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Based on the new data of drilling, seismic, logging, test and experiments, the key scientific problems in reservoir formation, hydrocarbon accumulation and efficient oil and gas development methods of deep and ultra-deep marine carbonate strata in the central and western superimposed basin in China have been continuously studied. (1) The fault-controlled carbonate reservoir and the ancient dolomite reservoir are two important types of reservoirs in the deep and ultra-deep marine carbonates. According to the formation origin, the large-scale fault-controlled reservoir can be further divided into three types: fracture-cavity reservoir formed by tectonic rupture, fault and fluid-controlled reservoir, and shoal and mound reservoir modified by fault and fluid. The Sinian microbial dolomites are developed in the aragonite-dolomite sea. The predominant mound-shoal facies, early dolomitization and dissolution, acidic fluid environment, anhydrite capping and overpressure are the key factors for the formation and preservation of high-quality dolomite reservoirs. (2) The organic-rich shale of the marine carbonate strata in the superimposed basins of central and western China are mainly developed in the sedimentary environments of deep-water shelf of passive continental margin and carbonate ramp. The tectonic-thermal system is the important factor controlling the hydrocarbon phase in deep and ultra-deep reservoirs, and the reformed dynamic field controls oil and gas accumulation and distribution in deep and ultra-deep marine carbonates. (3) During the development of high-sulfur gas fields such as Puguang, sulfur precipitation blocks the wellbore. The application of sulfur solvent combined with coiled tubing has a significant effect on removing sulfur blockage. The integrated technology of dual-medium modeling and numerical simulation based on sedimentary simulation can accurately characterize the spatial distribution and changes of the water invasion front. Afterward, water control strategies for the entire life cycle of gas wells are proposed, including flow rate management, water drainage and plugging. (4) In the development of ultra-deep fault-controlled fractured-cavity reservoirs, well production declines rapidly due to the permeability reduction, which is a consequence of reservoir stress-sensitivity. The rapid phase change in condensate gas reservoir and pressure decline significantly affect the recovery of condensate oil. Innovative development methods such as gravity drive through water and natural gas injection, and natural gas drive through top injection and bottom production for ultra-deep fault-controlled condensate gas reservoirs are proposed. By adopting the hierarchical geological modeling and the fluid-solid-thermal coupled numerical simulation, the accuracy of producing performance prediction in oil and gas reservoirs has been effectively improved.

This paper expounds the basic principles and structures of the whole petroleum system to reveal the pattern of conventional oil/gas – tight oil/gas – shale oil/gas sequential accumulation and the hydrocarbon accumulation models and mechanisms of the whole petroleum system. It delineates the geological model, flow model, and production mechanism of shale and tight reservoirs, and proposes future research orientations. The main structure of the whole petroleum system includes three fluid dynamic fields, three types of oil and gas reservoirs/resources, and two types of reservoir-forming processes. Conventional oil/gas, tight oil/gas, and shale oil/gas are orderly in generation time and spatial distribution, and sequentially rational in genetic mechanism, showing the pattern of sequential accumulation. The whole petroleum system involves two categories of hydrocarbon accumulation models: hydrocarbon accumulation in the detrital basin and hydrocarbon accumulation in the carbonate basin/formation. The accumulation of unconventional oil/gas is self-containment, which is microscopically driven by the intermolecular force (van der Waals force). The unconventional oil/gas production has proved that the geological model, flow model, and production mechanism of shale and tight reservoirs represent a new and complex field that needs further study. Shale oil/gas must be the most important resource replacement for oil and gas resources of China. Future research efforts include: (1) the characteristics of the whole petroleum system in carbonate basins and the source-reservoir coupling patterns in the evolution of composite basins; (2) flow mechanisms in migration, accumulation, and production of shale oil/gas and tight oil/gas; (3) geological characteristics and enrichment of deep and ultra-deep shale oil/gas, tight oil/gas and coalbed methane; (4) resource evaluation and new generation of basin simulation technology of the whole petroleum system; (5) research on earth system – earth organic rock and fossil fuel system – whole petroleum system.

