Startseite Geologie und Mineralogie Geochemical evaluation of the carbonaceous shale associated with the Permian Mikambeni Formation of the Tuli Basin for potential gas generation, South Africa
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Geochemical evaluation of the carbonaceous shale associated with the Permian Mikambeni Formation of the Tuli Basin for potential gas generation, South Africa

  • George Oluwole Akintola EMAIL logo
Veröffentlicht/Copyright: 27. November 2023
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Abstract

The increasing demand for energy and global commitment to reduce CO2 emissions to mitigate climate change has spurred countries to pursue unconventional hydrocarbon generation for power production. The investigation of the carbonaceous shale from the Permian Mikambeni Formation of the Tuli Basin in South Africa aims to assess the potential for gas generation. The Rock-Eval 6 pyrolysis of the studied samples shows total organic carbon (TOC) content ranging from 10.10 to 37.61 wt%, indicating an excellent source rock quality since it exceeds the threshold limit of 5 wt%. The produced gas that emanated from the thermal breakup of remaining hydrocarbon (S2) ranged from 14.30 to 65.55 mg HC/g rock while the hydrogen index (HI) ranged from 56.55 to 198.22 mg/g TOC. The plot of the HI against T max indicates the predominance of type-III kerogen, prone to gas generation. The thermal maturity parameters, T max (430–466°C), and vitrinite reflectance, VRo (0.6–1.2), showed a matured organic material. The production index value (0.06) of the samples indicates a moderately mature source generating a biogenic gas. The carbon isotopic composition, δ 13C (−20.0 to −23.4‰), indicates a predominant influx of organic matter derived from a vascular higher plant. The studied samples showed relatively depleted values of oxygen isotopic composition δ 16O (14.1–18.8‰), suggesting a brackish water depositional environment. Additionally, the Ba concentration (303.15–331.27 ppm) exceeds the 200 ppm threshold for the marine environment, indicating a non-marine environment characterised by low marine paleo-productivity and high detrital influx. Based on the evaluation, the studied coaly-shale is found with a matured and type-III kerogen that is prone to gas generation in a fluvial, paleo-depositional environment.

1 Introduction

Shale gas displays signs of transitional energy generation from heavy hydrocarbon to green energy. Global energy demand is increasing and the commitment to reducing CO2 emissions from coal and petroleum has aggravated the quest for an unconventional hydrocarbon generation. Unconventional hydrocarbon is characterised by self-generation and self-storage owing to the extremely low transmissibility over a long distance unlike the traditional hydrocarbon system [1]. Given the recent technological advances in horizontal drilling and multi-stage hydraulic fracturing, commercial production of shale gas has been successful in the United States and some countries such as Canada and China [2]. With this advancement in the extraction mechanism and the 2015 Paris Global Agreement target to reduce CO2 emissions, many countries such as Australia, Poland, and South Africa have increased their efforts in the search for shale gas. Sequel to the 2015 Paris Climate Agreement, South Africa pledged an equitable contribution to the climate targets of limiting global temperature increases below 2°C because an average of 390 million metric tons of CO2 equivalent is emitted yearly [3]. In response, the country intends to aggressively reduce its carbon emissions, thus setting a target of 30% reduction to achieve a greener economy by 2040 [4].

In South Africa, the available studies on shale gas have focused on the Lower Ecca Group of the main Karoo Basin. The concentration of recent research on this region stems from the need to understand the natural gas that escapes from the Whitehill Formation at Loeriesfontein after drilling a borehole 30 years ago [5]. After characterisation of the lower Ecca Group, the Whitehill and its associated Collingham and Prince Albert formations have shale deposits that could have partly generated gas and oil hydrocarbon [6]. The underlying Prince Albert Formation of the Ecca Group has shown a type II–III kerogen shale, suggesting a gas-prone source with limited oil hydrocarbon. On the other hand, the potential gas resources of 485 trillion cubic feet (Tcf) have been deflated by about 85% [5]. The deflation was attributed to the dolerite intrusion that resulted from Cape Orogeny in 250 Ma, releasing heat flow and causing degassing of the gas resources.

Despite many decades of research, the shale gas generation potential of the Permian Tuli Basin has not been investigated. The main Karoo Basin is preserved in the northeastern region of South Africa in a separate fault-bounded basin as the Karoo-age Tuli Basin [7]. Based on sedimentary facies, the basin consists of black shale, sandstone, and coal associated with the Mikambeni formation [8,9]. Previous studies on the Tuli Basin encompass stratigraphic correlation, basin analysis, and coal quality [10,11,12]. However, there is a lack of studies on the Mikambeni Formation for unconventional generative potentials. As such, this study aims to evaluate the source rock potentials of the carbonaceous shale using the geochemical approach.

