3.2.1. Iso-Conversional Method
The iso-conversional method is a commonly used thermal analysis technique for calculating kinetic parameters, such as activation energy (Ea) and pre-exponential factor (A), under fixed conversion rates (α) to avoid errors arising from reaction model assumptions. In this study, the Ozawa–Flynn–Wall (OFW) method and the Kissinger method were applied to analyze the combustion kinetics of oil shale.
(1) Theoretical Basis.
In thermogravimetric experiments, the reaction conversion rate
α is defined as follows:
where
m0: initial mass of the sample.
mt: sample mass at a given time.
m∞: final sample mass after the reaction is complete.
The reaction rate equation can be expressed as follows:
Under non-isothermal conditions, the heating rate is as follows:
The reaction rate equation can then be rewritten as follows:
By integrating this equation, the relationship between the reaction rate and activation energy is derived as follows:
(2) Ozawa–Flynn–Wall (OFW) Method.
The OFW method does not require assumptions about the reaction mechanism [
22]. It calculates the activation energy
Ea by plotting ln
β against 1/
T for a fixed conversion rate (
α) using linear regression. The fundamental formula is as follows:
In this experiment, the TGA data for different heating rates (5 K/min, 10 K/min, 15 K/min, 20 K/min, and 25 K/min) were used to extract the temperatures corresponding to specific conversion rates (α = 0.1, 0.3, 0.5, 0.7, 0.9). A plot of lnβ versus 1/T was constructed, and activation energy values were calculated for each conversion rate.
The linear relationship between ln
β and 1/
T for different conversion rates indicates the strong applicability of the OFW method in this experiment. The results show that the activation energy
Ea exhibits a nonlinear trend with respect to the conversion rate, reflecting the complexity of the oil shale combustion process. The detailed results are presented in
Table 3.
The nonlinear variation of activation energy indicates that the combustion process of oil shale involves a multi-step reaction mechanism, with different dominant reactions at various stages requiring different energy inputs.
This study conducted a kinetic analysis on the main combustion peak (II
Tp), which is consistent with the treatment of the S2 peak in traditional Rock Eval analysis. The average activation energy for this stage was obtained as 143.7 kJ/mol by applying the Ozawa–Flynn–Wall (OFW) method. These results are consistent with the typical activation energy values reported in the literature for organic matter oxidation reactions in oil shale [
21,
23], thus verifying the effectiveness and specificity of our method.
(3) Kissinger Method.
The Kissinger method is a kinetic calculation approach based on peak temperature (
Tp) [
24], as described by the following formula:
where
β: heating rate,
Tp: peak temperature.
Using the DTG curves at different heating rates, the corresponding
Tp values were extracted for each heating rate. A plot of ln (
β/
Tp2) versus 1/T
p was created, and linear regression was performed to calculate the activation energy
Ea. From the peak temperature data of the main combustion stage, the activation energy was calculated as
Ea = 86.2 kJ/mol, which is close to the result obtained by using the OFW method near
α = 0.5. The detailed results are presented in
Table 4.
The OFW method reveals the trend of activation energy variation with conversion rates during the combustion process of oil shale, highlighting the complexity of the reaction. The Kissinger method provides the average activation energy for the main combustion stage, which validates the results of the OFW method. The combined use of different kinetic calculation methods enhances the reliability of the kinetic parameters and provides an essential basis for modeling the combustion reaction of oil shale. The iso-conversional analysis not only clarifies the energy requirements at different stages of oil shale combustion but also offers theoretical support for optimizing combustion process design.
This study specifically investigated the kinetic characteristics of the primary combustion stage (Peak II
Tp) in oil shale, employing an analytical approach analogous to the S2 peak evaluation in conventional Rock–Eval pyrolysis. The Kissinger analysis yielded an average activation energy of 142.94 kJ/mol for this dominant combustion phase, which aligns well with established literature values for organic matter oxidation in oil shale [
21,
23].
