| Citation: | Fan Yuchen, Yang Zhi, Xin Honggang, Hao Zhenge, Yu Zhe, 2026. Multi-Scale and Multi-Type Hydrocarbon Occurrence Mechanism in Continental Shale Strata Reservoirs Based on Source-Reservoir Configuration. Earth Science, 51(7): 2821-2837. doi: 10.3799/dqkx.2026.177 |
|
Atchley, S. C., Crass, B. T., Prince, K. C., 2021. The Prediction of Organic-Rich Reservoir Facies within the Late Pennsylvanian Cline Shale (also Known as Wolfcamp D), Midland Basin, Texas. AAPG Bulletin, 105(1): 29-52. https://doi.org/10.1306/07272020010
|
|
Fan, Y. C., Liu, K. Y., Pu, X. G., et al., 2022. Morphological Classification and Three-Dimensional Pore Structure Reconstruction of Shale Oil Reservoirs: A Case from the Second Member of Paleogene Kongdian Formation in the Cangdong Sag, Bohai Bay Basin, East China. Petroleum Exploration and Development, 49(5): 1085-1097. https://doi.org/10.1016/S1876-3804(22)60334-3
|
|
Fu, J. H., Li, S. X., Guo, Q. H., et al., 2022. Enrichment Conditions and Favorable Area Optimization of Continental Shale Oil in Ordos Basin. Acta Petrolei Sinica, 43(12): 1702-1716 (in Chinese with English abstract).
|
|
Fu, J. H., Li, S. X., Hou, Y. T., et al., 2020. Breakthrough of Risk Exploration of Class Ⅱ Shale Oil in Chang 7 Member of Yanchang Formation in the Ordos Basin and Its Significance. China Petroleum Exploration, 25(1): 78-92 (in Chinese with English abstract).
|
|
Fu, J. H., Wang, L., Chen, X., et al., 2023. Progress and Prospects of Shale Oil Exploration and Development in the Seventh Member of Yanchang Formation in Ordos Basin. China Petroleum Exploration, 28(5): 1-14 (in Chinese with English abstract).
|
|
Gao, Z. Y., Bai, L. X., Hu, Q. H., et al., 2024. Shale Oil Migration across Multiple Scales: A Review of Characterization Methods and Different Patterns. Earth-Science Reviews, 254: 104819. https://doi.org/ 10.1016/j.earscirev.2024.104819
|
|
Guo, X. S., Ma, X. X., Li, M. W., et al., 2023. Mechanisms for Lacustrine Shale Oil Enrichment in Chinese Sedimentary Basins. Oil & Gas Geology, 44(6): 1333-1349 (in Chinese with English abstract).
|
|
Guo, X. S., Shen, B. J., Li, M. W., et al., 2025. Research Progress and Key Research Directions of Shale Oil in Lacustrine Rift Basins. Petroleum Exploration and Development, 52(5): 983-996 (in Chinese with English abstract).
|
|
Hackley, P. C., Cardott, B. J., 2016. Application of Organic Petrography in North American Shale Petroleum Systems: A Review. International Journal of Coal Geology, 163: 8-51. https://doi.org/ 10.1016/j.coal.2016.06.010
|
|
Han, W. Z., Zhao, X. Z., Jin, F. M., et al., 2021. Sweet Spots Evaluation and Exploration of Lacustrine Shale Oil of the Second Member of Paleogene Kongdian Formation in Cangdong Sag, Bohai Bay Basin. Petroleum Exploration and Development, 48(4): 777-786 (in Chinese with English abstract).
|
|
He, W. Y., 2022. Discovery and Significance of Nano Pores and Nano Fractures of Clay in Gulong Shale Oil Reservoir in Songliao Basin. Petroleum Geology & Oilfield Development in Daqing, 41(3): 1-13 (in Chinese with English abstract).
|
|
Hou, Y. T., Yang, Z. Y., Zhang, Z. Y., et al., 2024. Geological Understanding and Exploration Potential of Shale Oil in the Third Sub-Member of the Seventh Member of Yanchang Formation in Ordos Basin. China Petroleum Exploration, 29(6): 16-28 (in Chinese with English abstract).
