D652 Shale Reservoir Criteria & Cut-offs

Event Facts

  • 19 Oct. 2021
  • 19 Oct. 2021
  • 20 Oct. 2021
  • 20 Oct. 2021
Half-day sessions, starting in the mornings or afternoons for the Americas. Any variation to this will be communicated in advance.
Event Code:
4 sessions
Steve Hennings
Booking Status:
Good Availability
CAD $1,750 (Exclusive of tax)

Course Facts

Course Code:
2 days
Virtual Classroom
1.6 Continuing Education Units
16 Professional Development Hours
Certificate Issued Upon Completion


Business impact: The course material allows multi-disciplinary shale evaluation teams to improve communications and properly prioritize their efforts, thereby increasing the reliability of their analysis results while achieving maximum value from their evaluation budget.

This course provides an intermediate-level review of the essential shale formation properties needed for commercial development and provides practical descriptions of the many unique technical terms and concepts involved in shale analysis. The book “Shale Reservoir Criteria & Cut-offs” will be provided to participants as a reference and study guide.

Duration and Training Method

This 2-day virtual classroom course is divided into 4 webinar sessions dedicated to presentations, practical class exercises, and case studies on the analysis of shale reservoir properties.

Course duration is limited by maintaining focus on shale reservoir properties, rather than including information on rate forecasting, hydraulic fracturing, or other types of unconventional reservoirs.

Participants will learn to:

  1. Identify reasons core data is the dominant data source for screening shale reservoirs.
  2. Select the appropriate data for screening shale plays.
  3. Understand the reasons, limitations, and underlying assumptions of common screening methods for shale reservoirs that are applied by geoscientists and engineers.
  4. Perform quality control analysis on core analysis results.
  5. Identify the data needed to select specific completion intervals. 
  6. Explain the significance and meaning of various acronyms that are unique to shale analysis.
  7. List essential reservoir data that is often ignored in shale evaluations.
  8. Understand why completion engineers, reservoir engineers, and geoscientists often differ on which shale intervals should be targeted and how this issue can be resolved. 

Shale Concepts

  • Measurement Units and Terms
  • Source Rock Essentials
  • Drawbacks of TOC Analysis
  • Storage and Flow Potential
  • Well Selection Strategies
  • Reservoir Quality Indicators


  • Organic Maturity
  • Transformation Windows
  • Geochemistry
  • Illitization
  • Implications of Over-Pressure
  • Electric Log Considerations
  • Types of Shale Porosity

Core Analysis

  • Absorption vs. Adsorption
  • Langmuir Isotherm
  • S1 and S2 Measurements
  • Pyrogram Quality Control
  • Oil Saturation Index
  • Gas Content Analysis
  • Gas Content and Isotherm Quality Control

Development Considerations

  • Required Porosity and Permeability
  • Shale Oil vs. Shale Gas Considerations
  • Recoverable Shale Gas and Shale Oil
  • Reservoir Target Quality Analysis
  • Challenges and Solutions for Verifying RTQ Analysis
  • Reservoir Cut-off Summary

Who should attend

The course is intended for staff professionals, supervisors, and specialists who are already familiar with conventional reservoir evaluation methods. This includes reservoir engineers, geoscientists, completion engineers, and technical support staff. Those likely to gain the most from the course are those without formal training in shale but who are involved in shale evaluation, exploration, or development activities. 

Prerequisites and linking courses

Participants should be familiar with the types of data collected from conventional log and core analysis and how that data is used to estimate conventional resource volumes and well productivity. Such understanding will serve as an excellent foundation for diving into shale reservoir analysis. 

Information on hydraulic fracturing for shale, production forecasting for shale, and characteristics of other types of unconventional reservoirs will need to be gained from other courses, such as N646 (Hydraulic Fracturing Shale: Technical Design and Analysis); D437 (Geomechanics for Unconventional and Tight Reservoirs); D647 (Shale and Tight Oil for Technical Professionals).

Steve Hennings

Steve Hennings, M.S., P.E. is the owner and principal consultant at Source Rock Engineering in Littleton, Colorado, USA. He is a registered professional engineer with a Bachelor’s degree in Petroleum Engineering and a Master’s degree in Finance. Steve worked for a major energy company during his first 20 years in the oil & gas industry where he completed a wide variety of reservoir, well completion, and production engineering assignments. His very first assignment was to evaluate ways to optimize hydraulic fracturing treatments and improve forecasting methods, and Steve continues to focus attention on those issues. During his career he also led engineering and geoscience teams for: the largest U.S. oil field, the largest underground coal mine in Australia, and a prestigious petroleum laboratory and research center. For the past ten years Steve has focused exclusively on unconventional reservoirs in the United States, Canada, Australia, China, India and other countries. He also occasionally conducts private or public technical workshops to share lessons learned from his on-going participation in exploration and development efforts. Steve is a member of the Society of Petroleum Engineers, Rocky Mountain Association of Geologists, and the Society of Mining Engineers. In 2008 he shared the annual Stefanko Award for his technical presentations.

Courses Taught
N646 - Hydraulic Fracturing Shale and Tight Rock: Technical Design and Analysis
N645 - Introduction to Shale and Tight Oil & Gas
N647 - Shale and Tight Oil & Gas for Petroleum Engineers and Geologists
N652 - Shale Reservoir Criteria & Cut-offs

Alternative Dates for this Course