2 Geological setting

The Tuli Basin is a trans-frontier depozone that straddles the triple junction of South Africa, Zimbabwe, and Botswana situated within latitudes 29°36′22.19″E and 28° 25′23.15″E and longitudes 23°11′24.45″S and 22°43′24.54″S. The sedimentary rocks of the Tuli Basin occupy an area of about 1,000 km2, consisting of various terrigenous clastic such as conglomerates, breccias, sandstones, fine-grained sediments, and chemical deposits. This basin comprises the basal unit, Tshidzi Formation, consisting of glaciogenic diamictite up to a thickness of about 2 m [13] as shown in Figure 1. This unit correlates with the Dwyka unit of the main Karoo Basin due to the presence of glaciogenic diamictite and a similar period of deposition (∼290 Ma) [9]. The overlying lithology includes the fluvial-lacustrine coal-bearing deposit of the Madzaringwe and Mikambeni Formation, consisting of black shale, sandstone, and coal. Although the Mikambeni Formation has been the focus of geo-economic interest as coal-bearing karoo strata, new significant information on its potential for unconventional gas generation is imperative. This formation correlates with the base of the Vryheid Formation (∼258 Ma) since a Glossopteris flora leaf impression is identified in both stratigraphic units [14]. The Mikambeni is successively overlaid by the Fripp, Solitude, Klopperfontein, Bosbokpoort, and Clarens, respectively (Figure 1). Despite several theories explaining the development of the Tuli Basin, it is widely accepted that the sediments accumulate in the back-bulge setting of the Karoo retro-arc foreland system.

Figure 1 
               (a) Sedimentary sequence of the Tuli Basin, (b) carbonaceous shale core from the studied Mikambeni Formation, and (c) Limpopo Province location in the Northern Province of South Africa.
Figure 1

(a) Sedimentary sequence of the Tuli Basin, (b) carbonaceous shale core from the studied Mikambeni Formation, and (c) Limpopo Province location in the Northern Province of South Africa.

Plausible theories of Gondwana break-up, fault-controlled subsidence, crustal geophysical anomaly, and static tectonism have been used to explain the Tuli Basin development [15,16,17,18]. However, the widely accepted theory [8,9] postulates flexural subsidence of the Paleo–Pacific plate below the Gondwana plate in the late Paleozoic–early Mesozoic, resulting in a back-bulge depocentre which occurred north of Cape Fold Belt. The back bulge is a distal, craton-ward flexural subsidence caused by the combined forces of supra- and sub-lithospheric loading in the orogenic belt [19,20]. This back-bulged setting eventually migrated at a distance greater than 1,500 km as a north-dipping subduction zone.

3 Materials and methods

3.1 Samples and methods

Twenty core samples were obtained from boreholes which penetrated the carbonaceous Mikambeni Shale of the Tuli Basin as shown in Table 1. Based on the lithological and facies characteristics, ten representative samples were eventually prepared for various analyses. For sample preparation, fusion disks were prepared for X-ray fluorescence (XRF) analysis by an automatic Claisse M4 Gas Fusion instrument and ultrapure Claisse Flux, using a ratio of 1:10 for sample/flux. They were coarsely crushed and a chip of sample was mounted along with up to ten other samples in a 2.4 cm round resin disk. The mount was ground using a thin grinder and then polished to expose the interior surface for analysis. For quantification, NIST 610 glass (values from Jochum et al. [21]) was used for quantification and analysed every ten samples, along with BCR-2G and BHVO-2G values from GeoReM [21]. A fusion control standard from certified basaltic reference material with BCR-2, and BHVO-1, values (Jochum et al. [21]) is also analysed at the beginning of a sequence to verify the effective ablation of the fused material. Data processing was done using the LA-ICP-MS data reduction software package LADR from Norris Scientific [21,22,23,24]. In order to correct for variations in the ablation yield between standards and samples, an internal standard element of known concentration was used [25]. The Al2O3 content of each sample, obtained from XRF analysis, was used for this purpose. Based on the previous work [9], the inorganic and organic contents of the studied samples are described in Table 1.

Table 1

Sample description

Sample ID Depth (m) Lithology Locality Long/Lat Description
B1 370 Fissile dark organic-rich shale 29° 05′00″E/22°05′10″S Inorganic constituent >50% and total organic constituent <50%
B2 380 Fissile dark organic-rich shale 29°10′15″E/22°15′15″S Inorganic constituent >50% and total organic constituent <50%
B3 390 Fissile dark organic-rich shale 29°10′25″E/22°20′00″S Inorganic constituent >50% and total organic constituent <50%
B4 410 Fissile dark organic-rich shale 29°15′10″E/22°25′10″S Inorganic constituent >50% and total organic constituent <50%
B5 430 Fissile dark organic-rich shale 29°20′00″E/22°25′15″S Inorganic constituent >50% and total organic constituent <50%
B6 440 Fissile dark organic-rich shale 29°25′15″E/22°30′05″S Inorganic constituent >50% and total organic constituent <50%
B7 450 Fissile dark organic-rich shale 29°30′20″E/22°35′00″S Inorganic constituent >50% and total organic constituent <50%
B8 470 Fissile dark organic-rich shale 29°35′05″E/22°40′ 10″S Inorganic constituent >50% and total organic constituent <50%
B9 480 Fissile dark organic-rich shale 29°40′30″E/22°45′45″S Inorganic constituent >50% and total organic constituent <50%
B10 500 Fissile dark organic-rich shale 29°45′15″E/22°50′00″S Inorganic constituent >50% and total organic constituent <50%

3.2 Rock-Eval 6 pyrolysis

The Rock-Eval 6 pure organic matter method was used to allow for pyrolysis to continue above the routine bulk rock high-temperature limit of 650°C due to the presence of high-temperature organic populations in the samples at the Activation Labs, Ontario, Canada. The samples were held isothermally at 300°C for 3 min for volatile hydrocarbon content (S1) under inert conditions. The temperature was then increased at the rate of 25°C/min to a final temperature of 800°C, probably due to the carbonaceous content, and held for 1 min for the remaining hydrocarbon generative potential (S2). During the S2 pyrolysis, a flame ionization detector was used to detect the CO2 gas effluent (S3) parameter. Based on these parameters, the hydrogen index (HI), oxygen index (OI), production index (PI), and vitrinite reflectance (VRo) were determined using equations (1)–(4) to understand the quantity, type, generative potential, and thermal maturity of the organic matter in the studied samples.

