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1
Rock Physics of Shales and Source Rocks
Gary Mavko
Professor of Geophysics
Director, Stanford Rock Physics Project
2
First Question: What is Shale?
Shale -- a rock composed of mud-sized particles, such as silt and
clay (Boggs, 2001). This most general classification is based on
particle size, not composition.
Variations in usage:
• Shale is sometimes used to refer only to fissile rocks made of
mud-sized particles, while
• Mudstone is sometimes used to refer to non-fissile rocks made
of mud-sized particles, and
• Siltstone is sometimes used for rock with mud-sized particles,
but low clay fractions.
Stanford Rock Physics Laboratory - Gary Mavko
3
What is Shale?
Wentworth Scale of grain size
Mud
€
φ
€
d < 30 µm( )
Grain size
(mm)
φ = −log2 d
4
Shale Permeability
Permeability: Kozeny-Carman Relation
Kozeny-Carman model for permeability in a porous rock. :
where: porosity
tortuosity
d typical grain diameter
B geometric factor
κ =
Bφ3
d2
τ
Stanford Rock Physics Laboratory - Gary Mavko
€
φ
€
τ
Strong dependence
on grain size
H.1
Permeability
κ =
Bφ3
d
2
τ
Small particle size leads to
very small permeabililty
Schematic porosity/permeability relationship
in rocks from Bourbié, Coussy, Zinszner,
1987, Acoustics of Porous Media, Gulf
Publishing Co.
Issue: What is shale permeability?
How does gas move through shale?
• As a gas phase through connected pores?
• Does it diffuse molecule-by molecule?
• Role of maceral porosity/permeability?
• Role of silty layers?
Fractures/
Brittleness
Predicting/measuring Brittleness
Brittleness increases the chances of naturally occurring
fractures, as well as success of hydrofracs. Brittle materials
accommodate strain (deformation) by breaking. In
constrast ductile materials accommodate strain by “flowing.”
Not only are ductile materials less likely to create permeable
fractures, ductile materials will also allow man-made
fractures to close or “heal.”
Important practical issue is how to determine
geomechanical properties from geophysical measurements.
Bri$leness: Examples

Porosity .05
Clay .63
Porosity .05
Clay .31
Porosity .01
Clay .12
Low Clay (tight sandstone) High Clay Fraction
Brittleness is a complex function of lithology, composition, TOC,
effective stress, temperature, diagenesis, thermal maturity,
porosity, …
Quantifying Brittleness
Because material failure is important in many technologies,
there are many attempts to define or quantify a Brittleness
Index, e.g.
€
B1 =
σc
σt
€
B2 =
σc − σt
σc + σt
€
B2 = qσc
Kahraman, 2003, Engineering Geology
€
σc
€
σt
€
q
= Uniaxial compressive strength
= Tensile strength
= Amount of fines in impact test
where
Quantifying Brittleness
€
B =
σc( )OC
σc( )NC
= OCRb
€
OCR =
σV max
σV
€
σV Vertical stress
Nygard et al., 2006, Marine and Petroleum Geology
In terms of overconsolidation ratio
€
σV max Vertical stress at max burial
(only valid for layered rocks and max principal stress is vertical)
Brittleness:
Composition: There is anecdotal evidence that (1)
silica (siltiness) and (2) calcite content increase
brittleness. One index that is sometimes quoted:
Brittleness: Composition
€
B %( ) =
Q
Q + Carbon + Clay
€
B %( ) =
Q + Calcite
Q + Calcite + Carbon + Clay
An intuitive extension to calcite:
Brittleness: Composition
Increasing Vp/
Vs
VP
VS






