Abstract
The Posidonia Shale in the basement of the North Alpine Foreland Basin of southwestern Germany represents an important archive for environmental changes during the Toarcian oceanic anoxic event and the associated carbon isotope excursion (T-CIE). It is also an important hydrocarbon source rock. In the Salem borehole, the Posidonia Shale is ~ 10 m thick. The lower 7.5 m (1763.5–1756.0 m) of the Posidonian Shale and the uppermost part of the underlying Amaltheenton Formation were cored and studied using a total of 62 samples. Rock–Eval, palynological, maceral, biomarker and carbon isotope data were collected to assess variations in environmental conditions and to quantify the source rock potential. In contrast to most other Toarcian sections in southwest Germany, TOC contents are high in sediments deposited during the T-CIE, but reach a peak in post-CIE sediments. Biomarker ratios suggest that this reflects strong oxygen-depletion during the T-CIE (elegantulum to lower elegans subzones), but also during the falciferum Subzone, which is also reflected by a prolonged dinoflagellate cyst blackout. While sediments of the tenuicostatum Zone to the elegans Subzone are thinner than in neighbouring sections (e.g., Dotternhausen), sediments of the falciferum Subzone are unusually thick, suggesting that increased subsidence might have contributed to anoxia. The T-CIE interval is very thin (0.75 m). δ13C values of n-alkanes show that the maximum negative isotope shift predates the strongest basin restriction during the T-CIE and that the carbon isotope shift is recorded earlier for aquatic than for terrigenous organisms. In Salem, the Posidonia Shale is thermally mature and highly oil-prone. The residual source petroleum potential is about 0.8 tHC/m2.
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Introduction
Oceanic anoxic events are important features of the Mesozoic Era (e.g., Schlanger and Jenkyns 1976; Jenkyns 2010). The Toarcian oceanic anoxic event (T-OAE; ~ 183 Ma) is the oldest of these Mesozoic events (Jenkyns 1985, 1988). It is characterised by global climate change (Ruebsam and Schwark 2021 and references therein), mass extinction of marine biota (e.g., Harries and Little 1999; Pálfy and Smith 2000; Dera et al. 2010; Caruthers et al. 2013), and a prominent negative carbon isotope shift (3–8‰) referred to as the Toarcian Carbon Isotope Excursion (T-CIE) (e.g., Hesselbo et al. 2000, 2007).
While records of the T-OAE are found globally (e.g., Jenkyns et al. 2001; Chen et al. 2023), the most organic-rich sediments related to the T-OAE occur in the epicontinental Central European Basin (CEB) of Britain, Germany, Switzerland, and France (Fig. 1a; e.g., Küspert 1982; Littke et al. 1991a, b; Baudin 1995; Jenkyns and Clayton 1997; Röhl et al. 2001). In Germany and Switzerland, the Toarcian black shales are called Posidonia Shale.
In southern Germany and Switzerland, the Posidonia Shale has been described in detail in the Swabian and Franconian Alb (e.g., Riegraf et al. 1984; Riegraf 1985; Röhl et al. 2001; Röhl and Schmid-Röhl 2005; Hougård et al. 2021) and the Swiss Jura (Kuhn and Etter 1994; Montero-Serrano et al. 2015; Fantasia et al. 2019) (Fig. 1b). Here, the oil-prone Toarcian sediments are thermally immature or marginal mature (Littke et al. 1991b), which is favorable for applying organic parameters (e.g., biomarkers) to reconstruct the depositional environment.
The most comprehensive data in the area are available for the Dotternhausen and Dormettingen sections, which are only ~ 2 km apart (Fig. 1a, b). Both sections haves been studied in great detail using different sedimentological, paleontological, and geochemical techniques (e.g., Riegraf 1985; Schouten et al. 2000; Röhl et al. 2001; Frimmel et al. 2004; Schwark and Frimmel 2004; Röhl and Schmid-Röhl 2005, van de Schootbrugge et al. 2005; Bour et al. 2007; Mattioli et al. 2008; Suan et al. 2008, 2015; Wang et al. 2020, 2021; Galasso et al. 2021, 2022; Ajuaba et al. 2022; Reubsam et al. 2023).
