Understanding the mechanisms for illitization of clay minerals has important applications in reconstructing geologic histories and determining the origins of physical and chemical characteristics of buried sediments. While many studies have been carried out on this topic, few have focused on the mechanism of illite formation from kaolinite. The purpose of this study was to investigate more deeply the illitization of kaolinite in KOH solution at a high solid/liquid ratio (1000 mg/mL). X-ray diffraction (XRD) and infrared spectroscopy were used to follow the formation of new crystalline phases and the composition of the octahedral sheet, while the transformation of the Si and Al local environments was analyzed by 29Si and 27Al magic angle spinning nuclear magnetic resonance spectroscopy (MAS NMR). The results revealed that the first reaction stage consists of the diffusion of Al from the octahedral to the tetrahedral sheet of the kaolinite TO layers, giving rise to the precursors of the illite/muscovite nuclei. Combination of XRD with 27Al MAS NMR measurements indicated that a minimum amount of tetrahedral Al is required in the original TO layer before condensation of a second tetrahedral sheet occurs to complete the formation of the illite/muscovite TOT layers.

Smectite illitization is an important diagenetic phenomenon of mudstones, but only rarely has the influence of organic matter (OM) on this process been examined. In the present study, hydrothermal experiments were conducted with smectite (M1, total organic carbon (TOC) <0.3%) and a smectite and N,N-dimethylhexadecylamine (16DMA) complex (M2, TOC >1%). X-ray diffraction (XRD), infrared, X-ray fluorescence (XRF), and organic carbon analyses were employed to characterize the mineralogy and OM of the samples and the effect of OM on smectite illitization. The XRD patterns showed changes in clay mineral parameters with increased temperature. These changes varied in both M1 and M2 and indicated a difference in the degree of smectite illitization. Moreover, the OM in M2 was mainly adsorbed in smectite interlayers, the OM was largely desorbed/decomposed at temperatures above 350°C, and the OM was the main reason for differences in the degree of smectite illitization between M1 and M2. Bulk mineral composition, elemental content, and infrared absorption band intensities were changed with increased temperature (especially above 350°C). This indicated the formation of new minerals (e.g., ankerite). Overall, OM entered the interlayer space of smectite in M2 and delayed the exchange of K+ by interlayer cations, and thus, suppressed the transformation of smectite to illite and resulted in differences in smectite illitization of M1 and M2. In particular, the formation of CO2 after the decomposition of OM at temperatures above 300°C led to the formation of ankerite in M2. This demonstrated the effect of organic-inorganic interactions on smectite illitization and mineral formation. The disparities in smectite illitization between M1 andM2, therefore, were linked to differences in the mineral formation mechanisms of a water-rock system (M1) and a water-rock-OM system (M2) in natural environments. The insights obtained in the present study should be of high importance in understanding organic-mineral interactions, hydrocarbon generation, and the carbon cycle.