Different driving forces govern the formation of distinct types of oil and gas accumulation and yield diverse oil and gas distributions. Complex oil and gas reservoirs in basins are commonly formed by the combination of multiple forces. It is very difficult but essential to identify driving forces and evaluate their contributions in predicting the type and distribution of oil and gas reservoirs. In this study, a novel method is proposed to identify driving forces and evaluate their contribution based on the critical conditions of porosity and permeability corresponding to buoyancy-driven hydrocarbon accumulation depth (BHAD). The application of this method to the Nanpu Sag of the Bohai Bay Basin shows that all oil and gas accumulations in the reservoirs are jointly formed by four driving forces: buoyance (I), non-buoyance (II), tectonic stress (III1) and geofluid activity (III2). Their contributions to all proven reserves are approximately 63.8%, 16.2%, 2.9%, and 17.0%, respectively. The contribution of the driving forces is related to the depth, distance to faults and unconformity surfaces. Buoyancy dominates the formation of conventional reservoirs above BHAD, non-buoyant dominate the formation of unconventional reservoirs below BHAD, tectonic stress dominates the formation of fractured reservoirs within 300 m of a fault, and geofluids activity dominates the formation of vuggy reservoirs within 100 m of an unconformity surface.

Taking the Lower Permian Fengcheng Formation shale in Mahu Sag of Junggar Basin, NW China, as an example, core observation, test analysis, geological analysis and numerical simulation were applied to identify the shale oil micro-migration phenomenon. The hydrocarbon micro-migration in shale oil was quantitatively evaluated and verified by a self-created hydrocarbon expulsion potential method, and the petroleum geological significance of shale oil micro-migration evaluation was determined. Results show that significant micro-migration can be recognized between the organic-rich lamina and organic-poor lamina. The organic-rich lamina has strong hydrocarbon generation ability. The heavy components of hydrocarbon preferentially retained by kerogen swelling or adsorption, while the light components of hydrocarbon were migrated and accumulated to the interbedded felsic or carbonate organic-poor laminae as free oil. About 69% of the Fengcheng Formation shale samples in Well MY1 exhibit hydrocarbon charging phenomenon, while 31% of those exhibit hydrocarbon expulsion phenomenon. The reliability of the micro-migration evaluation results was verified by combining the group components based on the geochromatography effect, two-dimension nuclear magnetic resonance analysis, and the geochemical behavior of inorganic manganese elements in the process of hydrocarbon migration. Micro-migration is a bridge connecting the hydrocarbon accumulation elements in shale formations, which reflects the whole process of shale oil generation, expulsion and accumulation, and controls the content and composition of shale oil. The identification and evaluation of shale oil micro-migration will provide new perspectives for dynamically differential enrichment mechanism of shale oil and establishing a “multi-peak model in oil generation” of shale.

Salt caverns produced by solution mining in Southern Ontario provide ideal spaces for gas storage due to their low permeability. Underground hydrogen storage (UHS) is an important part of the future renewable energy market in Ontario in order to achieve global carbon neutrality and to fill the gap left by retiring nuclear power plants. However, large-scale hydrogen storage is still restricted by limited storage space on the ground’s surface. In this study, hydrogen’s physical and chemical properties are first introduced and characterized by low molecular weight, high diffusivity, low solubility, and low density. Then, the geological conditions of the underground reservoirs are analyzed, especially salt caverns. Salt caverns, with their inert cavity environments and stable physical properties, offer the most promising options for future hydrogen storage. The scales, heights, and thicknesses of the roof and floor salt layers and the internal temperatures and pressures conditions of salt caverns can affect stabilities and storage capacities. Finally, several potential problems that may affect the safe storage of hydrogen in salt caverns are discussed. Through the comprehensive analysis of the influencing factors of hydrogen storage in salt caverns, this study puts forward the most appropriate development strategy for salt caverns, which provides theoretical guidance for UHS in the future and helps to reduce the risk of large-scale storage design.

Based on the analysis of Upper Paleozoic source rocks, source-reservoir-caprock assemblage, and gas accumulation characteristics in the Ordos Basin, the gas accumulation geological model of total petroleum system is determined. Then, taking the Carboniferous Benxi Formation and the Permian Taiyuan Formation and Shanxi Formation as examples, the main controlling factors of gas accumulation and enrichment are discussed, and the gas enrichment models of total petroleum system are established. The results show that the source rocks, faults and tight reservoirs and their mutual coupling relations control the distribution and enrichment of gas. Specifically, the distribution and hydrocarbon generation capacity of source rocks control the enrichment degree and distribution range of retained shale gas and tight gas in the source. The coupling between the hydrocarbon generation capacity of source rocks and the physical properties of tight reservoirs controls the distribution and sweet spot development of near-source tight gas in the basin center. The far-source tight gas in the basin margin is mainly controlled by the distribution of faults, and the distribution of inner-source, near-source and far-source gas is adjusted and reformed by faults. Generally, the Upper Paleozoic gas in the Ordos Basin is recognized in four enrichment models: inner-source coalbed gas and shale gas, inner-source tight sandstone gas, near-source tight gas, and far-source fault-transported gas. In the Ordos Basin, inner-source tight gas and near-source tight gas are the current focuses of exploration, and inner-source coalbed gas and shale gas and far-source gas will be important potential targets in the future.