The present study is based on core material from the “Salem A” borehole (in the following called Salem borehole), drilled in the German part of the North Alpine Foreland Basin, about 65 km southeast of Dormettingen. In this borehole, Toarcian black shales have been noted between 1753 and 1763 m depth and are overlain by younger Jurassic and Cenozoic sediments. Based on the considerable depth, it is likely that the Posidonia Shale is thermally mature (cf., Wehner and Kuckelkorn 1985). Moreover, its location close to Vindelician High (e.g., Riegraf 1985; Meyer and Schmidt-Kahler 1996) suggests deposition at shallower water depth than at Dormettingen. Consequently, the examination of the Salem drill core presents an opportunity to explore variations in sedimentary facies between the proximal Salem location and the more distal Dormettingen/Dotternhausen sites. In addition, it provides a means to investigate the impact of increasing thermal maturity on organofacies characteristics, a particularly pertinent aspect when utilising biomarker data for establishing connections between oil and its source.
Geological setting
Sediments with very high total organic carbon (TOC) contents were deposited during early Toarcian time in the epicontinental CEB (Fig. 1a; Ziegler 1982, 1988). Black shale deposition in the Yorkshire Basin (Hesselbo et al. 2000; Bowden et al. 2006; Kemp et al. 2011; French et al. 2014), the Northwest German Basin (e.g., Littke et al. 1991a), the Southwest German Basin, and the Paris Basin (Hollander et al. 1991; Hermoso et al. 2009, 2014; Song et al. 2014) was controlled by strong oxygen-depletion due to climate change (T-OAE; Jenkyns 1985, 1988), water column stratification (e.g. Küspert 1982; Röhl et al. 2001; Schwark and Frimmel 2004; Hermoso et al. 2013; Song et al. 2015; 2017), and eustatic sea level variations (see Ruebsam and Schwark 2021 for a review).
The studied drill core originates from the Southwest German Basin (SWGB). The Dotternhausen and Dormettingen quarries provide key sections for this part of the CEB. Some key parameters are displayed for the Dormettingen section in Fig. 1c. At Dormettingen, the lower Toarcian sediments overlie bioturbated marls assigned to the Pliensbachian Amaltheenton Formation (Pleuroceras spinatum Zone) intercalated with a tens of cm thick limestone bed (“Spinatum-Bank” or “Costaten-Kalk”). The approximately 12-m thick Posidonia Shale Formation overlies the Amaltheenton Formation without indication of a sedimentary gap (Galasso et al. 2021) and includes the Dactylioceras tenuicostatum zone, the Harpoceras falciferum and Hildoceras bifrons zones (Riegraf 1985; Röhl et al. 2001; Röhl and Schmid-Röhl 2005). Light-grey bioturbated marls and 3 several-cm-thick black shale layers (Tafelfleins, Seegrasschiefer, and Fleins) occur in the tenuicostatum Zone. The Fleins forms the base of massive black shales deposit representing the T-OAE (uppermost tenuicostatum, falciferum and bifrons zones; Fig. 1c). Prominent limestone beds are intercalated into the black shale succession and are labelled from base to top: “Unterer Stein” (20–30 cm thick; exaratum Subzone), “Steinplatte” (~ 10 cm thick; elegans Subzone), “Oberer Stein” (~ 20 cm thick; elegans Subzone), “Obere Bank” (~ 10 cm thick; falciferum Subzone) and “Inoceramen Bank” (~ 10 cm thick; boundary between falciferum and bifrons zones). The Toarcian carbon isotope excursion (T-CIE; ~ 183 million years; Myr) extends from the Fleins Bed to the “Steinplatte” and spans an interval of 2.8 m at Dormettingen/Dotternhausen (Suan et al. 2008; Galasso et al. 2021; Ajuaba et al. 2022).
Using an astronomical timescale, Ruebsam et al. (2023) estimated the duration of the tenuicostatum and falciferum zones as 0.9–1.0 and 1.8 Myr, respectively (cf. Fig. 1c). The duration of the T-CIE (elegantulum to lower elegans Subzones of the falciferum Zone) has been estimated as 0.9 (Suan et al. 2008) or 1.2 Myr (Ruebsam et al. 2023). The carbon sources that caused the T-CIE are discussed controversially and may include CO2 or methane emitted from the Karoo-Ferrar Large Igneous Province (e.g., Pálfy and Smith 2000; McElwain et al. 2005; Svensen et al. 2007) or methane emissions from marine gas hydrates (Hesselbo et al. 2000; Kemp et al. 2005), wetlands (Them et al. 2017) and permafrost areas (Ruebsam et al. 2019).
