Abstract
Keywords
Introduction
Shale gas, with recoverable resources in China estimated to be 25.1 × 1012 m3 (Hu et al., 2017), is regarded as a key replenishment for natural gas supply. Identification of shale lithofacies is important in predicting total organic carbon (TOC) content, designing completion strategies, and determining optimal horizontal well trajectories (Wang and Carr, 2012; Wang et al., 2016). Shale is also a heterogeneous porous medium containing nanometer scaled pores (Yang et al., 2019), which provide spaces for gas adsorption and seepage. Considering that different lithofacies have differences in depositional environments and pore structure complexities (Li et al., 2019), joint research on shale lithofacies, depositional environment, and shale pores is significant for a reasonable determination of targeted shale reservoirs.
Previous scholars classified shale lithofacies mainly based on geochemical, petrological, and sedimentological parameters (Lin et al., 2019b; Loucks and Ruppel, 2007; Yang et al., 2018), and they summarized that sedimentary environment and thermal evolution are the essence that control shale lithofacies (Wang et al., 2017). Shale lithofacies classifications considering mineral composition and organic matter (OM) richness are proved to be significant and meaningful for identifying the reservoir with high content of gas (Tang et al., 2016) and brittle minerals (Wang et al., 2017). Overall, as burial depth increases, clay content decreases, whereas TOC and quartz content increase noticeably (Sun et al., 2016; Yang et al., 2019). Therefore, shale lithofacies may vary successively in a vertical profile, and a comprehensive understanding on the variation can provide instructions on gas producing ability of different intervals.
Shale pores can be categorized into micro-pores with pore diameter <2 nm, meso-pores with pore diameter between 2 and 50 nm, and macro-pores with pore diameter >50 nm (Rouquerolb et al., 1994). Considering the material composition, shale pores can be classified as OM pores and inorganic pores (Yang et al., 2016), and the latter are composed of interparticle pores (InterP) and intraparticle pores (IntraP) (Loucks et al., 2012; Shao et al., 2017; Shi et al., 2015). Factors such as maturity, mechanical compaction, and organic acids, play key roles in the development of shale pores (Hu et al., 2017; Mastalerz et al., 2013). Minerals and OM controlled the pore size distribution (PSD) in shale (Liu et al., 2017); for instance, micro-pores are generally associated with grains of OM, while pores related to quartz are macro-pores and those related to clay aggregates are usually meso- or micro-pores (Ji et al., 2017; Shi et al., 2015). As TOC content increases, micro-pore, meso-pore, and total pore volumes increase (Clarkson et al., 2013; Milliken et al., 2013; Ross and Bustin, 2009), considering that volatiles were generated and expelled from the kerogens and the occurring of secondary cracking (Curtis et al., 2012; Mastalerz et al., 2013; Milliken et al., 2013; Modica and Lapierre, 2012). Factors affecting the meso- and macro-pore volumes are complicated because both organic and inorganic matters have influences on meso- and macro-pores (Sun et al., 2016). Mineral-associated porosities decrease as thermal maturity increases, due to compaction, cementation, and bitumen infill (Hu et al., 2017). OM-hosted porosity increases initially and then decreases during the late post-mature stage (Klaver et al., 2016). A brief summary of previous researches on shale pores can be concluded that sedimentary, diagenesis, and evolution of shale have significant influences on shale pore type, distribution, shape, and structural complexity.
Though previous studies have provided deep insight into shale lithofacies and shale pores, there is an urgent need of the study on pores of mixed lithofacies shales (MLS), which were chosen for studying because of their high potential for high yields in the Southern Sichuan Basin. Firstly, the study of lithofacies and pores of shale in a successive vertical profile can provide deep understanding on targeted reservoir characters and helps for optimizing fracturing intervals’ selection. Secondly, it can provide insights into the inherent relationships between lithofacies type and sedimentary environment, TOC, as well as pore characters, respectively. To address these issues, (1) a new lithofacies classification method considering mineral composition and TOC was proposed, and two different kinds of MLS were identified; (2) the forming mechanisms of different MLS were researched by means of conducting major and trace elements analyses; (3) morphologies of OM pores, InterP, and IntraP in different MLS were observed by means of field emission scanning electron microscopy (FE-SEM); (4) low-field nuclear magnetic resonance (LF-NMR) and low-temperature nitrogen adsorption (LTN2A) tests were conducted using different MLS samples; and (5) the inherent relations among lithofacies type, sedimentary environment, TOC, and pore characters of different MLS were discussed.
Geological background
Y105 well belongs to the Sinopec DM Block located in the southern border of Sichuan Basin, China. DM Block is surrounded by Dalou Mountain in succession with Weixin Depression in the south and Zhaotong Depression in the west (Figure 1). The Sichuan Basin is a tectonically stable and oil–gas superimposed basin located in the Yangtze Craton, covering an area of more than 18 × 104 km2 (Chen et al., 2017). Structurally, the research area was influenced by the joint effects of the Southern Sichuan Basin and the Weixin Depression, leading to the strata deformation intensity of the south and west that is stronger than that of the north and west. The Longmaxi Formation (Fm), which was regarded as the main target strata for shale gas development and was divided into four sections, i.e.

