure characteristics using FE-SEM, LNP, NMR, and NMR cryoporometry (NMRC) experiments; (2) assess the pore connectivity of shale using MIP and SI experiments; and (3) identify the relationship between different minerals and pore structure. Overall, these integrated tests on Shahejie Formation shale in Bohai Bay Basin will provide valuable information for pore structure characteristics and shale oil exploration in East China.
2. Samples and Experiments
2.1. Samples
A total of 13 shale samples from Shahejie Formation in Dongying Depression, Bohai Bay Basin, China (Figures 1 and 2), were collected, which was formed in a deep and semideep lake facies sedimentary environment [25]. For all samples, we have conducted the analyses of TOC, pyrolysis, XRD, and thin-section observations for comprehensive analyses of petrology and organic geochemistry. According to organic matter abundance, mineral composition, and sedimentary structure, the facies was divided for these shale samples (Figure 3; [26]). Afterward, four typical samples with main and different sedimentary facies were selected to conduct experiments of NMR, NMRC, FE-SEM, LNP, MIP, and SI to analyze the full-spectrum size distribution and connectivity of pores in shale.



2.2. Low-Pressure N2 Physisorption (LNP)
Nitrogen gas adsorption/desorption experiments were carried out with a Micromeritics ASAP 2460 at -196°C (controlled by liquid nitrogen) and relative gas pressure ranging between 0.001 and 0.998. The sample was crushed to 500-841 μm (20-35 mesh), dried in an oven (60°C, 48 hours), and then degassed under high vacuum (<10 mmHg) for 12 hr at 110°C in the apparatus before nitrogen adsorption experiments. The LNP results include the pore surface area calculated from the BET (Brunauer-Emmett-Teller) equation [28], pore volumes determined using the Barrett, Johner, and Halenda (BJH) method [29], and average pore diameter obtained using the ratio between the total amount of adsorbed N2 and the surface area by assuming cylindrical pore geometry [30].
2.3. NMR and NMRC Experiments
NMR experiments were conducted on a Niumag MesoMR12-070H-I instrument with a low constant magnetic field of 0.3 T. The experimental parameters were as follows: waiting time ms; echo number ; echo interval ms; and number of scans . The cylindrical samples (2.54 cm dia. and several centimeters tall) were first dried at 60°C for 48 hr and then saturated with distilled water with the assistance of vacuum pulling for 48 hr at 16 MPa. Both the dry and saturated samples were subjected to NMR analyses, and the of dry state served a background value that was subtracted from the saturated , which then yields the actual pore distribution curve.
Based on the relationship between the melting point of the hydrogen and pore size, the NMRc technique can describe the pore size distribution from the linear relation between pore volume and signal intensity [31–33] with the following formula:
2.4. MIP Experiments
Utilizing a Micromeritics’ AutoPore IV 9520, liquid mercury as a nonwetting fluid for geological porous media was incrementally injected into shale samples with a pressure up to 60,000 psia (413 MPa) to overcome the capillary pressure and occupy the pore space accessible from the sample surface. Assuming that the pores are cylindrical, Washburn [34] determined the pressure to pore-throat relationship from equivalent pressures, and the detectable range of pore-throat sizes is 2.8 nm to 50 μm in diameter for shale samples with porosity of ~5%.
A cube-sized shale sample at 1 cm in length was originally oven dried at 60°C for at least two days to remove any residual moisture in the connected pore space. Then, the samples were placed in a desiccator to cool to room temperature (23°C) with the humidity below 10%. At the beginning of a MIP test, the sample was evacuated until 50 μm Hg pressure (0.05 torr, 0.000972 psi, or 6.7 pa) to remove the air and moisture inside the sample for subsequent mercury intrusion. Then, the sample was subjected to both low- and high-pressure analyses with the equilibration time was set at 10 sec and 60 sec, respectively [35].
2.5. Spontaneous Imbibition