3.2.2. Comparison of Kinetic Calculation Results
In order to study the reaction mechanism and energy characteristics during the sample pyrolysis process, and to eliminate the interference of dehydration and mineral decomposition stages, the main combustion peak (200–600 °C) based on differential thermogravimetric (DTG) curves was calculated using the Ozawa–Flynn–Wall (OFW) and Kissinger Akahira Sunose (KAS) methods, and the kinetic parameters of this stage were analyzed. The changes in activation energy and logarithmic frequency factor at different conversion rates were also analyzed. The result is shown in
Figure 3.
From the kinetic data curves obtained using the Ozawa–Flynn–Wall (OFW) method in
Figure 3a, it is evident that the activation energy (Ea) exhibits significant fluctuations as the conversion rate (α) increases, characterized by multiple peaks and valleys. This suggests that different stages of the oil shale combustion process likely involve distinct reaction mechanisms or physicochemical behaviors, such as volatile release and char combustion. The wide range of fluctuations may reflect atypical reaction behavior at certain stages. The variation of the pre-exponential factor (logA) mirrors that of Ea, indicating a coupled relationship between the two parameters. This coupling aligns with the general correlation between logA and Ea in kinetic models. The observed fluctuations suggest that changes in logA correspond to shifts in the reaction mechanism, further emphasizing the complexity of the combustion process.
In
Figure 3b, which presents the kinetic data curves using the Kissinger–Akahira-Sunose (KAS) method, the overall trend of Ea is similar to that observed with the OFW method, also exhibiting fluctuations as the conversion rate increases. However, compared to the OFW method, the amplitude of these fluctuations is smaller, and the curve appears smoother. This suggests that the KAS method may be more stable or less sensitive to external disturbances when processing the data. The variation in the pre-exponential factor (logA) follows a similar trend to Ea, displaying fluctuations with increasing conversion rate, although the amplitude of these fluctuations is less pronounced than that observed with the OFW method. The smoother and more continuous nature of the KAS curves indicates that this method is more suitable for describing overall trends rather than capturing finer details.
Both methods reveal significant fluctuations in Ea and logA as the conversion rate increases, reflecting the complex combustion mechanisms of oil shale. These results suggest that the combustion and pyrolysis processes of oil shale involve a multi-stage reaction mechanism. In the low conversion range (e.g., 0–0.3), the activation energy is relatively low and varies smoothly, corresponding to the release of volatiles, a kinetically simpler phase. In the medium to high conversion range (e.g., 0.4–0.8), Ea fluctuates significantly, accompanied by corresponding changes in logA. This likely reflects the complex nature of char combustion, which may involve multiple sub-stages, such as surface oxidation and gas diffusion. These stages are influenced by various physicochemical factors. The anomalous behavior of activation energy, characterized by significant fluctuations and even negative values at certain stages (e.g., the trough near α = 0.6 in the OFW curve), may be attributed to the interaction of minerals, such as carbonates or metal oxides, within the oil shale. These minerals may catalyze certain reactions or alter the pyrolysis behavior, thereby adding complexity to the process. The OFW method, with its higher fluctuation sensitivity, potentially captures more detailed kinetic behavior, whereas the KAS method produces smoother curves, making it better suited for illustrating overall trends.
In experiments with different heating rates, the relationship between Log(dx/dt) and 1000/T at the same conversion rate is shown in
Figure 4. This figure highlights the linearity of the relationship for the iso-conversional methods and serves as a key foundation for extracting reliable kinetic parameters.
The relationship between Log(dx/dt) and 1000/T at various conversion rates for the oil shale sample at different heating rates is shown in
Figure 4. Each iso-conversion curve corresponds to the kinetic behavior at different conversion rates (α = 0.1 to α = 0.9), representing distinct stages in the combustion and pyrolysis processes. As the conversion rate increases, the slope of the curves changes, highlighting significant variations in kinetic behavior at different stages of the reaction.
