How Nature Makes Coal, Oil and Gas

How Nature Makes Coal, Oil and Gas sxr133

How Picky Eaters and Earth's Cooks Make Coal, Oil and Gas

We humans eat apples and eggplants, but we don’t eat their stems or leaves or roots. Bacteria in water are similarly picky. Even before a plant sinks all the way to the bottom of the ocean, bacteria and other living things are picking off the chemicals they like, either because those chemicals are easier to get or more useful to the bacteria, leaving other chemicals behind. This continues as the plants are buried. Some bacteria in low-oxygen but organic-rich mud make methane, CH4, the main ingredient in natural gas, as described in the Enrichment section More on Oxygen in Water. As more mud accumulates on top, deeper sediments are warmed by the heat of the Earth, “cooking” the dead plants. The result depends on how much cooking occurs, and what the plants were at the beginning.

“Woody” land plants—tree trunks, but also leaves, twigs, roots, etc.—become coal, which is mostly carbon. During the transformation from leaves and twigs to hard, shiny black coal, we change the name, first to peat, and then to coal of different types, lignite, then bituminous, then anthracite. You’ll generally find that as time, heat, and pressure change the organic materials, they also change the rest of the sediment around the coal. Peat occurs in sediments that are not yet hard enough to be called rock, lignite in soft sedimentary rocks, bituminous in harder ones, and anthracite in metamorphic rocks.

Oil is formed from “slimy” water plants (algae, plus things such as cyanobacteria that probably shouldn’t really be called plants, but we’re simplifying a little here). Because oil is primarily made of carbon (C) and hydrogen (H), we sometimes refer to it as a hydrocarbon. Methane is the simplest hydrocarbon, CH4, but oil contains a great range of larger hydrocarbon molecules, such as octane (C8H18). With too much heat, the oil breaks down to make methane. This gas is also produced as coal forms.

Coal, as a solid, mostly sits where it was formed. Eventually, if the rocks above it are eroded so that it is exposed at the Earth’s surface, the coal itself may be eroded away, and either “eaten” by bacteria, or buried in new rocks. And, occasionally, a natural forest fire or a lightning strike may set coal on fire. This burning usually isn’t really fast because after the coal nearest the surface burns away, oxygen doesn’t get to deeper coal very easily. But, a lot of coal has avoided being eroded or burned, and is sitting in the rocks where it formed.

(Humans have also set coal on fire, releasing mercury and other toxic materials, and burning up a valuable resource. A few percent of China’s annual coal production may be burned in such fires, the town of Centralia in Pennsylvania was abandoned because of one such fire (see the figure below), and other impacts occur.)

Person sitting on asphalt with big cracks in it watching the gases from an underground coal fire rising from the Earth’s surface.

Gases reaching the Earth’s surface from the underground coal fire at Centralia, PA, USA, which has been burning since 1962. As miners removed coal from deep mines, pillars of the coal were left to hold up the rocks above. The fire has burned these pillars away, allowing collapses that have broken up the Earth’s surface, as shown here. This, plus the poisons in the gases, have caused almost all of the residents of the town to be relocated.

Aerial view of Catenary Coal's Samples Mine.

Aerial view of Catenary Coal's Samples Mine, a Mountaintop Removal project at the head of Cabin Creek.

Mining coal involves either removing the rocks on top, or tunneling into the Earth along the coal layer. Removing the rocks on top of the coal, called “surface mining” or “strip mining”, requires putting those rocks on top of something else, breaking the coal loose with machines or explosives, hauling the coal away to be burned, and then either putting the rocks back on top or just leaving them. (We’ll revisit some of the implications of this later in the semester.) Digging along the coal is often called “deep mining”, and puts miners in a potentially dangerous place. For more information about mountain removal mining, visit the U.S. Environmental Protection Agency for some good resources, and watch the video at NASA's page on Mountaintop Removal.

