TOC Estimation of Shale Oil Reservoir by Combining
TOC Estimation of Shale Oil Reservoir by Combining
Abstract
The evaluation of source rock properties has become a vital step in logging interpretation. Total
organic carbon (TOC) content is the key to estimating the quality and hydrocarbon generation
potential of source rocks. In the shale oilfield of the Junggar Basin, the conventional method of
calculating the TOC of hydrocarbon source rocks cannot satisfy logging evaluation
requirements. This paper predominantly deals with a method for the quantitative estimation of
TOC in source rocks via nuclear physics and nuclear magnetic resonance (NMR) logs.
According to this method, the total hydrogen index of the source rock is the sum of the response
of kerogen, clay minerals and fluid, expressed by corrected neutron porosity. The hydrogen index
of fluid and clay minerals is indicated by the effective porosity of NMR and the estimated clay
content, respectively. To eliminate the hydrogen index of fluid, the effective NMR porosity is
subtracted from the corrected neutron porosity. On this basis, a new and overlapping method
suitable for clay-rich rocks and oil reservoirs is proposed. This method was developed by
overlaying the scaled clay content curve on the hydrogen index curve. In non-source rocks, the
two curves regularly overlap. However, in organic-rich rocks the two curves will separate. The
separation distance between the two curves was used to estimate TOC continuously. Possessing
sound application and benefiting from the measured results of sweet spots, this method provides
new insights for TOC quantitative prediction in shale oil reservoirs.
Keywords: shale oil reservoirs, TOC estimation, hydrogen index, NMR log
© The Author(s) 2022. Published by Oxford University Press on behalf of the Sinopec Geophysical Research Institute. This is an Open Access article distributed under the terms of 833
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provided the original work is properly cited.
Journal of Geophysics and Engineering (2022) 19, 833–845 Feng et al.
Evaluation of source rock properties includes the abundance, 2016), Gaussian sequence simulation (Nezhad et al. 2018)
type and maturity of organic matter. These jointly control and the comprehensive application of a variety of intelligent
and influence the hydrocarbon generation potential of source algorithms (Zhu et al. 2020) have been developed to evalu-
rocks. Total organic carbon (TOC) plays an important role in ate TOC. While highly precise, these intelligent algorithms
estimating the abundance of organic matter. Organic matter maintain high requirements on data sets but lack the theoret-
can be obtained through organic geochemical analysis of core ical guidance of physical models.
samples. The traditional experimental method, however, is Based on the physical volume model of source rocks and
expensive and time-consuming, and produces results that do the typical logging response characteristics of kerogen, this
not explain TOC’s vertical and horizontal variation trend in paper proposes a TOC estimation method combining nu-
the reservoir (Xu & Zhu 2010). clear physics logging (Density logging (DEN), compensated
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Table 1. The XRD analysis data of some shale samples in the Jimsar Sag (3100–3450 m, Well JI X)
Table 2. Compensated neutron logging response empirical values of ging to the kerogen (Vk Φk ) in equation (1), and to reduce
main minerals in source rocks of the Lucaogou Formation the influence of other minerals in the rock matrix on the mea-
Compensated neutron logging surement results, the same calibration standard of CNL and
Minerals response values (porosity unit) DEN logging is used to correct the neutron log response of
illite about 30.0
the shale reservoir.
montmorillonite about 45.0 It is well established that CNL and DEN logs are calibrated
calcite 0.0 in water-saturated limestone standard wells. When the same
dolomite 0.5 calibration is used for both, the CNL and DEN log curves
quartz −2.0 of limestone overlap, as would be the case if neutron poros-
plagioclase about −1.4
ity ranged from 45 to −15% and density ranged from 2.95
potassium feldspar about −1.0
to 1.95 g/cm3 (Yong & Zhang 2002). Dolomite has strong
neutron deceleration ability, leading to high neutron poros-
kerogen, clay minerals and porosity, respectively, as a percent- ity. However, its matrix density is higher than that of lime-
age. stone, resulting in low density porosity calculated via the vol-
ume model. Similarly, sandstone (quartz and feldspar min-
erals) has a weak neutron deceleration ability, leading to low
4.1. The total hydrogen index of shale
neutron porosity. Its matrix density is lower than that of lime-
In Table 2, the neutron deceleration ability of quartz and stone, resulting in higher density porosity calculated via the
feldspar minerals is weaker than that of calcite, resulting in an volume model (Huang et al. 2008).