Tectonic structural map of the research area.

Column map of Longmaxi Fm and the adjacent stratum.
Methods
Samples treatment
Cylindrical shale samples were sampled during the drilling process of Y105 well. Samples collected from different intervals distributing successively in
TOC and vitrinite reflectance measurements
TOC values were measured with CLECO CS-230 carbon/sulfur analyzer at 60°C–80°C, using 10% dry HCl completely dissolved sample powders (Sample S-I), according to Chinese National Standard (GB/T 19145–2003). Thermal maturity data were determined by vitrinite reflectance (
MLS classification
Mineral composition tests using S-I samples were conducted by XRD method applying a device named RINT-TTR3. Mineral species was determined by standard card provided by the “Joint Committee on Power Diffraction Standards” while the mineral contents were quantified based on the diffraction intensity of different minerals (Zhang et al., 2019b). In this study, Quartz + feldspar + pyrite, carbonate minerals (calcite + dolomite), and clay minerals were regarded as three key factors that determine the lithofacies. Details on the classification methods can be referred from Han et al. (2016). Firstly, four first-class lithofacies, i.e. siliceous shale, calcareous shale, argillaceous shale, and mixed shale, were defined. Secondly, nine second-class lithofacies were classified by means of considering the critical mineral content values of 25%, 50%, and 75%, as displayed in the ternary map of Figure 3.