(1) HI = S 2 / TOC × 100 ,

(2) OI = S3 / TOC × 100 ,

(3) PI = S1 / ( S1 + S2 ) ,

(4) Cal . % VRo = 0.0180 × T max 7.16 .

3.3 Carbon and oxygen isotopic compositions of the studied samples

A total of ten representative samples were analysed from the carbonaceous Mikambeni shale for stable isotopic composition at the Activation Laboratories, Ontario, Canada. To remove the organic matter, the core shale samples collected from a burial depth of 360–470 m were grounded to 80–100 μm grain size using agate mortar and treated with hydrochloric acid and hydrogen fluoride to remove carbonates and silicate, respectively, for about 24 h [26]. Afterwards, the residual solids were washed thoroughly with distilled water and later treated with chromium chloride to remove pyrite. Following thorough washing of the aliquot with distilled water, the OM samples were separated using a 0.6 μm filter due to their insolubility and dried in a vacuum at 60°C [27]. After the isolation of OM, a Costech ECS4010 elemental analyser was used to quantitatively combust the organic matter into CO2 over a heated copper oxide at 800°C [28] while the δ 13C/δ 12C and δO18C/δO16C isotope ratios were measured from 0.2 mg of a sample using an isotope ratio Finnigan Deltaplus mass spectrometer. The carbon compositions of the organic material are expressed as δ 13C in equation (5) and reported in per mil (‰) relative to the Pee Dee Belemnite reference standard with a precision of ±0.1‰ while oxygen isotopic compositions are reported relative to the standard mean ocean water (SMOW) [29]:

(5) δ 13 C = 13 C/ 12 C Sample 13 C/ 12 C Standard 1 × 1,000 .

3.4 Major elemental compositions of the studied samples

Major geochemical analyses of the shale samples were quantitatively estimated using PANalytical XRF at Stellenbosch University, Cape Town. It was equipped with a 3 kW rhodium (Rh) tube and inserted glass disks containing 1 g of calcined sample, 8 g of flux composed of 35% alkali borate (LiBO2), and 64.71% lithium tetra borate (Li2B4O7) as oxidant at 1,000 °C. At this temperature, the weight loss or gain on ignition includes the total volatile content of the rock samples including the water combined with the lattice of silicate minerals, and the gain on ignition related to the oxidation of the rock mostly due to Fe. Pressed powder pellets for XRF analyses were prepared using 3 g of the sample powder and 6 g of boric acid as a binder. The mixture was fused into a steel cup and pressed at a pressure of 30 tons in a hydraulic set.

3.5 Trace elemental compositions of the studied samples

Trace elements in bulk shale samples as well as on single mineral grains were analysed using an Excimer laser ablation system (ICP-MS), at a resolution of 193 nm, connected to an Agilent 7700 Q ICP-MS at the Stellenbosch University, Cape Town. Prior to the analysis, inductively coupled plasma mass spectrometry (ICP-MS) was optimised for sensitivity and low oxide ratios of less than 0.2% by tuning both the ICP and laser parameters while ablating a line on NIST612. Ablation is performed in He gas at a flow rate of 0.35 L/min, then mixed with argon (0.9 L/min) and nitrogen (0.003 L/min) just before introduction into the ICP plasma. For traces in fusions, 2 spots of 104 µm are ablated on each sample using a frequency of 8 Hz and a fluence of ∼3.5 J/cm2.

4 Results

The Rock Eval 6 pyrolysis and the TOC contents are presented in Table 2. The average TOC content of the studied shale is 24.64 wt%, suggesting a coaly-shale with values ranging from 10.10 to 37.61 wt%. Since the TOC values exceed the threshold limit of 5.0 wt%, the quality of carbonaceous shale samples is categorised as good to excellent source rock [30,31]. The pyrolysis produces S1 which represents the volatile hydrocarbon stored within the shale pores at an average value of 1.67 mg HC/g rock. The hydrocarbon produced from the thermal break-up of remaining hydrocarbon (S2) ranged from 14.30 to 65.55 mg HC/g rock with an average value of 28.83 mg HC/g rock. The generative potential (30.49 mg HC/g rock) of the studied samples indicates an excellent hydrocarbon because it exceeds the threshold limit for poor to fair generative potential of 2 mg HC/TOC [32]. The maximum temperature, T max, corresponding to the peak of the hydrocarbon yield (S2), ranges between 430 and 466°C, suggesting a moderately mature source rock [33].