When mud rocks (shale layers) are heated, the buried dead plants break down into the smaller molecules that make up oil and gas. Initially, these are trapped in the shale. However, because many small molecules take up more space than a few big ones, heating and cooking the rocks raises the pressure inside until the oil and gas seep out, often by cracking the rock. After some oil and gas escape, the pressure drops and the cracks close under the weight of rocks above. This may happen multiple times as more cooking occurs.

After oil and gas have escaped from the shale into sandstone or other rocks with bigger spaces, the oil and gas can move through those spaces. Most sediments are deposited under water, or the spaces in them fill up with water later. Natural gas is gaseous (no surprise there!), oil is liquid and floats on water, and so both tend to move upward through the water-filled spaces. The great majority of oil and gas eventually reach the Earth’s surface as oil or gas seeps. Before the industrial revolution, the amount of fossil fuel being formed, and the amount leaking out of seeps, were probably very similar (we’ll give some numbers soon).

However, recall that fluids have more difficulty moving through smaller spaces. If oil and gas are rising through spaces in rock, their motion may be blocked by another shale layer. Especially if the shale has been bent by movements in the Earth associated with mountain-building, so that the oil and gas rise into a “trap”, the fossil fuels may sit there for a long time (see the figure below).

Diagram showing a rock fold composed of shale and sandstone. Oil and gas get stuck as explained in caption.

Gas and oil become trapped in the spaces in a sandstone layer if an impermeable shale layer lies above the sandstone along the “top” of a fold in the rocks.
The image is a diagram illustrating the geological layers surrounding an oil well. At the top of the image, above the ground surface, there is an oil drilling rig labeled "Oil well," with a tree and a small house nearby. Below the surface, various geological layers are depicted in a cross-section. The top layer is a series of dynamic curves with horizontal lines labeled as "Gas." Beneath this, two sections marked as "Oil" are shown, surrounded by curved lines suggesting stratification. The oil sections are placed within a structure that resembles a rounded arch. On either side of this structure, the label "Water" is indicated at the base layers. The entire formation is encased within "Shale layers" on both sides and a "Sandstone layer" at the core.
Credit: Penn State University, R.B. Alley, GEOSC 010, Geology of the National Parks

Exploration for Oil and Gas

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Oil and Gas Exploration

For over a century, exploration for oil and gas—finding the next big field full of valuable fossil fuels—has involved locating oil and gas traps and drilling into them. Most commonly, this has involved “seismic” exploration (see the figure and explanation below). Nature figured out how to use this technique long before humans did. For example, a bat flying around in the dark “looking” for a moth to eat will make a noise, and listen to the echo off the moth, using the time and direction to locate the flying dinner. Dolphins can find their food the same way.

Video: Air Gun Vessel to find Oil (0:55)

Air Gun Vessel to find Oil

DR. RICHARD ALLEY: If you're a bat, a nocturnal mammal looking for flying bugs, you make a noise, and you listen to the echo that comes back off of the bug. And then you know it's out there and where it is.

Humans have adapted similar sorts of technologies to look for oil. So in this case, being done in the ocean-- this is ocean water along here. And we have a ship going along, and it makes a noise. It uses an air gun. They used to use dynamite.

And the noise is bounced off of various layers down below and then is listened to back here. And by looking at how bright and how long and other things about the arrival, you can learn a lot about the rocks that are down underneath.

And people do this both on land and in the ocean. And they're looking for those special places where oil has accumulated, and we can go in and drill into it and get it.

Source: USGS Figure, Controlled Source Imaging

Oil explorers make noises, and listen to the reflections from layers in the Earth, using the time and direction to locate the oil-and-gas-filled traps. Then, drillers drill into the traps, and pump the oil and gas out. (Sometimes, the pressure is so high in the trap at the start that the oil comes out of the hole without being pumped, as a “gusher,” see figures below.)

Oil gusher in Port Arrthur, Texas, people watching.

Oil gusher in Port Arthur, Texas, c. 1901
Credit: Oil gusher, Port Arthur, Texas. Library of Congress Prints and Photographs Division (LOC) (Public Domain). 

Seay-Carnfill oil gusher in Richland, Texas.

