New Advance in the Study of Shale Oil Generation Peak Determination and Diagenetic Pore Evolution

Shale formations globally are widely distributed with abundant resources and varied thermal maturation ranges. However, the understanding of shale’s oil generation peak, diagenetic stages, and pore evolution remains incomplete. This study investigates shale samples of varying maturities and organic matter content from representative oil and gas basins in China and the United States. Comprehensive characterization was conducted using thermal simulation, rock X-ray diffraction analysis, N₂ and CO₂ adsorption, and mercury injection analysis. The study delineates the hydrocarbon generation process in shale, identifies the oil generation threshold, determines the peak oil generation, and categorizes shale’s diagenetic stages based on clay minerals and pore evolution. The results indicate: (1) highly mature shale exhibits delayed hydrocarbon expulsion and peak oil generation, starting at Ro values greater than 0.75% and reaching peak oil generation at Ro levels surpassing 1.2%. In contrast, peak oil generation in less mature shale initiates at Ro values of 1.1%, providing a more precise depiction of the shale’s diagenetic evolution stages; (2) the higher the TOC content of shale, the greater its hydrocarbon generation capacity, showing a robust positive correlation between hydrocarbon generation and TOC; (3) the diagenesis and pore evolution of shale can be categorized into four distinct stages: the early diagenesis stage (Ro < 0.5%), dominated by mesopores, and with reduced pore volume and surface area; the middle diagenesis stage A (0.5%–1.1%), where shale pore volume has been enhanced while the surface area has been reduced; the middle diagenesis stage B (1.1%–2.0%), where an initial decrease followed by an increase in mesopore volume occurs, along with a modest increase in macropores; and the late diagenesis stage (Ro > 2.0%), with increased organic pores and microfractures, while both pore volume and surface area expand. The study suggests that a Ro of 1.1% marks the peak oil generation period for shale, occurring during the early stage of middle diagenesis, characterized by larger pore volume and surface area, crucial for shale oil and gas enrichment.