Deep shales refer to the shales with buried depth greater than 3500 m. Yields of shale gases depend on the form of their occurrence at the depth, but the major controlling factors on shale gas occurrence state in deep high-over mature shales are poorly understood. Using the Longmaxi Formation as an example, the shale gas occurrence characteristics of deep high-over mature shales were quantitatively characterized, and the effects of temperature, pressure, pore structure, and organic matter abundance on the occurrence characteristics of shale gas were studied by using the control variable method. The results show that the Longmaxi shale is mainly organic-rich argillaceous shale, with an average porosity of 7.54%. The pore volumes are mainly contributed by mesopores, whereas the total specific surface areas are primarily by micropores. The Longmaxi shale has high gas contents, with total gas contents of 3.82∼7.89 m3/t rock, in which the proportion of free gas varies from 71% to 83%, with an average of 77%. The high proportion of free gas depends on the particular geological conditions in the Longmaxi Formation. High temperature is not conducive to shale gas storage, and its negative effect on adsorbed gas is greater than that on free gas. High pressure is beneficial to shale gas storage, and its positive influence on free gas is greater than that on adsorbed gas. The large pore volume dominated by mesopores provides sufficient storage place for free gas. High organic matter content is beneficial for shale gas enrichment but reduce the proportion of free gas. In conclusion, high pressure and large pore volume are the major factors for the high proportion of free gas.

Abstract Gas-bearing property evaluation and main controlling factor analysis have remained a concern in shale gas research. The application of principal component analysis, an important mathematical statistical method, in gas-bearing property evaluation and main controlling factor analysis of the Longmaxi shale in the Weirong area, Sichuan Basin, was examined. The Longmaxi shale exhibits high heterogeneity, manifested in the organic matter abundance, mineral composition, and pore structure. Seven geological factors, including the temperature, pressure, TOC content, clay content, brittle mineral content, pore volume, and specific surface area (SSA), were selected in principal component analysis. Four principal components with geological significance, such as mineral composition, formation condition, pore structure, and organic matter abundance, were extracted through principal component analysis, and further constituted a comprehensive factor. Shale gas-bearing properties were evaluated according to the score of the comprehensive factor. The Longmaxi shale could be identified as exhibiting good, medium, and poor gas-bearing properties based on the comprehensive factor scores of these samples. According to each geological factor’s contribution to the comprehensive factor, combined with geological analysis, it could be considered that gas-bearing properties are primarily controlled by pore volume, SSA, and clay content, followed by TOC content, brittle mineral content, temperature and pressure.

Shale oil and gas are currently the major fields of unconventional hydrocarbon exploration and development. The Fengcheng Formation (FF) shale in the Mahu Sag of the Junggar Basin is an alkaline lacustrine organic-rich shale with an extremely prospective shale oil potential. However, its strong heterogeneity and complex pore structure greatly influence the development of shale oil. It is significant to investigate the pore and geochemical characteristics of shale reservoirs for shale oil extraction. In this study, the pore structure and geochemical characteristics of FF have been investigated using core analysis, Rock-Eval pyrolysis, X-ray diffraction (XRD), field-emission scanning electron microscopy (FE-SEM), mercury injection capillary pressure (MICP), low-temperature gas adsorption (LTGA), and X-ray computed tomography (X-ray CT). The results show that the shale of FF has moderate organic matter abundance, and the kerogen is mainly of Type II, which is now at the peak of oil generation. Shale minerals are mainly composed of carbonate (dolomite and calcite) and siliceous (quartz and feldspar) minerals, with extremely low clay mineral content. The pore types are mainly intergranular pores (inter-P), intragranular pores (intra-P), and microfractures associated with mineral particles. The pore space is contributed predominantly by micropores of 0.5–1.2 nm and mesopores of 10–50 nm, whereas macropores are underdeveloped. The pores are mostly ink bottle- and slit-shaped, and the pore connectivity is relatively poor. The pore development of shale in the FF is influenced by organic matter abundance, thermal maturity, mineral composition, etc. Organic matter content (TOC), thermal maturity (Ro), and carbonate minerals have a positive effect on pore development, and the pore volume (PV) increases with TOC, Ro, and carbonate minerals. While clay minerals show a negative effect, the PV decreases with clay minerals. Additionally, the influence of the clay mineral content on the pore morphology of shale should not be ignored. This study investigates the pore structure and geochemical characteristics of the alkaline lacustrine shale of FF in Mahu Sag, which is significant to deepen the understanding of alkaline lacustrine shale and to improve the production of shale oil.