The 1 cm sided cubic samples were oven-dried firstly, and then, four sides of the cubic samples were coated with quick-cure epoxy except for the top and bottom surfaces and dried continuously. After that, the sample’s bottom surface was immersed in the fluid with a depth of about 1 mm. The weight of the sample changes with time and was automatically recorded by a high-precision balance, and then, the buoyancy and evaporation were corrected to obtain the liquid mass imbibed into the sample [36]. After about 24 hrs of imbibition, the sample was removed from its contact with the fluid, and weights of sample and fluid reservoir were recorded. Both hydrophilic fluid of deionized water (DIW) and hydrophobic 2DT mixture () were used to access their imbibition into water- and oil-wet pore networks.
3. Results and Discussion
3.1. Different Facies of Shale
In terms of mineralogy, organic geochemical parameters (Table 1), and rock sedimentary structure, the following facies classification with different shale oil potentials was established. The minerals in the shale of Dongying Depression are mainly carbonates, felsic, and clay minerals. According to TOC which determines the hydrocarbon generation potential of a mudstone [22], the fine-grained mudstone can be subdivided into the one with high organic matter content (TOC>2%) which can be as high-yield shale reservoirs, medium organic matter content (TOC between 1% and 2%), and low organic matter content (TOC <1%) [9]. In addition, based on the division of massive, layered, and laminated sedimentary structures, the samples were divided into five types of facies (Figure 3): I, the high TOC layered siliceous limestone; II, the low TOC massive siliceous mudstone (sample X-11); III, the high TOC laminated clayey marlstone facies (X-1); IV, the low TOC layered siliceous marlstone facies (X-7); and V, the low TOC layered clayey mudstone (X-9). Among them, the core sample mass of the “high TOC layered siliceous limestone” facies is insufficient, and thus, its reservoir properties could not be analyzed.
3.2. Pore Size Distribution of Shale with Different Facies
Pore size distribution (PSD) is a significant parameter in the evaluation of pore structure, fluid distribution, and enhanced petroleum recovery [37, 38]. The LNP and NMR tests are often used to describe PSD [39, 40].
3.2.1. Characterization of Pore Structure within 100 nm
Figure 4 presents the results of LNP tests for four different facies. The reversed S-shaped adsorption isotherms are similar to type II according to the Brunauer, Deming, and Teller classification [41]. At low relative pressure stage (the relative pressure is close to 0), the isotherms exhibit high adsorption, which may be related to the monolayer adsorption in the micropores. As the relative pressure increases, the N2 adsorption capacity increases slowly. When the relative pressure increases to 0.9, the N2 adsorption capacity again increases rapidly, and there is no adsorption saturation, reflecting that there are pores greater than 100 nm in the shales which was characterized by independent NMR tests. The isothermal adsorption and desorption curves of shale begin to separate at a relative pressure of 0.45 and form a hysteresis loop, suggesting the multilayer range associated with capillary condensation in mesopore structures [42, 43]. The curves of the samples are similar to hysteresis loops of H3 and H4, indicating that most of the pores are plate-like pores or ink bottle pores (IUPAC, 1994).

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The pore size distributions of four facies calculated from the LNP results with DFT model is given in Figure 5(a). Overall, the “low TOC massive siliceous mudstone” and “low TOC layered clayey mudstone” facies have similar distributions, and the incremental volume is quite higher than the “high TOC laminated clayey marlstone” since the micritic calcite result in the reduction in pore sizes and volumes [44] and the “low TOC layered siliceous marlstone” facies within the 3-30 nm pore size range, which is consistent with the higher N2 adsorption (Figure 2). According to the IUPAC classifications, pores are divided into micropores (<2 nm), mesopores (2–50 nm), and macropores (>50 nm) (Figure 3(b)), and the proportions of micropores and mesopores of the “low TOC massive siliceous mudstone” and “low TOC layered clayey mudstone” facies are higher than the “high TOC laminated clayey marlstone” and “low TOC layered siliceous marlstone” facies which have a high proportion of macropores (Figure 5(b).

