Kerogen in the context of Vitrinite reflectance

Oil shale is an organic-rich fine-grained sedimentary rock containing kerogen (a solid mixture of organic chemical compounds) from which liquid hydrocarbons can be produced. In addition to kerogen, general composition of oil shales constitutes inorganic substance and bitumens. Based on their deposition environment, oil shales are classified as marine, lacustrine and terrestrial oil shales. Oil shales differ from oil-bearing shales, shale deposits that contain petroleum (tight oil) that is sometimes produced from drilled wells. Examples of oil-bearing shales are the Bakken Formation, Pierre Shale, Niobrara Formation, and Eagle Ford Formation. Accordingly, shale oil produced from oil shale should not be confused with tight oil, which is also frequently called shale oil.

A 2016 estimate of global deposits set the total world resources of oil shale equivalent of 6.05 trillion barrels (962 billion cubic metres) of oil in place. Oil shale has gained attention as a potential abundant source of oil. However, the various attempts to develop oil shale deposits have had limited success. Only Estonia and China have well-established oil shale industries, and Brazil, Germany, and Russia utilize oil shale to some extent.

Diagenesis (/ˌdaɪ.əˈdʒɛnəsɪs/) is the process of physical and chemical changes in sediments first caused by water-rock interactions, microbial activity, and compaction after their deposition. Increased pressure and temperature only start to play a role as sediments become buried much deeper in the Earth's crust. In the early stages, the transformation of poorly consolidated sediments into sedimentary rock (lithification) is simply accompanied by a reduction in porosity and water expulsion (clay sediments), while their main mineralogical assemblages remain unaltered. As the rock is carried deeper by further deposition above, its organic content is progressively transformed into kerogens and bitumens.

The process of diagenesis excludes surface alteration (weathering) and deep metamorphism. There is no sharp boundary between diagenesis and metamorphism, but the latter occurs at higher temperatures and pressures. Hydrothermal solutions, meteoric groundwater, rock porosity, permeability, dissolution/precipitation reactions, and time are all influential factors.

A petroleum reservoir or oil and gas reservoir is a subsurface accumulation of hydrocarbons contained in porous or fractured rock formations. Such reservoirs form when kerogen (ancient plant matter) is created in surrounding rock by the presence of high heat and pressure in the Earth's crust.

Reservoirs are broadly classified as conventional and unconventional reservoirs. In conventional reservoirs, the naturally occurring hydrocarbons, such as crude oil (petroleum) or natural gas, are trapped by overlying rock formations with lower permeability, while in unconventional reservoirs the rocks have high porosity and low permeability, which keeps the hydrocarbons trapped in place, therefore not requiring a cap rock. Reservoirs are found using hydrocarbon exploration methods.

In petrochemistry, petroleum geology and organic chemistry, cracking is the process whereby complex organic molecules such as kerogens or long-chain hydrocarbons are broken down into simpler molecules such as light hydrocarbons, by the breaking of carbon–carbon bonds in the precursors. The rate of cracking and the end products are strongly dependent on the temperature and presence of catalysts. Cracking is the breakdown of large hydrocarbons into smaller, more useful alkanes and alkenes. Simply put, hydrocarbon cracking is the process of breaking long-chain hydrocarbons into short ones. This process requires high temperatures.

More loosely, outside the field of petroleum chemistry, the term "cracking" is used to describe any type of splitting of molecules under the influence of heat, catalysts and solvents, such as in processes of destructive distillation or pyrolysis.

Oil shale reserves refers to oil shale resources that are economically recoverable under current economic conditions and technological abilities. Oil shale deposits range from small presently economically unrecoverable to large potentially recoverable resources. Defining oil shale reserves is difficult, as the chemical composition of different oil shales, as well as their kerogen content and extraction technologies, vary significantly. The economic feasibility of oil shale extraction is highly dependent on the price of conventional oil; if the price of crude oil per barrel is less than the production price per barrel of oil shale, it is uneconomic.