sand
≤
VP
VS






shale
≤
VP
VS






limestone
Increasing
porosity
Increasing
stiffness
Increasing
gas

Issue: How to measure brittleness from logs? Calcite and
quartz each have distinctly different Vp/Vs than shale. However
when added, they might cancel changes in Vp/Vs.
15
Seismic Velocities
Impedance-Porosity Trends
Jack Dvorkin
A.
shale
Wet sand
Oil sand
shale
Wet sand
Oil sand
Coal
GR rho Vp Sw
GR
18
Shale Anisotropy
Seismic Anisotropy Due to Rock Fabric
Virtually any rock that has a visual layering or fabric at a scale finer than the seismic wavelength will
be elastically and seismically anisotropic. Sources can include elongated and aligned grains and
pores, cracks, and fine scale layering. Velocities are usually faster for propagation along the layering.
Isotropic mixture slight alignment
layered
Stanford Rock Physics Laboratory - Gary Mavko
Anisotropic velocities vs. pressure. (a) and (b) Jones (1983), (c) Tosaya (1982).
Stanford Rock Physics Laboratory - Gary Mavko
Seismic Anisotropy Due to Rock Fabric
Velocity Anisotropy Resulting From Thinly Layered Kerogen
P-wave anisotropy in shales (from Vernik, 1990):
(1) Bakken black shales, (2) Bakken dolomitic siltstone, (3) Bakken shaly
dolomite, (4) Chicopee shale (Lo, et al, 1985).
Vernik found that kerogen-bearing shales can have very large anisotropy, easily
50%.
F.23
Stanford Rock Physics Laboratory - Gary Mavko
Velocities in kerogen-rich Bakken shales (Vernik, 1990) and other low porosity
argillaceous rocks (Lo et al., 1985; Tosaya, 1982; Vernik et al., 1987). Compiled
by Vernik, 1990.
F.24
Stanford Rock Physics Laboratory - Gary Mavko
Velocity Anisotropy Resulting From Thinly Layered Kerogen
Vp
Vs Vp/Vs
P- and S-wave phase velocities depend on
their direction of propagation and
polarization. Hence, sonics measured on
deviated wells do not measure the vertical
velocities, as we often assume. Shear logs
can be especially challenging if not oriented.
Organic-Rich Shales
Courtesy of Tiziana Vanorio
Stanford Rock Physics Laboratory
An Intrinsically Heterogeneous and Complex Rock
Scanning Electron Microscopy Confocal Laser Scanning Microscopy
Mixture of inorganic and
organic matter. The
inorganic is clay, silt,
carbonate, pyrite, etc. The
organic (kerogen) appears
as nano-particles
(macerals) and
hydrocarbons.
In some cases organics
appear as inclusions in the
inorganic background, and
other times, the inverse.
Tiziana Vanorio – Stanford Rock Physics Laboratory
What parameters are we interested in?
Pay
Type
Maceral
Composition
Van Krevelen
Diagram
Graphite Zone
Hydrogen Index (HI)
Tiziana Vanorio – Stanford Rock Physics Laboratory
1) Quantity; 2) Quality; 3) Maturity
C11 C33 C44 C66 C13 ε
 γ
 δ
 δ’
ε
0.65
0.27
0.32
Pressure-Velocity Sensitivity and Anisotropy vs. Maturity
Vernik et al., 1992 Vanorio et al., 2008
Tiziana Vanorio – Stanford Rock Physics Laboratory
636 µm 636 µm
Direction Perpendicular to the Plane Bedding
100 µm 100 µm
Tiziana Vanorio – Stanford Rock Physics Laboratory
Summary
Tiziana Vanorio – Stanford Rock Physics Laboratory
• Shale is defined by particle size.
• Shale can have a very large range of compositions.
• Shale can have a large range of P- and S-wave velocities
- Composition
- Porosity
- Effective stress
- Compaction
• Shale Vp/Vs depends on composition, especially relative
amounts of clay, silt, organics, and carbonate
• Shale can have a large range of anisotropies
- Small if bioturbated
- Large if a pronounced fabric
- Silt and cementation can reduce anisotropy
• In kerogen-rich shales, properties depend on composition,
TOC, and maturity.
Issues
Tiziana Vanorio – Stanford Rock Physics Laboratory
•  Shale lab data are sparse, compared with sandstone and
carbonate.
•  Logs are also more common in reservoirs than shales.
•  Other than models like soft-sediment and Raymer, we don’t
have any comprehensive shale models.
•  Shale anisotropy depends on many factors and is difficult to
predict.
•  Organic shales (oil shale and gas shale) can have a range of
properties, depending on composition, TOC, maturity.
•  For gas and oil shales, it is not clear what the geophysical
questions are:
- TOC?
- Maturity?
- Geomechanical?

