陆相页岩含油性研究现状与一种新的资源潜力分级评价方法

姜福杰; 张晨曦; 陈迪; 郑晓薇; 张宇琦; 李吉君; 樊晓琦; 郭婷玮; 王晓昊; 胡涛

doi:10.7623/syxb202509002

欢迎来到能源电力期刊网！

English Version 读者登录期刊登录

您当前的位置：

首页 >

文章列表页 >

陆相页岩含油性研究现状与一种新的资源潜力分级评价方法

地质勘探 | 更新时间：2025-10-18

- 陆相页岩含油性研究现状与一种新的资源潜力分级评价方法
- Research status on oil content of continental shale and a new grading assessment method of resource potential
- 石油学报 2025年46卷第9期页码：1661-1676
- 作者机构：
  
  1. 油气资源与工程全国重点实验室, 中国石油大学(北京) 北京 102249
  2. 中国石油大学(北京)地球科学学院北京 102249
  3. 中国石油大学(华东)地球科学与技术学院山东青岛 266580
- 作者简介：
- 基金信息：
- DOI：10.7623/syxb202509002
  中图分类号： TE155
- 网络出版：2025-10-11，
  
  纸质出版：2025
- 稿件说明：
移动端阅览
姜福杰, 张晨曦, 陈迪, 郑晓薇, 张宇琦, 李吉君, 樊晓琦, 郭婷玮, 王晓昊, 胡涛. 陆相页岩含油性研究现状与一种新的资源潜力分级评价方法[J]. 石油学报, 2025, 46(9): 1661-1676.

Jiang Fujie, Zhang Chenxi, Chen Di, et al. Research status on oil content of continental shale and a new grading assessment method of resource potential[J]. Acta petrolei sinica, 2025, 46(9): 1661-1676.
姜福杰, 张晨曦, 陈迪, 郑晓薇, 张宇琦, 李吉君, 樊晓琦, 郭婷玮, 王晓昊, 胡涛. 陆相页岩含油性研究现状与一种新的资源潜力分级评价方法[J]. 石油学报, 2025, 46(9): 1661-1676. DOI： 10.7623/syxb202509002.

Jiang Fujie, Zhang Chenxi, Chen Di, et al. Research status on oil content of continental shale and a new grading assessment method of resource potential[J]. Acta petrolei sinica, 2025, 46(9): 1661-1676. DOI： 10.7623/syxb202509002.

摘要

页岩油目前已成为中国油气资源重要的接替类型

科学客观地开展页岩油资源分级评价可为油气勘探及商业开发提供技术支撑和参考依据。页岩油资源评价的关键是含油性的确定

目前常用的含油性评价方法众多

但由于陆相盆地地质条件差异巨大

评价结果具有不确定性。在对湖相页岩含油性评价的方法、模型进行系统梳理的基础上

讨论了各种含油性评价方法的优缺点

并基于现有研究成果

综合考虑含油量、可动性和地质参数间的动态耦合

提出了页岩油资源分级评价新模型。研究结果表明:①新模型以游离烃含量(S

)、总有机碳(TOC)含量和S

与TOC含量的比值作为分级参数

将资源分为富集资源、中等富集资源、低效资源和无效资源4级;②典型页岩盆地中的S

随TOC含量变化的包络线呈"正态分布"特征

当TOC含量过低和过高时分别由烃源岩质量和储层物性控制着页岩油资源的富集程度;③在准噶尔盆地玛湖凹陷二叠系风城组和松辽盆地齐家—古龙凹陷白垩系青山口组

各自页岩油富集区的TOC含量上、下限分别为0.4%和2.2%以及1.5%和3.4%

页岩油有利区围绕生烃中心呈"环带状"分布。新模型的优势体现在:①考虑了烃源岩质量、储层物性以及二者在盆地尺度下的耦合关系对页岩油富集的影响;②能够从页岩含油性、可动性2个角度表征页岩油资源的富集程度。该模型的提出改变了含油量随TOC含量增大到一定值时保持恒定的认识误区

