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Article

Sedimentary Genesis and Model Analysis of Shale Lithofacies in Jiyang Depression

by
Cunfei Ma
1,*,
Shuangpeng Liu
1,
Qi Zhao
2,
Yongjun Fan
3,
Yaoyao Qian
4,
Xiantai Liu
5 and
Xinmin Ge
1
1
School of Geosciences, China University of Petroleum (East China), Qingdao 266580, China
2
Underground Operation Branch, Petrochina Bohai Drilling Engineering Co., Ltd., Cangzhou 062552, China
3
CNPC Xibu Drilling Engineering Company Limited, Ürümqi 834000, China
4
CCUS Project Department, SINOPEC Shengli Oilfield Company, Dongying 255000, China
5
SINOPEC Shengli Oilfield Company, Dongying 255000, China
*
Author to whom correspondence should be addressed.
Processes 2023, 11(8), 2302; https://doi.org/10.3390/pr11082302
Submission received: 2 June 2023 / Revised: 22 July 2023 / Accepted: 22 July 2023 / Published: 1 August 2023
(This article belongs to the Special Issue The Exploration and Development of Unconventional (Mainly Shale) Hydrocarbon Resources)
Browse Figures
Versions Notes

Abstract

:
Based on core observation, rock thin sections, logging data, and testing data, taking the shale of the upper submember of the 4th Member to the lower submember of the 3rd Member of Paleogene Shahejie Formation in Jiyang Depression of Bohai Bay Basin as an example, we determine the lithofacies division scheme, divide the main lithofacies types, analyze the sedimentary origin and development location of different shale lithofacies, establish the continental lake basin sedimentary model, determine the types and enrichment areas of favorable lithofacies, and provide guidance for the exploration and development of Shale oil. The results show that: (1) According to the mineral composition, sedimentary structure, and organic matter abundance, the division scheme of shale lithofacies in the study area is proposed, and the shale lithofacies of the study area was mainly divided into 17 types. (2) Based on the lithologic changes, the lacustrine sedimentary shale area was divided into muddy water area, transition area, and clear water area. (3) Under the background of locally uplifted slope paleogeomorphology, considering the combined effects of climate, topography, hydrodynamic, mechanical, and chemical differentiation of sediments and biological habits, the sedimentary model of shale was established. (4) Organic-rich shale was mainly deposited between the clear water area and the end of the muddy water area, with the characteristics of water, brackish water, strong reduction, and water stratification, and was mainly enriched in the low-lying parts of paleotopography.

1. Introduction

With the large-scale and commercialization of shale oil and gas production in the United States, shale as the main reservoir of shale oil and gas has gradually received attention [1,2,3]. Compared with conventional oil and gas resources, shale oil and gas have the characteristics of continuous distribution, self-generation, self-storage, and large reserves. The continental lacustrine basin is widely developed in China, and the large-scale distribution of continental mudstone shale has significant resource potential, which lays a solid material foundation for the formation of large-scale shale oil and gas fields [4,5,6]. In recent years, through thin section identification, SEM, TOC analysis, pore permeability analysis, and other testing methods, domestic and foreign scholars have carried out systematic research on the reservoir space, pore evolution, and resource potential of shale [7,8,9,10,11], and provided important technical support for the exploration and development of shale oil and gas. However, there is a lack of systematic study on sedimentary genesis, sedimentary distribution, and sedimentary models of different shale facies of continental mudstone, and it is impossible to predict effectively the distribution of organic mudstone, which greatly restricts the exploration of shale oil and gas.
The division of shale facies is the basis of shale oil exploration and development. Currently, the lithofacies classification of continental shale mainly adopts the three terminal division schemes, and the division is carried out in combination with the TOC data [12,13,14,15]. On this basis, some scholars also regard sedimentary structures as the standard of shale lithofacies classification [16,17,18,19,20,21], making the lithofacies classification more representative. However, there are various division schemes for the three terminal elements, and no unified standard has been formed. Some division schemes are too complex and there are too many types of lithofacies.
Because shale is mostly continuous thick layer sedimentation and lithology is similar [22,23,24] with the lack of practical facies marks, previous research on shale sedimentation environments mostly adopts the element geochemical method [25,26,27]. However, due to the number of samples and their heterogeneity, the results of elemental geochemistry are frequently contradictory. In addition, the lithofacies of the terrestrial lacustrine basin are various and the lateral variation is fast, which further indicates that the sedimentary environment of the terrestrial lacustrine basin is complex and has micro-environmental zoning characteristics on the plane [28,29,30]. Establishing sedimentary models of shale facies can intuitively reflect the sedimentary characteristics and lithofacies combinations. However, currently, research on shale sedimentary patterns both domestically and internationally is mainly focused on marine shale [31,32,33,34], with limited research on lacustrine shale.
In this paper, the shale from the upper member of Paleogene Sha 4 to lower member of Sha 3 in Jiyang Depression of Bohai Bay Basin is selected as the research object. The lithofacies of the shale are subdivided and analyzed by using core, thin sections, and analytical data. The standard adopted for shale facies division is mostly “Sedimentary structures + rock composition + TOC content”, and the comparison of the characteristics of different shale facies is closely related to these three. Therefore, this paper comprehensively analyzes the sedimentary structure of shale and the sedimentary origin and sedimentary environment of rock composition, obtains the characteristics of sedimentary zoning formed by rivers flowing into lakes, and establishes a shale sedimentary model through thin section data, core data, and test data combined with previous research results, and analyzes favorable lithofacies sedimentary genesis and sedimentary environments.