Table 2

Rock Eval 6 parameters and isotopic compositions

Spl TOC (wt%) S1 (mg HC/g rock) S2 (mg HC/g rock) S3 (mg HC/g rock) T max (°C) HI OI S2/S3 PI GP BI QI %VRo δ 13C (‰) δ 16O (‰)
B1 26.71 1.62 15.92 0.90 456 59.60 2.0 17.69 0.09 17.54 6.07 65.67 1.0 −23.0 14.5
B2 26.70 1.60 15.10 0.91 458 56.55 2.0 16.59 0.10 16.7 6.07 62.55 1.1 −23.0 14.1
B3 26.73 1.76 17.37 0.92 466 64.98 2.0 18.88 0.09 19.13 5.99 71.57 1.2 −23.1 15.1
B4 37.01 3.08 60.50 2.30 432 163.47 4.0 26.30 0.05 63.58 6.58 171.79 0.6 −23.1 15.4
B5 37.61 3.27 50.46 2.23 430 134.17 4.0 22.63 0.06 53.73 8.32 142.86 0.6 −23.4 16.2
B6 33.07 3.35 65.55 2.16 433 198.22 4.0 30.35 0.05 68.9 8.69 208.35 0.6 −23.4 16.5
B7 15.70 0.55 16.10 0.20 450 102.55 2.0 80.50 0.03 16.65 10.13 106.05 0.9 −22.1 16.1
B8 12.73 0.32 14.30 0.12 462 112.33 2.0 119.17 0.02 14.62 3.50 114.85 1.2 −20.0 16.5
B9 10.10 0.47 15.40 0.15 435 152.48 4.0 102.67 0.03 15.87 2.51 157.13 0.7 −20.5 18.3
B10 20.05 0.65 17.55 1.16 440 87.53 4.0 15.13 0.04 18.2 4.65 90.77 0.8 −20.8 18,8

Production index (PI) = S1/(S1 + S2); generation potential (GP) = (S1 + S2); bitumen index (BI) = (100 × S1/TOC); and quality index (QI) = 100 × (S1 + S2)/TOC.

The carbon isotopic composition, δ 13Corg, is commonly used as a provenance indicator of the organic material depositional environment [34]. The δ 13Corg (−20.0 to −23.4‰) of the studied samples showed an average value of −22.3‰, typical of terrigenous plant origin since the carbon isotopic composition is less than −22‰ limit level [35]. On the other hand, the Lower Cambrian Niutitang and Silurian Longmaxi shales have been reported to have carbon isotopic values of −31.8 and −30.3‰, respectively, typical of modern marine phytoplankton [36]. Furthermore, the studied formation showed relatively depleted values of δ 16O values, ranging from 14.1 to 18.8‰, suggesting an anoxic condition since the oxygen-rich marine environment tends to have values above 12‰ [37]. The δ 16O concentrations suggested that the organic matter was acted upon by the microbial activities in a brackish water environment [38,39]. The concentration of δ 16O progresses steadily with depth, suggesting the depletion of oxygen from the oxic conditions to anoxic conditions [40,41].

The geochemical compositions of the studied samples showed the presence of major oxides as depicted in Table 3. It showed varying amounts of alumina (19.37–20.32%), calcium oxide (0.20–0.22%), iron oxide (0.85–0.94%), potassium oxide (1.59–1.66%), magnesia (0.25–0.28%), sodium oxide (0.12–0.15%), phosphorus oxide (0.04%), silica (50.37–51.90%), and titanium oxide (0.69–0.73%) in the studied samples. In contrast to other elements, silica and alumina showed relatively higher values which average at 50.17 and 20.02%, respectively suggesting a felsic provenance [42] which is consistent with the discriminate functional plot [43]. The plot (Figure 2) showed that the studied samples were found to have both quartzose sedimentary and intermediate igneous provenances, thus explaining the exceptionally higher values of alumina and silica. The intermediate provenance was reflected by the high Fe/(Fe + Mg) values (0.5–0.83) which exceeded the limit threshold value of 0.5, as reported in a previous study [44]. The previous study indicated that the granite has calcic amphibole composed of ferro-hornblende and ferro-edenite with Fe/(Fe + Mg) values ranging from 0.53 to 0.81, while the biotite has Fe/(Fe + Mg) ratio > 0.60, suggesting a mafic input besides the felsic input. Furthermore, the oxides of Al and Ti elements have been used as a veritable tool to interpret sediments due to their immobility nature during transportation from the weathered source rock [45,46] with the elemental proxy’s ratio of Al2O3/TiO2 values > 25, indicating sedimentary and intermediate igneous sources. Additionally, the index of compositional variation (ICV) of a mature shale tends to exhibit a low ICV value (<1.0), indicating a tectonically quiescent depositional environment [47]. Contrarily, a compositionally immature shale is characterised by an ICV value >1.0, suggesting sedimentation in a tectonically active environment. As such, the studied carbonaceous shale samples have an average ICV value of 0.157 which indicates a compositionally matured shale, deposited in a tectonically quiescent environment. This explanation is comparable with the Paleogene-Neogene black shales of Arang, Nyalau Tanjong Balingian Bergih Liang Formation in Malaysia, enriched with kerogen capable of generating gas [48]. The elemental ratio K2O/Al2O3 (0.08) of the studied samples showed values ≤0.5, which suggests a highly mature shale since a significant amount of Al2O3 is typical of mineralogically immature sediments [47].