The successful development of unconventional hydrocarbons has significantly increased global hydrocarbon resources, promoted the growth of global hydrocarbon production and made a great breakthrough in classical oil and gas geology. The core mechanism of conventional hydrocarbon accumulation is the preservation of hydrocarbons by trap enrichment and buoyancy, while unconventional hydrocarbons are characterized by continuous accumulation and non-buoyancy accumulation. It is revealed that the key of formation mechanism of the unconventional reservoirs is the self-sealing of hydrocarbons driven by intermolecular forces. Based on the behavior of intermolecular forces and the corresponding self-sealing, the formation mechanisms of unconventional oil and gas can be classified into three categories: (1) thick oil and bitumen, which are dominated by large molecular viscous force and condensation force; (2) tight oil and gas, shale oil and gas and coal-bed methane, which are dominated by capillary forces and molecular adsorption; and (3) gas hydrate, which is dominated by intermolecular clathration. This study discusses in detail the characteristics, boundary conditions and geological examples of self-sealing of the five types of unconventional resources, and the basic principles and mathematical characterization of intermolecular forces. This research will deepen the understanding of formation mechanisms of unconventional hydrocarbons, improve the ability to predict and evaluate unconventional oil and gas resources, and promote the development and production techniques and potential production capacity of unconventional oil and gas.

The discovery and large-scale exploration of unconventional oil/gas resources since 1980s have been considered as the most important advancement in the history of petroleum geology; that has not only changed the balance of supply and demand in the global energy market, but also improved our understanding of the formation mechanisms and distribution characteristics of oil/gas reservoirs. However, what is the difference of conventional and unconventional resources and why they always related to each other in petroliferous basins is not clear. As the differences and correlations between unconventional and conventional resources are complex challenging issues and very critical for resources assessment and hydrocarbon exploration, this paper focused on studying the relationship of formations and distributions among different oil/gas reservoirs. Drilling results of 12,237 exploratory wells in 6 representative petroliferous basins of China and distribution characteristics for 52,926 oil/gas accumulations over the world were applied to clarify the formation conditions and genetic relations of different oil/gas reservoirs in a petroliferous basin, and then to establish a unified model to address the differences and correlations of conventional and unconventional reservoirs. In this model, conventional reservoirs formed in free hydrocarbon dynamic field with high porosity and permeability located above the boundary of hydrocarbon buoyancy-driven accumulation depth limit. Unconventional tight reservoirs formed in confined hydrocarbon dynamic field with low porosity and permeability located between hydrocarbon buoyancy-driven accumulation depth limit and hydrocarbon accumulation depth limit. Shale oil/gas reservoirs formed in the bound hydrocarbon dynamic field with low porosity and ultra-low permeability within the source rock layers. More than 75% of proved reserves around the world are discovered in the free hydrocarbon dynamic field, which is estimated to contain only 10% of originally generated hydrocarbons. Most of undiscovered resources distributed in the confined hydrocarbon dynamic field and the bound hydrocarbon dynamic field, which contains 90% of original generated hydrocarbons, implying a reasonable and promising area for future hydrocarbon explorations. The buried depths of hydrocarbon dynamic fields become shallow with the increase of heat flow, and the remaining oil/gas resources mainly exist in the deep area of “cold basin” with low geothermal gradient. Lithology changing in the hydrocarbon dynamic field causes local anomalies in the oil/gas dynamic mechanism, leading to the local formation of unconventional hydrocarbon reservoirs in the free hydrocarbon dynamic field or the occurrence of oil/gas enrichment sweet points with high porosity and permeability in the confined hydrocarbon dynamic field. The tectonic movements destroy the medium conditions and oil/gas components, which leads to the transformation of conventional oil/gas reservoirs formed in free hydrocarbon dynamic field to unconventional ones or unconventional ones formed in confined and bound hydrocarbon dynamic fields to conventional ones.