2. Basic Geological Situation of the Study Area

Jiyang Depression belongs to the first-order structural unit of Bohai Bay Basin. It is located in the west of the Tanlu fault belt, the south of Chengning uplift, and the north of west Luxi uplift. Its east–west length is 240 km. The widest part is about 130 km, and the distribution area is 26,000 km2. The Jiyang Depression contains four negative secondary structural units in Dongying Depression, Huimin Depression, Zhanhua Depression, and Chezhen Depression, as well as a series of positive secondary structural units such as Gudao Uplift, Yihezhuang Uplift, Chenjiazhuang Uplift, Wudi Uplift, Binxian Uplift, and Kendong Qingtuozi Uplift, with typical uplift-concave structure (Figure 1a).
The Paleogene Shahejie Formation is the main source rock horizon of Jiyang Depression, which is formed in the fault depression structural cycle, in which the upper member of Sha 4 and the lower member of Sha 3 are respectively located in the lacustrine intrusion system tract and lacustrine highstand system tract of the second order sequence, and all belong to the complete third order sequence (Figure 1b). Due to the continuous subsidence of the basin and the continuous injection of terrigenous clastic debris, a very thick lacustrine mudstone stratum developed in the upper submember-lower submember of Sha 4, in which the lithologic association of the upper submember-lower submember of Sha 4 is characterized by the development of thin interbeds of mudstone, marl (cloud) rock, and oil mud (shale) rock, and the development of beach bar sand or biological beach at the bottom.

3. Shale Facies Type and Characteristics

Lithofacies division is the basis of shale reservoir evaluation. Different shale lithofacies have different reservoir forming conditions and resources [35,36]. At present, the classification scheme of shale lithofacies is three-grade naming principle [37,38], in which carbonate minerals, felsic minerals, and clay minerals are set at three end elements. Lithology, sedimentary structure, and abundance of organic matter are the main factors affecting oil-bearing property, physical property, and shale oil mobility of shale [39]. In the process of shale lithofacies classification from upper member of Sha 4 to lower member of Sha 3 in Jiyang Depression, macroscopic structure and rock type are combined, and the lithofacies classification method of “four components and three end elements” of organic matter content is considered at the same time. Among them, the four components are ash (cloud) mineral, clay mineral, silty (feldspar) mineral, and organic matter, through the whole rock mineral analysis and organic carbon analysis test, and through volume fraction conversion [16,17,18], the three end elements are gray (cloud), clay, and silty (feldspar).
First, according to the statistic result that the volume fraction of organic matter in domestic oil shale is higher than 15.0% [40], the shale in upper part of Sha 4/lower part of Sha 3 in Jiyang Depression is divided into two types: rich organic matter shale and poor organic matter shale. For organic shale, if the organic matter is mainly of saprophytic type, it is called oil shale; if it is mainly of humic type, it is called carbon shale. For the shale with poor organic matter, according to the thickness of monolayer determined by the observation of the core and thin section of the study area, the shale with more than 50 cm is clumped, the 10~50 cm is clumped, the interlaminar interval is 1~10 cm, the interlaminar interval is 1 mm~1 cm, and the interlaminar interval is 1 mm [41]. On this basis, the lithofacies types of the shale in the study area are finely divided by the lime (cloud), clay, and silty (felsic) contents 25%, 50%, and 75%. respectively. According to the statistics of shale lithofacies types in Jiyang Depression, the main lithofacies types include 17 types, and their characteristics are shown in Table 1.