Seay-Carnfill gusher in Richland, Texas, c. 1922
Credit: Seay-Carnfill gusher, Richland, Texas. Library of Congress Prints and Photographs Division (LOC) (Public Domain).

But, soon, the pressure down there is reduced, and a pump is needed. Occasionally, a gusher catches on fire, with sometimes disastrous consequences, see the figure below.

Increasingly, a new technique is being used to recover oil and gas. Shale layers often have a lot of hydrocarbon left in them that did not escape in the past. Drillers have learned how to bore down to a shale layer, then turn the drill and bore along in the layer. When the hole is long enough, the drillers pump fluids at high pressure into the hole, breaking the shale in a process called “fracking” (from “fracturing”) that mimics the natural process by which oil and gas escaped the shale. Human use of this process was apparently first invented by a veteran of the US Civil War, Col. Edward Roberts, who saw the fractures in the ground caused by an exploding Confederate shell, and went on to patent the technique of using explosives to fracture rocks and allow more flow into wells. The technique has been improved in many ways since.

In many ways, fracking is not revolutionary but evolutionary from older techniques for recovering oil and gas. Under best practices, fracking probably isn’t inherently more risky or dangerous than those other methods. The biggest difference is that fracking is used to recover oil and gas that are spread out over large areas rather than having a large quantity concentrated in one place. So, fracking takes lots more drilling and pumping and installing pipelines in more places. Fracking is more likely to be in someone’s backyard, or near it, so there are more people seeing it and hearing it and complaining about it.

The more drilling there is, the more chances there are for mistakes to be made, contaminating groundwater or otherwise causing problems for neighbors. The drilling can also bring other problems, including lots of traffic. For example, back on Sept. 23, 2011, an article by Cliff White in the Centre Daily Times, State College, PA noted “A review of inspections performed by state police on commercial motor vehicles used in support of Marcellus Shale gas drilling operations in 2010 revealed 56 percent resulted in either the vehicle or driver being placed out of service for serious safety violations” but that “Thanks to heavy enforcement, the noncompliance rate has dropped to about 45 percent in the most recent study.” And, in the same article, “…a trooper in gas-rich Bradford County, said during the initial ramp-up of activity in that area a few years ago, almost all of the vehicles used for gas drilling-related purposes that he stopped had “some degree” of noncompliance.”)

Fracking is done with high-pressure fluids to which certain chemicals have been added, as noted above, and some of those chemicals may be dangerous to humans. The fracking fluids plus salty brines from the rocks “flow back” out of the wells, and these flowback fluids must be disposed of in some way. Much of that disposal recently has involved injecting the flowback fluids into the Earth in special deep wells. This has caused numerous earthquakes, some of them damaging. (See, for example, USGS: Induced Earthquakes.) Fluid injection for other reasons also has caused earthquakes; fracking is especially important in this only because it generates so much fluid that is being injected. Note that while fracking has probably triggered a few small earthquakes directly, the main cause of earthquakes is this injection of flowback fluids.

Fracking is likely to be with us for a long time. And, it is likely to remain at least somewhat controversial.

Video: Process of Fracking (1:01)

Process of Fracking

DR. RICHARD ALLEY: If you're a bat, a nocturnal mammal looking for flying bugs, you make a noise, and you listen to the echo that comes back off of the bug. And then you know it's out there and where it is.

Humans have adapted similar sorts of technologies to look for oil. So in this case, being done in the ocean-- this is ocean water along here. And we have a ship going along, and it makes a noise. It uses an air gun. They used to use dynamite.

And the noise is bounced off of various layers down below and then is listened to back here. And by looking at how bright and how long and other things about the arrival, you can learn a lot about the rocks that are down underneath.

And people do this both on land and in the ocean. And they're looking for those special places where oil has accumulated, and we can go in and drill into it and get it.

Credit: Dutton Institute. "EARTH 104 Module 3 Process of Fracking." YouTube. November 19, 2014.
Source: MINING: EPA Tackles Fracking. National Institute of Environmental Health Science (NIH) (Public Domain).