Table 3

Major elemental composition of the studied shale

Sample ID Depth (m) Al2O3 (%) CaO (%) Fe2O3 (%) K2O (%) MgO (%) MnO (%) Na2O (%) P2O5 (%) SiO2 (%) TiO2 (%) LOI (%) K2O/Al2O3 Fe/(Fe + Mg) (%) ICV
B1 370 19.99 0.22 0.88 1.64 0.27 0.01 0.14 0,04 51.90 0.71 25.00 0.082 0.55 0.158
B2 380 20.30 0.21 0.88 1.65 0.28 0.01 0.15 0,04 51.08 0.73 24.94 0.081 0.50 0.157
B3 390 19.37 0.20 0.85 1.59 0.25 0.01 0.14 0,04 50.86 0.69 25.05 0.082 0.66 0.157
B4 410 19.66 0.21 0.88 1.59 0.27 0.01 0.12 0,04 50.50 0.70 25.08 0.081 0.79 0.157
B5 430 20.10 0.21 0.86 1.63 0.28 0.01 0.14 0,04 51.37 0.71 25.06 0.081 0.78 0.156
B6 440 19.62 0.21 0.87 1.61 0.27 0.01 0.14 0,04 50.78 0.70 25.18 0.082 0.79 0.159
B7 450 20.27 0.21 0.90 1.66 0.27 0.01 0.14 0,04 51.51 0.73 25.11 0.082 0.79 0.157
B8 470 20.19 0.21 0.91 1.64 0.27 0.01 0.13 0,04 51.03 0.73 25.05 0.081 0.80 0.157
B9 480 20.21 0.21 0.91 1.65 0.27 0.01 0.14 0,04 51.10 0.73 25.06 0.082 0.68 0.157
B10 500 20.32 0.21 0.94 1.66 0.29 0.01 0.14 0,04 51.57 0.73 24.96 0.082 0.80 0.160

ICV = (Fe2O3 + K2O + Na2O + CaO + MgO + MnO)/Al2O3.

Figure 2 
               Plot of discrimination functions using major elements index for felsic and mafic provenance and quartzose sedimentary provenance (Note: Discrimination Function 1: − 1.733 TiO2 + 0.607 Al2O3 + 0.76 Fe2O3 (t) − 1.5 MgO + 0.616 CaO + 0.509 Na2O − 1.224K2O −0.909. Discrimination Function 2: 0.445 TiO2 + 0.07 Al2O3 − 0.25Fe2O3 (t) − 1.142 MgO + 0.438 CaO + 1.475 Na2O + 1.426K2O − 6.861) (after Hayashi et al. [43]).
Figure 2

Plot of discrimination functions using major elements index for felsic and mafic provenance and quartzose sedimentary provenance (Note: Discrimination Function 1: − 1.733 TiO2 + 0.607 Al2O3 + 0.76 Fe2O3 (t) − 1.5 MgO + 0.616 CaO + 0.509 Na2O − 1.224K2O −0.909. Discrimination Function 2: 0.445 TiO2 + 0.07 Al2O3 − 0.25Fe2O3 (t) − 1.142 MgO + 0.438 CaO + 1.475 Na2O + 1.426K2O − 6.861) (after Hayashi et al. [43]).

The trace and rare earth element (REE) distributions in the studied samples are presented in Table 4. The trace element showed relatively high concentrations in Ba, Zr, Rb, Zn, Sr, V, and Cr with values above 50 ppm, while all other elements were lower. In all samples, the highest value of Ba (294.19–331.27 ppm) with an average of 301.29 ppm suggests the dissolution of mineral barite in the black shale by the action of sulphate-reducing bacteria [49,50]. In combination with Ba, the relatively high concentration of Zn (82.73–121.63 ppm) with an average of 96.92 ppm indicates paleo-productivity of abundant organic matter in the Mikambeni Formation. The association of elements such as Ba, Zn, Pb, and Cu with an abundance of organic matter has been reported in shale source rock due to high stability, thus providing an important forensic tool for paleo-productivity [51,52]. Although the concentration of Ba can be altered by hydrothermal overprint, it is precipitated in connection with organic matter and a high concentration of Zn may be related to hydrothermal activities [53,54]. The relatively high concentration of zirconium (Zr: 189.02–208.61 ppm) with an average of 202.28 ppm suggests shale deposition that is weakly affected by weathering action and diagenesis [55]. The concentrations of rubidium (Rb: 94.18–102.26 ppm) with an average of 97.52 ppm and Strontium (Sr: 92.02–99.62 ppm) with an average of 96.03 ppm are close and suggest a saline depositional environment of the organic-rich shale formation [56]. The concentration of vanadium (V: 81.24–93.72 ppm) with an average of 86.70 ppm and Chromium (Cr: 47.50–52.85 ppm) with an average of 50.86 ppm fall within the range of value, 50–250 ppm, which had been indicated for lacustrine oil shale (Frape et al., 2003). The geochemical proxies ratio of V/(V + Ni) and V/Ni for all studied samples exceed 0.54 and 4.25, respectively, suggesting anoxic conditions of the depositional environment [57].