equivalent hydrogen index of <0. On the contrary, the neu- Based on this, the average value of neutron porosity and
tron deceleration ability of dolomite is stronger than that of apparent density porosity is taken to reduce the influence of
calcite, resulting in the equivalent hydrogen index >0. To fur- minerals on the total hydrogen index of shale. In addition, be-
ther improve the sensitivity of the compensated neutron log- cause density logging instruments consider kerogen response
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as part of the pore response, density porosity contains both (interlayer water) and OH− on the surface of clay particles
kerogen and pore fluid effects (Gao et al. 2014). Therefore, (adsorbed water). As the T2 time of the first two forms is
the aforementioned hydrogen index correction method does <0.1 ms, NMR logging failed to obtain relevant information
not greatly influence the hydrogen index of kerogen and pore (Fleury & Romero 2016). The third form can be calculated
fluid. Equations (2) and (3) are used to correct the total hy- by ensuring the cutoff value of the T2 distribution. Hence,
drogen index of shale (the ΦN of equation (1)): the T2 spectrum contains a portion of hydrogen nuclei from
the contribution of clay minerals. To whittle down the ef-
forts of clay minerals on the hydrogen index of pore fluid, the
ΦD = (𝜌ma − 𝜌b )∕(𝜌ma − 𝜌f ) × 100%, (2)
clay-bound water portion needs to be separated from the T2
ΦN + ΦD spectrum. This means that the calculation of NMR effective
Φ= , (3) porosity (ɸe in figure 5) is required.
2
There are two methods to obtain the value of ɸe . The first
where Φ is the neutron log response (total hydrogen index) is experimentally measuring the effective porosity of the core
of shale after correction (the correction of ΦN ), as a per- directly and the corresponding T2 spectrum. The second is
centage; ΦD is apparent density porosity (%); ΦN is neutron to compare the porosity calculated by NMR logging at differ-
porosity (%); 𝜌b is the density logging value (g/cm3 ); 𝜌ma ent T2 times with the effective porosity analysis data of the
is the matrix density of limestone (2.71 g/cm3 ) and 𝜌f is the core. Wang et al. (2019) achieved an accurate calculation of
density of the pore fluid (1.0 g/cm3 ). the effective porosity of shale oil reservoirs in the Lucaogou
Formation of the Jimsar Sag by using an iterative method and
determined that the start time to obtain the effective porosity
4.2. The hydrogen index of pore fluid was 1.7 ms. Effective porosity can be obtained by summing
NMR logging can also measure the hydrogen index but the up the porosity components of the T2 spectrum after 1.7 ms,
measurement objects are different from compensated neu- as
tron logging. As shown in Table 1, paramagnetic minerals ∑
3000ms
𝜙e = 𝜙i , (4)
such as pyrite are rarely developed in the source rocks. We
1.7ms
can regard the NMR response as unaffected by rock skele- where ɸe is the the NMR effective porosity (%) and ɸi is
ton (Deng & Xie 2010; Feng et al. 2017, 2021). On the the porosity component corresponding to different T2 times
other hand, as hydrogen nuclei of organic matter are often at- (%). Due to the hydrogen index of liquid hydrocarbons be-
tached to pore surfaces in solid form, their transverse relax- ing very close to that of fresh water (Φf = 1), the mean-
ation time is very quick in detecting their signals via NMR ing of ɸe can be regarded as the hydrogen index of pore
logging (Ramirez et al. 2011). Thus, the response of NMR fluid (ɸΦf ).
logging is almost unaffected by the solid skeleton and organic
matter of source rocks.
Previous studies have shown that the NMR response char-
4.3. The hydrogen index of clay mineral
acteristics of clay minerals depend on the form and type
of clay (Prammer et al. 1996; Jia 2017). Hydrogen in clay Combining the forms equations (3) and (4) and integrating
minerals mainly takes three forms: OH− of the clay struc- with equation (1), we subtracted ɸe from the total hydrogen
ture (structural water), OH− at the edges of clay platelets index of the source rock. Following subtraction of ɸe, , we can
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Journal of Geophysics and Engineering (2022) 19, 833–845 Feng et al.
see the sum of hydrogen index contributed to by clay minerals gen was taken as 1.175 g/cm3 (Yao 2019), with the neutron
and kerogen, as porosity of type I and type II kerogen usually at 86 poros-
Φ − 𝜙e = Vk Φk + Vcl Φcl . (5) ity unit (Zhao et al. 2015). The estimated ΦND of kerogen is
∼3.54%, differing considerably from that of clay minerals in
To further discern the contribution of kerogen to the hy- Table 2. In conclusion, ΦND is an important sensitive param-
drogen index (Vk Φk in equation (5)), it is necessary to use eter to characterize clay minerals content:
other log curves and parameters to imply the clay minerals
ΦND = (ΦN − ΦD ), (6)
content and separate it from the residual hydrogen index.
Previous studies have summarized the distribution range of where ΦND is the subtracted result between neutron poros-
neutron porosity and density of four common clay mineral ity and density porosity (%) that will be positively correlated
types (Schlumberger 1998; Mao 2001; Yong & Zhang 2002). with clay content.