The slope of these curves is directly related to the activation energy (Ea). As the conversion rate increases, the slope of the curve increases, indicating that the activation energy rises as the reaction progresses. This suggests that, in the low conversion rate stage (α = 0.1 to 0.3), the activation energy is low, and the combustion process is likely dominated by the release of easily decomposable volatiles. The reactions are relatively simple, requiring less energy. Medium Conversion Rate Stage (α = 0.4 to 0.6): As the conversion rate increases, the reaction becomes more complex, transitioning to char decomposition and combustion. The activation energy rises significantly as the reactions involve more intricate processes. High Conversion Rate Stage (α = 0.7 to 0.9): At this stage, char combustion is nearly complete, and residual minerals may participate in reactions or undergo surface diffusion and gas transfer processes. These contribute to the higher activation energy observed at this stage.
Oil shale contains various organic and inorganic components with different decomposition temperatures and reaction complexities, which lead to significant changes in activation energy across different stages. Additionally, gas–solid coupled reactions and mineral catalytic effects during combustion further contribute to the variation in activation energy across these stages.
The increase in activation energy with conversion rate indicates that the combustion and pyrolysis processes of oil shale are not governed by a single mechanism but are instead composed of multiple stages, each with its own kinetic characteristics. These stages involve (1) the rapid release and combustion of volatiles (low activation energy), (2) the combustion of solid char (high activation energy), and (3) the thermal decomposition or catalytic effects of minerals (stage-specific activation energy changes). The iso-conversion curves and fluctuations in activation energy, as depicted in the figure, highlight the complexity and multi-stage nature of the oil shale combustion and pyrolysis processes.
This complexity arises from the multi-component nature of the material and the involvement of multiple mechanisms in the combustion process. The trend of increasing activation energy with conversion rate reinforces the idea that the combustion and pyrolysis of oil shale occur through complex, multi-stage reactions with distinct kinetic behaviors at each stage. The low conversion rate stage is dominated by the release and combustion of volatiles, while the high conversion rate stage primarily involves char decomposition and combustion, alongside mineral participation.
The kinetic data calculated based on the OFW and KAS model-free methods are shown in
Table 5.
Table 5 presents the kinetic parameters (activation energy Ea and frequency factor logA) for oil shale combustion at different conversion rates (α) calculated using the OFW (Ozawa–Flynn–Wall) method and KAS (Kissinger) method.
The activation energy (Ea) obtained using the OFW method exhibits a fluctuating trend with increasing conversion rates: At α = 0.1, Ea is 74.7 kJ/mol, which is relatively low, indicating that the initial stage (volatile release stage) involves relatively easy reactions. As the conversion rate increases, the activation energy rises steadily and reaches a maximum of Ea = 145.9 kJ/mol at α = 0.4, indicating that this stage is dominated by the combustion of solid char, which requires higher activation energy. Subsequently, the activation energy decreases slightly but remains at a high level (Ea ≈ 152.4–162.0 kJ/mol), likely associated with mineral interactions or residual reactions. The activation energy (Ea) calculated using the KAS method shows a similar trend to the OFW method, with comparable values but slightly smaller, especially at low conversion rates. At α = 0.6, the maximum activation energy of Ea = 162.0 kJ/mol is consistent between the two methods, demonstrating good compatibility between the results of the OFW and KAS methods.
The frequency factor (A) is relatively low in the low conversion rate stage (α = 0.1 to 0.3), reflecting a low reaction rate, likely due to the release of volatiles. As the conversion rate increases, A also increases, peaking around α = 0.5–0.6 (OFW method: 1.00 × 1010 s−1, KAS method: 3.16 × 1010 s−1). This indicates that molecular collision frequency significantly increases during the char combustion stage. In the high conversion rate stage (α = 0.7 to 0.9), logA decreases again, suggesting that the reaction stabilizes or enters the residual combustion stage. Both methods show consistent trends in the variation of activation energy (Ea) and frequency factor (logA) with conversion rate, with both increasing and then decreasing as the conversion rate rises. This reflects the multi-stage nature of the combustion process. At a critical stage (α = 0.6), the results from the two methods are highly consistent (Ea = 162.0 kJ/mol). At low conversion rates (α = 0.1), the activation energy calculated using the OFW method (74.7 kJ/mol) is slightly higher than that of the KAS method (73.7 kJ/mol). The frequency factor (A) calculated using the OFW method is slightly higher than that of the KAS method, suggesting that the OFW method may be more sensitive to molecular collision frequency at higher temperature ranges. Low conversion rate stage (α = 0.1–0.3): The activation energy is low, and the frequency factor is small, reflecting the relatively simple reactions during the volatile release stage, where the reaction rate is low. Medium conversion rate stage (α = 0.4–0.6): The activation energy rises significantly, and the frequency factor reaches a peak, reflecting the intense and complex reactions during the char combustion stage, which requires higher energy input. Regarding the high conversion rate stage (α = 0.7–0.9), the activation energy slightly decreases but remains at a high level, while the frequency factor decreases. This stage is likely related to mineral participation or the combustion of residues.