Hydrocarbon potential evaluation is a high priority in oil/gas exploration which is significantly influenced by evaluation methods and subjective cognition. With the aim of quantitatively establishing a hydrocarbon generation and expulsion (HGE) model of source rocks, a data-driven approach is proposed based on abundant and readily available Rock-Eval/total organic carbon content (TOC)/vitrinite reflectance (VRo) datasets. This approach takes into account the original hydrocarbon generation potential (GPIo) and the loss of TOC. Hydrocarbon generation simulation was also adopted in this study. This data-driven method was applied to the Lower Paleogene Shahejie Formation (Es4), which has three sets of superior source rocks (average thickness > 250 m, TOC > 3%). The GPIo of the Es4 low-maturity source rock was 600 mg HC/g TOC. The initial maturity values of hydrocarbon generation and expulsion were 0.36% and 0.46%, respectively. The Gaosheng sub-member of the Es4 source rock had the largest amount of hydrocarbon generation but a limited amount of hydrocarbon expulsion, implying a favorable exploration of shale oil resources. By contrast, the values of the conventional, unconventional tight, and shale oil resource potentials of the Niuxintuo sub-member were 3.20 × 107, 7.70 × 107, and 5.93 × 108 t, respectively, indicating good prospects for tight oil and shale oil exploration. A comparison between the previous method and the data-driven method showed considerable differences in the restoration of GPIo and TOC, and both had their own limitations. This data-driven approach provides a quick and valid source rock evaluation method and can greatly enhance the accuracy of resource assessment.

The fine-grained rocks in the Paleogene Shahejie Formation in Nanpu Sag, Huanghua Depression, Bohai Bay Basin, are extremely important source rocks. These Paleogene rocks are mainly subdivided into organic-rich black shale and gray mudstone. The average total organic carbon contents of the shale and mudstone are 11.5 wt.% and 8.4 wt.%, respectively. The average hydrocarbon (HC)-generating potentials (which is equal to the sum of free hydrocarbons (S 1 ) and potential hydrocarbons (S 2 )) of the shale and mudstone are 39.3 mg HC/g rock and 28.5 mg HC/g rock, respectively, with mean vitrinite reflectance values of 0.82% and 0.81%, respectively. The higher abundance of organic matter in the shale than in the mudstone is due mainly to paleoenvironmental differences. The chemical index of alteration values and Na/Al ratios reveal a warm and humid climate during shale deposition and a cold and dry climate during mudstone deposition. The biologically derived Ba and Ba/Al ratios indicate high productivity in both the shale and mudstone, with relatively low productivity in the shale. The shale formed in fresh to brackish water, whereas the mudstone was deposited in fresh water, with the former having a higher salinity. Compared with the shale, the mudstone underwent higher detrital input, exhibiting higher Si/Al and Ti/Al ratios. Shale deposition was more dysoxic than mudstone deposition. The organic matter enrichment of the shale sediments was controlled mainly by reducing conditions followed by moderate-to-high productivity, which was promoted by a warm and humid climate and salinity stratification. The organic matter enrichment of the mudstone was less than that of the shale and was controlled by relatively oxic conditions.

The reservoir properties, diagenetic features and evolution of the Paleogene Shahejie Formation (Es) in the Nanpu sag, Bohai Bay Basin were analyzed based on mineralogical and petrological data, and the main controlling factors and formation mechanisms of medium to deep high-quality reservoir were revealed by multiple regression analysis. The results show that the sedimentary microfacies, rigid grains content, and dissolution process are the key factors controlling the formation of high-quality clastic reservoir in middle to deep depth in the Nanpu sag. The formation mechanisms of middle to deep sandstones of the Es in different structural belts differ widely in formation mechanism. The Es1 (uppermost member of Es) sandstone reservoirs in the Nanpu No.3 structural belt is low porosity, moderate to high permeability reservoir in the mesodiagenesis A2 stage on the whole, and the formation of high-quality reservoirs is mainly attributed to strong compaction resistance ability primarily, and dissolution process secondarily. The Es3 (third member of Es) sandstones in Gaoshangpu structural belt is classified as tight sandstones in the mesodiagenesis A1 stage, in which the development of favorable reservoirs is primarily controlled by dissolution. This study provides references for reservoir evaluation of deep clastic reservoirs and exploration deployment in the Bohai Bay rift basin. As there are high-quality reservoirs, it is believed that the deep clastic reservoirs in the eastern of China, such as Bohai Bay Basin still have significant exploration potential. Key words: middle to deep clastic reservoir, high-quality reservoir, diagenetic evolution, Nanpu sag, Bohai Bay Basin, Shahejie Formation

