Black shale is a dark-colored mudrock containing organic matter that may have generated hydrocarbons in the subsurface or that may yield hydrocarbons by pyrolysis. Many black shale units are enriched in metals severalfold above expected amounts in ordinary shale. Some black shale units have served as host rocks for syngenetic metal deposits.

Black shales have formed throughout the Earth's history and in all parts of the world. This suggests that geologic processes and not geologic settings are the controlling factors in the accumulation of black shale. Geologic processes are those of deposition by which the raw materials of black shale are accumulated and those of diagenesis in response to increasing depth of burial.

Depositional processes involve a range of relationships among such factors as organic productivity, clastic sedimentation rate, and the intensity of oxidation by which organic matter is destroyed. If enough organic material is present to exhaust the oxygen in the environment, black shale results.

Diagenetic processes involve chemical reactions controlled by the nature of the components and by the pressure and temperature regimens that continuing burial imposes. For a thickness of a few meters beneath the surface, sulfate is reduced and sulfide minerals may be deposited. Fermentation reactions in the next several hundred meters result in biogenic methane, followed successively at greater depths by decarboxylation reactions and thermal maturation that form additional hydrocarbons. Suites of newly formed minerals are characteristic for each of the zones of diagenesis.

The Excello Shale is one of the best exposed and most laterally continuous of the Pennsylvanian cyclothemic black shales in the midcontinent region of the United States. Its petrology and paleoenvi-ronmental significance were studied to understand the nature of cyclic black shales in general and how they relate to the habitat of hydrocarbon source beds. The Excello is thinly laminated, fissile where weathered, and rich in organic matter and phosphate nodules; it is 90–120 cm thick. Its thin laminations, fine particle size, and high total organic carbon (TOC) content suggest that it was deposited in a quiet water environment of an epeiric sea having anaerobic bottom water. The Excello Shale consists of two lithofacies: non-bioturbated black shale and bioturbated yellow-brown shale. Petrographic studies show that the black shale contains wavy to straight laminations and that the yellow-brown shale contains discontinuous and random laminae and mottled stratification. The close association of organic matter and phosphate-controlled nodule morphology (spherical, elongated, bladed, and platy) appear to be related to progressive decreases in nutrient supply of the sea water from the ancient ocean (Panthalassa).

Clay-mineral assemblages consist mainly of detrital illite, kaolinite, chlorite, and illite/smectite (I/S). Grain size and amount of these clays increase and TOC decreases shoreward towards the probable source areas of the clay minerals in the northern Ouachita region and northern Iowa. Quartz, carbonate-fluor-apatite, carbonate fossil fragments, and minor feldspar and pyrite are the principal minerals in the Excello Shale. Minor amounts of fine-silt-size carbonate minerals are present in some samples. Limestone concretions, 90–150 cm in diameter and 30 cm thick, were found at only one locality in Missouri where the Excello is a maximum of about 3 m thick. Fissility increases with weathering along the bedding plane, and laminae are separated by a limonite film. Four petrographically distinct microfabric variations of the Excello Shale appear to be related to the TOC content and bioturbation. Textural and structural properties of the shale are more developed with increasing organic matter content.

Naturally occurring ammonium illites have been discovered in black shales surrounding a stratiform base metal deposit in the DeLong Mountains, northern Alaska. Infrared spectra of the samples exhibit pronounced absorption at 1430 cm−1, the resonant-banding frequency for NH4+ coordinated in the illite interlayer. X-ray powder diffraction characteristics of the ammonium illites include an expanded d(001) spacing, with values as large as 10.16 Å, and ratios for I001/I003 and I002/I005 of about 2. Infrared analyses of physical mixtures of NH4Cl with a standard illite, and comparisons with synthetic ammonium micas indicate significant substitution (>50%) of NH4+ for K+ in the illite interlayer position. Nitrogen determinations on two ammonium illites after removal of carbonaceous matter gave values of 1.48 wt. % NH4+ and 1.44 wt. % NH4+. A survey of more than 150 different shale horizons indicates that the NH4+ content of the illites increases in proximity to the stratiform base metal mineralization.