为科学评价页岩油资源量提供了依据。

Abstract

Shale oil has become an important alternative resource for oil and gas in China. Scientifically objective grading assessment of shale oil resources can provide technical support and a reference basis for oil and gas exploration and commercial hydrocarbon development. The key to shale oil resource assessment is the determination of oil content. There are nume

rous commonly used methods for evaluating oil content; however

due to the significant differences in geological conditions of continental basins

the assessment results are subject to uncertainty. Based on a systematic review of the methods and models for evaluating oil content in lacustrine shale

the advantages and disadvantages of various oil content assessment methods are discussed. Furthermore

based on the existing research findings

the paper proposes a new shale oil resource grading assessment model

which comprehensively considers the dynamic coupling between oil content

mobility

and geological parameters. The research results show as follows. (1) The new model uses free hydrocarbon content (S

)

total organic carbon (TOC) content

and the ratio of S

to TOC content as grading parameters

dividing the resources into four categories

i.e.

enriched resources

moderately enriched resources

low-efficiency resources

and ineffective resources. (2) The envelope curve of S

variation with TOC content in typical shale basins exhibits a normal distribution pattern. When TOC content is too low or too high

the enrichment degree of shale oil resources is controlled by the source rock quality and reservoir properties

respectively. (3) In the Permian Fencheng Formation of Mahu sag in Junggar Basin and the Cretaceous Qingshankou Formation of Qijia-Gulong sag in Songliao Basin

the upper and lower limits of TOC contents in their respective shale oil enrichment areas are 0.4 % and 2.2 %

and 1.5 % and 3.4 %

with the favorable shale oil areas distributed in a circumferential pattern around the hydrocarbon generation centers. The advantages of the new model lie in: (1) considering the influences of source rock quality

reservoir properties

and their coupling relationship at the basin scale on shale oil enrichment; (2) being able to characterize the degree of shale oil resource enrichment from two perspectives

i.e.

shale oil content and mobility. The model corrects the misconcepti

on that oil content remains constant after TOC content reaches a certain value

providing a basis for scientifically evaluating shale oil resources.

关键词

Keywords

references

孙龙德,刘合,朱如凯,等.中国页岩油革命值得关注的十个问题[J].石油学报,2023,44(12):2007-2019.

张金川,林腊梅,李玉喜,等.页岩油分类与评价[J].地学前缘,2012,19(5):322-331.

王建,郭秋麟,赵晨蕾,等.中国主要盆地页岩油气资源潜力及发展前景[J].石油学报,2023,44(12):2033-2044.

卢双舫,张亚念,李俊乾,等.纳米技术在非常规油气勘探开发中的应用[J].矿物岩石地球化学通报,2016,35(1):28-36.

贾承造,王祖纲,姜林,等.中国页岩油勘探开发研究进展与科学技术问题[J].世界石油工业,2024,31(4):1-11.

金之钧,白振瑞,高波,等.中国迎来页岩油气革命了吗?[J].石油与天然气地质,2019,40(3):451-458.

窦立荣,温志新,王建君,等.2021年世界油气勘探形势分析与思考[J].石油勘探与开发,2022,49(5):1033-1044.

赵文智,朱如凯,张婧雅,等.中国陆相页岩油类型、勘探开发现状与发展趋势[J].中国石油勘探,2023,28(4):1-13.

支东明,唐勇,何文军,等.准噶尔盆地玛湖凹陷风城组常规-非常规油气有序共生与全油气系统成藏模式[J].石油勘探与开发,2021,48(1):38-51.

赵贤正,周立宏,蒲秀刚,等.湖相页岩滞留烃形成条件与富集模式——以渤海湾盆地黄骅坳陷古近系为例[J].石油勘探与开发,2020,47(5):856-869.

焦方正,邹才能,杨智.陆相源内石油聚集地质理论认识及勘探开发实践[J].石油勘探与开发,2020,47(6):1067-1078.

焦方正.鄂尔多斯盆地页岩油缝网波及研究及其在体积开发中的应用[J].石油与天然气地质,2021,42(5):1181-1188.

