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    中国百强科技报刊

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    Volume 51 Issue 7
    Jul.  2026
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    Article Contents
    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
    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

    Multi-Scale and Multi-Type Hydrocarbon Occurrence Mechanism in Continental Shale Strata Reservoirs Based on Source-Reservoir Configuration

    doi: 10.3799/dqkx.2026.177
    • Received Date: 2026-01-18
    • Publish Date: 2026-07-25
    • The hydrocarbon occurrence mechanisms in continental shale strata oil reservoirs are highly complex, and the spatial configuration relationship between hydrocarbons and multi-scale, multi-type storage spaces constitutes a key scientific challenge that constrains sweet-spot prediction and efficient development. This study focuses on two representative lacustrine shale oil enrichment intervals: the Chang 7 Member in the Ordos Basin and the Kong 2 Member of the Cangdong Sag in the Bohai Bay Basin. By integrating petrological analysis, microstructural characterization, organic geochemical analysis, and fluid state testing, it systematically investigates hydrocarbon occurrence states and their coupling relationships with storage spaces under different source-reservoir configurations. The main findings are as follows. (1) In the "source-reservoir separated" interbedded sandstone reservoirs of Chang 71+2 Submember in Ordos Basin, hydrocarbons mainly exist in a "free state" in micrometer-sized inorganic pores, and the total enrichment is determined by the reservoir porosity. (2) In the "source-reservoir coexisting" mixed sedimentary shale reservoirs of Kong 2 Member in Bohai Bay Basin, hydrocarbons are mainly present in nano-micrometer-sized organic-inorganic composite pore systems, and hydrocarbons often exist in an "adsorbed state" in secondary organic pores formed by the secondary thermal cracking of migrated bitumen, and the enrichment degree is mainly controlled by the thermal maturity of organic matter. (3) In the "source-reservoir integrated" organic-rich shale reservoirs of Chang 73 Submember in Ordos Basin, there is a "swelling state" hydrocarbon occurrence mechanism within the shale kerogen, and the enrichment scale is mainly controlled by the total organic carbon content (TOC). (4) Throughout the "generation-expulsion-retention" process of shale oil, hydrocarbon occurrence evolves vertically from the core of source rocks outward into adjacent reservoirs following a continuous sequence: swollen-adsorbed-free-phase. Concurrently, the pore system transitions from nanometer-scale organic pores to micron-scale inorganic pores, forming a comprehensive geological process that spans from "in-situ retention" to "bulk migration" and from "nano-confinement" to "micro-scale mobility". The progressive understanding of hydrocarbon occurrence mechanisms in continental shale formations has provided a scientific basis for prioritizing exploration targets and designing development schemes across different reservoir types.

       

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