Heterogeneous wettability is characterized by a spotted-wet
or
mixed-wet state. It has a great influence on reservoir evaluation
and the efficient development of shale gas reservoirs. In this study,
reservoir properties of several core plugs from the Permian Shanxi–Taiyuan
formations were studied. These formations are typical marine-continental
transitional shale located in the Southern North China Basin. To investigate
the effects of reservoir properties on heterogeneous wettability,
we measured the water–air contact angle and compared it with
other properties such as organic petrology, organic geochemistry,
mineralogy, and microstructure features, including pore-fractures
and surface roughness. The results reveal a negative correlation of
vitrinite content with contact angle, in addition to the high clay
content and residual polar groups within type III kerogen, indicating
that the Shanxi–Taiyuan shales with a high maturity level still
have a higher affinity to water. The contact angle of the core samples
decreases with increasing surface roughness, partially due to the
influence of pore-fracture development. The crossplots indicate that
the majority of pore-fractures that exist in the shale preferentially
tend to be water-wet. Therefore, the heterogeneous wettability of
shale is dominated by the random mixture and arrangement of hydrophilic
and hydrophobic components as well as the complexity of the microstructure,
such as the rough pore wall. Furthermore, on the basis of improving
and examining the Cassie model, a triangle method and a detailed workflow
for evaluating the heterogeneous wettability of shale are proposed
by comprehensively analyzing “three factors”, including
pore structure, mineral components, and organic matter. The test results
demonstrate that the Shanxi–Taiyuan shales are mainly water-wet
(controlled by organic factor) and neutral-wet, which evidently differ
from the marine Longmaxi shale with a wide distribution covering the
zones of strongly water-wet, weakly water-wet (controlled by pore
factor), and weakly water-wet (neutral-wet). The proposed approach
can be applied to promptly and comprehensively evaluate and predict
the heterogeneous wettability of shales during shale oil and gas exploration.