These studies showed that the subtracted result between neu- In addition, clay-bound water is related to clay content
tron porosity and density porosity (ΦND ) of clay minerals and type. Thus, ɸe is negatively correlated with clay con-
generally shows a significant positive difference and is much tent (Deng & Xie 2010). Due to the lack of a natural
larger than other mineral types. The average density of kero- gamma-ray spectral log, a multivariate statistical regression
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Journal of Geophysics and Engineering (2022) 19, 833–845 Feng et al.
model for quantitative prediction of clay minerals content At this point, the quantitative relationship can be estab-
was established by using natural gamma ray, neutron poros- lished between TOC and the separation distance of Φk+cl
ity, density, acoustic time difference, ɸe and ΦND (He et al. curve and Vcl curve in source rock, as shown in equations (8)
2020). As shown in figure 6, the single factor correlation anal- and (9) as follows:
ysis above these parameters and the clay minerals content ( )
obtained by the XRD experiment was carried out. From fig- Φk+cl − (Φk+cl )min Vcl − (Vcl )min
Δs = −
ure 6, the correlations between the clay content and ΦND , ɸe (Φk+cl )max − (Φk+cl )min (Vcl )max − (Vcl )min
and GR are relatively high, while the correlations between
×100%, (8)
the clay content and AC, CNL and DEN are relatively low.
Ultimately, we established a multivariate statistical regres-
TOC = k × Δs + b, (9)
sion model for clay content using ΦND , ɸe and GR, as shown
in equation (7), with correlation coefficient is 0.8388:
where Δs is the distance between the Φk+cl curve and the Vcl
Vcl = 0.7152 × ΦND + 0.0589 × GR curve, indicated by the yellow area in figure 7 (%); (Φk+cl ) min
and (Φk+cl ) max are the minimum scale and maximum scale
−0.5277 × 𝜙e + 6.1214, (7)
of the Φk+cl curve, respectively; (Vcl ) min and (Vcl ) max are the
where Vcl is the estimated clay content (%). minimum and maximum scales of Vcl curve, respectively, and
k and b are the slope and intercept of TOC quantitative evalu-
ation model, respectively. The details of the calibration of the
4.4. The new overlap method values of k and b in equation (9) are as follows: first, as shown
For the sake of description, Φ-ɸe in equation (5) is defined in equation (8), (Φk+cl )min , (Φk+cl )max , (Vcl )min and (Vcl )max
as parameter Φk+cl . This includes the contribution of kero- were used to normalize the Φk+cl curve and Vcl curve respec-
gen and clay minerals to the hydrogen index. Vcl is positively tively; next, based on the normalized Φk+cl curve and normal-
correlated with the contribution of clay minerals to the hy- ized Vcl curve, the distance Δs was obtained by deducing the
drogen index. In the non-source rock segment both Φk+cl and difference; finally, the values of k and b in equation (9) are
Vcl mainly reflect the contribution of clay minerals, render- calibrated using linear regression between Δs and the actual
ing their curves very similar. However, in the source rock seg- measured TOC.
ment Φk+cl not only reflects the contribution of clay miner-
5. Application and verification
als but the additional contribution of kerogen is also seen.
The two curves will present different variations. Therefore, The aforementioned methods are applied to the actual well
the curve scale range is adjusted appropriately until the Φk+cl data, with application results shown in figure 8, representing
curve and Vcl curve overlap in the non-source rock segment, the upper sweet spot (figure 8a) and the lower sweet spot
bringing about the separation of the two in the source rock of Well JI A (figure 8b), respectively. In figure 8, the first
segment (figure 7). track is depth, with the second track including lithologic logs
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Journal of Geophysics and Engineering (2022) 19, 833–845 Feng et al.
Figure 8. Conventional and NMR logs and evaluation results from the upper sweet spot (a) and the lower sweet spot (b) in Well JI A.
(Gamma ray logging (GR), spontaneous potential logging transitional zone resistivity, and flushed zone resistivity), the
and caliper logging). The third track includes the porosity fifth is the NMR T2 spectrum and the sixth is ΔlogR as well
logs (DEN, CNL and acoustic logging (AC)), the fourth in- as the baselines of AC and RT are 223 𝜇s/m and 10 Ω⋅m
cludes the resistivity logs (True formation resistivity (RT), respectively. The seventh track includes the Φk+cl curve and
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Journal of Geophysics and Engineering (2022) 19, 833–845 Feng et al.
Vcl curve, while the eighth track includes the TOC predicted Table 3. The summary forecasting statistics contrasting the estimated
by the ΔlogR method (the dotted green line) and the actual results with the core data
measured TOC (red dot). The final track includes the TOC Criteria Upper sweet spot Lower sweet spot
estimated by the proposed method (the solid black line) and
Number 62 40
the actual measured TOC.