Modern fracking injects sand into the new cracks, so they don’t close up. “Frackers” probably also use some chemical to let gas move more easily through cracks. (People who are uncomfortable because bacteria are making too much methane inside their stomachs can take an anti-gas pill containing a chemical—often simethicone—that allows small bubbles to merge into bigger ones more easily, which makes it easier for the gas to escape from the body; some chemical with a similar function may be used in fracked gas wells.) Other chemicals may be added to prevent bacteria from “eating” the valuable gas before we can use it, or for other reasons.

Earth: The Operators' Manual

Fort Worth: Gas, Waste & Water (9:08)

If you want to see a little more on fracking, much of the clip is relevant, but the first 3 minutes and 40 seconds especially fit here.

Fort Worth: Gas, Waste, and Water

NARRATOR: Today, in some ways, we're in danger of repeating the past. As the easy oil was all used up, we're drilling in challenging conditions up in the Arctic. We're considering an increasing reliance on tar sands, which are plentiful in our northern neighbor, Canada, but which are dirtier to process. But once more, America has been fortunate to find a new, abundant, domestic and potentially cleaner source of energy. Several regions from North Dakota to the mid-Atlantic and northeastern states have large amounts of natural gas deep underground in shale rock formations. And the city of Fort Worth sits literally on top of the Barnett Shale. For the first time, a new source of energy is emerging when there's an awareness of the urgent need for sustainability. Can Fort Worth and America figure out how to make shale gas a significant part of our energy future, without repeating the mistakes of our energy past? Folks used to call this cowtown. Today, there are more than 2,000 gas wells right under the city of Fort Worth.

BETSY PRICE, MAYOR, FORT WORTH, TEXAS: This city's grown by 200,000 people in 10 years and estimate it will gain another 200,000.

NARRATOR: Rapid growth has brought congestion on the roads and pressure on fresh water resources at a time of record drought all across Texas. That has motivated the city to be part of the sustainability roundtable, bringing together developers and planners, energy executives, university researchers and even the commander of the local naval air station.

MAYOR PRICE: We have to begin to develop a master vision for how do we be sustainable? It has to be a concentrated effort on every department's to think about their water use, their electric use.

NARRATOR: Roundtable members realize their push for sustainability is happening against the backdrop of the natural gas boom.

DANIEL YERGIN, CEI, IHS-CAMBRIDGE ENERGY RESEARCH ASSOCIATES: It's quite remarkable how rapidly shale gas has developed from being basically zero percent of our production to being more than a third of our total natural gas production and going up.

NARRATOR: Depending on how quickly we use it, experts say America could have enough gas for several decades. To some, this is a huge bonanza.

LARRY BROGDON, PARTNER, FOUR SEVENS OIL COMPANY: We've found so much gas here and in other areas, that the price has been driven down.

NARRATOR: To others, shale gas is an environmental disaster waiting to happen.

SHIRLEY ANN JAKCKSON, PRESIDENT, RENSSELAER POLYTECHNIC INSTITUTE: There has to be a more robust discussion with the public about risk and risk benefit. Very few discussions start that way. Most of them start with, "here's a source we must use." or "here's a source of energy we must not use." The real issue is, what is our desired end state?

NARRATOR: Geologists have known about shale gas for more than 20 years. But that didn't mean the gas was easy or economical to extract. In this industry video, you can see that hydraulic fracturing or fracking uses a mixture of water, sand and chemicals. This is injected deep underground to break up the rock and let the gas flow up to the surface more easily.

MAYOR PRICE: We say we've been punching holes in the ground in Texas for 100 years.

NARRATOR: What was new was drilling down and then out horizontally, and the locations of the pad sites.

MAYOR PRICE: We've been fracking wells for 50, but we've not done it in your backyard.

NARRATOR: Larry Brogdon is an oil and gas man who made money by acquiring and selling drilling rights. Now, he teaches a course that touches on energy, economics, and environment at Texas Christian University.

LARRY BROGDON: The economic benefit to this area in the last 10 years has been about over 65 billion dollars.

NARRATOR: And when natural gas is used to generate electricity, some estimates are that it's 50 percent cleaner than coal.