4. Sedimentary Genesis of Shale

Direct analysis of the sedimentary mechanism of shale facies requires some special analysis and testing. In this article, due to the classification scheme of “sedimentary structure + rock components + TOC content” for shale facies, it is possible to analyze the sedimentary mechanism of shale microstructure, rock components, and organic matter content separately. Finally, the sedimentary mechanisms of the three are comprehensively considered to determine the sedimentary mechanisms of different shale facies.

4.1. Microstructural Sedimentary Genesis

Under the control of the sedimentary environment, the thickness of shale monolayer in the study area varies considerably, ranging from micron to meter. The rock components in massive and layered structures are uniformly distributed, and the micro-bedding type is massive (Table 2), which indicates that the sedimentation rate of muddy shale is relatively high during the sedimentation period, and it is mostly formed in the shallow water environment. The rock components in laminated and page-shaped structures are continuously or intermittently laminated and repeated, and the micro-bedding type is page-shaped (Table 2), which reflects the frequent periodic changes in sedimentary environment during the period of shale sedimentation, mechanical sedimentation, biological sedimentation, and (biological) chemical sedimentation alternating. The sedimentation rate is low, but the sedimentation time is long, which mostly reflects the sedimentary environment of deeper water. The sedimentary environment and variation in the thin layered structure are between the above two types, and the microscopic bedding type is mainly oriented distribution (Table 2), reflecting the shallow water environment. In addition, the interface of macro-structure in shale is mainly abrupt, which indicates that the rock composition is sensitive to the change in environment and is the response of rapid change in sedimentary environment. Therefore, in the same lithofacies, with the increase in water depth, the thickness of monolayer decreases, and the macroscopic structure has the trend of block, layer, thin layer, laminated layer, and page.
The most typical macroscopic structure of lacustrine shale is in the form of page, and there are three types of laminae: (1) clastic laminae composed of silty sand and clay minerals; (2) organic rich textured layer; (3) and carbonate-rich laminates consisting of carbonate minerals. The laminae in the page-like structure are of various types, including one type, two types, three types, and four types (Figure 2a~d), of which the three types are the most common, i.e., the clastic laminae-rich organic laminae-rich carbonate laminae, and the four types are the most complete, i.e., the clastic laminae-rich organic laminae-rich carbonate laminae, in which the carbonate laminae can be further subdivided into the lower bright crystal carbonate laminae and the upper muddy crystal carbonate laminae. The combination of three types, two types, and one type can be regarded as the missing style of the combination of four types.
In this paper, the formation of quartic laminae is analyzed. The terrestrial clasts, organic matter, and carbonate minerals in the laminae are of mechanical, biological, and (biological) chemical origin, respectively. Based on the features of “cold and dry winter and spring, hot and rainy summer and autumn, stratified lake water in winter and summer” in temperate zone or middle and south subtropical monsoon climate, the development model of four types laminated layer combination of shale was established. In spring, due to the increase in temperature and precipitation, the lake level rises, vertical exchange and mixing take place in the stratified water body, and the freshwater, debris, and inorganic salt supplied by the material source are conducive to the growth of algae such as diatom and ditch whipped algae [42], especially in the late spring and early summer, the algae flourish, die, and deposit, forming rich organic laminae. In summer, the climate temperature is high. The precipitation is sufficient and the organisms are flourishing. The carbonate-rich laminae are formed by the (biological) chemical and biological sedimentation. At the same time, the organic matter is difficult to precipitate and decomposes in a large amount due to the stratification of the water body, so the organic matter is relatively undeveloped. In autumn, the temperature began to decrease, the precipitation decreased, the salinity increased, and the stratified water began to mix again, which was beneficial to the growth of algae such as pelagic algae and the increase in organic matter and clay minerals. Because of the frequent change in sedimentary environment, the four-type laminated assemblage of page-like structure does not necessarily develop completely. The type of laminated assemblage, laminated monolayer thickness, and continuity of the laminated structure vary with the type of sedimentary environment, duration, and mixing degree of different parts, so as to evolve into laminated, thin, and laminated and massive.

