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Review Paper | Open Access

Occurrence mechanism of shale oil in laminated shale reservoirs: A review

Qian Sanga,b( )Xue-Qiang Guoa,bMing-Zhe Dongc
College of Petroleum Engineering, China University of Petroleum (East China), Qingdao, 266580, Shandong, China
State Key Laboratory of Deep Oil and Gas, China University of Petroleum (East China), Qingdao, 266580, Shandong, China
Department of Chemical and Petroleum Engineering, University of Calgary, Calgary, AB, T2N 1N4, Canada

Peer review under the responsibility of China University of Petroleum (Beijing).

Edited by Xiu-Fang Hu

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Abstract

Shale oil is an important unconventional resource. In-depth exploration of the shale oil occurrence mechanism is beneficial for the selection of sweet spots and the innovation of production technologies. Shale oil in laminated reservoirs shows commercial potential, yet systematic reviews on its occurrence mechanism remain scarce. This article provides a comprehensive summary of the occurrence mechanism of shale oil from four aspects. These include occurrence states, occurrence space, influencing factors and enrichment patterns. In addition, the formation, classification, and controlling factors of laminae, and their significance for shale oil enrichment are discussed. Finally, the challenges facing shale oil occurrence mechanism are described, and the next research work is prospected. The formation of laminae in fine-grained sedimentary rocks is associated with processes such as suspension settling, gravity flow, bottom currents, volcanism, hydrothermal activity, and microbial processes. Two-dimensional nuclear magnetic resonance (NMR) offers the advantages of being non-destructive and rapid in characterizing the occurrence state of shale oil, as well as providing information on pore structure and fluid distribution within shale. Due to the influence of sedimentary tectonics and diagenesis, there are significant differences in the occurrence spaces and formation mechanisms of various types of laminated shales. Compared to the massive reservoirs, laminated shale reservoirs have larger macropore volume, better connectivity, and more developed microfractures. Pure shales and organic-rich laminated shales mainly accumulate adsorbed oil within organic matter nanopores, exhibiting high hydrocarbon generation potential. In contrast, rigid laminated shales tend to accumulate free oil in intergranular mineral pores and fractures, demonstrating greater development potential.

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Petroleum Science
Pages 1773-1803

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Cite this article:
Sang Q, Guo X-Q, Dong M-Z. Occurrence mechanism of shale oil in laminated shale reservoirs: A review. Petroleum Science, 2026, 23(4): 1773-1803. https://doi.org/10.1016/j.petsci.2026.03.037

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Received: 12 June 2025
Revised: 31 October 2025
Accepted: 16 March 2026
Published: 19 March 2026
© 2026 The Authors.

This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/4.0/).