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Peer-reviewedCC BY-NC-NDPetroleum Science

A multiple review on identification and fine evaluation of shale pores: Prospects and challenges

  1. 1Department of Chemical and Petroleum Engineering, Schulich School of Engineering, University of Calgary, Calgary, Alberta, T2N 1N4, Canada
  2. 2State Key Laboratory of Deep Oil and Gas, China University of Petroleum (East China), Qingdao, 266580, Shandong, China
  3. 3Eastern Institute for Advanced Study, Ningbo, 315000, Zhejiang, China

Abstract

Accurate evaluation of pore systems in shale reservoirs is critical for understanding fluid flow, gas storage capacity, and overall reservoir performance. Extensive research has been conducted on the micro- and nano-pore structure of shale reservoirs using various experimental methods and shale samples. However, discrepancies in sample preparation standards and experimental parameters—such as observation techniques and data interpretation—raise concerns about the reliability and comparability of these results across different shale reservoirs. This review systematically evaluates the current methods for characterizing shale pore systems, with particular emphasis on commonly used techniques such as scanning electron microscopy (SEM), gas adsorption, and CT scanning. Key challenges related to sample preparation (e.g., sample size) and experimental conditions (e.g., voltage and current) are discussed, as these factors can introduce significant inaccuracies into pore structure characterization, even for well-established methods. Additionally, we examine the difficulties in integrating these methods to achieve a comprehensive understanding of shale pore parameters, including the quantification of organic and inorganic porosity, full-scale pore size distribution, and pore connectivity. Addressing these challenges requires the establishment of standardized processing workflows to enhance the comparability of results and minimize experimental errors. We also highlight often-overlooked issues, such as the potential discrepancy between pore structures observed under laboratory conditions and those at in-situ depths. The review concludes with recommendations for future research, including the development of advanced experimental techniques and more efficient data processing strategies to improve pore characterization in shale reservoirs. This review provides a new perspective for future research and addresses a critical gap in understanding the impact of experimental conditions on pore structure characterization outcomes.

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BibTeX
@article{gou2026multiple,
  title = {{A multiple review on identification and fine evaluation of shale pores: Prospects and challenges}},
  author = {Qiyang Gou and Shang Xu and Fang Hao and Keyu Liu and Zhang-Xing Chen},
  journal = {Petroleum Science},
  year = {2026},
  month = may,
  doi = {10.1016/j.petsci.2026.05.003},
  url = {https://doi.org/10.1016/j.petsci.2026.05.003},
  note = {CC BY-NC-ND},
}
RIS
TY  - JOUR
TI  - A multiple review on identification and fine evaluation of shale pores: Prospects and challenges
AU  - Qiyang Gou
AU  - Shang Xu
AU  - Fang Hao
AU  - Keyu Liu
AU  - Zhang-Xing Chen
PY  - 2026
DA  - 2026/05/14
JO  - Petroleum Science
DO  - 10.1016/j.petsci.2026.05.003
UR  - https://doi.org/10.1016/j.petsci.2026.05.003
AB  - Accurate evaluation of pore systems in shale reservoirs is critical for understanding fluid flow, gas storage capacity, and overall reservoir performance. Extensive research has been conducted on the micro- and nano-pore structure of shale reservoirs using various experimental methods and shale samples. However, discrepancies in sample preparation standards and experimental parameters—such as observation techniques and data interpretation—raise concerns about the reliability and comparability of these results across different shale reservoirs. This review systematically evaluates the current methods for characterizing shale pore systems, with particular emphasis on commonly used techniques such as scanning electron microscopy (SEM), gas adsorption, and CT scanning. Key challenges related to sample preparation (e.g., sample size) and experimental conditions (e.g., voltage and current) are discussed, as these factors can introduce significant inaccuracies into pore structure characterization, even for well-established methods. Additionally, we examine the difficulties in integrating these methods to achieve a comprehensive understanding of shale pore parameters, including the quantification of organic and inorganic porosity, full-scale pore size distribution, and pore connectivity. Addressing these challenges requires the establishment of standardized processing workflows to enhance the comparability of results and minimize experimental errors. We also highlight often-overlooked issues, such as the potential discrepancy between pore structures observed under laboratory conditions and those at in-situ depths. The review concludes with recommendations for future research, including the development of advanced experimental techniques and more efficient data processing strategies to improve pore characterization in shale reservoirs. This review provides a new perspective for future research and addresses a critical gap in understanding the impact of experimental conditions on pore structure characterization outcomes.
SN  - 1995-8226
SN  - 1672-5107
ER  -