Table 4

Trace elemental composition of the studied carbonaceous shale

Sample ID Depth (m) Sc (ppm) V (ppm) Cr (ppm) Co (ppm) Ni (ppm) Cu (ppm) Zn (ppm) Rb (ppm) Sr (ppm) Y (ppm) Zr (ppm) Nb (ppm) Mo (ppm)
B1 370 12.46 83.66 48.61 11.36 14.63 22.07 94.85 100.27 97.62 31.63 200.85 15.80 3.09
B2 380 12.51 84.40 52.28 10.01 15.07 17.83 92.30 98.37 94.86 30.47 204.16 15.05 2.97
B3 390 12.51 84.40 52.28 10.01 15.07 17.83 92.30 98.37 94.86 30.47 204.16 15.05 2.97
B4 410 11.89 81.24 48.19 9.72 16.03 19.97 87.16 94.18 96.41 30.61 196.55 15.71 3.36
B5 430 11.61 81.82 51.91 13.38 13.27 16.51 82.73 97.03 95.63 30.34 208.43 16.42 2.64
B6 440 11.97 93.72 52.10 9.51 16.57 18.90 94.01 96.01 99.61 32.29 201.68 16.10 3.41
B7 450 12.63 92.09 52.34 12.46 19.82 26.82 107.59 97.93 95.18 29.99 201.13 17.02 2.74
B8 470 12.30 89.95 50.55 9.51 17.14 31.39 94.88 96.52 92.02 31.53 208.61 15.69 3.29
B9 480 12.27 84.50 47.50 10.20 18.09 37.58 101.76 94.28 94.46 31.88 189.02 15.30 3.01
B10 500 12.41 91.20 52.85 10.13 19.36 33.14 121.63 102.26 99.62 33.22 208.18 17.41 285
Sample ID Depth (m) Cs (ppm) Ba (ppm) La (ppm) Ce (ppm) Pr (ppm) Nd (ppm) Sm (ppm) Eu (ppm) Gd (ppm) Tb (ppm) Dy (ppm) Ho (ppm) Er (ppm)
B1 370 7.50 312.95 52.21 115.79 13.95 47.31 8.33 1.55 6.47 1.01 5.63 1.18 3.01
B2 380 7.61 303.15 50.40 117.57 12.75 45.82 7.75 1.58 6.33 0.91 5.83 1.09 2.71
B3 390 7.61 304.15 50.40 117.57 12.75 45.82 7.75 1.58 6.33 0.91 5.83 1.09 2.71
B4 410 7.79 313.82 50.43 121.55 12.86 47.42 8.64 1.64 7.27 0.99 5.52 1.07 3.07
B5 430 7.62 306.95 50.51 118.91 13.47 45.06 8.42 1.57 6.71 0.91 5.76 1.23 3.13
B6 440 8,28 308.03 51.52 123.88 13.98 47.63 9.22 1.71 6.69 0.92 5.65 1.19 2.90
B7 450 7.99 312.71 52.27 125.11 13.17 48.61 8.68 1.40 7.00 1.03 6.23 1.18 3.23
B8 470 7.97 305.90 51.34 122.01 13.68 47.17 9.05 1.38 6.82 0.97 5.36 1.17 2.85
B9 480 7.43 29,416 49.82 119.57 13.19 46.87 8.42 1.45 7.08 1.11 5.88 1.11 2.95
B10 500 8.46 331.27 54.21 132.09 13.83 48.15 9.18 1.54 6.95 1.13 6.46 1.14 3.27
Sample ID Depth (m) Tm (ppm) Yb (ppm) Lu (ppm) Hf (ppm) Pb (ppm) Th (ppm) U (ppm) V/(V + Ni) V/Ni (Eu/Eu*) (Ce*) Sr/Rb V/Cr
B1 370 0.52 2.77 0.48 5.39 12.84 18.60 5.06 0.85 5.72 0.64 4.39 0.97 1.72
B2 380 0.51 3.15 0.46 5.72 13.52 17.65 4.84 0.85 5.60 0.69 4.67 0.96 1.61
B3 390 0.51 3.15 0.46 5.72 13.52 17.65 4.84 0.85 5.60 0.69 4.67 0.96 1.61
B4 410 0.48 2.85 0.42 5.83 12.69 17.83 4.91 0.84 5.07 0.63 4.27 1.02 1.69
B5 430 0.48 2.90 0.40 5.45 11.25 18.70 5.09 0.86 6.17 0.64 4.40 0.99 1.58
B6 440 0.46 3.18 0.42 5.07 12.34 18.94 4.96 0.85 5.66 0.67 4.39 1.04 1.80
B7 450 0.46 2.95 0.46 5.42 14.69 18.43 4.83 0.82 4.65 0.55 4.46 0.97 1.76
B8 470 0.44 2.90 0.46 5.64 11.56 18.03 5.14 0.84 5.25 0.54 4.32 0.95 1.78
B9 480 0.46 3.23 0.43 5.56 12.85 17.79 4.71 0.82 4.67 057 4.31 1.00 1.78
B10 500 0.53 3.00 0.47 5.56 16.30 19.10 5.19 0.82 4.71 0.59 4.60 0.97 1.73

Eu* = (SmCN*GdCN)1/2, where CN denotes the chondrite-normalized value.

