In-situ heating conversion is the most practical recovery method for lacustrine low-to-medium maturity shale oil. However, the energy output-input ratio must exceed the economic threshold to achieve commercial development. This paper systematically investigates the mechanism of super-rich accumulation of organic matter in continental shale, sweet spot evaluation, optimal heating windows, and appropriate well types and patterns from the perspectives of enhancing energy output and reducing energy input. (1) The super-rich accumulation of organic matter in lacustrine shale is primarily controlled by the intensity, frequency, and preservation of external material inputs, and is related to moderate volcanic and hydrothermal activities, marine transgressions, with total organic carbon content greater than or equal to 6%. (2) The quality of organic-rich intervals is related to the type of source material and hydrocarbon generation potential. The in-situ conversion-derived hydrocarbon quality index (HQI) is established, and the zones exhibiting HQI>450 are defined as sweet spots. (3) Considering the characteristics of the organic matter conversion material field and seepage field, the temperature interval 300–370 °C is recommended as the optimal heating window for the Chang 7 3 sub-member of the Triassic Yanchang Formation in the Ordos Basin. Based on the advantages of thermal conductivity, permeability, and hydrocarbon expulsion efficiency along the bedding direction during in-situ heating, the “horizontal well heating + vertical well development” scheme is proposed, which has demonstrated significant enhancement in both recovery factor and energy output-input ratio, making it the optimal in-situ conversion process. The research findings provide a theoretical and technical foundation for the economical and efficient development of low-to-medium maturity shale oil.
ZHAO et al. (Sun,) studied this question.