Differential Enrichment of Shale Oil Hydrocarbon Fractions and Its Controlling Factors: A Case Study of the Upper Es4 Member, Dongying Sag, Bohai Bay Basin

Differential enrichment of shale oil hydrocarbon fractions exerts a fundamental control on the spatial distribution of “sweet spots” and the efficiency of unconventional resource recovery. This study investigates the continental shales of the Upper Es4 Member in the Dongying Sag, Bohai Bay Basin, through an integrated analytical framework combining Laser Scanning Confocal Microscopy (LSCM), Scanning Electron Microscopy (SEM), and high-pressure mercury intrusion. By moving beyond qualitative observations, we characterize the micro-scale partitioning of light and heavy fractions and establish a deterministic hierarchy of controlling factors. Our results indicate the following. (1) Mineral composition functions as a “primary geochemical filter,” where carbonate minerals exhibit a preferential adsorption affinity for light fractions (≤ C18), while clay minerals facilitate the selective retention of heavy components (> C18). (2) Pore–throat architecture acts as a “secondary mobility modulator.” A statistically significant linear correlation (R2 = 0.72, p < 0.05) was identified between mean pore diameter and the light-to-heavy fluorescence ratio, suggesting that interconnected macropores in carbonate laminae provide low-resistance conduits for light oil accumulation, whereas isolated mesopores in argillaceous matrices promote heavy-component sequestration. (3) Thermal maturity (Ro) drives a progressive shift in the light-to-heavy ratio, enhancing oil fluidity and regulating the transition from adsorption-dominated to migration-dominated enrichment. This study clarifies the lithofacies-dependent coupling mechanisms between mineral diagenesis and pore-scale fractionation, providing a semi-quantitative conceptual model for shale oil sweet-spot prediction in complex lacustrine basins.