Triangular graph of the classifying results.
Commonly, shales with TOC >2% are regarded organic rich shales (Gao et al., 2018). In this study, we defined shales with averaged TOC ranged between 2% and 4% as organic rich shales, and those with averaged TOC >4% were extreme organic rich shales. Thus, a new lithofacies classification combining mineral composition and TOC data together can be proposed. For example, calcareous–siliceous mixed shales with TOC >4% can be regarded as organic extreme rich calcareous–siliceous mixed shales (OER-M-3), and clay–siliceous mixed shales with TOC >2% but <4% can be classified as organic rich clay–siliceous mixed shales (OR-M-1).
Major and trace elements analyses
Major and trace elements analyses, respectively, were conducted using S-II samples with a Rigaku 100E X-ray Fluorescence device and an Agilent 7500 A Inductively Coupled Plasma Mass Spectrometry, according to Chinese National Standard (GB/T14506.28–2010) and Chinese Geology and Mineral Industry Standard (DZ/T0223–2001). Before major elements analyses, powdered shale samples were calcined under 700°C to completely remove OM. Prior to trace elements analyses, shale samples were placed into a polytetrafluoroethylene vessel with a mixed solution of HClO4, HF, and HNO3 to dissolve powdered samples.
Field emission scanning electronic microscope, low-temperature nitrogen adsorption, and low-field nuclear magnetic resonance
Surfaces vertical to the bedding layer of dry S-III samples were firstly polished using abrasive paper. Subsequently, HITACHI IM4000 argon polishing device was used for polishing these surfaces, and finally, FE-SEM map describing shale morphology of these surfaces was observed using a double-beam electron microscope system named FEI Helio 650.
LTN2A tests of S-IV samples from different intervals of
There is a consistent one-to-one match between
OM pore proportion estimation using FE-SEM image
Shi et al. (2015) proposed a method to calculate OM pore proportion, namely
Results and discussions
MLS types
Mineral compositions of MLS are displayed in Tables 1 and 2. The
XRD and shale lithofacies identification results.
Cal: calcite; Do: dolomite; F: feldspar; Py: pyrite; Q: quartz; TOC: total organic carbon; XRD: X-ray diffraction.
XRD results of clay minerals.
aNot detected.
C: chlorite; I: illite; I/S: illite–smectite mixed layer; K: kaolinite; S: smectite; XRD: X-ray diffraction; C/S: chlorite-smectite mixed layer.
Depositional environment of different MLS
Previous results on the relationship between trace elements ratios and redox environment of seawater are summarized: (1) V/Cr < 2, Ni/Co < 5, and U/Th < 0.75 correspond to an oxic condition; (2) 2 < V/Cr < 4.25, 5 < Ni/Co < 7, and 0.75 < U/Th <1.25 indicate a dysoxic environment; (3) V/Cr > 4.25, Ni/Co > 7, and U/Th > 1.25 suggest an anoxic environment (Jones and Manning, 1994; Rimmer, 2004; Wignall and Twitchett, 1996). As displayed in Figure 4, two noticeable phenomena could be found: (1) decreased trends of V/Cr, Ni/Co, and U/Th could be found, as burial depth of

Stratigraphic distributions of redox indicators (V/Cr, Ni/Co, and U/Th), paleo-productivity indicators (P/Ti, Ba/Al, and Ni+Cu+Zn), and detrital influx indicators (Al and Ti) of

Cross plots of redox proxies in
Ba/Al ratio can be used to express paleo-productivity, considering that Ba is characterized by a long residence time in seawater and a high preservation rate (Dymond et al., 1992; Goldberg and Arrhenius, 1958; Pfeifer et al., 2001), and Al in the ratio is used to eliminate the interference of terrigenous input (Zhang et al., 2019a). P/Ti can also be used to express paleo-productivity because P is one of the most extensively applicable and reliable productivity indicators (Brumsack, 2006) and Ti is used to eliminate the interference of terrigenous input as well. Meanwhile, a tight correlation between the sum of Cu, Zn, and Ni and paleo-productivity was found by previous scholars (Zhang et al., 2019a), i.e. as the former increases, the latter increases obviously. In this study, the differences between P/Ti, Ba/Al, and the sum of Cu, Zn, and Ni of OER-M-3 and those of OR-M-1 were not noticeable (Figure 4), indicating that paleo-productivities in the waterbody depositing OER-M-3 were close to those in the waterbody depositing OR-M-1. The values of P/Ti, Ba/Al, and the sum of Cu, Zn, and Ni of both OER-M-3 and OR-M-1, were close to those of the transgressive systems tract shale characterized with high paleo-productivity, as reported by Zhang et al. (2019a); thus, paleo-productivities of the depositing environment of OER-M-3 and OR-M-1 were high.
Previous studies reported that Al and Ti can be applied to indicate terrigenous detrital influx (Zhang et al., 2019a). It is remarkable that the concentrations of both Al and Ti decrease downward, and those of OR-M-1 were obviously greater than those of OER-M-3 (Figure 4). These phenomena suggested that the terrigenous detrital influx intensity during the depositing periods of OR-M-1 was stronger than that of OER-M-3.
The depositing stage corresponding to