|
|
Hu, T., Jiang, F. J., Pang, X. Q., et al., 2024. Identification and Evaluation of Shale Oil Micro-Migration and Its Petroleum Geological Significance. Petroleum Exploration and Development, 51(1): 114-126 (in Chinese with English abstract). doi: 10.1016/S1876-3804(24)60009-1
|
|
Hui, X., Hou, Y. C., Qu, T., et al., 2025. Progradational Sequence Stratigraphic Architecture of the Triassic Yanchang Formation and a Case Study of Qingcheng Oilfield, Ordos Basin, NW China. Petroleum Exploration and Development, 52(5): 1028-1040 (in Chinese with English abstract).
|
|
Jia, C. Z., Pang, X. Q., Song, Y., 2021. The Mechanism of Unconventional Hydrocarbon Formation: Hydrocarbon Self-Containment and Intermolecular Forces. Petroleum Exploration and Development, 48(3): 437-452 (in Chinese with English abstract).
|
|
Jia, C. Z., Jiang, L., Zhao, W., 2023. The Shale Revolution and Basic Geological Theory Problems of Shale and Tight Oil and Gas. Petroleum Science Bulletin, 8(6): 695-706 (in Chinese with English abstract).
|
|
Jin, Z. J., Wang, G. P., Liu, G. X., et al., 2021. Research Progress and Key Scientific Issues of Continental Shale Oil in China. Acta Petrolei Sinica, 42(7): 821-835 (in Chinese with English abstract).
|
|
Kuang, L. C., Hou, L. H., Yang, Z., et al., 2021. Key Parameters and Methods of Lacustrine Shale Oil Reservoir Characterization. Acta Petrolei Sinica, 42(1): 1-14 (in Chinese with English abstract).
|
|
Kumar, S., Chandra, D., Hazra, B., et al., 2025. Integration of Fluid-Invasive, Scattering, and Imaging Methods in Resolving Pore Structures in Coal and Shale. Fuel, 395: 135185. https://doi.org/ 10.1016/j.fuel.2025.135185
|
|
Li, M. W., Ma, X. X., Jin, Z. J., et al., 2022. Diversity in the Lithofacies Assemblages of Marine and Lacustrine Shale Strata and Significance for Unconventional Petroleum Exploration in China. Oil & Gas Geology, 43(1): 1-25 (in Chinese with English abstract).
|
|
Li, S. X., Guo, Q. H., Pan, S. Q., et al., 2023. Influence of Intrasource Micro-Migration of Hydrocarbons on the Differential Enrichment of Laminated Type Shale Oil: A Case Study of the Third Sub-Member of the Seventh Member of the Triassic Yanchang Formation in Ordos Basin. China Petroleum Exploration, 28(4): 46-54 (in Chinese with English abstract).
|
|
Li, S. X., Guo, Q. H., Zhou, X. P., et al., 2022. Reservoir Characteristics and Exploration Direction of Pure Shale-Type Shale Oil in the 3rd Sub-Member, 7th Member of Yanchang Formation in Ordos Basin. Acta Petrolei Sinica, 43(11): 1509-1519 (in Chinese with English abstract).
|
|
Liu, B., Shi, J. X., Fu, X. F., et al., 2018. Petrological Characteristics and Shale Oil Enrichment of Lacustrine Fine-Grained Sedimentary System: A Case Study of Organic-Rich Shale in First Member of Cretaceous Qingshankou Formation in Gulong Sag, Songliao Basin, NE China. Petroleum Exploration and Development, 45(5): 828-838 (in Chinese with English abstract).
|
|
Liu, X. Y., Liu, J. Y., Wang, X. J., et al., 2025. Mechanisms of Fine-Grained Sedimentation and Reservoir Characteristics of Shale Oil in Continental Freshwater Lacustrine Basin: A Case Study from Chang 73 Sub-Member of Triassic Yanchang Formation in Southwestern Ordos Basin, NW China. Petroleum Exploration and Development, 52(1): 84-98 (in Chinese with English abstract).
|
|
Ma, Y. S., Cai, X. Y., Zhao, P. R., et al., 2022. Geological Characteristics and Exploration Practices of Continental Shale Oil in China. Acta Geologica Sinica, 96(1): 155-171 (in Chinese with English abstract).