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Rock Physics: Slides

  • 1. 1 Rock Physics of Shales and Source Rocks Gary Mavko Professor of Geophysics Director, Stanford Rock Physics Project
  • 2. 2 First Question: What is Shale? Shale -- a rock composed of mud-sized particles, such as silt and clay (Boggs, 2001). This most general classification is based on particle size, not composition. Variations in usage: • Shale is sometimes used to refer only to fissile rocks made of mud-sized particles, while • Mudstone is sometimes used to refer to non-fissile rocks made of mud-sized particles, and • Siltstone is sometimes used for rock with mud-sized particles, but low clay fractions. Stanford Rock Physics Laboratory - Gary Mavko
  • 3. 3 What is Shale? Wentworth Scale of grain size Mud € φ € d < 30 µm( ) Grain size (mm) φ = −log2 d
  • 5. Permeability: Kozeny-Carman Relation Kozeny-Carman model for permeability in a porous rock. : where: porosity tortuosity d typical grain diameter B geometric factor κ = Bφ3 d2 τ Stanford Rock Physics Laboratory - Gary Mavko € φ € τ Strong dependence on grain size
  • 6. H.1 Permeability κ = Bφ3 d 2 τ Small particle size leads to very small permeabililty Schematic porosity/permeability relationship in rocks from Bourbié, Coussy, Zinszner, 1987, Acoustics of Porous Media, Gulf Publishing Co.
  • 7. Issue: What is shale permeability? How does gas move through shale? • As a gas phase through connected pores? • Does it diffuse molecule-by molecule? • Role of maceral porosity/permeability? • Role of silty layers?
  • 9. Predicting/measuring Brittleness Brittleness increases the chances of naturally occurring fractures, as well as success of hydrofracs. Brittle materials accommodate strain (deformation) by breaking. In constrast ductile materials accommodate strain by “flowing.” Not only are ductile materials less likely to create permeable fractures, ductile materials will also allow man-made fractures to close or “heal.” Important practical issue is how to determine geomechanical properties from geophysical measurements.
  • 10. Bri$leness: Examples
 Porosity .05 Clay .63 Porosity .05 Clay .31 Porosity .01 Clay .12 Low Clay (tight sandstone) High Clay Fraction Brittleness is a complex function of lithology, composition, TOC, effective stress, temperature, diagenesis, thermal maturity, porosity, …
  • 11. Quantifying Brittleness Because material failure is important in many technologies, there are many attempts to define or quantify a Brittleness Index, e.g. € B1 = σc σt € B2 = σc − σt σc + σt € B2 = qσc Kahraman, 2003, Engineering Geology € σc € σt € q = Uniaxial compressive strength = Tensile strength = Amount of fines in impact test where
  • 12. Quantifying Brittleness € B = σc( )OC σc( )NC = OCRb € OCR = σV max σV € σV Vertical stress Nygard et al., 2006, Marine and Petroleum Geology In terms of overconsolidation ratio € σV max Vertical stress at max burial (only valid for layered rocks and max principal stress is vertical) Brittleness:
  • 13. Composition: There is anecdotal evidence that (1) silica (siltiness) and (2) calcite content increase brittleness. One index that is sometimes quoted: Brittleness: Composition € B %( ) = Q Q + Carbon + Clay € B %( ) = Q + Calcite Q + Calcite + Carbon + Clay An intuitive extension to calcite:
  • 14. Brittleness: Composition Increasing Vp/ Vs VP VS       sand ≤ VP VS       shale ≤ VP VS       limestone Increasing porosity Increasing stiffness Increasing
gas
 Issue: How to measure brittleness from logs? Calcite and quartz each have distinctly different Vp/Vs than shale. However when added, they might cancel changes in Vp/Vs.
  • 17. A. shale Wet sand Oil sand shale Wet sand Oil sand Coal GR rho Vp Sw GR