Sketch map of the sedimentary environment of (a) OR-M-1 and (b) OER-M-3.
Pore types of different MLS through FE-SEM
InterP
In our study, it could be found that the diameter of the InterP was ranged between 10 nm and several microns, as displayed in Figure 7, suggesting that most InterP were meso-pores or macro-pores. The InterP of OR-M-1 were formed between clay and quartz (Figure 7(a) and (b)), or pyrite and illite (Figure 7(c)), or pyrite and chlorite (Figure 7(d)). However, those of OER-M-3 were located between OM particle and calcite (Figure 7(e)), or between quartz and clay minerals (Figure 7(f)). These phenomena indicated the differences of InterP between OR-M-1 and OER-M-3 existed, i.e. InterP of OR-M-1 were associated with the occurrence of clay and other minerals, while those of OER-M-3 were associated with the occurrence of carbonate minerals and other minerals. Meanwhile, a considerable volume of InterP was filled by OM (Figure 7(a), (c), and (g)).

InterP in different typed lithofacies: (a to d) OR-M-1; (e to h) OER-M-3.
IntraP
The diameter of IntraP was ranged between 10 nm and several hundred nanometers (Figure 8). Some IntraP between pyrite granules, i.e. intergranular pore of pyrite, were filled by OM, which can be observed in both OR-M-1 (Figure 8(a)) and OER-M-3 (Figure 8(e)). Meanwhile, mold pores originated from pyrite dissolution could be found in OR-M-1 (Figure 8(b)) and OER-M-3 (Figure 8(e)) as well. Compared with OER-M-3, clay content of OR-M-1 was relatively greater. Therefore, the IntraP associated with I/S (Figure 8(c)) and intraplatelet pores associated with clay aggregates were more common in OR-M-1 (Figure 8(d)). Carbonate minerals were relatively more developed in OER-M-3, compared with those of OR-M-1, thus more carbonate dissolved pores (Figure 8(f), (g), and (h)) can be observed in OER-M-3.

IntraP in different typed lithofacies: (a to d) OR-M-1; (e to h) OER-M-3.
OM pores
The above contents in the “Pore types of different MLS through FE-SEM” section have demonstrated that InterP and IntraP were filled with OM. Figure 9 demonstrates the detailed morphologies of OM and OM pores. The diameter of OM pores were ranged from several nanometers to several hundred nanometers. It could be observed that OM pores were more developed in OER-M-3 (Figure 9).

OM pores in different typed lithofacies: (a, b) OR-M-1; (c, d) OER-M-3.
OM pore proportion
Averaged values of

Pyrobitumen random reflectance (a) and vitrinite reflectance (b) variations as burial depth increases.
Proportion of OM pores occupying the total pores.
OER-M-3: organic extreme rich calcareous–siliceous mixed shales; OM: organic matter; OR-M-1: organic rich argillaceous–siliceous mixed shales;
PSD of different MLS
PSD derived from LF-NMR
Zhou et al. (2016) found that the left portion of NMR

LF-NMR
PSD derived from LTN2A
LTN2A can be used to measure PSD ranging between 2 to 100 nm, as introduced by Li et al. (2019). Therefore, PSDs of meso-pores and macro-pores with diameter ranging from 50 to 100 nm can be derived from LTN2A data. It can be observed from Figure 12 that (1) the increment volume and surface area of meso-pore of OER-M-3 (marked by the solid line frame in Figure 12(a) and (b)) were slightly greater than those of OR-M-1; (2) the increment volume and area of macro-pore of OER-M-3 (marked by the dashed rectangle in Figure 12(a) and (b)), with diameter ranging between 50 and 100 nm, were slightly lower than those of OR-M-1.