The Dotternhausen and Dormettingen sections occupied central positions within the SWGB (e.g., Riegraf et al. 1985). In contrast, the Salem drill site is located near the southeastern basin margin, where the SWGB was separated from the Tethys Ocean by a series of islands forming the continuation of the Vindelician High (Fig. 1a).
Samples and analytical methods
Samples
This present study is based on 62 samples collected from a 9-m-long drill core recovered from the Salem borehole drilled by Wintershall in the 1970s. The core is stored in ten core boxes. A photograph of nine of them is shown in Fig. 2a. The samples originate from the Upper Pliensbachian Amaltheenton Formation (8 samples) and the Lower Toarcian Posidonia Shale (54 samples). Samples were collected in varying intervals ranging from 1 to 63 cm. To obtain a high-resolution record of the T-CIE, the sampling interval was especially small in the interval between 1762.5 and 1761.3 m. The sample ID reflects the depth in meter (e.g., #1765.20 is the sample from 1765.20 m depth).
Analytical methods
Computed tomography (CT) scans were performed at the Chair of Reservoir Engineering, Montanuniversitaet Leoben. Geochemical and maceral analyses were performed at the laboratories of the Chair of Energy Geosciences at Montanuniversitaet Leoben. Palynological investigations were conducted at the Paläontologisches Institut und Museum, Universität Zürich.
Computed tomography (CT) Scan
The upper 8 m of the drill core were scanned with Siemens Somatom Definition AS, a medical CT scanner at a resolution of 0.3 × 0.3 mm in the xy plane and 0.6 mm in the z direction, to image density contrast and to detect pyrite, shells, belemnites, etc. along the studied stratigraphic section.
Bulk geochemistry
All samples were powdered for bulk geochemical analysis. For the bulk organic carbon isotope (δ13Corg) analysis, 58 samples with total organic carbon (TOC) contents > 0.15 wt% were pre-treated step-wise with 6 N HCl for almost 12 h to remove all carbonates. Distilled water was used at each step to remove the added acid. The samples were later oven dried for 24 h at 40 °C. For each sample, 6–8 mg was weighed into tin-foil boats and measured by combustion in excess of oxygen at 1020 °C using an elemental analyzer (Flash EA 1112). The CO2 by-product is separated by column chromatography and analysed online by the DELTA V ir-MS. The carbon isotopic ratio (13C/12C) of the sample CO2 are compared with that of the CO2 reference gas and calibrated against PDB. Analytical reproducibility is in the range of 0.1–0.3‰.
All 62 samples were analysed twice for total carbon (TC; wt%), total sulphur (TS; wt%) and total organic carbon (TOC; wt%) contents using an Eltra Helios CS elemental analyzer. For the analysis, the samples were combusted in an oxygen atmosphere at 1350 °C and the resulting carbon and sulphur dioxides were measured by an infrared detector. TOC contents were measured on samples pre-treated with concentrated phosphoric acid to remove carbonate minerals. Consequently, the difference between TC and TOC is the amount of total inorganic carbon (TIC). Calcite equivalent percentages were derived assuming that calcite is the only carbonate mineral present (calciteequiv. = 8.334 × TIC).
A “Rock–Eval 6” instrument was used to determine S1, S2, [mgHC/g rock] and Tmax [°C] for all samples in duplicate. Hydrocarbons volatized from the sample at 300 °C form the S1 peak, while hydrocarbons generated during gradual heating from 300 to 650 °C form the S2 peak. Tmax is the temperature of maximum hydrocarbon generation corrected to Rock–Eval standards. Calculated parameters include hydrogen index (HI = 100 × S2/TOC), production index (PI = S1/[S1 + S2]) and genetic potential (GP = S1 + S2) (Espitalié et al. 1977).
Different subsets of these samples were selected based on their TOC content and their stratigraphic position for maceral, palynology, biomarker, and stable carbon isotope analysis.
Particulate organic matter and palynology
Fourteen samples, representing different units in the Posidonia Shale including organic-lean sediments below the T-CIE, were selected to determine the origin and preservation state of particulate organic matter. About 15 g of dry sediment was cleaned, crushed, and subsequently treated with concentrated HCl and HCF to obtain kerogen concentrates. Kerogen concentrates were oxidised with nitric acid or Schulze’s solution as described by Traverse (2007) to remove pyrite. After mineral dissolution and after oxidation, the residues were sieved over a 11-μm mesh screen. For palynofacies analysis, organic matter particles were counted in unoxidised kerogen slides until a minimum of 400 counts per sample was reached. Particle counts include marine particles [i.e. acritarchs, prasinophytes, amorphous organic matter (AOM), foraminiferal test linings and dinoflagellate cysts] and terrestrial particles (i.e. translucent and opaque phytoclasts, cuticles, membranes, spores and bisaccate pollen grains) (Tyson 1995; Batten 1996). Subsequently, for a detailed palynological investigation, all samples were further treated (with a stepped process of oxidation) using concentrated HNO3
, and ultrasonic vibration. This treatment was done to increase the palynomorph concentration, remove the remaining inorganic residue (e.g. pyrite), and reduce the AOM density.