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Table 2 present the results of LNP isotherms for four facies. The BET surface areas of the “low TOC layered clayey mudstone” and “low TOC massive siliceous mudstone” are 24.6 m2/g and 20.7 m2/g, respectively, which are much higher than that of the “high TOC laminated clayey marlstone” and “low TOC layered siliceous marlstone” facies. The pore volumes for the “low TOC layered clayey mudstone” and “low TOC massive siliceous mudstone” facies are 3.56 cm3/100 g and 3.66 cm3/100 g, respectively (Table 2), which are also larger than those of the “high TOC laminated clayey marlstone” (1.13 cm3/100 g) and “low TOC layered siliceous marlstone” X-7 (1.44 cm3/100 g) facies. However, the average pore width of the “high TOC laminated clayey marlstone” (10.2 nm) and “low TOC layered siliceous marlstone” (6.91 nm) facies are larger than other two facies types, indicating that there are more micropores in the “low TOC layered clayey mudstone” and “low TOC massive siliceous mudstone” facies.
We qualitatively assess the correlation of mineral compositions with pore structure parameters, with an understanding of no-casual link among them and limited sample numbers in this work. Figures 6(a) and 6(c)–6(e) show that quartz is positively correlated with BET surface area, micropores, mesopores, and macropores, and it can be found that there is no correlation between the content of quartz minerals and total pore area. Figures 6(i) and 6(j) show that there is a positive correlation between the content of carbonates and mesopores and macropores, but negative correlation with micropores; in addition, both the BET surface area and average pore width is also negatively correlated with carbonate mineral contents. Figure 6(k) shows that there is a negative correlation between the BET surface area and clay content. Unlike other two minerals, there is no correlation between the content of clay minerals and average pore width and pore volume (Figures 6(l)–6(o)), and the correlation between TOC and pore structure parameters is also generally poor (Figures 6(p)–6(t)).

3.2.2. Full-Spectrum Pore Sizes for Shales with Different Facies
NMR and NMRC techniques are reliable and effective measurement to characterize pore size distribution [33, 37, 45, 46]. Based on the surface relaxation equation and assumption of cylindrical pore geometry, the NMR method has been used to analyze pore size distribution of shale samples [47, 48]. Equation (2) depicts the relationship between and different pore sizes [49].
Parameter (surface relaxivity) is a critical one for converting the value to pore radius , which is usually determined by matching the distribution to the PSD from other laboratory measurements [50]. The measured scale of pore size distribution from the NMRC (1.7 to 300 nm) is less than NMR techniques. However, for adsorption pores, the accuracy and resolution of NMRC is higher than those of NMR [51]. Therefore, in this study, we use NMRC to obtain the value of surface relaxivity of four facies by correlating the main peaks of NMR and NMRC (Figure 7).