The fluctuations in activation energy with conversion rate indicate the significant multi-stage characteristics of the oil shale combustion process, primarily including volatile release, char combustion, and residual reactions. The results of the OFW and KAS methods show good consistency and effectively describe the kinetic behavior of the oil shale combustion process. Combining the results of both methods provides a more comprehensive understanding of the reaction mechanisms and kinetic characteristics at each stage of oil shale combustion, offering valuable data support for optimizing the combustion process.
3.2.3. Traditional Mechanism Model Solutions
The value of the Z(α) function calculated using Equation (1) is shown as the hollow circle in
Figure 5. Obviously, the experimental data are in good agreement with the main curve of the F2 mechanism. By comparing the Z(α) curve obtained from the experiment with theoretical curves of different reaction mechanisms, the most suitable reaction mechanism for describing the combustion process of oil shale can be determined. In this study, the experimental data matched well with the main curve of the F2 mechanism (second-order reaction), indicating that the dynamic behavior of the main combustion stage of oil shale conforms to the second-order reaction mechanism. The F2 model (second-order reaction model) assumes that the reaction rate is proportional to the square of the reactant concentration (i.e., reaction order n = 2), and this mechanism is typically applicable to reactions involving bimolecular collisions or surface adsorption control.
To identify the mechanism model that best fits the experimental data, traditional pyrolysis kinetic theory was applied. It was assumed that the pyrolysis process could be divided into multiple reaction stages (e.g., Fn, D3, An, etc.), and the kinetic mechanism function G(α) was used, along with reaction kinetic parameters (e.g., activation energy Ea, reaction order n, frequency factor logA) for fitting.
Table 6 presents the kinetic data results for the multi-step model.
From
Table 6, the models listed can be categorized into three main types: diffusion-controlled models, nucleation and growth-controlled models, and reaction-controlled models. By combining the kinetic parameters of each stage in
Table 5, the mechanisms can be analyzed as follows:
(1) Multi-Step Reaction Models.
The table lists various reaction models and their corresponding step combinations, including the Fn-Fn-Fn model, An-D3-R3 model, D3-R3-An model, and R3-An-D3 model. Each model is divided into multiple steps (e.g., “Step 1, Step 2, Step 3”), reflecting the complexity of the combustion process, which requires multi-step reaction models for accurate descriptions.
(2) Characteristics of Activation Energy (Ea) and Frequency Factor (A).
Fn-Fn-Fn Model: Activation energy increases from 45.5 kJ/mol in Step 1 to 114.2 kJ/mol in Step 3, reflecting the increasing complexity of the combustion process. The low activation energy steps likely correspond to volatile release, while the high activation energy steps correspond to char combustion. An-D3-R3 Model: Activation energy is very high in Step 1 (155.7 kJ/mol) and Step 2 (352.4 kJ/mol), indicating that this model may describe more complex reactions. In Step 3, the activation energy decreases to 109.1 kJ/mol, possibly corresponding to the late-stage reactions of residual materials. D3-R3-An and R3-An-D3 Models: These models exhibit lower overall activation energies (e.g., the maximum activation energy in the R3-An-D3 model is 72.9 kJ/mol), making them more suitable for describing volatile release or simpler combustion processes.
The frequency factor (A) is correlated with activation energy, with steps with higher activation energy typically corresponding to larger A values. For example, in Step 2 of the An-D3-R3 model, the activation energy is as high as 352.4 kJ/mol, and the frequency factor reaches 2.02 × 1012 s−1. In contrast, the frequency factor in the R3-An-D3 model is generally lower, reflecting simpler reaction pathways.