|
|
Niu, X. B., Lv, C. F., Feng, S. B., et al., 2025a. Lamina Combination Characteristics and Differential Shale Oil Enrichment Mechanisms of Continental Organic-Rich Shale: A Case Study of Triassic Yanchang Formation Chang 73 Sub-Member, Ordos Basin, NW China. Petroleum Exploration and Development, 52(2): 279-291 (in Chinese with English abstract).
|
|
Niu, X. B., Fan, J. M., Zhang, C., et al., 2025b. Practices and Research for Enhanced Shale Oil Recovery in the Qingcheng Oilfield, Ordos Basin. Oil & Gas Geology, 46(5): 1664-1681 (in Chinese with English abstract).
|
|
Pu, X. G., Jin, F. M., Han, W. Z., et al., 2019. Sweet Spots Geological Characteristics and Key Exploration Technologies of Continental Shale Oil: A Case Study of Member 2 of Kongdian Formation in Cangdong Sag. Acta Petrolei Sinica, 40(8): 997-1012 (in Chinese with English abstract).
|
|
Rabbani, A., Baychev, T. G., Ayatollahi, S., et al., 2017. Evolution of Pore-Scale Morphology of Oil Shale during Pyrolysis: A Quantitative Analysis. Transport in Porous Media, 119: 143-162. https://doi.org/ 10.1007/s11242-017-0877-1
|
|
Xi, K. L., Li, K., Cao, Y. C., et al., 2020. Laminae Combination and Shale Oil Enrichment Patterns of Chang 73 Sub-Member Organic-Rich Shales in the Triassic Yanchang Formation, Ordos Basin, NW China. Petroleum Exploration and Development, 47(6): 1244-1255 (in Chinese with English abstract).
|
|
Xiao, Y. Y., Niu, X. B., Lv, C. F., et al., 2025. Lamina Types and Mechanisms of Differences in Reservoir Properties of Organic-Rich Shale in the Chang 73 Sub- Member, Ordos Basin. Natural Gas Geoscience, 36(10): 1868-1883 (in Chinese with English abstract).
|
|
Xin, H. G., Tian, Y., Feng, S. B., et al., 2023. Geological Characteristics and Potential Evaluation of Typical Interlayer Shale Oil in the Ordos Basin: A Case Study of the Chang 7 Member of Well Ning228. Bulletin of Geological Science and Technology, 42(3): 114-124 (in Chinese with English abstract).
|
|
Yang, Z., Hou, L. H., Lin, S. H., et al., 2018. Geologic Characteristics and Exploration Potential of Tight Oil and Shale Oil in Lucaogou Formation in Jimsar Sag. China Petroleum Exploration, 23(4): 76-85 (in Chinese with English abstract).
|
|
Yang, Z., Zou, C. N., 2019. Exploring Petroleum Inside Source Kitchen: Connotation and Prospects of Source Rock Oil and Gas. Petroleum Exploration and Development, 46(1): 173-184 (in Chinese with English abstract). doi: 10.1016/S1876-3804(19)30017-5
|
|
Yang, Z., Zou, C. N., 2022. Orderly "Symbiotic Enrichment" of Conventional and Unconventional Oil and Gas: Discussion on the Theory and Technology of Conventional and Unconventional Petroleum Geology. Acta Geologica Sinica, 96(5): 1635-1653 (in Chinese with English abstract).
|
|
Yang, Z., Zou, C. N., Fan, Y. C., et al., 2023. Basic Properties and Exploitation Strategies of Source Rock Strata. Advances in Geo-Energy Research, 10(2): 77-83. https://doi.org/ 10.46690/ager.2023.11.02
|
|
Yang, Z., Zou, C. N., Fan, Y. C., et al., 2026. Source Rock Oil and Gas: The New Engine of the Ordos Super Energy Basin. World Petroleum Industry, 33(1-2): 142-159 (in Chinese with English abstract).