DANIEL YERGIN: The advantage that natural gas has is that it's much lower carbon in terms of its footprint.

NARRATOR: Industry insiders say Americans need to recognize that the power we all use has to come from somewhere.

LARRY BROGDON: Somebody goes over there, and they flip on that light switch, and they think they're just using electricity, well, natural gas is generating a whole lot of that electricity.

NARRATOR: However, public concern, here in Fort Worth and nationally, has focused on worries that the entire cycle of drilling, fracking, production and fluid disposal can contaminate drinking water, trigger earthquakes, and leak methane.

DANIEL YERGIN: It is an industrial activity, and that means the management of water. That means air quality. And the third thing is just the community impact, that suddenly areas that were not being developed for natural gas, now have this development coming in.

NARRATOR: Daniel Yergin was a member of a special committee tasked by the U.S. Secretary of Energy to study the potential environmental impacts of natural gas drilling. The committee came up with 20 recommendations of best practices, with number one being better sharing of information with the public. Number 14, disclosure of fracking fluids, and number 11, studies about possible methane contamination of water supplies.

SHIRLEY ANN JAKCKSON: One has to do the full life cycle analysis, kind of cradle to grave kind of thing, to really understand where the points of vulnerability are including full environmental costs and to then weigh the risks and the benefits. And that will help us lay out what the panoply of sources would look like.

NARRATOR: Only if safeguards are in place can this fossil fuel really serve as a bridge to a more sustainable future.

DANIEL YERGIN: Right now best practices would focus on things like how do you handle the water that is produced out of the well as the result of hydraulic fracturing and making sure that it's disposed of in a very environmentally sound way.

NARRATOR: As the name, hydraulic fracturing, implies, massive amounts of water are required for fracking and in Texas where water is a precious resource, this is a major concern. Water is huge, facing the city. And I think that water is one of those things that most people don't think long term about.

NARRATOR: Although mayor price says local breweries use more water than the drillers, with sustainability in mind, there's no reason why fracking has to use potable water.

MARY GUGLIUZZA, COMMUNICATIONS COORDINATOR, FORT WORTH WATER DEPARTMENT: So now we're able to use reclaimed water to frack these wells and thereby use less of our potable water, and it can take 3 million gallons of water to frack one well.

NARRATOR: Once thought of as a sewage treatment plant, Village Creek is now the water reclamation facility. Until recently, 50 percent of Fort Worth's potable water was used for irrigation. Now the city's distributing treated gray water in distinctive purple pipes to irrigate golf courses and playing fields and for industrial uses at the giant Dallas-Fort Worth Airport.

SEBASTIAN FICHERA, ASSISTANT WATER DIRECTOR, FORT WORTH WATER DEPARTMENT: Every day in the city of Fort Worth, about a million people put water down the drain. This is where it ends up.

NARRATOR: The water treatment process itself is becoming more sustainable and less energy-intensive. And in a twist, this new approach relies on a truly natural gas. Methane is the primary component of natural gas, but it's also a by-product of our daily lives, found in human waste. One of the first steps in the process is to remove solids from the waste and put it into digesters, where methane gas is generated.

SEBASTIAN FICHERA: Under normal circumstances, you may consider methane to be a greenhouse gas which would be bad for the environment, but here we're using it as a renewable resource to power our engines, possibly getting up to as much as 90-95%, of the energy required for the operation of this facility.

NARRATOR: Fort Worth is aiming for sustainable growth and an energy boom without a following bust. But the energy we all surely need will more easily be found by tapping another resource that's found in Fort Worth, and every community.

DANIEL YERGIN: When we talk about energy, we talk about the various major energy sources. You talk about oil, natural gas, coal, nuclear. Increasingly also, of course, the renewables, wind and solar. But there's one fuel that gets left out of the discussion and yet it's one that has enormous impact on the future. That's the fifth fuel, energy efficiency, conservation.

Unconventional Oil

Unconventional Oil azs2

What is unconventional Oil?