4.2. Sedimentary Genesis of Rock Components

4.2.1. Sedimentation Mechanism of Rock Components

Silty sand (felsic minerals), clay minerals, and carbonate minerals in shale have different genetic mechanisms. To silty shale, the grain size of silty shale belongs to the micron scale, and its gravity is greater than the viscous resistance of the water body. Therefore, silty shale can be directly settled by traction flow or gravity flow medium, and is typically enriched in laminated layer or dense dispersion. Finer felsic minerals (very fine silty sand-clay grade), due to their small particle size, large specific surface area, and strong adsorption, result in the ability to adsorb clay minerals or organic matter together subsidence, but their total content in lacustrine shale less, usually less than 10%. Therefore, the deposition mechanism of silt is mainly mechanical sedimentation (Figure 3a).
Clay minerals have small particle size, rough surface, large specific surface area, can adsorb anions in the medium, and cause particles to repel each other; therefore, clay minerals can exist stably in the form of colloids in water and be transported a long distance by surface or laminar flow. However, when there is external ion implantation in the water medium, the electric field on the clay mineral surface can be changed to attract and condense into larger particles and overcome the buoyancy and viscous resistance to achieve colloidal settlement; therefore, clay minerals are mainly deposited by colloidal flocculation (Figure 3b).
Organic matter is common in shale, but its genesis is varied. Living microorganisms can form algae mat after growth, bloom, and death, and retain them to train laminae. Larger organisms, such as fish, bivalves, and gastropods, can settle directly after death. Organic matter is mainly dissolved and granular in water. Because of fine particles and irregular morphology, the adsorption of organic matter on clay minerals or silty sand causes the coagulation or adsorption of organic matter on the surface of sediment. Because the growth of planktonic microorganisms and the sedimentation of clay minerals tend to be weak in hydrodynamic environment, organic matter and clay minerals have similar surface physicochemical properties, and they are usually complexed together by deposit [43]. Therefore, the sedimentation of organic matter is the product of a combination of biological or biochemical, chemical, and mechanical sedimentation (Figure 3c).
There are various types of carbonate minerals in shale and their genetic mechanisms include chemical and biochemical (Figure 3d). When the climate is dry, the water body is concentrated, and the carbonate saturation is reached, microcrystalline calcite crystals are precipitated from the water body and precipitated on the surface of sediment or adsorbed to the surface of debris particles. Microorganisms can not only saturate and precipitate carbonates by biochemical processes but also trap and bond microcrystalline calcites to form laminae. At the same time, the skeleton of calcareous microorganisms is itself a carbonate component, and even enriches and integrates the laminae, such as algae. The occasional rounded, better carbonate gravel or mud gravel in shale is presumably formed by carbonate source supply, gravity flow channel erosion, or storm action.

