Extensive nanoindentation testing over a range of deflection depths of up to 4 μm yielded a large dataset, providing a viable framework for the statistical assessment of the mechanical properties, ...specifically elastic modulus (E) and hardness (H), of compositionally diverse organic-rich mudstone samples. The data from indentations as shallow as 300–400 nm were clustered using the k-means algorithm to identify three mechanical categories in the samples: a soft pseudophase (e.g., organic matter, gypsum, and clay minerals), a stiff pseudophase (e.g., quartz and feldspar), and a transitional composite-like pseudophase bridging the soft and hard minerals. The initially diverse values of E and H for the mechanical pseudophases were observed to converge to a constant value at indentations beyond 2–2.5 μm (varying between different samples), implying the existence of a minimal probing depth for assessing the bulk E and H of heterogeneous mudstone samples. The obtained bulk E and H values (8–21 GPa and 0.3–0.9 GPa, respectively) demonstrated a strong correlation with the mineralogical composition of the indented samples. Despite containing a notable proportion of mechanically stiff components (>45 vol%), the bulk mechanical parameters determined in this study were significantly lower than those reported for major shale formations such as the Barnett and Longmaxi Shale. This discrepancy is primarily due to the presence of organic matter with low thermal maturity (Ro < 0.6%), which constitutes <36 vol% of the samples, and a significant gypsum content, accounting for <15 vol%.
The employed approach not only demonstrated the importance of choosing the proper indentation depths for investigating the mechanical properties of highly heterogeneous mudstone rocks and their constituent minerals, but it also illustrated the capability of examining various volumes of investigation using nanoindentation, approaching macroscopic values, and identifying a representative element volume (REV). The findings also provided crucial insights into the fracability and overall producibility of the investigated formations, thereby enhancing our understanding of their extraction potential.
•CSM nanoindentation assesses macro-scale rock mechanics, surpassing nano- and micro-scale norms.•Indentation depths over 2.5 μm capture representative element volume (REV) in heterogeneous rock samples.•The findings highlighted the significant influence of rock composition on its mechanical properties.
The Zaysan Basin is a petroliferous basin in eastern Kazakhstan. Its upper Carboniferous–Permian sedimentary succession outcrops in the Kenderlyk Trough and includes, from base to top, the Kenderlyk, ...Karaungur, Tarancha, and Maychat formations, which contain 5 to 65 m-thick oil shale deposits—the principal subject of this study. Results from 49 outcrop samples show high total organic carbon (TOC) contents (1.2–21%, mean 7.8%), extract yields (1.2–15 mg HC/g rock, mean 6.8 mg HC/g rock), and ultimate expulsion potential (UEP; up to 23 mmboe/km2), making these oil shale deposits among the best source rocks in the world. Sedimentological, organic geochemical and organic petrographic analyses suggest an overall evolution of the basin from a deep/semi-deep lake during deposition of the Kenderlyk, Karaungur, and Tarancha formations to a deltaic setting during deposition of the Maychat Formation. The organic material in the Kenderlyk, Karaungur, and Tarancha formations is predominately composed of Type I and mixed I/III kerogens with high hydrocarbon generation potential (S1 + S2; up to 172.8 mg HC/g rock), high hydrogen index (HI; up to 838 mg HC/g TOC), and low oxygen index (OI; < 60 mg CO2/g TOC). The sporadic influx of terrigenous organic matter resulted in layers with lower HI and higher OI index, and increased inertinite and vitrinite contents. The Maychat Formation includes hydrogen-poor Type III kerogen with low HI (< 200 mg HC/g TOC) and high OI index (> 60 mg CO2/g TOC) in the Kenderlyk Trough. While a highly oxidizing environment during deposition of the Maychat Formation is postulated for the Kenderlyk Trough, it is likely that oxygen-depleted conditions in the depocenter of the Zaysan Basin favored accumulation of Type I kerogen. The oil-source correlation shows that the produced oils are chemically distinct from the source rock extracts of the Kenderlyk, Karaungur, and Tarancha formations. We propose that these source rocks are “massive”, where the retention of generated oil is too high, causing the hydrocarbons to “bleed” from the source rock's edge only. The expelled oil has probably charged the lower Permian deposits, which have not yet been explored. Regional geological cross-sections and seismic lines allow for selecting sweet spots, characterized by high TOC, yields, and temperatures needed for oil generation and unconventional hydrocarbon resource development.
This study provides the play concept and a risk assessment analogue for tectonically and magmatically dynamic settings and basins with multiple organic rich strata. Furthermore, the results and proposed concepts may play a significant role in future petroleum exploration and development activities in the Zaysan Basin. In addition, this highly multidisciplinary study emphasizes the significance of integrating several data sources and weighing contradictory information to get the most reasonable conclusion.
•The upper Carboniferous–Permian succession of the Zaysan Basin contains world-class hydrocarbon source rocks.•Volcanic activity in eastern Kazakhstan during the upper Carboniferous–Permian boosted algae productivity.•The Kenderlyk, Karaungur, and Tarancha formations likely possess significant unconventional oil potential.