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Different spectrum peaks of shales indicate a large difference in pore fractures of different facies [44]. Figure 7 illustrates the PSD curves from NMR and NMRC. The spectra for the “high TOC laminated clayey marlstone” facies (X-1) commonly show three peaks, with a dominant peak below 300 nm which can be a combination of clay-bound water and water-filling inside the nanosized pores. In addition, there are also a smaller peak in the spectra around more than 10 μm (Figure 7(a)), which may originate from water inside interlayer cracks and microfractures. The spectra of other three facies are both characterized by two peaks, and the main peak of the “low TOC layered siliceous marlstone” (sample X-7) and “low TOC layered clayey mudstone” facies has a similar range of 2-500 nm, as compared to 1-30 nm for the “low TOC massive siliceous mudstone” facies.
3.2.3. Pore Morphology of Shales with Different Facies
The classification systems for shale pores are somewhat variable in the literature, Slatt and O'Brien [52] proposed that pores in shale can be divided into organic pores, interparticle flocculation pores, fossil clastic pores, fecal pellet pores, mineral grain intraparticle pores, and microfractures. In addition, Loucks [53] divided the shale reservoir spaces into three types: intraparticle, interparticle, and organic-matter pores.
The “high TOC laminated clayey marlstone” facies contains abundant calcite laminae which have a good connectivity (Figure 8(a)), and organic matter-hosted pores are at several to hundreds of nanometers in diameters (Figure 8(b)), which is consistent with the findings of Zhang [44]. The “low TOC layered siliceous marlstone” facies (sample X-7) is characterized by both intergranular and intercrystalline pores (Figures 8(c) and 8(d)), and the intergranular pores developed between mineral particles [54] are usually well connected to form an effective pore network which is beneficial to the migration of oil and gas [53]. The intercrystalline pores along clay layers are well developed (Figure 8(d)). However, clay minerals have dual effects on pore development, which will negatively affect the generation of intergranular pores [55], but can generate intercrystalline pores (Figure 8(d)), making the relationship between clay mineral content and pore space complex [56]. The “low TOC layered clayey mudstone” facies dominantly contains interparticle pores and dolomite dissolution pores and is also composed of organic matter-hosted pores (Figures 8(e) and 8(f)). The nonstable (e.g., carbonates) minerals are dissolved by acidic fluid created when organic matter generates hydrocarbon [57]. The “low TOC massive siliceous mudstone” facies mainly develops intragranular pores and intergranular pores, in which the pore connectivity in quartz particles is poor (Figures 8(g) and 8(h)).

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3.3. Pore Connectivity Characteristics of Shale
3.3.1. Characterization of Pore Connectivity for Shale by Nonwetting Phase Mercury
The cumulative intrusion-extrusion curves from the MIP technique are presented in Figure 9, which shows that approximately 60% of the intruded mercury remains trapped inside the pore spaces after extrusion as an obvious loop for different shale samples. The “low TOC massive siliceous mudstone” facies has the highest mercury intrusion volume at the maximum pressure suggesting a much higher amount of fine mesopore volumes (a pore-throat diameter range of 3–10 nm), followed by the “low TOC layered clayey mudstone” facies.

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The pore-throat size distributions obtained from the MIP tests play an important role for petroleum movement, and the linkage of smaller nanopores is shown in Figure 10. Pores in these four samples of different facies are mainly on the nanoscale and predominated by pore-throat diameters less than 50 nm. But in the range of >1 μm, the “high TOC laminated clayey marlstone” facies exhibits a noticeable peak (Figure 10(a)) and associated volume proportion (Figure 10(b)), possibly because the interlaminar structure and microcracks largely contribute to the 1–20 μm pores; thus, this facies could have a good connectivity for μm-scaled pore networks.

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Table 3 shows that the total pore volume of four types of facies ranges at 0.022 to 0.042 cm3/g, the total pore area is 8.81-19.6 m2/g, and the median diameter and average pore-throat diameter are 6.05-11.6 nm and 5.69-9.66 nm, respectively. The porosities obtained from mercury injection (Table 3) are from 5.69% to 9.66%, and the “low TOC layered clayey mudstone” and “low TOC massive siliceous mudstone” facies have higher porosity than other facies, and this is consistent with the results from NMR tests (Figure 11).

Figures 12(a), 12(c), 12(d), and 12 (e) show that quartz is positively correlated with total pore volume, median pore diameter, and average pore diameter, and there is no correlation between the content of quartz minerals and the total pore area (Figure 12(b)). The total pore volume and total pore area are negatively correlated with carbonate mineral content (Figures 12(e) and 12(f)). Figure 12(j) shows that there is a good linear and positive correlation between the total pore area and clay content. On the contrary, with the increase of clay contents, the median pore diameter and average pore diameter decrease. Unlike the other two mineral composition, clays have no obvious correlation with total pore volume (Figure 12(i)).