谢建勇,崔新疆,李文波,等.准噶尔盆地吉木萨尔凹陷页岩油效益开发探索与实践[J].中国石油勘探,2022,27(1):99-110.

JARVIE D M.Shale resource systems for oil and gas:part2:shale-oil resource systems[J].AAPG Memoir,2012,97:89-119.

KATZ B J.Controls on distribution of lacustrine source rocks through time and space[M]//KATZ B J.Lacustrine basin exploration:case studies and modern analogs.Tulsa:AAPG,19900:61-76.

聂海宽,张培先,边瑞康,等.中国陆相页岩油富集特征[J].地学前缘,2016,23(2):55-62.

赵文智,朱如凯,胡素云,等.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[J].石油勘探与开发,2020,47(6):1079-1089.

卢双舫,黄文彪,陈方文,等.页岩油气资源分级评价标准探讨[J].石油勘探与开发,2012,39(2):249-256.

邹才能,杨智,崔景伟,等.页岩油形成机制、地质特征及发展对策[J].石油勘探与开发,2013,40(1):14-26.

金之钧,梁新平,王小军,等.玛湖凹陷风城组页岩油富集机制与甜点段优选[J].新疆石油地质,2022,43(6):631-639.

刘惠民,包友书,黎茂稳,等.页岩油富集可动性地球化学评价参数探讨——以威利斯顿盆地Bakken组和渤海湾盆地济阳坳陷古近系沙河街组页岩为例[J].石油与天然气地质,2024,45(3): 622-636.

LI Shuifu,HU Shouzhi,XIE Xinong,et al.Assessment of shale oil potential using a new free hydrocarbon index[J].International Journal of Coal Geology,2016,156:74-85.

宋国奇,张林晔,卢双舫,等.页岩油资源评价技术方法及其应用[J].地学前缘,2013,20(4):221-228.

GLASER K S,MILLER C K,JOHNSON G M,et al.Seeking the sweet spot:reservoir and completion quality in organic shales[J].Oilfield Review,2013,25(4):16-29.

HEEGE J T,ZIJP M,NELSKAMP S,et al.Sweet spot identification in underexplored shales using multidisciplinary reservoir characterization and key performance indicators:example of the Posidonia Shale Formation in the Netherlands[J].Journal of Natural Gas Science and Engineering,2015,27:558-577.

HU Tao,PANG Xiongqi,JIANG Fujie,et al.Movable oil content evaluation of lacustrine organic-rich shales:methods and a novel quantitative evaluation model[J].Earth-Science Reviews,2021,214:103545.

PANG Xiongqi,LI Min,LI Boyuan,et al.Main controlling factors and movability evaluation of continental shale oil[J].Earth-Science Reviews,2023,243:104472.

GONG Houjian,JIANG Zhenxue,GAO Zhiye,et al.Innovative standard for graded evaluation of oil enrichment of lacustrine shale:a case study of the lower third Member of the Shahejie Formation,Zhanhua sag,Eastern China[J].Energy & Fuels,2021,35(21):17698-17710.

蒋启贵,黎茂稳,钱门辉,等.不同赋存状态页岩油定量表征技术与应用研究[J].石油实验地质,2016,38(6):842-849.

PETERS K E.Guidelines for evaluating petroleum source rock using programmed pyrolysis[J].AAPG Bulletin,1986,70(3):318-329.

朱日房,张林晔,李钜源,等.页岩滞留液态烃的定量评价[J].石油学报,2015,36(1):13-18.

薛海涛,田善思,卢双舫,等.页岩油资源定量评价中关键参数的选取与校正——以松辽盆地北部青山口组为例[J].矿物岩石地球化学通报,2015,34(1):70-78.

钱门辉,蒋启贵,黎茂稳,等.湖相页岩不同赋存状态的可溶有机质定量表征[J].石油实验地质,2017,39(2):278-286.

HAN Yuanjia, HORSFIELD B,LAREAU H,et al.Intraformational migration of petroleum:insights into the development of sweet spot in the Cretaceous Niobrara shale-oil system,Denver Basin[J].Marine and Petroleum Geology,2019,107:301-309.