  • 19. Seismic Anisotropy Due to Rock Fabric Virtually any rock that has a visual layering or fabric at a scale finer than the seismic wavelength will be elastically and seismically anisotropic. Sources can include elongated and aligned grains and pores, cracks, and fine scale layering. Velocities are usually faster for propagation along the layering. Isotropic mixture slight alignment layered Stanford Rock Physics Laboratory - Gary Mavko
  • 20. Anisotropic velocities vs. pressure. (a) and (b) Jones (1983), (c) Tosaya (1982). Stanford Rock Physics Laboratory - Gary Mavko Seismic Anisotropy Due to Rock Fabric
  • 21. Velocity Anisotropy Resulting From Thinly Layered Kerogen P-wave anisotropy in shales (from Vernik, 1990): (1) Bakken black shales, (2) Bakken dolomitic siltstone, (3) Bakken shaly dolomite, (4) Chicopee shale (Lo, et al, 1985). Vernik found that kerogen-bearing shales can have very large anisotropy, easily 50%. F.23 Stanford Rock Physics Laboratory - Gary Mavko
  • 22. Velocities in kerogen-rich Bakken shales (Vernik, 1990) and other low porosity argillaceous rocks (Lo et al., 1985; Tosaya, 1982; Vernik et al., 1987). Compiled by Vernik, 1990. F.24 Stanford Rock Physics Laboratory - Gary Mavko Velocity Anisotropy Resulting From Thinly Layered Kerogen
  • 23. Vp Vs Vp/Vs P- and S-wave phase velocities depend on their direction of propagation and polarization. Hence, sonics measured on deviated wells do not measure the vertical velocities, as we often assume. Shear logs can be especially challenging if not oriented.
  • 24. Organic-Rich Shales Courtesy of Tiziana Vanorio Stanford Rock Physics Laboratory
  • 25. An Intrinsically Heterogeneous and Complex Rock Scanning Electron Microscopy Confocal Laser Scanning Microscopy Mixture of inorganic and organic matter. The inorganic is clay, silt, carbonate, pyrite, etc. The organic (kerogen) appears as nano-particles (macerals) and hydrocarbons. In some cases organics appear as inclusions in the inorganic background, and other times, the inverse. Tiziana Vanorio – Stanford Rock Physics Laboratory
  • 26. What parameters are we interested in? Pay Type Maceral Composition Van Krevelen Diagram Graphite Zone Hydrogen Index (HI) Tiziana Vanorio – Stanford Rock Physics Laboratory 1) Quantity; 2) Quality; 3) Maturity
  • 27. C11 C33 C44 C66 C13 ε γ δ δ’ ε 0.65 0.27 0.32 Pressure-Velocity Sensitivity and Anisotropy vs. Maturity Vernik et al., 1992 Vanorio et al., 2008 Tiziana Vanorio – Stanford Rock Physics Laboratory
  • 28. 636 µm 636 µm Direction Perpendicular to the Plane Bedding 100 µm 100 µm Tiziana Vanorio – Stanford Rock Physics Laboratory
  • 29. Summary Tiziana Vanorio – Stanford Rock Physics Laboratory • Shale is defined by particle size. • Shale can have a very large range of compositions. • Shale can have a large range of P- and S-wave velocities - Composition - Porosity - Effective stress - Compaction • Shale Vp/Vs depends on composition, especially relative amounts of clay, silt, organics, and carbonate • Shale can have a large range of anisotropies - Small if bioturbated - Large if a pronounced fabric - Silt and cementation can reduce anisotropy • In kerogen-rich shales, properties depend on composition, TOC, and maturity.
  • 30. Issues Tiziana Vanorio – Stanford Rock Physics Laboratory •  Shale lab data are sparse, compared with sandstone and carbonate. •  Logs are also more common in reservoirs than shales. •  Other than models like soft-sediment and Raymer, we don’t have any comprehensive shale models. •  Shale anisotropy depends on many factors and is difficult to predict. •  Organic shales (oil shale and gas shale) can have a range of properties, depending on composition, TOC, maturity. •  For gas and oil shales, it is not clear what the geophysical questions are: - TOC? - Maturity? - Geomechanical?