Coefficient of determination 0.797 0.846
The experimental measurement process of TOC in cores RMSE 1.410% 0.732%
conforms to the corresponding Chinese national mandatory Average error 8.227% 6.561%
standard (GB/T 19145–2003). The general experimental
process is as follows: first, the sample was crushed into par-
ticles <80 mesh before diluted hydrochloric acid was added is close to the overall trend of measured TOC in cores. How-
to remove the inorganic carbon of carbonate minerals; next, ever, the new method is much more accurate.
the particles were combusted in a high-temperature oxygen Figure 9 parts a and b are the cross plots of actual mea-
stream after drying, releasing CO2 ; finally, the LECO carbon sured TOC and the distance between the Φk+cl curve and Vcl
analyzer was used to measure the TOC. curve (Δs) in the two sweet spots of Well JI A, with correla-
As shown in figure 8b, the section below ‘XX60m’ is the tion coefficients of 0.797 and 0.846, indicating that TOC and
non-source rock zone. This can be distinguished from the Δs maintain sound linear correlation. As shown in figures 8a
source rock zone in two respects. First, the TOC measured in and 9a, the equation to estimate the TOC of the upper sweet
the experiment is low (<1%), indicating that the abundance spot of Well JI A can be expressed as
of organic matter in this section is very low, with the thick- TOC(%) = 0.311 × Δs + 0.0312, R2 = 0.797. (10)
ness of this section stable. Second, the log curves of source In the same way, as shown in figures 8b and 9b, the equation
rocks above ‘XX60m’ are dentiform, with logs characterized to evaluate the TOC of the lower sweet spot of Well JI A can
by higher natural gamma, resistivity, neutron porosity and be expressed as
lower density than those of non-source rocks.
According to the non-source rock section of the lower TOC(%) = 0.2073 × Δs − 0.7109, R2 = 0.846. (11)
member of Well JI A, the scale range of Φk+cl curve and Vcl Table 3 sums up the forecasting statistics from the two sweet
curve were adjusted to ensure they basically overlap. The spot formations for contrasting the evaluated outcome with
confirmed values of (Φk+cl ) min and (Φk+cl ) max are 0 and the experimental data. The average error and root mean
50%, with (Vcl ) min and (Vcl ) max at 0 and 100%. As seen from squared error (RMSE) of the estimated TOC and that of
the final track in figure 8, the estimated results are in line with sealed coring measurement are ∼10 and 3%, respectively,
the actual measured TOC. In section ‘XX42∼XX52m’ in showing sound application effect. Using figure 9 and Table 3,
figure 8a, the measured TOC of the cores is very low. How- the feasibility and accuracy of this novel way of shale oil reser-
ever, the TOC predicted by the ΔlogR method is high. In voirs in the Lucaogou Formation were confirmed.
contrast, section ‘XX20∼XX28m’ in figure 8b shows, mea- As shown in figure 10, to further verify the extensi-
sured TOC of the cores is very high with low TOC predicted bility of equations (10) and (11), the measured TOC of
by the ΔlogR method. TOC predicted by the ΔlogR method another well (Well JI B) was selected to compare with the
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Journal of Geophysics and Engineering (2022) 19, 833–845 Feng et al.
model estimation results. The result shows that the slopes of actual measured data were 0.797 and 0.846. The average er-
the upper and lower sweet spots are 0.894 and 0.904 (close rors and RMSE between the two sweet spots estimated TOC
to a diagonal distribution), with the correlation coefficient at and the experimental data were <10 and 3%, respectively. In
0.780 and 0.862, respectively, proving that the model estima- addition, the introduction of another well and coring data
tion results correspond with the experimental results. validated the extensibility of the new method. This method
corrected the influence of some matrix minerals on TOC
6. Conclusion evaluation results, overcoming the common failure to esti-
mate TOC with abnormal RT and GR. This method is of
Based on accumulated knowledge on the rock physical vol- great significance for the continuous evaluation of the hydro-
ume model of hydrocarbon source rocks and neutron re- carbon generation potential of shale oil reservoirs.
sponse characteristics of common minerals and fluids in
sedimentary rocks, this paper proposes a new overlapping
Acknowledgements
method combining NMR and nuclear physics logs to esti-
mate the TOC. This research was supported by the National Natural Science
First, considering the diversity of shale minerals, neutron Foundation of China (grant no. 42004089), the Natural Science
porosity is corrected by density porosity to obtain the final Foundation of Xinjiang Uygur Autonomous Region (grant no.
total hydrogen content index (Φ); second, the T2 spectrum 2021D01E22) and the Natural Science Foundation of Xinjiang
Uygur Autonomous Region (grant no. 2020D01A141).
after the optimal T2 cutoff value accumulated to obtain the
effective porosity of NMR (ɸe ), characterizing the contribu-
tion of pore fluid to the hydrogen index. The contribution Conflict of interest statement. None declared.
of pore fluid to the total hydrogen index of shale is elimi-
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