As source rocks for most conventional oil reservoirs, oil shale deposits are found in all world oil provinces, although most of them are too deep to be exploited economically. There are more than 600 known oil shale deposits around the world. Although resources of oil shale occur in many countries, only 33 countries possess known deposits of possible economic value.

Palynology is the study of microorganisms and microscopic fragments of mega-organisms that are composed of acid-resistant organic material and occur in sediments, sedimentary rocks, and even some metasedimentary rocks. Palynomorphs are the microscopic, acid-resistant organic remains and debris produced by a wide variety of plants, animals, and Protista that have existed since the late Proterozoic.

It is the science that studies contemporary and fossil palynomorphs (paleopalynology), including pollen, spores, orbicules, dinocysts, acritarchs, chitinozoans and scolecodonts, together with particulate organic matter (POM) and kerogen found in sedimentary rocks and sediments. Palynology does not include diatoms, foraminiferans or other organisms with siliceous or calcareous tests. The name of the science and organisms is derived from the Greek Ancient Greek: παλύνω, romanized: palynō, "strew, sprinkle" and -logy) or of "particles that are strewn".

Tight oil (also known as shale oil, shale-hosted oil or light tight oil, abbreviated LTO) is light crude oil contained in unconventional petroleum-bearing formations of low permeability, often shale or tight sandstone. Economic production from tight oil formations requires the same hydraulic fracturing and often uses the same horizontal well technology used in the production of shale gas. While sometimes called "shale oil", tight oil should not be confused with oil shale (shale rich in kerogen) or shale oil (oil produced from oil shales). Therefore, the International Energy Agency recommends using the term "light tight oil" for oil produced from shales or other very low permeability formations, while the World Energy Resources 2013 report by the World Energy Council uses the terms "tight oil" and "shale-hosted oil".

In May 2013 the International Energy Agency in its Medium-Term Oil Market Report (MTOMR) said that the North American oil production surge led by unconventional oils—US light tight oil (LTO) and Canadian oil sands—had produced a global supply shock that would reshape the way oil is transported, stored, refined and marketed.

Shale oil extraction is an industrial process for unconventional oil production. This process converts kerogen in oil shale into shale oil by pyrolysis, hydrogenation, or thermal dissolution. The resultant shale oil is used as fuel oil or upgraded to meet refinery feedstock specifications by adding hydrogen and removing sulfur and nitrogen impurities.

Shale oil extraction is usually performed above ground (ex situ processing) by mining the oil shale and then treating it in processing facilities. Other modern technologies perform the processing underground (on-site or in situ processing) by applying heat and extracting the oil via oil wells.

Shale oil is an unconventional oil produced from oil shale rock fragments by pyrolysis, hydrogenation, or thermal dissolution. These processes convert the organic matter within the rock (kerogen) into synthetic oil and gas. The resulting oil can be used immediately as a fuel or upgraded to meet refinery feedstock specifications by adding hydrogen and removing impurities such as sulfur and nitrogen. The refined products can be used for the same purposes as those derived from crude oil.

The term "shale oil" is also used for crude oil produced from shales of other unconventional, very low permeability formations. However, to reduce the risk of confusion of shale oil produced from oil shale with crude oil in oil-bearing shales, the term "tight oil" is preferred for the latter. The International Energy Agency recommends to use the term "light tight oil" and World Energy Resources 2013 report by the World Energy Council uses the term "tight oil" for crude oil in oil-bearing shales.

Spent shale or spent oil shale (also known as retorted shale) is a solid residue from the shale-oil extraction process of producing synthetic shale oil from oil shale. It consists of inorganic compounds (minerals) and remaining organic matter known as char—a carbonaceous residue formed from kerogen. Depending on the extraction process and the amount of remaining organic matter, spent shale may be classified as oil shale coke, semi-coke, or coke-ash residue, known also as oil shale ash. According to the European Union waste list, all these types of spent shale are classified as hazardous waste.

Oil shale coke is created by chamber ovens which were used for oil shale gas production. Vertical retorts create mainly semi-coke. Most solid heat-carrier processes create coke-ash residue, as the semi-coke created during the process is combusted for the process's energy needs.