4.2.2. The Indicative Significance of Sedimentary Environment of Rock Components

Rocks are not only the aggregates of minerals, but also the products of sedimentary environments. Modern sedimentation shows that when rivers flow into large lakes or oceans, not only mechanical debris and colloids, but also large amounts of freshwater and ions are injected, forming three different depositional zones on the plane: muddy water zone, transition zone, and clear water zone. Muddy water area refers to the range of water body affected by terrestrial debris in the edge of the lake basin for a long time. The salinity of water body is desalinated as freshwater–brackish water due to river water injection. The water body in this area is shallow, mostly above the wave base, with strong hydrodynamic force, and the sedimentary environment is a weak oxidation reduction environment. The clean water area refers to the range of the water body in the center of the lake basin, which is basically not affected by terrestrial debris. The water body has large salinity and is a brackish–saltwater environment. Meanwhile, the water body in the area is deeper, mostly below the storm wave base, with weak hydrodynamic force and clear water body. Due to the deep and quiet water body, the water body is often characterized by strong stratification and strong reducing environment. The sediments are primarily chemical and biological deposits [44]. Transition zone refers to the scope of the water body transitional between the muddy water area and the clean water area on the slope of the lake basin. The impact of the material source in this area is smaller than that in the muddy water area, and the water body is turbulent. As it is located in the platform, the water body develops upward of the current, and the water body environment is mainly composed of brackish water, medium stratification and reducing environment, and mechanical sedimentation, chemical sedimentation, and biological sedimentation coexist or alternate.
Silty sand in shale mainly depends on its own gravity to overcome the viscous resistance of the water body and realize single-particle mechanical sedimentation. Fine silty sand, very fine silty sand transported by surface flow, laminar flow or wind, and even feldspar minerals of clay grade, whose sedimentation mechanism is mostly in the form of single-particle mechanical sedimentation, are mainly deposited in the clean water area with weak hydrodynamic force. Therefore, silt units in shale not only indicate the source supply strength and hydrodynamic strength but also reflect the distance from the shoreline or water depth changes (Figure 4).
Most of the clay minerals in shale are brought in by rivers, and a few are self-sedimentation or autogenesis. Clay minerals are developed in all regions of the lake basin, but tend to be deposited in the water environment. Climate conditions can also affect clay mineral content; wet climate helps chemical weathering, provides more clay minerals and other fine debris, and lake water depth is conducive to clay deposition. In addition, there is more fresh water supply under humid climate conditions causing lake water desalination, while under arid climate conditions, the lake shrinks, causing lake water salinization. Because the growth environment of plankton in the basin, the preservation environment after death and the climatic conditions are close to the sedimentary environment of clay minerals, the clay minerals and organic matter in the lacustrine shale closely coexist, and they are usually considered as clay-organic matter units. Therefore, the clay mineral-organic unit in shale can reflect the hydrodynamic strength, climate type, and salinity, and the water depth is a good indicator of the hydrodynamic strength, while the water depth change can reflect the salinity change (Figure 4).
The carbonate minerals in shale are mainly mudstone calcite and dolomite, most of which are formed in the syngenetic or quasi-syngenetic period, mainly by chemical sedimentation or biochemical sedimentation. Because the carbonate sedimentation needs clear, shallow, warm, dynamic, and brackish water medium conditions, it is mainly deposited in the transition area and clear water area, especially in the transition area where the paleotopography is relatively high and enriched in carbonate. At the same time, the change in salinity of lake water caused by the climate can also affect the carbonate deposit. The climate drought causes the evaporation and concentration of the water and the salinity increase, which are favorable for the carbonate deposit, while the climate humidity causes the fresh water supply and the salinity decrease, which is unfavorable for the carbonate deposit. Therefore, ash (cloud) unit in shale is an advantageous indicator of water salinity and can reflect climate change (Figure 4).
Silty-grey (cloudy), silty-clayey, organic matter and clay, and organic matter-grey (cloudy) are composed of silty sand, clay minerals, and lime (cloudy) minerals. The silty-grey (cloud) sequence mainly represents the mixing degree of mechanical sedimentation and (biological) chemical sedimentation, reflecting the strength of the source supply: The higher the silty sand content, the closer the sedimentation area to the source area, the higher the proportion of mechanical sedimentation. The silty-clay-organic matter sequence mainly represents the degree of mechanical differentiation or the degree of mixing of mechanical sedimentation with colloidal sedimentation and biological sedimentation, which reflects the strength of hydrodynamics and can indicate the change in water depth or offshore distance: The higher the content of clay minerals and organic matter, the more thorough the mechanical differentiation and the deeper the water body. Clay, organic matter-ash (cloud) sequence, mainly represents the mixing degree of colloidal sedimentation or biological sedimentation and (biological) chemical sedimentation, reflects the salinity of the water body, and can indicate climate change and water depth change: The higher the content of ash (cloud), the higher the proportion of (biological) chemical sedimentation, the shallower the water body, the greater the salinity, and the more arid the climate (Figure 4).
The contents of silty sand and clay minerals in shale facies of the lower member of Sha 3 and upper member of Sha 4 in Jiyang Depression are approximately equal, which not only indicates the limited range of lake basin during sedimentation and insufficient mechanical sedimentation differentiation but also indicates that clay minerals in terrestrial shale coagulate into silty sand fraction (about 10 μm) and settle together with silty sand particles. In addition, silt and clay minerals can be used as a unit to indicate mechanical sedimentation because they are mainly supplied from land sources and cannot be recognized as “argillaceous” by naked eyes during core observation. On this basis, the three-unit diagrams represented by silty (feldspar), clay-organic matter, and ash (cloud) are transformed into three units of argillaceous (silty sand and clay)-ash (cloud)-organic matter, indicating the mixing degree of mechanical sedimentation, (biological) chemical sedimentation, and biological sedimentation, respectively (Figure 5), so as to judge the genesis of mudstone.