The discovery of unconventional hydrocarbon resources since the late 20th century changed geologists’ understanding of hydrocarbon migration and accumulations and provides a solution to energy shortage. In 2016, unconventional oil production in the USA accounted for 41% of the total oil production; and unconventional natural gas production in China accounted for 35% of total gas production, showing strong growth momentum of unconventional hydrocarbons explorations. Unconventional hydrocarbons generally coexist with conventional petroleum resources; they sometimes distribute in a separate system, not coexisting with a conventional system. Identification and prediction of unconventional resources and their potentials are prominent challenges for geologists. This study analyzed the results of 12,237 drilling wells in six representative petroliferous basins in China and studied the correlations and differences between conventional and unconventional hydrocarbons by comparing their geological features. Migration and accumulation of conventional hydrocarbon are caused dominantly by buoyance. We propose a concept of buoyance-driven hydrocarbon accumulation depth to describe the deepest hydrocarbon accumulation depth driven dominantly by buoyance; beyond this depth the buoyance becomes unimportant for hydrocarbon accumulation. We found that the buoyance-driven hydrocarbon accumulation depth in petroliferous basins controls the different oil/gas reservoirs distribution and resource potentials. Hydrocarbon migration and accumulations above this depth is dominated by buoyancy, forming conventional reservoirs in traps with high porosity and permeability, while hydrocarbon migration and accumulation below this depth is dominated by non-buoyancy forces (mainly refers to capillary force, hydrocarbon volume expansion force, etc.), forming unconventional reservoirs in tight layers. The buoyance-driven hydrocarbon accumulation depths in six basins in China range from 1200 m to 4200 m, which become shallower with increasing geothermal gradient, decreasing particle size of sandstone reservoir layers, or an uplift in the whole petroliferous basin. The predicted unconventional resource potential below the buoyance-driven hydrocarbon accumulation depth in six basins in China is more than 15.71 × 109 t oil equivalent, among them 4.71× 109 t reserves have been proved. Worldwide, 94% of 52,926 oil and gas reservoirs in 1186 basins are conventional reservoirs and only 6% of them are unconventional reservoirs. These 94% conventional reservoirs show promising exploration prospects in the deep area below buoyance-driven hydrocarbon accumulation depth.

Nitrogen and oxygen (NO) compounds are important compositions in shale source rocks, and they carry an abundance of geochemical information for hydrocarbon generation. Due to technical limitations, the significance of NO compounds has not been paid enough attention. In this paper, the NO compounds from shale rocks of the Dongpu Depression are analyzed to explore the compositional characteristics and geochemical significance of using geological and organic geochemical ways of rock-eval, gas chromatography-mass spectrometry (GC/MS), and Fourier transform ion cyclotron resonance mass spectrometry (FT-ICR MS). The results show that shale rocks are rich in NO compounds, with twelve types of compounds that were detected: N1, N1O1, N1O2, N1O3, N1S1, N1S2, N2O1, O1, O2, O3, O3S1, and O4. Of these compounds, O2 and O3 predominated, followed by N1 and N1O1. Of the N1 species, the most abundant classes are DBE of 9, 12, 15, and 18, which changed with maturity. Of the O2 species, compounds of DBE of 1 (fatty acids) are the predominant class. Classes of DBE 5 and 6 in the O2 species are naphthenic acids with special biological skeleton structures, which are usually appear in immature and low-mature oils. N1, O2, and N1O1 compounds are affected by their maturity and they often run to polarization with enhanced DBE species and a shorter carbon chain as their maturity increases. The parameters of DBE18–25/DBE9–18-N1 and DBE12–20/DBE5–12-O2 increase with the increase of buried depth and maturity. The NO compounds that were revealed by FT-ICR MS may have a promising application in distinguishing between the different depositional environments. Source rocks of saline lacustrine are rich in O2 and N1O1, but less N1 and O1 compounds. The research results are of vital importance for expanding the application of the NO molecular compounds in petroleum exploration.