|
|
Yang, Z., Zou, C. N., Wu, S. T., et al., 2022. Reservoir Fracturing or Hydrocarbon Generating?—On the Reservoir and Source Rock Properties of Source Rock Strata Oil and Gas. Acta Geologica Sinica, 96(1): 183-194 (in Chinese with English abstract).
|
|
Zhang, P. F., Wu, H., Lu, S. F., et al., 2024. The Occurrence of Pore Fluid in Shale-Oil Reservoirs Using Nuclear Magnetic Resonance: The Paleogene Funing Formation, Subei Basin, Eastern China. Marine and Petroleum Geology, 167: 1-15. https://doi.org/10.1016/j.marpetgeo.2024.106986
|
|
Zhao, W. Z., Hu, S. Y., Hou, L. H., et al., 2020a. Types and Resource Potential of Continental Shale Oil in China and Its Boundary with Tight Oil. Petroleum Exploration and Development, 47(1): 1-10 (in Chinese with English abstract). doi: 10.1016/S1876-3804(20)60001-5
|
|
Zhao, W. Z., Zhu, R. K., Hu, S. Y., et al., 2020b. Accumulation Contribution Differences between Lacustrine Organic-Rich Shales and Mudstones and Their Significance in Shale Oil Evaluation. Petroleum Exploration and Development, 47(6): 1079-1089 (in Chinese with English abstract).
|
|
Zhao, X. Z., Pu, X. G., Han, W. Z., et al., 2017. A New Method for Lithology Identification of Fine Grained Deposits and Reservoir Sweet Spot Analysis: A Case Study of Kong 2 Member in Cangdong Sag, Bohai Bay Basin, China. Petroleum Exploration and Development, 44(4): 492-502 (in Chinese with English abstract).
|
|
Zhao, X. Z., Zhou, L. H., Pu, X. G, et al., 2019. Favorable Formation Conditions and Enrichment Characteristics of Lacustrine Facies Shale oil in Faulted Lake Basin: A Case Study of Member 2 of Kongdian Formation in Cangdong Sag, Bohai Bay Basin. Acta Petrolei Sinica, 40(9): 1013-1029 (in Chinese with English abstract).
|
|
Zhao, Z., Liu, X. S., Yang, W, J., et al., 2025. Progress and Direction Thinking of Oil and Gas Exploration in New Areas and New Fields of Ordos Basin. Acta Geologica Sinica, 99(12): 4295-4312 (in Chinese with English abstract).
|
|
Zhou, L. H., Zhao, X. Z., Chai, G. Q., et al., 2020. Key Exploration & Development Technologies and Engineering Practice of Continental Shale Oil: A Case Study of Member 2 of Paleogene Kongdian Formation in Cangdong Sag, Bohai Bay Basin, East China. Petroleum Exploration and Development, 47(5): 1059-1066 (in Chinese with English abstract).
|
|
Zhu, H. J., Li, S. J., Hu, Z. Q., et al., 2023. Microstructural Observations of Clay-Hosted Pores in Black Shales: Implications for Porosity Preservation and Petrophysical Variability. Clay Minerials, 58(3): 310-323. https://doi.org/ 10.1180/clm.2023.28
|
|
Zhu, L. W., Xin, H. G., Feng, S. B., et al., 2025. Lithofacies Assemblage and Depositional Models of Shale Oil Reservoir in the Chang 73 Sub-Member, Yanchang Formation, Longdong Area, Ordos Basin. Natural Gas Geoscience, 36(7): 1275-1290 (in Chinese with English abstract).
|
|
Zou, C. N., Li, S. X., Xiong, B., et al., 2026. The Concept, Connotation, Pathways, and Significance of the Integrated Whole-Energy Integrated System. Acta Petrolei Sinica, 47(1): 1-20 (in Chinese with English abstract).
|
|
Zou, C. N., Pan, S. Q., Jing, Z. H., et al., 2020. Shale Oil and Gas Revolution and Its Impact. Acta Petrolei Sinica, 41(1): 1-12 (in Chinese with English abstract).
|
|
付金华, 李士祥, 郭芪恒, 等, 2022. 鄂尔多斯盆地陆相页岩油富集条件及有利区优选. 石油学报, 43(12): 1702-1716.