CAO Huairen,ZOU Yanrong,LEI Yan,et al.Shale oil assessment for the Songliao Basin,northeastern China,using oil generation-sorption method[J].Energy & fuels,2017,31(5):4826-4842.

HU Tao,PANG Xiongqi,JIANG Shu,et al.Oil content evaluation of lacustrine organic-rich shale with strong heterogeneity:a case study of the Middle Permian Lucaogou Formation in Jimusaer sag,Junggar Basin,NW China[J].Fuel,2018,221:196-205.

WANG Min,SHERWOOD N,LI Zhongsheng,et al.Shale oil occurring between salt intervals in the Dongpu depression,Bohai Bay Basin,China[J].International Journal of Coal Geology,2015,152:100-112.

熊钰,郭美娟,王羚鸿,等.四川盆地侏罗系大安寨段页岩油特征及可动性评价[J].石油学报,2024,45(5):817-843.

KATZ B,LIN Fang.Lacustrine basin unconventional resource plays:key differences[J].Marine and Petroleum Geology,2014,56:255-265.

ZOU Caineng,ZHU Rukai,CHEN Zhongqiang,et al.Organic-matter-rich shales of China[J].Earth-Science Reviews,2019,189:51-78.

HUNT J M.Generation and migration of petroleum from abnormally pressured fluid compartments[J].AAPG Bulletin,1990,74(1):1-12.

MCAULIFFE C D.Chemical and physical constraints on petroleum migration with emphasis on hydrocarbon solubilities in water[J].Physical and Chemical Constraints on Petroleum Migration,1978,8:1-39.

LI Wenhao,LU Shuangfang,XUE Haitao,et al.Oil content in argillaceous dolomite from the Jianghan Basin,China:application of new grading evaluation criteria to study shale oil potential[J].Fuel,2015,143:424-429.

苏思远,姜振学,宁传祥,等.沾化凹陷页岩油富集可采主控因素研究[J].石油科学通报,2017,2(2):187-198.

WANG Enze,LI Changrong,FENG Yue,et al.Novel method for determining the oil moveable threshold and an innovative model for evaluating the oil content in shales[J].Energy,2022,239:121848.

LIU Yazhou,ZENG Jianhui,YANG Guangqing, et al.An innovative method for the characterization of oil content in lacustrine shale-oil systems:a case study from the Middle Permian Lucaogou Formation in the Jimusaer sag,Junggar Basin[J].Marine and Petroleum Geology,2021,130:105112.

SU Siyuan,JIANG Zhengxue,GAO Zhiye,et al.A new method for continental shale oil enrichment evaluation[J].Interpretation,2017,5(2):T209-T217.

陈龙川,张兆谦,郑建东,等.核磁共振测井在古龙页岩油评价中的应用[J].测井技术,2024,48(1):110-116.

邵红梅,高波,洪淑新,等.页岩油储层实验技术进展及应用——以松辽盆地古龙地区为例[J].大庆石油地质与开发,2020,39(3):97-106.

鲁锋,李照阳,杨召,等.激光扫描共聚焦显微分析技术表征页岩亚微米级孔隙中的含油性——以准噶尔盆地芦草沟组页岩为例[J].石油实验地质,2023,45(1):193-202.

胡涛,姜福杰,庞雄奇,等.页岩油微运移识别、评价及其石油地质意义[J].石油勘探与开发,2024,51(1):114-126.

GENTZIS T,CARVAJAL-ORTIZ H,XIE Z H,et al.An integrated geochemical,spectroscopic,and petrographic approach to examining the producibility of hydrocarbons from liquids-rich unconventional Formations[J].Fuel,2021,298:120357.

孙先达,索丽敏,张民志,等.激光共聚焦扫描显微检测技术在大庆探区储层分析研究中的新进展[J].岩石学报,2005,21(5): 1479-1488.

COOLES G P,MACKENZIE A S,QUIGLEY T M.Calculation of petroleum masses generated and expelled from source rocks[J].Organic Geochemistry,1986,10(1/3):235-245.