The distribution of the REE is characterised by the light rare earth elements (LREE) from lanthanum (La) to europium (Eu) and heavy rare earth elements (HREE) from gadolinium (Ga) to lutetium (Lu) as shown in Table 3 and Figure 3. All the studied samples showed low concentrations, below 50 ppm, except La and cerium (Ce) which have an average concentration of above 51.30 and 121.406 ppm, respectively, suggesting higher concentrations of LREE. The sum of LREE is significantly enriched than HREE with the ratio of ƩLREE/ƩHREE value averaging at 11.24 ppm, showing a similar concentration with the black shale of the Niuitang Formation bearing shale gas [58]. The plot of the chondrite normalised REE distribution pattern showed a similar concentration of each element with the depth of burial suggesting a syngenetic input rather than diagenetic (Figure 4). Diagenetic minerals exhibit heterogenous values or concentrations, as temperature and pressure increase with depth and hence least susceptible to diagenesis. Some previous studies [59,60,61,62] have reported the relative insolubility and immobility of REE during hydrothermal alteration, weathering, and low-grade metamorphism.

Figure 3 
               Chondrite-normalised REE pattern of the studied carbonaceous shale.
Figure 3

Chondrite-normalised REE pattern of the studied carbonaceous shale.

Figure 4 
               Modified van Krevelen diagram for the studied samples. (a) A plot of remaining hydrocarbon potential (S2) vs TOC showing kerogen type-III of the studied Mikambeni Shale. (b) A plot of HI vs T
                  max showing maturity levels of the studied shale. Lines divide samples into the following: I – type I kerogen, II – type II kerogen, III – type III kerogen, and IV – type IV kerogen.
Figure 4

Modified van Krevelen diagram for the studied samples. (a) A plot of remaining hydrocarbon potential (S2) vs TOC showing kerogen type-III of the studied Mikambeni Shale. (b) A plot of HI vs T max showing maturity levels of the studied shale. Lines divide samples into the following: I – type I kerogen, II – type II kerogen, III – type III kerogen, and IV – type IV kerogen.

5 Discussion

5.1 Gas-prone formation

The preponderance of type-III kerogen is associated with the Permian Mikambeni shale which is prone to gas generation (Figure 4a). The type-III kerogen indicated that the organic matter was mainly derived from higher plant materials during the structural subsidence that formed the Tuli Basin [20,63,64]. The plot of HI against T max values suggests that the Mikambeni shale is prone to produce more gas hydrocarbon (Figure 4b). Although the presence of woody and inertinite may suggest a type-III kerogen, the preponderance of vitrinite input in the Mikambeni shale imparted the kerogen type-III. Meanwhile, vitrinite is composed of lignin, cellulose, and tannins of vascular plants, particularly from the periderm and xylem tissues. Based on the TOC, the quality of the organic matter indicated an excellent source rock since it exceeds the threshold limit of 5.0 wt%. It is important to note that the hydrocarbon generative potential of Mikambeni shale indicated a very good to excellent source potential since it exceeds the threshold classification [65]. The generation potential refers to the summation of free hydrocarbon (S1) and yieldable hydrocarbon (S2) exceeding 10 mg HC/TOC [66].

However, the average PI of the gaseous hydrocarbon suggested a moderately mature source that has the capacity to generate a biogenic gas (Figure 5). Some studies [67,68,69] have attributed the biogenic gas occurrence to a shallower depth where organic matter is decomposed by activities of methane-producing micro-organisms under an anaerobic condition in the absence of sulphate at a shallow burial depth.

Figure 5 
                  Plot of PI vs T
                     max showing maturity pathway at a low-level conversion stage [73].
Figure 5

Plot of PI vs T max showing maturity pathway at a low-level conversion stage [73].

Besides the biogenic origin, the isotopic crossplot of δ 13C and δ 16O, as shown in Figure 6, suggested a mixed origin [70]. This relationship between of δ 13C and δ 16O of the organic material suggests a bacterial reduction of organic compounds to CO2 and hydrogen through an enzymatic reaction in the absence of sulphate (Martini et al. [70]; Wang et al. [37]). The mixed-origin gases are thought to form at temperatures ranging from 80 to 160°C, while the biogenic gas mostly form below 80°C [71,72].

Figure 6 
                  Plot of δ
                     13C versus δ
                     16O showing the biogenic domain of the studied shale [70].
Figure 6

Plot of δ 13C versus δ 16O showing the biogenic domain of the studied shale [70].

5.2 Paleo-redox conditions of the depositional environment

Elemental ratios of trace elements such as V/Cr, Ni/Co, Th/U, and V/(V + Ni) can provide useful insights into understanding the paleo-redox condition. Low concentrations of the Th/U ratio typical of anoxic conditions can exhibit values <2 ppm, while dysoxic conditions can range from 2 to 4 ppm [74]. Furthermore, the elemental ratio of V/(V + Ni) with a value >0.5 has been interpreted to represent an organic-rich reducing environment, while <0.5 represents an oxidizing condition [75]. At the same time, Ross and Bustin [76] indicated that Co and Cr are not influenced by redox conditions due to their relation to detrital components. However, the elemental ratios of Ni/Co and V/Cr have been regarded to reflect dysoxic conditions, ranging from 2 to 4.25 [77]. Based on the cross-plots of elemental ratios (Figure 7), the organic-rich sediment of the studied Mikambeni Formation showed dysoxic to anoxic paleo-redox conditions. The anoxic setting is established as all the oxidants in the studied sediments are depleted due to further reduction processes relating to burial depth, thus promoting the activities of sulphide-reducing bacteria [78].