5. Shale Lithofacies Sedimentary Model

Based on the classification of lithofacies, combined with the sedimentary environment and background of various lithofacies, a comprehensive analysis is conducted to establish a sedimentary model with comprehensive properties that can characterize the characteristics and distribution of various lithofacies and their combinations.
The complete sedimentary model should include structural background, source supply, lithofacies type and distribution, water body conditions, and biological development. The paleogeomorphology in the sedimentary period from the upper member of Sha 4 to the lower member of Sha 3 in Jiyang Depression is a large slope with interspersed concave and uplift, belonging to the offshore continental lacustrine basin. According to the characteristics of lithofacies division and the main controlling factors of sedimentation, the sedimentary types of upper and lower Sha 4 submember of Jiyang Depression are divided into two types: muddy water desalination sedimentation and clean water salinization sedimentation. The second largest group includes the clean water brackish sediments in the transition area and the water brackish sediments in the clean water area, which represents the clear and salinity characteristics of the water body (Table 3).
Lacustrine sedimentation zoning is the result of mechanical differentiation, chemical differentiation, and biological distribution of sediments. From the edge of the lake in the center of the lake, the particle size of the debris decreases according to the law of gravel-sand-silt-clay, while the chemical differentiation and sedimentation increase gradually when the mechanical sedimentation decreases (Figure 6). Chemical sedimentation is mainly controlled by mineral solubility, from lake edge to lake center. With the increase in mineral solubility, the sedimentation is differentiated in the order of oxide-phosphate-silicate-carbonate-sulfate and halide. The distribution of plankton in the continental lake basin can be influenced by many factors, such as hydrodynamics, light, temperature, salinity, PH, oxygen content, and inorganic salts, etc. The fine silty sand in shale is mainly formed by mechanical sedimentation, the size of clay minerals is in the range of colloid, and agglomeration occurs, while the evaporation minerals such as carbonate and gypsum are mainly formed by chemical sedimentation. Therefore, the living conditions of plankton in the lake are highly consistent with the depositional conditions of clay minerals and carbonates (clean, shallow, warm, and brackish water), resulting in organic matter, clay minerals, and carbonate minerals often coexisting in different laminates in the same lithofacies, but organic matter and clay minerals are closely complexed and positively correlated, while they are adjacent to carbonate minerals and negatively correlated. This not only indicates the relationship between mechanical deposition and chemical deposition, but also indicates that the growth of plankton requires certain salinity, which is roughly equivalent to the solubility of carbonate.
Through the analysis of the sedimentary elements of shale, the shale lithology from the lake basin edge to the lake basin center shows regular zoning and change in plane: The lake basin edge is the sandstone, siltstone, and clay rocks rich in oxygen in the river-delta system, the lake basin slope is the lithology such as oxygen-poor grey silty clay rocks, limestone, oolitic limestone, and biological limestone, and the lake basin center is the anaerobic black rich organic shale with gypsum rocks developed locally. The existence of local protuberances or break belts in paleotopography is closely related to the lithofacies development in the transition area, which form a local high-energy microenvironment, suitable for wave-resisting organism propagation, conducive to the development of reef, beach bar, and biological limestone, while the local protuberances or break belts are usually a low-energy environment, suitable for plankton growth, conducive to the development of oil mud (shale). Organic muddy shale is mainly deposited in the end of muddy water area–clean water area far away from coarse clastic minerals, and enriched in low-lying parts of paleotopography, such as deep depression of basin, local sub-depression of slope of basin and low-energy parts before and after local protrusion or slope break. Three main types of organic mudstone are formed, which are semi-deep lake–deep lake facies oil mudstone (shale), lagoon or lake bay facies oil shale, and prodelta facies oil mudstone.

6. Conclusions

(1)
Based on the sedimentary structure, mineral component, and organic matter, the lithofacies division scheme of the “four-component and three-end-element” shale is proposed. The shale in the upper part of Sha 4–lower part of Sha 3 in Jiyang Depression is divided into 17 main lithofacies types, such as oil-mud (shale) and shale-lime (cloud) clay.
(2)
Through research on the microstructure and composition of shale rocks, the results indicate that the muddy shale in the upper submember of Sha 4–lower submember of Sha 3 has sedimentary zoning characteristics, including muddy water desalination deposit in muddy water area, clean water brackish deposit in the transition area, and water brackish deposit in clean water area.
(3)
Considering the combined effects of climate, topography, fluid mechanics, mechanical and chemical differentiation of sediments, and biological habits, a sedimentary model of shale is established, which indicates each lithofacies type’s sedimentary climate, redox conditions, sedimentary location, and so on. For example, the muddy shale is rich in organic matter and formed in the transition period of dry-hot climate and humid climate or humid climate, deposited in the water medium conditions of static water, brackish water, strong reduction, and stratification of water body, distributed in the end in the clean water area of the muddy water area far away from coarse clastic materials, and enriched in the low-lying part of paleotopography. This is of great significance for finding favorable lithofacies and guiding the exploration and development of shale oil.