(3) Variation in Reaction Order (n).
The reaction order in different steps indicates the complexity of the reaction and the influence of reactant concentrations on the reaction rate. Fn-Fn-Fn Model: The reaction order in Step 1 is relatively high (n = 1.983), although it decreases in Step 2 and Step 3 (n = 0.797), indicating a reduction in reaction complexity.
(4) Step Contribution.
Fn-Fn-Fn Model: Step 3 has the highest contribution (0.495), indicating that this stage dominates the overall reaction process. An-D3-R3 Model: Step 3 also has the highest contribution (0.455), suggesting that the late-stage reactions play a significant role in the overall process. R3-An-D3 Model: Step 3 has an even higher contribution (0.632), highlighting the importance of residual material combustion in this model.
Different models are suited to describe different combustion stages. For example, the Fn-Fn-Fn model is suitable for describing simple volatile release and char combustion processes. The An-D3-R3 model is better suited for more complex reaction pathways. The variations in activation energy reflect the multi-stage nature of the combustion process. The activation energy is lower during the volatile release stage, while it is higher during char combustion and reactions involving mineral components. Based on R2 values and step contributions, the Fn-Fn-Fn model and An-D3-R3 model exhibit higher applicability and can be used to explain the key kinetic characteristics of the oil shale combustion process. The data in this table provide important theoretical support for the further optimization of oil shale combustion efficiency and for understanding its reaction mechanisms.
(5) Reaction Characteristics and Control Mechanisms at Each Stage.
By combining commonly used models and kinetic parameters from
Table 6, the control mechanisms and mechanistic characteristics of different stages are summarized in
Table 7.
From
Table 7, the control models and reaction mechanisms of combustion reactions at different stages can be summarized as follows:
(1) Volatile Release Stage.
This is the initial stage, primarily involving the rapid release of volatiles (light hydrocarbons and small-molecule gases). The pyrolysis rate dominates, with relatively simple reactions that are primarily physical and chemical decomposition processes. The chemical reaction rate is controlled, while mass transfer effects are weak. Kinetic Parameters: Activation energy is low, e.g., in the Fn-Fn-Fn model, Ea = 45.5 kJ/mol. The frequency factor is small, e.g., logA = 1.138 (Fn-Fn-Fn model) or negative (R3-An-D3 model).
The reaction order is relatively high, e.g., n = 1.983 in the Fn-Fn-Fn model, indicating that the reaction rate is concentration-dependent. This stage involves the combined physical and chemical processes of devolatilization.
(2) Char Combustion Stage.
This is the intermediate stage, where the dominant reactions involve the oxidation and decomposition of solid char, releasing significant amounts of energy. The reaction complexity increases due to the coupling of chemical reaction rates and mass transfer effects. This stage may also be influenced by mineral catalytic or inhibitory effects.
Kinetic Parameters: Activation energy increases significantly, e.g., in Step 2 of the An-D3-R3 model, Ea = 352.4 kJ/mol. The frequency factor is large, e.g., logA = 20.103 (An-D3-R3 model), indicating high molecular collision frequency. The reaction order is medium to high, e.g., n = 9.000 in the An-D3-R3 model, reflecting the complexity of the combustion mechanism. Char combustion involves gas-solid reactions, which may include surface oxidation, gas diffusion, and the formation of oxides.
(3) Residue Reaction Stage.
This is the final stage, mainly involving the slow reactions of mineral components and refractory organic materials. Chemical reactions gradually weaken, while diffusion and mass transfer effects become dominant. Residue combustion may be governed by diffusion limitations. Kinetic Parameters: Activation energy is moderate, e.g., in Step 3 of the R3-An-D3 model, Ea = 72.9 kJ/mol. The frequency factor is relatively low, e.g., logA = −0.032 (D3-R3-An model). The reaction order is low, e.g., n = 0.348 in the D3-R3-An model, indicating weak dependency on chemical reactions.