The Mecca Quarry Shale Member from Velpen, Indiana contains abundant vanadium which occurs in solid solution within illite-rich illite-smectite (I-S) having an average content of 1.65 wt. % V, and an overall composition of K0.8(Al2.8Mg0.5Fe0.4V0.3)(Si7.2Al0.8 g)O20(OH)4, analogous to the V-rich dioctahedral mica, roscoelite. The illite contains more than twice as much V as the associated kerogen. Detrital mica has a composition typical of 2M1, muscovite and contains no vanadium. The V-rich illite has a structure and composition typical of formation during normal prograde diagenesis and probably is widespread in the Mecca Quarry Shale because the bed is enriched in V throughout the Midwest. The smectite-to-illite reaction can not be a result of passive burial metamorphism because the host strata were buried no deeper than ~0.5 km at Velpen. The formation of illite occurred in unlithified sediments at shallow depths under the influence of pervasive 80–110°C basinal brines, possibly the same fluids that were responsible for the Mississippi Valley-type lead-zinc mineralization common in the Midwest. The presence of two types of K-rich phyllosilicates may be part of the reason for the lack of correlation between bulk V concentrations and the intensities of X-ray diffraction peaks of illite reported by others.

Sedimentological data acquired by thin section petrography is a rich source of information to better understand and interpret depositional environments that are dominated by fine-grained deposits. This study provides an evaluation of the sedimentological and geochemical changes recorded over Upper Viséan to Lower Namurian successions preserved in a core section from a well drilled in the southern part of the Netherlands. Facies analysis and the recognition of microfacies associations allow detailed interpretations of depositional environments. Interpretation of additional geochemical data acquired by portable X-ray fluorescence analyses has resulted in a chemostratigraphic zonation for the core section. The zonation reflects stratigraphic changes in the mineralogy of the sedimentary successions. Integration of the microfacies associations and the chemostratigraphic zonation has led to the identification of three so-called depositional zones, which show the development of depositional settings from Late Viséan to Early Namurian times. Depositional Zone 1 consists of fine-grained turbiditic limestones and mudstones deposited in a distal carbonate ramp setting during Latest Viséan times. The overlying Depositional Zone 2 corresponds to the Geverik Member (Lower Namurian) and is particularly heterogeneous in geochemical and lithological terms: the zone reflects a complex interplay between different parameters such as sediment source, transport mechanisms and oxygen content that are assumed to be governed by fluctuating sea levels and changing depositional environments (from basinal to shallow marine settings). Sandy lenticular mudstones are predominant in the lower part of Depositional Zone 2 and show that sedimentation was via erosive bedload, whilst the common fossiliferous mudstones present within the upper part of the same zone yield evidence for increased endobenthic activity in dysoxic conditions. The successions assigned to Depositional Zone 3 ( = Epen Formation – Namurian) are the products of cyclic sedimentation of a terrestrial sourced delta.

Investigations of mass movements of the Messel oil shale in Germany presumed that swell- and especially shrink-deformations of the organic-rich clay were among the factors triggering initial displacements. Within the scope of the present studies, delicate clay/organic microstructures had to be deciphered. Reactions of clay minerals and microstructures upon dehydration were observed by environmental scanning electron microscopy (ESEM) and the distribution of organic matter was studied by confocal laser scanning microscopy (CLSM) in fluorescence mode. ESEM and CLSM have been demonstrated to be valuable tools for the microstructural characterization of laminated organic-rich sediments. The application of these analytical and imaging techniques will be of great interest to a wide range of geological disciplines such as palaeontology, organic petrology, engineering geology and global change studies.

Sediments, mainly sandstones, conglomerates and shales, accumulated in small turbidite fans along the northern arc–trench margin of the Iapetus Ocean from middle Ordovician to Silurian time. These fans, together with the underlying pelagic facies and part of the oceanic crust, were sliced and accreted northward resulting in the Lower Palaeozoic accretionary prism which forms the Scottish Southern Uplands and the Longford-Down inlier in Ireland. North Down is the continuation of the Northern belt of the Southern Uplands of Scotland into Ireland, bounded to the S by the Orlock Bridge fault. Lithological and petrographical comparison with the rest of the Northern belt indicates closer affinities with the Southern Uplands of Scotland than with the western end of the Longford-Down inlier. Major ENE—WSW-trending Caledonian strike faults define five blocks, in which new formations of Caradoc and ? Ashgill age are defined. Pillowed spilitic rock, interpreted as a fragment of the ocean-floor, is only recognised in the Ballygrot block. Pelagic and hemipelagic black shales and cherts are overlain by arenaceous sediments in all blocks.