Author Contributions

Conceptualization, C.M. and Q.Z.; methodology, C.M. and S.L.; software, C.M. and X.G.; validation, C.M., Q.Z. and Y.F.; formal analysis, C.M.; investigation, S.L.; resources, C.M.; data curation, X.L. and Y.Q.; writing—original draft preparation, C.M.; writing—review and editing, S.L.; visualization, C.M.; supervision, Q.Z.; project administration, Y.F.; funding acquisition, Q.Z. All authors have read and agreed to the published version of the manuscript.

Funding

This work was funded by Natural Science Foundation of China (Grant Nos. 42172153, 41802172, 41830431) and Fundamental Research Funds for the Central Universities of China (Grant No. 20CX02109A). The authors thank Professor Qiang Jin of China University of Petroleum (East China) for his constructive suggestions on the design of the thermal simulation experiments.

Data Availability Statement

The data presented in this study are available on request from the corresponding author. The data are not publicly available because some of the data involves trade secrets of oilfield companies and cannot be widely disclosed.

Conflicts of Interest

The authors declare no conflict of interest.

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Processes 11 02302 g001 550
Figure 1. Basic geological survey of Jiyang Depression.
Figure 1. Basic geological survey of Jiyang Depression.
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Figure 2. Types of shale lamina combination in upper Es4-lower Es3 of Jiyang Depression.
Figure 2. Types of shale lamina combination in upper Es4-lower Es3 of Jiyang Depression.
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Figure 3. Sedimentary mechanism of shale rock components.
Figure 3. Sedimentary mechanism of shale rock components.
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Figure 4. Indicative significance of sedimentary environment of shale rock components.
Figure 4. Indicative significance of sedimentary environment of shale rock components.
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Figure 5. Sedimentary significance of shale rock components.
Figure 5. Sedimentary significance of shale rock components.
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Figure 6. Model diagram of mud shale sedimentation in upper member of Sha 4—lower member of Sha 3 in Jiyang Depression.
Figure 6. Model diagram of mud shale sedimentation in upper member of Sha 4—lower member of Sha 3 in Jiyang Depression.
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Table
Table 1. Main shale lithofacies types and characteristics of upper Es4 lower Es3 in Jiyang Depression.
Table 1. Main shale lithofacies types and characteristics of upper Es4 lower Es3 in Jiyang Depression.
Lithofacies NameCore PhotosPhotos under the MicroscopeFabric Characteristics
Thin/layered clayey siltstoneProcesses 11 02302 i001Processes 11 02302 i002The silt content is more than 33% and greater than the clay mineral content, the clay mineral content is 25–50%, and the gray (cloud) mineral content is 0–33% and less than the clay mineral content. The color is light, the silt content is the highest, and it is dispersed or banded.
Thin/layered silty limestone (dolomite)Processes 11 02302 i003Processes 11 02302 i004Silt content is 25–50%, clay mineral content is 0–33% and less than silt, and gray (cloud) mineral content is more than 33% and more than silt. The color is generally light, and the content of silty sand and gray (cloud) minerals is very high, which is banded.
Thin/layered clayey gray (cloud) rockProcesses 11 02302 i005Processes 11 02302 i006The silt content is 0–33% and less than the clay mineral content, the clay mineral content is 25–50%, and the gray (cloud) mineral content is greater than 33% and greater than the clay mineral content. Light color, low organic matter content, and uniform mineral distribution.
Layered/shale clayey gray (cloud) rockProcesses 11 02302 i007Processes 11 02302 i008The silt content is 0–33% and less than the clay mineral content, the clay mineral content is 25% to 50%, and the gray (cloud) mineral content is more than 33% and greater than the clay mineral content. The color is dark and the foliation is developed. It is composed of dark organic rich lamina and light carbonate rich lamina alternately.
Thin/layered silty clay rockProcesses 11 02302 i009Processes 11 02302 i010The silt content is 25–50%, the clay mineral content is greater than 33% and greater than the silt content, and the gray (cloud) mineral content is 0–33% and less than the silt content. Minerals are evenly distributed.