冯家乐,杨升宇,胡钦红,等.沧东凹陷孔二段页岩生排烃效率及对含油性的影响[J].中国石油大学学报(自然科学版),2024,48(2):45-56.

宁方兴.济阳坳陷页岩油富集主控因素[J].石油学报,2015,36(8): 905-914.

卢双舫,薛海涛,王民,等.页岩油评价中的若干关键问题及研究趋势[J].石油学报,2016,37(10):1309-1322.

宋明水.济阳坳陷页岩油勘探实践与现状[J].油气地质与采收率,2019,26(1):1-12.

张林晔,包友书,李钜源,等.湖相页岩油可动性——以渤海湾盆地济阳坳陷东营凹陷为例[J].石油勘探与开发,2014,41(6): 641-649.

赵贤正,周立宏,蒲秀刚,等.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[J].石油学报,2019,40(9):1013-1029.

胡涛,庞雄奇,姜福杰,等.陆相断陷咸化湖盆有机质差异富集因素探讨——以东濮凹陷古近系沙三段泥页岩为例[J].沉积学报,2021,39(1):140-152.

柳波,吕延防,赵荣,等.三塘湖盆地马朗凹陷芦草沟组泥页岩系统地层超压与页岩油富集机理[J].石油勘探与开发,2012,39(6):699-705.

葸克来,张媛媛,操应长,等.孔喉微观润湿性对页岩油赋存的控制作用——以准噶尔盆地吉木萨尔凹陷二叠系芦草沟组纹层状页岩为例[J].石油勘探与开发,2023,50(2):297-308.

郑国伟,高之业,黄立良,等.准噶尔盆地玛湖凹陷二叠系风城组页岩储层润湿性及其主控因素[J].石油与天然气地质,2022,43(5):1206-1220.

金之钧,朱如凯,梁新平,等.当前陆相页岩油勘探开发值得关注的几个问题[J].石油勘探与开发,2021,48(6):1276-1287.

金旭,李国欣,孟思炜,等.陆相页岩油可动用性微观综合评价[J].石油勘探与开发,2021,48(1):222-232.

李吉君,史颖琳,章新文,等.页岩油富集可采主控因素分析:以泌阳凹陷为例[J].地球科学,2014,39(7):848-857.

朱国文,王小军,张金友,等.松辽盆地陆相页岩油富集条件及勘探开发有利区[J].石油学报,2023,44(1):110-124.

赵文智,卞从胜,李永新,等.陆相页岩油可动烃富集因素与古龙页岩油勘探潜力评价[J].石油勘探与开发,2023,50(3):455-467.

庞雄奇,陈君青,李素梅,等.塔里木盆地特大型海相油田原油来源——来自深部低TOC烃源岩的证据与相对贡献评价[J].石油学报,2018,39(1):23-41.

陈建平,魏军,倪云燕,等.酒泉盆地酒西坳陷主力烃源岩分布及对油气勘探的启示[J].石油学报,2018,39(11):1223-1240.

赵文智,卞从胜,蒲秀刚,等.中国典型咸化湖盆页岩油富集与流动特征及在"甜点"评价中的意义[J].中国石油大学学报(自然科学版),2023,47(5):25-37.

ZENG Xiang,CAI Jingong,WANG Xuejun,et al.Research on the sedimentary characteristics of organic matter in lacustrine mudrocks and their hydrocarbon generation potential based on palynofacies analysis:Eocene Shahejie Formation,Dongying sag[J].Frontiers in Earth Science,2022,10:936262.

XU Zhengjian,LIU Luofu,JIANG Shu,et al.Palaeoenvironment and organic matter of the Triassic Chang 9 lacustrine shales,Ordos Basin,China[J].Geological Journal,2020,55(6):4748-4771.

宋国奇,徐兴友,李政,等.济阳坳陷古近系陆相页岩油产量的影响因素[J].石油与天然气地质,2015,36(3):463-471.

孙龙德,赵文智,刘合,等.页岩油"甜点"概念及其应用讨论[J].石油学报,2023,44(1):1-13.