This stage may involve mineral catalytic decomposition, slow oxidation of residual carbon, and the thermal decomposition of carbonates and other inorganic materials.
Fn-Fn-Fn Model: Suitable for describing volatile release and the initial combustion stage. An-D3-R3 Model: Suitable for complex reaction stages, especially during char combustion. D3-R3-An Model: More suitable for simple combustion processes, such as the volatile release stage. R3-An-D3 Model: Applicable to the residue combustion stage, describing the oxidation of refractory components.
Through multi-stage model fitting (Fn-Fn-Fn), it was found that the activation energy Ea of each stage is consistent with the trend of acid treated kerogen in the literature [
15], especially the Ea value of the main combustion stage (α = 0.3–0.7) is 206–223 kJ/mol, which is consistent with the oxidation activation energy of acid treated kerogen (200–220 kJ/mol). Although the cheese roots were not separated, combined with multi-stage models and mineral XRD/SEM analysis (Figures 6 and 9), we confirmed the interaction between organic matter and minerals and pointed out that this interaction is consistent with the kinetic trend of acid-treated samples in reference [
3].
3.2.4. Comparison of Model-Free and Model-Based Methods
In the analysis of oil shale combustion kinetics, traditional reaction models and model-free methods can complement each other. Model-free methods are more suitable for rapid estimation of activation energy and overall trend analysis, while traditional models can provide detailed reaction order and rate information within specific intervals. By combining the two approaches, a more comprehensive understanding of the complex pyrolysis kinetics of oil shale can be achieved, providing theoretical support for the practical application of thermal recovery technologies.
Table 8 presents a comparative analysis of model-free and model-based methods.
From
Table 8, the comparison between model-free and model-based methods reveals the following insights: The activation energy calculated using model-free methods fluctuates with the conversion rate (e.g., as shown in
Table 6, the
Ea values from the OFW and KAS methods range between 27.8 kJ/mol and 245.0 kJ/mol), making them suitable for analyzing overall combustion trends. Model-based methods calculate activation energy for each stage; for example, Step 2 of the An-D3-R3 model has Ea = 352.4 kJ/mol, which is significantly higher and reflects the precise characteristics of complex reactions.
The frequency factor calculated using model-free methods is strongly correlated with activation energy but lacks stage-specific differentiation (e.g., as shown in
Table 6, the variation in logA from the OFW and KAS methods is relatively small). In contrast, the frequency factor distribution in model-based methods shows significant stage-specific differences (e.g., in Step 2 of the An-D3-R3 model, logA = 20.103, which is much higher than in other steps, reflecting the collision frequency requirements of high-temperature complex reactions).
Model-free methods describe the combustion process solely through the conversion rate, making it difficult to clearly distinguish specific stages (e.g., the boundary between volatile release and char combustion is unclear). In contrast, model-based methods clearly define stages (e.g., the three-step model in
Table 4: volatile release, char combustion, and residue reactions) and can quantify the contribution of each stage (e.g., Step 3 in the R3-An-D3 model contributes 0.632). According to the Criado method, the main combustion stage follows a second-order reaction (F2) mechanism. The revised pre-exponential factor has decreased by approximately 0.5 log units, indicating that the original model may have overestimated the frequency of molecular collisions. This discovery is consistent with the mineral catalytic effect, which means that the actual energy barrier has been reduced [
20].
Model-free methods are relatively simple to calculate and are suitable for quickly evaluating combustion kinetic parameters. Model-based methods, on the other hand, are more complex and require experimental fitting combined with mechanistic assumptions, making them suitable for detailed mechanistic studies and combustion optimization. Model-free methods are ideal for quickly obtaining global kinetic parameters and for preliminary evaluations of combustion characteristics. Model-based methods are more precise and can provide detailed insights into the characteristics and mechanisms of specific combustion stages, making them an ideal tool for in-depth studies of combustion mechanisms and optimization of combustion processes. The two methods can be used in combination: model-free methods can be used to quickly evaluate kinetic parameters, followed by model-based methods for in-depth analysis of the control mechanisms at different stages, enabling a comprehensive understanding of the oil shale combustion process.