Layered/shale silty clay rockProcesses 11 02302 i011Processes 11 02302 i012Silt content is 25–50%, clay mineral content is greater than 33% and greater than silt, and gray (cloud) mineral content is 0–33% and less than silt. The color is dark and the foliation is developed, which is composed of light silty sand lamina and dark clay lamina.
Thin/layered gray (cloud) clay rockProcesses 11 02302 i013Processes 11 02302 i014The content of silty sand is 0–33%, which is less than that of gray (cloud) minerals, the content of clay minerals is more than 33% and greater than that of gray (cloud) minerals, and the content of gray (cloud) minerals is 25–50%. Minerals are evenly distributed and bioclasts is developed.
Layered/lamellar gray (cloud) clay rockProcesses 11 02302 i015Processes 11 02302 i016The content of silty sand is 0–33%, which is less than that of gray (cloud) minerals, the content of clay minerals is more than 33% and greater than that of gray (cloud) minerals, and the content of gray (cloud) minerals is 25–50%. The color is dark, the foliation is developed, and the organic rich dark layer and carbonate-rich shallow layer are alternately developed.
Oily mud (shale) rockProcesses 11 02302 i017Processes 11 02302 i018Rich in organic matter, the total organic carbon content is 4.03–12.8%, with an average value of 6.41%. The contents of silt, clay minerals, and gray (cloud) minerals vary greatly, but generally, the content of gray (cloud) minerals is the largest, accounting for about 50%, and the content of silt is 0–33%, which is slightly larger than that of clay minerals. The color is dark, and calcite veins are often developed.
Table
Table 2. Micro-bedding style of shale.
Table 2. Micro-bedding style of shale.
Microstructure
Types		FissileOrientationLumpy
Layer displayMuddy laminae, calcareous laminae or organic-rich laminae are shown alternately. The bedding interface is straight, clear, and continuousMud, carbon, organic matter, bioclasts or terrigenous clasts are directionally distributed along the bedding interface is fractured or not obviousEvenly distributed or indistinctly oriented
Bedding
continuity		ContinuousIntermittentNone
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Table
Table 3. Sedimentary zoning and characteristics of upper Member of Sha 4-Lower Member of Sha 3 in Jiyang Depression.
Table 3. Sedimentary zoning and characteristics of upper Member of Sha 4-Lower Member of Sha 3 in Jiyang Depression.
Sedimentary DivisionTectonic PositionSource EffectHydrodynamic
Features		Water Body
Salinity
Muddy water areaMargin of lake basinStrongHydrodynamic,
Influence of river		Brackish water, freshwater injection
Transitional zoneBasin slopeMediumMedium hydrodynamic, developed upwelling, combined with rivers and wavesBrackish water
Clear water
Zone		Lake basin centerWeakWeak hydrodynamic force, stratification of water body, wave influenceBrackish.
Oxidation
Reductive		Deposition
Mechanism		Bedding
Structure		Rocks
Type		Deposition
Type
Weak oxidation
Weak reduction		Mechanical depositionLamellarSandstone, siltstone, argillaceous siltstone, silty clay rock, clay rockMuddy water desalination deposit
RestoreMechanical, chemical and biological depositsThin and laminatedOolitic limestone, oolitic clay rock, biological limestone, marlite, limestone clay rock, silty clay rock, clay rockBrackish sedimentation of purified waterSalinization sedimentation
Strong reductionChemical and biological depositsPageOily (shale) rockSalinization sedimentation
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Ma, C.; Liu, S.; Zhao, Q.; Fan, Y.; Qian, Y.; Liu, X.; Ge, X. Sedimentary Genesis and Model Analysis of Shale Lithofacies in Jiyang Depression. Processes 2023, 11, 2302. https://doi.org/10.3390/pr11082302

AMA Style

Ma C, Liu S, Zhao Q, Fan Y, Qian Y, Liu X, Ge X. Sedimentary Genesis and Model Analysis of Shale Lithofacies in Jiyang Depression. Processes. 2023; 11(8):2302. https://doi.org/10.3390/pr11082302

Chicago/Turabian Style

Ma, Cunfei, Shuangpeng Liu, Qi Zhao, Yongjun Fan, Yaoyao Qian, Xiantai Liu, and Xinmin Ge. 2023. "Sedimentary Genesis and Model Analysis of Shale Lithofacies in Jiyang Depression" Processes 11, no. 8: 2302. https://doi.org/10.3390/pr11082302

APA Style

Ma, C., Liu, S., Zhao, Q., Fan, Y., Qian, Y., Liu, X., & Ge, X. (2023). Sedimentary Genesis and Model Analysis of Shale Lithofacies in Jiyang Depression. Processes, 11(8), 2302. https://doi.org/10.3390/pr11082302

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