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3.3.2. Characterization of Pore Connectivity for Shale by Wetting Phase Fluid
The spontaneous imbibition process is an effective and simple procedure to analyze the connectivity of porous media towards a testing fluid [13, 58, 59]. The main driving force of the imbibition process is the gradient of capillary force [34, 60]. Figure 13 compares the log-log plots of cumulative imbibition for DIW and 2DT. The imbibition curves of DIW are divided into two stages (stages I and II) [61].

The stage I is usually a linear segment with different imbibition slopes for distinct facies [62]. After that, a larger slope value indicating a higher imbibition rate is observed in stage II, probably suggesting that the imbibed fluid gradually migrates from the connected pore space with larger pore sizes to smaller ones in the shale matrix [62]. In contrast to DIW imbibition, 2DT imbibition from duplicate experiments exhibits much lower slopes in stage II for these four as-received (e.g., nonoil washed) samples.
The second imbibition slopes (shown as red colors) in the log-log plots are used to quantitatively assess mudstone’s pore connectivity according to the percolation theory [13], and a classical behavior of 0.5 slope value represents high pore connectivity and a slope of 0.26–0.5 for intermediate pore connectivity; the slope below 0.26 means low pore connectivity. Figure 12 shows that the second slopes for DIW imbibition in the “low TOC layered clayey mudstone” and “low TOC massive siliceous mudstone” facies are 0.49 and 0.42, respectively, suggesting that the hydrophilic pore networks have a good connectivity in mm-scale sample sizes. The hydrophilic pores of the “high TOC laminated clayey marlstone” and “low TOC layered siliceous marlstone” facies have an intermediate connectivity. However, the 2DT imbibition for all of four facies show low slopes of <0.26. In addition, the “low TOC layered siliceous marlstone” facies (sample X-7) exhibits even lower imbibition slopes, indicating that the hydrophobic pore networks are poor-connected probably resulting from the absence of the organic matter which is often deemed as a hydrophobic component [63]. Overall, the results indicate that these shale samples from the upper fourth member of Shahejie Formation have well-connected hydrophilic pore networks and poorly connected hydrophobic pores, which are closely related to the mineral composition and the choice of fluids, though many other studies on other shale commonly indicate a better wettability for oil- than water-wet fluids [64–67].
4. Conclusions
A total of 13 shale samples from the upper fourth member of Shahejie Formation in Dongying Depression, Bohai Bay Basin, East China, were collected to study the full-spectrum pore size by combined tests of LNP, NMR, NMRC, and connectivity properties by the MIP and SI. The “high TOC laminated clayey marlstone” facies has the lowest pore volume and BET surface area within the 3-30 nm pore size range, and NMR T2 spectrum shows three peaks, with a dominant peak below 300 nm and good connectivity. Pores mainly range at 2 nm to 500 nm with predominant pore-throat diameters of less than 50 nm for the “low TOC layered siliceous marlstone” facies with a low hydrophilic pore connectivity and exhibit weak hydrophobic pore networks, and they both have an intermediate hydrophilic pores connectivity and lower hydrophobic pore networks; the main peak of the “low TOC layered clayey mudstone” facies is located at 2 nm to 500 nm and but for the “low TOC massive siliceous mudstone” is lower at 1-30 nm.
More research is needed in order to increase the validity of the interpretations from this work; for samples with high organic matter contents and in mature windows, oil washing is needed to obtain more accurate information of full-spectrum pore size distribution and connectivity among differently sized pores [21, 68].
Data Availability
The laboratory data used to support the findings of this study are included within the article.
Conflicts of Interest
The authors declare that they have no conflicts of interest.
Acknowledgments
This work was funded by the National Natural Science Foundation of China (Grant No. 41830431) and Shandong Provincial Major Type Grant for Research and Development from the Department of Science & Technology of Shandong Province (Grant No. 2020ZLYS08).