|
|
付金华, 李士祥, 侯雨庭, 等, 2020. 鄂尔多斯盆地延长组7段Ⅱ类页岩油风险勘探突破及其意义. 中国石油勘探, 25(1): 78-92.
|
|
付金华, 王龙, 陈修, 等, 2023. 鄂尔多斯盆地长7页岩油勘探开发新进展及前景展望. 中国石油勘探, 28(5): 1-14.
|
|
郭旭升, 马晓潇, 黎茂稳, 等, 2023. 陆相页岩油富集机理探讨. 石油与天然气地质, 44(6): 1333-1349.
|
|
郭旭升, 申宝剑, 黎茂稳, 等, 2025. 陆相断陷湖盆页岩油研究进展与重点攻关方向. 石油勘探与开发, 52(5): 983-996.
|
|
韩文中, 赵贤正, 金凤鸣, 等, 2021. 渤海湾盆地沧东凹陷孔二段湖相页岩油甜点评价与勘探实践. 石油勘探与开发, 48(4): 777-786.
|
|
何文渊, 2022. 松辽盆地古龙页岩油储层黏土中纳米孔和纳米缝的发现及其意义. 大庆石油地质与开发, 41(3): 1-13.
|
|
侯雨庭, 杨兆钰, 张忠义, 等, 2024. 鄂尔多斯盆地延长组长73页岩油地质认识与勘探前景. 中国石油勘探, 29(6): 16-28.
|
|
胡涛, 姜福杰, 庞雄奇, 等, 2024. 页岩油微运移识别、评价及其石油地质意义. 石油勘探与开发, 51(1): 114-126.
|
|
惠潇, 侯云超, 屈童, 等, 2025. 鄂尔多斯盆地延长组前积型层序地层结构及庆城油田实例分析. 石油勘探与开发, 52(5): 1028-1040.
|
|
贾承造, 庞雄奇, 宋岩, 2021. 论非常规油气成藏机理: 油气自封闭作用与分子间作用力. 石油勘探与开发, 48(3): 437-452.
|
|
贾承造, 姜林, 赵文, 2023. 页岩油气革命与页岩油气、致密油气基础地质理论问题. 石油科学通报, 8(6): 695-706.
|
|
金之钧, 王冠平, 刘光祥, 等, 2021. 中国陆相页岩油研究进展与关键科学问题. 石油学报, 42(7): 821-835.
|
|
匡立春, 侯连华, 杨智, 等, 2021. 陆相页岩油储层评价关键参数及方法. 石油学报, 42(1): 1-14.
|
|
黎茂稳, 马晓潇, 金之钧, 等, 2022. 中国海、陆相页岩层系岩相组合多样性与非常规油气勘探意义. 石油与天然气地质, 43(1): 1-25.
|
|
李士祥, 郭芪恒, 潘松圻, 等, 2023. 烃类源内微运移对页理型页岩油差异富集的影响: 以鄂尔多斯盆地三叠系延长组长73亚段为例. 中国石油勘探, 28(4): 46-54.
|
|
李士祥, 郭芪恒, 周新平, 等, 2022. 鄂尔多斯盆地延长组7段3亚段页岩型页岩油储层特征及勘探方向. 石油学报, 43(11): 1509-1519.
|
|
柳波, 石佳欣, 付晓飞, 等, 2018. 陆相泥页岩层系岩相特征与页岩油富集条件——以松辽盆地古龙凹陷白垩系青山口组一段富有机质泥页岩为例. 石油勘探与开发, 45(5): 828-838.
|
|
刘显阳, 刘江艳, 王秀娟, 等, 2025. 陆相淡水湖盆细粒沉积成因机制及页岩油储集特征: 以鄂尔多斯盆地西南部三叠系延长组长73亚段为例. 石油勘探与开发, 52(1): 84-98.
|
|
马永生, 蔡勋育, 赵培荣, 等, 2022. 中国陆相页岩油地质特征与勘探实践. 地质学报, 96(1): 155-171.
|
|
牛小兵, 吕成福, 冯胜斌, 等, 2025a. 陆相富有机质页岩纹层组合特征与页岩油差异富集机理: 以鄂尔多斯盆地三叠系延长组长73亚段为例. 石油勘探与开发, 52(2): 279-291.