Figure 7 
                  Cross-plots of elemental redox ratios.
Figure 7

Cross-plots of elemental redox ratios.

Additionally, the Mo content with an average concentration of >30 ppm is close to that of Black Sea-reduced shale sediment [79] and is consistent with Wedepohl [80], which indicated an average concentration of Mo (ave. >10 ppm) in black shale facies. Such Mo concentration tends to favour a depositional environment with oxygen deficiency and anoxia bottom sediment–water interface. Similarly, V and Cr are more enriched in enhanced reducing conditions [81] with high V/Cr ratios revealing pronounced anoxia during OM-rich deposition. They are veritable tools to decipher and discriminate paleo-redox environments under which sedimentary deposits were formed owing to their geochemical resilience to weathering, diagenesis, and sensitivity to redox reactions [57,82]. Meanwhile, the plot of elemental ratios of V and Ni (average: 0.68 ppm) against the TOC of Mikambeni shale showed a strong positive correlation, indicating a reducing condition (Figure 8) [57].

Figure 8 
                  Cross-plot of V/(V + Ni) against the TOC showing paleo-redox conditions for the Mikambeni shales [57].
Figure 8

Cross-plot of V/(V + Ni) against the TOC showing paleo-redox conditions for the Mikambeni shales [57].

The geochemical proxy ratios of the Eu/Eu* value (0.54–0.69 ppm) with an average value of 0.65 ppm showed an enrichment relative to other concentrations on the chondrite-normalised diagram. The interpretation of the anoxic environment is consistent with the V/(V + Ni) average value of 0.84 ppm which exceeds the 0.54 limit for anoxic conditions. This result is comparable with the V/(V + Ni) average value of 0.80 ppm for Niutitang shale-bearing gas [83]. The positive anomalous concentration of Ce (115.79–132.09 ppm) and enrichment value of Ce* > 1 suggest terrigenous input in an anoxic condition [84]. In an anoxic condition, sulphate reduction may occur with increasing depth alongside concomitant precipitation of FeS2, while Mo may concentrate as a separate phase of insoluble sulphide [69,85]. This reduction reaction may have contributed to the presence of Mo with an average value of 31.25 ppm in the studied carboniferous shale samples.

5.3 Paleo-productivity and paleoclimate

The availability of some elements, including Ba, P, Zn, and sulphide-associated Fe and Cu, can be used as a reliable tool to identify and assess productivity within the bottom sediment–water column. Barium is regarded as a paleo-productivity proxy since the biogenic barite is related to phytoplankton degradation [86]. Sulphide associated with Fe and Zn has been employed by Mansour et al. [87] to reveal redox and paleo-productivity conditions. High sulphide and low Fe contents together with low-to-moderate authigenic enrichment of Zn suggest a slight nutrient supply through the water column [87]. Zinc sulphide and iron sulphide are considered evidence of the reduction process, resulting from sulphide-driven bacteria. With further increase in the burial depth below the sediment–water interface, methanogens begin to degrade the organic matter to generate biogenic gas. This is consistent with previous work [88], which argued that gaseous hydrocarbon is unlikely to form unless all sulphates are depleted while vanadium and nickel are concentrated. For Mikambeni shale, the average concentrations of Zn, Ba, and Cu indicate a strong paleo-productivity under anoxic conditions. Deficiency of oxygen can be attributed to climate and sea level changes, tectonic activities, and hydrographic factors, resulting in an insufficient supply of oxygen to oxidise the organic materials [89,90].

6 Conclusion

The evaluation of carbonaceous shale has revealed the potential to generate unconventional gaseous hydrocarbon. Hydrocarbon parameters including TOC, HI, remaining hydrocarbon potential (S2), generative potential (GP), PI, and thermal maturity indicators (T max, VRo) have shown the predominance of type-III kerogen that is prone to generate gas from matured carbonaceous shale source rock. Furthermore, the carbon isotopic compositions, δ 13C, typify a terrigenous vascular higher plant origin, while the oxygen concentration, δ 16O, suggests an anoxic depositional environment. Additionally, the elemental composition and proxy have indicated a non-marine environment having fluvial and brackish deposition. In conclusion, the carbonaceous shale has the potential to generate unconventional gas from a dominant influx of organic matter derived from terrigenous input and is prone to generate gaseous hydrocarbon without an oil mixture.



Acknowledgement

The author appreciates Prof. Amponsah-Dacosta, Francis, and Dr. Mhlongo Sphiwe Emmanuel for their meaningful and significant contributions to developing this manuscript. Additionally, the author sincerely thanks Mr. Mahlaule Ntiyiso Ally for the support provided during the sample collection. Finally, the author thanks the anonymous reviewers whose scientific inputs have greatly improved this article.

  1. Conflict of interest: The author declares that there is no known conflict of interest.

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Received: 2023-05-31
Revised: 2023-09-11
Accepted: 2023-09-18
Published Online: 2023-11-27

© 2023 the author(s), published by De Gruyter

This work is licensed under the Creative Commons Attribution 4.0 International License.

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