Sediments with organic matter content (total organic carbon) TOC ≤ 0.5% which can act as effective source rocks are critical and challenging in the field of petroleum geology. A new method is proposed through a case study to identify and evaluate the effective source rocks, which is applied to study the changing characteristic of hydrocarbon-generation potential index with depth. The burial depth corresponding to the beginning of hydrocarbon-generation potential index reduction represents the hydrocarbon expulsion threshold in source rocks. Then, new identification standards are established for discrimination of effective source rocks of Middle–Upper Ordovician in Tarim Basin. The critical value of TOC for effective source rocks change with their burial depth: the TOC > 0.5% with source rock depth > 4000 m, TOC > 0.4% with depth >4500 m, TOC > 0.3% with depth > 5000 m, TOC > 0.2% with depth >5500 m. Based on the new criteria, effective source rocks in the Middle–Upper Ordovician are identified and their total potential hydrocarbon resources is evaluated, reaches 0.68 × 10 9 t in the Tazhong area, which is 65.4% higher than that of previous studies and consistent with the exploration result. Thus, this new method is of significance to resource evaluation and can be applied in the carbonate source rocks and mudstone source rocks with high degree of exploration.

Plenty of marine crude oil generated by the Middle–Upper Ordovician source rocks has been discovered in the Tabei Uplift, Tarim Basin. Previous studies on the extensively distributed low organic matter source rock total organic carbon ≤ 0.5%) imply that this contributes to oil accumulation. Thus, the identification of present-day low-total organic carbon source rocks that experience hydrocarbon expulsion and evaluation of their contribution is of considerable significance to analyze marine oil accumulation and to assess the resources in the Tarim Basin. Using the mass balance approach, we identify and verify present-day low-total organic carbon carbonate source rocks and present a quantitative model using well-logging data to predict the present-day low-total organic carbon carbonate source rocks in order to evaluate their contribution in the Tarim Basin. Hydrocarbon expulsion has occurred in the Yijianfang formation, which has present-day low-total organic carbon, between 6452 and 6487 m in the Yangwu 2 well. In the horizons depicting carbonates with hydrocarbon expulsion, the porosity is relatively high and the daily oil production is 0.19 m 3 according to the perforation tests. The extracts have similar biomarker signatures to that of the crude oils in the Tabei Uplift. In this study, a quick and cost-effective quantitative model is developed using double lateral resistivity and uranium/thorium well-logging data. By applying the prediction model, the contribution of present-day low-total organic carbon carbonate source rocks in the Middle–Upper Ordovician formation of the Tarim Basin is primarily evaluated to be 363.38 × 10 9 bbl oil equivalent.

Evaluating absorbed gas content (AGC) in shales is crucial for accurately characterizing shale gas reservoirs and calculating resource potential. To investigate geological factors influencing AGC, 15 shale samples collected from the Yanchang Formation underwent related experiments. Then geochemistry features, mineral compositions, pore structure parameters and external factors were analyzed. The actual AGC was calculated using the Langmuir equation. Single geological factors acting on the AGC were discussed by the single-factor correlation analysis. Finally, four main influence factors (total organic carbon, S1, quartz content and formation temperature) were selected out from the 12 influence factors to establish the mathematical prediction model through the multi-factor regression statistical analysis method using SPSS software. The model was verified as being reliable with R2 as high as 0.8046 and relative error less than ±20%. Comparisons show that both the CH4 isothermal adsorption experimental method and the multi-factor regression analysis method have their own applicability and disadvantages, and they can complement each other in evaluating AGC in shales. Synthetic evaluation of AGC indicates that the Yanchang shale has an overall moderate AGC occupying about 58% of the total, which is helpful to extend shale gas production time of the Yanchang reservoir. Though under the present conditions, economic benefits of the continental shale gas are not obvious, the shale resource potential of Yanchang formation can’t be ignored.

The Tarim Basin is a representative example of the basins developed in the northwest China that are characterized by multiple stages of heating and cooling. In order to better understand its complex thermal history, apatite fission track (AFT) thermochronology was applied to borehole samples from the Tazhong Uplift Zone (TUZ). Twelve sedimentary samples of Silurian to Triassic depositional ages were analyzed from depths coinciding with the apatite partial annealing zone (∼60–120 °C). The AFT ages, ranging from 132 ± 7 Ma (from a Triassic sample) to 25 ± 2 Ma (from a Carboniferous sample), are clearly younger than their depositional ages and demonstrate a total resetting of the AFT thermometer after deposition. The AFT ages vary among different tectonic belts and decrease from the No. Ten Faulted Zone (133–105 Ma) in the northwest, the Central Horst Zone in the middle (108–37 Ma), to the East Buried Hill Zone in the south (51–25 Ma). Given the low magnitude of post-Triassic burial heating evidenced by low vitrinite reflectance values (Ro