CURTIS J B.Fractured shale-gas systems[J].AAPG Bulletin,2002,86(11):1921-1938.

王民,马睿,李进步,等.济阳坳陷古近系沙河街组湖相页岩油赋存机理[J].石油勘探与开发,2019,46(4):789-802.

LOUCKS R G,REED R M,RUPPEL S C,et al.Spectrum of pore types and networks in mudrocks and a descriptive classification for matrix-related mudrock pores[J].AAPG Bulletin,2012,96(6):1071-1098.

崔景伟,邹才能,朱如凯,等.页岩孔隙研究新进展[J].地球科学进展,2012,27(12):1319-1325.

郭旭升,李宇平,刘若冰,等.四川盆地焦石坝地区龙马溪组页岩微观孔隙结构特征及其控制因素[J].天然气工业,2014,34(6):9-16.

朱筱敏,王英国,钟大康,等.济阳坳陷古近系储层孔隙类型与次生孔隙成因[J].地质学报,2007,81(2):197-204.

刘毅.渤海湾盆地济阳坳陷沙河街组页岩油储层特征研究[D].成都:成都理工大学,2018.

肖佃师,高阳,彭寿昌,等.准噶尔盆地吉木萨尔凹陷混积岩孔喉系统分类及控制因素[J].石油勘探与开发,2021,48(04):719-731.

孙龙德,朱如凯,张天舒,等.陆相页岩沉积学研究进展与发展方向——以大庆古龙页岩为例[J].石油勘探与开发,2024,51(6): 1183-1198.

朱如凯,孙龙德,张天舒,等.中国油气勘探开发中的沉积学研究新进展与发展方向[J].沉积学报,2025,43(1):1-19

曾秋楠,周新桂,于炳松,等.陆相页岩气储层评价标准探讨——以延长组富有机质页岩为例[J].新疆地质,2015,33(3):409-414.

李进步.页岩油赋存机理及可动性研究——以济阳坳陷沙河街组为例[D].青岛:中国石油大学(华东),2020.

杨智峰,唐勇,郭旭光,等.准噶尔盆地玛湖凹陷二叠系风城组页岩油赋存特征与影响因素[J].石油实验地质,2021,43(5):784-796.

支东明,唐勇,杨智峰,等.准噶尔盆地吉木萨尔凹陷陆相页岩油地质特征与聚集机理[J].石油与天然气地质,2019,40(3):524-534.

董美君.松辽盆地南部青山口组一段页岩油甜点层段优选[D].青岛:中国石油大学(华东),2021.

刘惠民,李军亮,刘鹏,等.济阳坳陷古近系页岩油富集条件与勘探战略方向[J].石油学报,2022,43(12):1717-1729.

陈前.典型含气页岩孔缝结构研究[D].北京:中国地质大学(北京),2017.

孙焕泉.济阳坳陷页岩油勘探实践与认识[J].中国石油勘探,2017,22(4):1-14.

谌卓恒,黎茂稳,姜春庆,等.页岩油的资源潜力及流动性评价方法——以西加拿大盆地上泥盆统Duvernay页岩为例[J].石油与天然气地质,2019,40(3):459-468.

胡素云,白斌,陶士振,等.中国陆相中高成熟度页岩油非均质地质条件与差异富集特征[J].石油勘探与开发,2022,49(2):224-237.

WANG Xiaomei,HE Kun,ZHANG Shuichang,et al.Vertical heterogeneity of Gulong shale oil governed by the OM precursors and oil accumulation:implications for shale oil exploration in the Songliao Basin,northeastern China[J].Marine and Petroleum Geology,2024,163:106803.

孙龙德,刘合,何文渊,等.大庆古龙页岩油重大科学问题与研究路径探析[J].石油勘探与开发,2021,48(3):453-463.

浏览量

下载量

CSCD

文章被引用时，请邮件提醒。

提交

工具集

关联资源

原位转化页岩油资源潜力评价方法及其应用

常规-非常规油气资源一体化评价方法——基于全油气系统理论和TSM盆地模拟技术