Clay Mineral Characteristics and Smectite-to-Illite Transformation in the Chang-7 Shale, Ordos Basin: Processes and Controlling Factors

As critical components in continental shale systems, the composition and evolution of clay minerals are fundamental to their diagenetic processes and petrophysical properties. The Chang-7 shales in the Ordos Basin exhibit abundant clay mineral content, offering a valuable case study for clay mineral research under moderate diagenetic conditions. This study employed XRD analysis to determine the whole-rock mineralogy, clay mineral composition, and the evolution characteristics of illite-smectite mixed-layer minerals (I/S). Comprehensive clay mineral datasets compiled from 13 newly analyzed wells and existing literature revealed distinct lateral distribution patterns. Total Organic Carbon (TOC) analysis and vitrinite reflectance (Ro) measurements provided systematic quantification of organic matter abundance and thermal maturation parameters in the studied samples. The results reveal that the Chang-7 shale exhibits a characteristic clay mineral assemblage, with I/S (average 44.2%) predominating over illite (34.7%), followed by chlorite (15.6%) and limited kaolinite (5.4%). Frequent volcanic activities provided substantial precursor materials for smectite formation, which actively participated in subsequent illitization processes, while chlorite and kaolinite distributions were predominantly controlled by provenance inputs and sedimentary facies, respectively. Inconsistencies exist between diagenetic stages inferred from I/S mixed-layer ratios and Ro values, particularly in low-maturity samples exhibiting accelerated illitization. The observed negative correlation between TOC content and mixed-layer ratios in Well YY1 and YSC Section samples demonstrates the catalytic role of organic matter in facilitating smectite-to-illite transformation. These results systematically clarify the coupled effects of sedimentary-diagenetic processes, offering new insights into the mutual interactions between inorganic and organic phases during illitization under natural geological conditions. The findings advance the understanding of Chang-7 shale oil and gas systems and offer practical guidance for future exploration.