You may also hear about oil shales and tar sands (see image below). These are sometimes called unconventional petroleum or unconventional oil, or something similar, and represent opposite ends of a spectrum: oil shales haven’t been cooked enough to make oil yet, and tar sands are the leftovers after cooking and dining.

Gloved hands holding oil and tar sands.
Oil Shale and Tar Sands
Credit: Oil Shale and Tar Leasing Problematic EIS.” n.a., archived at Wayback Machine. Accessed February 25, 2025.
Heavy machinery mining in tar sands -  open pit mining.
Tar Sands Open Pit Mining, Alberta, Canada.
Credit: Oil Shale and Tar Leasing Problematic EIS.” n.a., archived at Wayback Machine. Accessed February 25, 2025.

Tar sands, such as the huge deposits of Alberta, Canada (see images above), are like the much smaller tar deposits in the pits at La Brea, mentioned earlier. Oil contains many different types of molecules. When oil seeps to the surface, the smaller ones tend to evaporate, or to be used preferentially by bacteria, leaving the larger molecules behind. These larger ones don’t flow as easily, so the result is a thick, almost solid mass of “tar” (technically called “bitumen”). Native Americans were waterproofing their birch-bark canoes with Alberta’s bitumen when the first Europeans arrived, probably with no knowledge that early peoples of the Fertile Crescent of Mesopotamia also used bitumen to waterproof boats.

Because the bitumen is so “thick” (viscous), normal drill-and-pump techniques don’t work well. Many techniques are in use or being tested to separate oil from the sand or gravel in which it occurs. For shallow deposits, the tar-soaked sands can be surface-mined and then heated or mixed with appropriate chemicals to free the oil from the sand. For deeper deposits, injection of steam or hot air or other hot fluids can warm the bitumen enough that it will flow. Oil companies are even experimenting with setting small fires in wells, to make heat and gases that drive liquid hydrocarbon to other wells. All of these techniques have associated costs, including water and energy use. For now, much more energy is obtained from the oil recovered than is used in recovery, but the ratio is not as good as for “normal” oil, and is likely to get worse as the easier-to-recover tar sands are used up.

In contrast to the tar-sand “leftovers” from normal oil after bacteria have eaten a lot, oil shales are undercooked not-yet-oil. In many places, dead plants and mud accumulated, but without being buried deeply enough to get hot enough to break down the dead plants and make oil. The dead plants have typically been changed enough to get a new name (“kerogen”), but not to make oil that can be pumped out easily. This sort of deposit is called oil shale (Figures 13-15). (The names are NOT the easiest to deal with. Oil pumped out of shale may be called shale oil, but the shale from which that oil is pumped is generally not called oil shale. Instead, that shale is an oil source rock. The name “oil shale” is saved for those shales that haven’t been heated enough to make oil, but that could be in the future. Given our choice, most of us who work in these areas would pick clearer names, but no one asked us!)

Oil shale burning.
Oil shale generally can be burned without additional refining, although it does not yield a huge amount of energy because the clay in the shale interferes with the fire.
Credit: Credit: Oil Shale Activities.” Department of Energy., archived at Wayback Machine. Accessed February 25, 2025.
Large oil shale bed.
Large weathered oil shale sample showing bedding planes and fissures. Uinta Basin, Utah.
Credit: Oil Shale and Tar Leasing Problematic EIS.” n.a., archived at Wayback Machine. Accessed February 25, 2025.
Close-up of fractured oil shale specimen.
Close-up photo of fractured oil shale specimen showing weathered and unweathered surfaces. Uinta Basin, Utah.
Credit: Oil Shale and Tar Leasing Problematic EIS.” n.a., archived at Wayback Machine. Accessed February 25, 2025.

Oil shale can be burned as-is, but the organic matter is diluted by the clay in the shale, so just burning doesn’t work really well. Most plans for future use involve speeding up the natural process, heating the rock to “pyrolyze” the organic matter, releasing oil and gas while leaving some organic material behind in the rock. This may be done in the ground, or after mining the shale. Because energy is needed to heat the rock, costs tend to be higher, and energy recovered lower, than for conventional oil in which the heat of the Earth acting over millions of years did the cooking for us.