|
|
牛小兵, 樊建明, 张超, 等, 2025b. 鄂尔多斯盆地庆城页岩油提高采收率实践及探索. 石油与天然气地质, 46(5): 1664-1681.
|
|
蒲秀刚, 金凤鸣, 韩文中, 等, 2019. 陆相页岩油甜点地质特征与勘探关键技术——以沧东凹陷孔店组二段为例. 石油学报, 40(8): 997-1012.
|
|
葸克来, 李克, 操应长, 等, 2020. 鄂尔多斯盆地三叠系延长组长73亚段富有机质页岩纹层组合与页岩油富集模式. 石油勘探与开发, 47(6): 1244-1255.
|
|
肖月也, 牛小兵, 吕成福, 等, 2025. 鄂尔多斯盆地长73亚段富有机质页岩纹层类型及其储集性差异机制. 天然气地球科学, 36(10): 1868-1883.
|
|
辛红刚, 田杨, 冯胜斌, 等, 2023. 鄂尔多斯盆地典型夹层型页岩油地质特征及潜力评价: 以宁228井长7段为例. 地质科技通报, 42(3): 114-124.
|
|
杨智, 侯连华, 林森虎, 等, 2018. 吉木萨尔凹陷芦草沟组致密油、页岩油地质特征与勘探潜力. 中国石油勘探, 23(4): 76-85.
|
|
杨智, 邹才能, 2019. "进源找油": 源岩油气内涵与前景. 石油勘探与开发, 46(1): 173-184.
|
|
杨智, 邹才能, 2022. 论常规‒非常规油气有序"共生富集"——兼论常规‒非常规油气地质学. 理论与技术地质学报, 96(5): 1635-1653.
|
|
杨智, 邹才能, 范雨辰, 等, 2026. 非常规源岩油气: 鄂尔多斯能源超级盆地的新引擎. 世界石油工业, 33(1-2): 142-159.
|
|
杨智, 邹才能, 吴松涛, 等, 2022. 造缝产烃还是改质造烃?——论含油气源岩层系的储集层属性和烃源岩属性. 地质学报, 96(1): 183-194.
|
|
赵文智, 胡素云, 侯连华, 等, 2020a. 中国陆相页岩油类型、资源潜力及与致密油的边界. 石油勘探与开发, 47(1): 1-10.
|
|
赵文智, 朱如凯, 胡素云, 等, 2020b. 陆相富有机质页岩与泥岩的成藏差异及其在页岩油评价中的意义. 石油勘探与开发, 47(6): 1079-1089.
|
|
赵贤正, 蒲秀刚, 韩文中, 等, 2017. 细粒沉积岩性识别新方法与储集层甜点分析——以渤海湾盆地沧东凹陷孔店组二段为例. 石油勘探与开发, 44(4): 492-502.
|
|
赵贤正, 周立宏, 蒲秀刚, 等, 2019. 断陷湖盆湖相页岩油形成有利条件及富集特征——以渤海湾盆地沧东凹陷孔店组二段为例. 石油学报, 40(9): 1013-1029.
|
|
赵喆, 刘新社, 杨文敬, 等, 2025. 鄂尔多斯盆地油气勘探新区新领域进展与方向思考. 地质学报, 99(12): 4295-4312.
|
|
周立宏, 赵贤正, 柴公权, 等, 2020. 陆相页岩油效益勘探开发关键技术与工程实践——以渤海湾盆地沧东凹陷古近系孔二段为例. 石油勘探与开发, 47(5): 1059-1066.
|
|
朱立文, 辛红刚, 冯胜斌, 等, 2025. 鄂尔多斯盆地陇东地区延长组73亚段页岩油岩相组合特征及沉积模式. 天然气地球科学, 36(7): 1275-1290.
|
|
邹才能, 李士祥, 熊波, 等, 2026. 全能源系统概念、内涵、路径及意义. 石油学报, 47(1): 1-20.
|
|
邹才能, 潘松圻, 荆振华, 等, 2020. 页岩油气革命及影响. 石油学报, 41(1): 1-12.
|