Incremental pore volume (a) and incremental pore area (b) of different MLS buried in different burial depths.
Comparative analysis of PSD between different MLS
Micro-pore volume (area) and meso-pore volume (area) of OER-M-3, respectively, were greater than those of OR-M-1 (Figures 11 and 12). These phenomena could be attributed to that the OM pore proportion of the former was greater than that of the latter, as discussed in the “OM pores” section, considering that OM may play a dominant role in the whole pore development of shale (Ji et al., 2017). The macro-pore (50 − 100 nm in diameter) volumes (areas) of OER-M-3 were lower than those of OR-M-1 (Figure 12(a) and (b)). This was because the clay content of OER-M-3 was lower than that of OR-M-1, considering that clay minerals primarily provided spaces manifested as macro-pores (Ji et al., 2017), suggesting that IntraP and InterP macro-pores of OR-M-1 associated with clay aggregates were more developed than those of OER-M-3 associated with OM as well as carbonate minerals.
Shale is regarded as a kind of unconventional natural gas reservoir with mixed typed wettability, according to Hu et al. (2018) and Yang et al. (2019). Previous researches reported that mineralogical variations, complex pore structures, and the OM occurrence can complicate the wettability of shale (Yang et al., 2019). Quartz of Longmaxi Fm in this research is oil wet, considering its biogenic origin (Yang et al., 2019). Clay minerals are generally characterized by strong water wettability (Makhanov et al., 2014; Singh, 2016). The strong oil-wetting behavior of shale is attributed to the occurrence of OM in shale matrixes (Yang et al., 2019). Therefore, the greater the TOC, the stronger the oil-wetting behavior, and the more complex and discontinuous is the wetting behavior in shale.
Compared with those of OR-M-1, TOC of OER-M-3 were relatively greater while clay contents were relatively lower. Hence, stronger oil-wetting behavior and weaker water wetting behavior occurred in OER-M-3, leading to that water was difficult to be saturated in OM micro-pores under water imbibition capillary. Hence
Pore structural complexities of different MLS
Fractal characters derived from LF-NMR
The fractal dimensions calculation using LF-NMR data can be performed using the following equation (Zhou and Kang, 2016; Zhou et al., 2016)
The relationship between lg(

Fractal calculation results from lg(

Fractal calculation results from lg(
Fractal characters derived from LTN2A
The fractal dimensions calculation using LTN2A data can be performed using the Frenkel-Halsey-Hill (FHH) model, which focuses on the capillary condensation region of the fractal surface and has been proven to be the most effective method (Liu et al., 2017; Yao et al., 2008). Namely
The nitrogen adsorption isotherm curve can be separated into two segments (Figure 15).

(a, b) Fractal analysis of OR-M-1 samples with different burial depth; (c, d) fractal analysis of OER-M-3 samples with different burial depth.
In our study we found that
Pore open degree of different MLS
The N2 adsorption–desorption isotherms of both OR-M-1 and OER-M-3 belonged to the IV isotherm, based on International Union of Pure and Applied Chemistry (IUPAC) classification (Gregg and Sing, 1982). When

N2 adsorption–desorption isotherms of OR-M-1 (a, b) and OER-M-3 (c, d).
Conclusions
In this study, a new lithofacies classification method combining mineral and TOC was proposed, based on which the MLS of Longmaxi Fm ( Shales in OR-M-1 were formed in a dysoxic–oxic seawater, while OER-M-3 were primarily formed in an anoxic waterbody. OER-M-3 and OR-M-1 were characterized with high paleo-productivity. Terrigenous detrital influx intensity during the depositing periods of OR-M-1 was stronger than that of OER-M-3. Micro-pore and meso-pore volumes of OER-M-3 were greater than those of OR-M-1; macro-pore volume of OER-M-3 was lower than that of OR-M-1; micro-pore of OER-M-3 was more complicated in wettability, compared with that of OR-M-1. Meso-pore surficial and structural complexities of OER-M-3 were greater than those of OR-M-1. The open degree of OER-M-3 is better than OR-M-1. OER-M-3 developed more ink-bottle pores with a relatively greater pore throat ratio, compared with OR-M-1. The inherent relationships between lithofacies type and sedimentary environment, TOC, as well as pore characters, respectively, were quite close.
