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The Cenozoic continental strata of the Bohai Bay Basin are rich in shale oil resources, and they contain various types of reservoir spaces that are controlled by complex factors. Using field emission scanning electron microscopy (FE-SEM), automatic mineral identification and characterization system (AMICS), CO 2 and N 2 gas adsorption, and focused ion beam scanning electron microscopy (FIB-SEM), the types of shale reservoir spaces in the Bohai Bay Basin are summarized, the spatial distribution and connectivity of the various types of pores are described in detail, the microscopic pore structures are characterized, and the key geological mechanisms affecting the formation and evolution of the reservoir spaces are determined. Three conclusions can be drawn in the present study. First, the shale reservoir spaces in the Bohai Bay Basin can be divided into three broad categories, including mineral matrix pores, organic matter pores, and micro fractures. Those spaces can be subdivided into seven categories and fourteen sub-categories based on the distribution and formation mechanisms of the pores. Second, the complex pore-throat structures of the shale reservoir can be divided into two types based on the shape of the adsorption hysteresis loop. The pore structures mainly include wedge-shaped, flat slit-shaped, and ink bottle-shaped pores. The mesopores and micropores are the main contributors to pore volume and specific surface area, respectively. The macropores provide a portion of the pore volume, but they do not significantly contribute to the specific surface area. Third, the factors controlling the development of microscopic pores in the shale are complex. The sedimentary environment determines the composition and structure of the shale and provides the material basis for pore development. Diagenesis controls the types and characteristics of the pores. In addition, the thermal evolution of the organic matter is closely related to inorganic diagenesis and drives the formation and evolution of the pores.

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The microscopic differences in characteristics and formation mechanism of shale oil reservoirs in the upper and lower sweet spot sections of the Lucaogou Formation in the Jimsar Depression, which has been identified as a national shale oil demonstration area in China, are still unclear. In this study, the characteristics and the main controlling factors of reservoir differences in different sweet spots of Lucaogou Formation were specified based on core observation, thin-section observation, X-ray diffraction, Rock-Eval, microscopic fluorescence of hydrocarbon inclusions, and temperature measurement of saline inclusions. Results show that the Lucaogou Formation mainly develops dissolution and primary intergranular pores. The dissolution transformation leads to obvious differences between the upper and lower sweet spots. Specifically, the upper sweet spot section mainly develops primary intergranular pores and partially develops dissolution pores; the lower sweet spot section mainly develops dissolution pores, including intergranular, intragrain, and intergranular pores. Geochemical data such as inclusions indicate that hydrocarbon generation began in the Triassic, and a large number of hydrocarbons were charged in the Middle-Late Jurassic-Early Cretaceous. As the key fluid that triggers reservoir dissolution modification, it is mainly derived from organic acids generated by thermal evolution of source rocks within shale formations. The scale and quality of source rocks in the lower sweet spot are better than those in the upper sweet spot. The former has stronger hydrocarbon generation potential, which lays a foundation for the scale difference of organic acid output in the upper and lower sweet spots. At the same time, the source rocks in the lower sweet spot are more mature due to magmatic-hydrothermal upwelling. This condition accelerates the release of organic acids from source rocks, which results in the scale difference of dissolution effects in the upper and lower sweet spots.

The oil mobility in unconventional tight/shale oil reservoirs is complex because of the high heterogeneity in the matrix pore structure and connectivity. Thus, it is difficult to evaluate hydrocarbon exploration potential precisely. In this study, multistep temperature pyrolysis (MTP) Rock-Eval and 1D (dimensional) as well as 2D nuclear magnetic resonance (NMR) techniques were employed to systematically characterize the oil mobility in lacustrine fine-grained sedimentary rocks from the Lucaogou Formation in the Jimusar Sag, Junggar Basin, NW China. The results show that the Lucaogou Formation fine-grained sedimentary rocks can be subdivided into six types of lithofacies. With the increase of organic matter richness, the content of adsorbed oil increases, whereas the content of movable oil increases first and tends to stabilize (when total organic carbon (TOC) > 4%). This is because when TOC is low, the fine-grained sedimentary rocks need to self-adsorb before oil production; when TOC increases further, the generated oil will break through the absorption limit and charge into the adjacent reservoirs; therefore, the movable oil ceases to increase. Permeability is found to have a greater impact on movable fluid saturation than porosity. Meanwhile, good throat radius and pore connectivity are conducive to oil flow as movable oil is more sensitive to throats rather than pores. Furthermore, a higher content of brittle minerals is not necessarily favorable for oil flow; alternatively, more clay minerals are easy to from cements causing pore blockage, which will essentially hinder oil mobility. Overall, the organic matter content, reservoir pore structure, and rock mineral composition are the main factors affecting tight/shale oil mobility. On the basis of the above research, a conceptual model of oil mobility in different lithofacies’ reservoirs is established. These results have a reference significance for evaluating oil recoverability in fine-grained sedimentary rocks.