The superimposed basins in the Tarim Basin are characterized by multiple source-reservoir-caprock combinations, multiple stages of hydrocarbon generation and expulsion, and multi-cycle hydrocarbon accumulation. To develop and improve the reservoir forming theory of superimposed basins, this paper summarizes the progress in the study of superimposed basins and predicts its development direction. Four major progresses were made in the superimposed basin study: (1) widely-distributed of complex hydrocarbon reservoirs in superimposed basins were discovered; (2) the genesis models of complex hydrocarbon reservoirs were built; (3) the transformation mechanisms of complex hydrocarbon reservoirs were revealed; (4) the evaluation models for superimposed and transformed complex hydrocarbon reservoirs by tectonic events were proposed. Function elements jointly controlled the formation and distribution of hydrocarbon reservoirs, and the superimposition and overlapping of structures at later stage led to the adjustment, transformation and destruction of hydrocarbon reservoirs formed at early stage. The study direction of hydrocarbon accumulation in superimposed basins mainly includes three aspects: (1) the study on modes of controlling reservoir by multiple elements; (2) the study on composite hydrocarbon-accumulation mechanism; (3) the study on hydrocarbon reservoir adjustment and reconstruction mechanism and prediction models, which has more theoretical and practical significance for deep intervals in superimposed basins. Key words: superimposed basins, complex hydrocarbon reservoirs, multiple element combination, tectonic event, late hydrocarbon accumulation effect, facies-potential-source combination

Based on the distribution features of present formation pressure, analysis on logging data, and genetic mechanisms of abnormal pressure, the overpressure evolution was reconstructed using numerical basin simulation and other quantitative analysis methods. The phase differences of pressure increasing mechanisms, enhancement differences among different mechanisms, and the control of geopressure evolution on gas migration and accumulation were discussed. The causes of overpressure in the Xujiahe Formation include under-compaction (from early Late Triassic to the end of the Jurassic), hydrocarbon generation (from end of the Early Jurassic to the Neogene) and tectonic compression (since the Cretaceous). It is suggested that tectonic compression and hydrocarbon generation are the principal factors of the present overpressure in the Xujiahe Formation. Overpressure transmission is the main cause of overpressure in the Jurassic strata which occurred during the intense tectonic activity periods since the Cretaceous. The overpressure is the main force for hydrocarbon migration and overpressure-related microfractures are the major pathways for gas migration. Fault transport and overpressure driving caused the formation of Jurassic secondary gas reservoirs with distant sources. The areas with high pressure coefficient in the Jurassic and high-overpressure zones in the Xujiahe Formation are optimum targets for exploration. Key words: abnormal pressure, under-compaction, hydrocarbon generated overpressure, tectonic compression, overpressure transmission, hydrocarbon accumulation, Western Sichuan Depression

As the global petroleum exploration domain gradually shifts from conventional to unconventional hydrocarbon resources, the classical petroleum system theory faces new challenges in terms of guiding the deepening exploration practices in the petroleum industry. After years of research, Chengzao Jia proposed the whole petroleum system concept and established an orderly distribution model for the coexistence of conventional and unconventional petroleum, which provides a new theoretical framework for the joint assessment and integrated exploration of conventional and unconventional petroleum resources. In this context, the 1st International Symposium on Whole Petroleum System Theory and New Directions for Petroleum Geology Development was held in Beijing in October 2-3, 2023. The theme was "Whole petroleum system theory and new frontiers in petroleum exploration". Experts engaged in in-depth discussions on the progress of whole petroleum system theory and development directions of petroleum geology; they systematically reviewed the new theory developments and advances in sequence stratigraphy, tight oil and gas, shale oil and gas reservoir characteristics, genetic mechanisms, and development mechanisms. The conference also proposed unified genetic models for conventional and unconventional petroleum resources, and novel methods and technologies for joint assessment. Furthermore, it also included case studies on the whole petroleum system in clastic and carbonate formations in oil and gas basins, challenges, opportunities, and new directions in the development of petroleum geology. This symposium provided a valuable opportunity for the petroleum geology community to gain a deep understanding of the "whole petroleum system theory" and to summarize and refine the development directions of petroleum geology. Undoubtedly, this event contributes to the advancement of the whole petroleum system theory, guiding the development of petroleum geology theory and further promoting the joint assessment and integrated future development and utilization of conventional and unconventional petroleum resources. [ABSTRACT FROM AUTHOR]