Organic petrography
Eleven samples were selected for organic petrological investigation. These samples are identical to those used for palynological studies, or they are located nearby. Semi-quantitative maceral analyses were performed on polished blocks using white and fluorescence light, a 50× oil immersion objective, and a Leica DM 4P microscope. Close to 1500 points were counted per sample and the results are normalized to 100% organic matter. This analysis was in accordance to the ICCP system (ICCP 1998, 2001; Pickel et al. 2017). Measurements of mean random vitrinite reflectance (%Rr) (Taylor et al. 1998) were performed in non-polarized light with a wavelength of 546 nm. The microscope was calibrated with a synthetic reflectance standard (N-LASF46A; Rr: 1.311%).
Biomarker analysis
Thirty-one samples representing the entire core interval were selected for biomarker analysis, with a particularly large number of samples taken from the T-CIE interval. For each sample, 5–10 g of material was extracted for about 1 h at 75 °C and 100 bar using dichloromethane as solvent and a Dionex ASE 350 Accelerated Solvent Extractor. The extract was concentrated to ~ 0.5 ml using a Zymark TurboVap 500 closed cell concentrator. Afterwards, asphalthenes were precipitated from a hexane:dichloromethane solution (80:1 according to volume) and separated by centrifugation. The hexane-soluble fractions were further separated into aliphatic, aromatic and heterocompounds (NSO) by medium-pressure liquid chromatography using a Köhnen-Willsch MPLC instrument (Radke et al. 1980). Proportionate amounts of internal standards (n-tetracosane or squalene for aliphatics and 1,1′-binaphthyl for aromatics) were added to each sample prior to measurement.
The n-alkanes and isoprenoids in the saturated hydrocarbon fractions were analysed using a gas chromatograph (Trace GC-Ultra) with a flame ionization detector (GC-FID). The GC was equipped with a 50 m HP-PONA capillary column (inner diameter [i.d] 0.2 mm, 0.50 µm film thickness). After splitless sample injection at 270 °C, the oven temperature was increased from 70 to 310 °C followed by 35 min isothermal period.
Specific biomarker molecules in the saturated and aromatic fractions were analysed by gas chromatography-mass spectrometry (GC–MS) using a Thermo Scientific Trace GC-Ultra equipped with a 60 m TG/DB-5MS fused silica capillary column (i.d. 0.25 mm; 0.25 µm film thickness) coupled to ThermoFisher ISQ mass spectrometer. The GC oven temperature was initially programed from 40 °C/min (held for 2 min) and increased to 310 °C with 4 °C/min followed by an isothermal period of 40 min. Samples were injected in split mode with a split ratio of 20 at 260 °C using helium as carrier gas. The spectrometer was operated in the EI (electron ionization) mode with a mass-to-charge ratio (m/z) scan range from m/z 50 to m/z 650 (0.7 s total scan time). For the determination of methylsterane concentrations, further investigating aliphatic fractions of selected samples using a Trace™ 1300 GC (ThermoFisher) equipped with a 60 m TG-5MS fused silica capillary column (i.e. 0.25 mm; 0.25 µm film thickness) attached to a ThermoFisher TSQ9000 triple quadrupole GC–MS/MS. The oven was set to hold 40 °C for 2 min and then heated to 310 °C with 4 °C/min, followed by a constant temperature period of 40 min. The sample was injected splitless with an injector temperature of 310 °C. Methylsterane isomers were detected using selected reaction monitoring (SRM) through the application of different parent-to-daughter ion transitions (m/z 386–231, 400–231, 414–231, 414–98) to obtained C28 to C30 methylsteranes, methyldiasteranes, and dinosteranes.
The raw data were processed using Xcalibur and Chromeleon data systems. The respective retention time for each compound within the mass spectra or total ion current (TIC) were used for their identification in addition to comparing the mass spectra with published data. Correction factors were appropriately applied for mass chromatograms to correct for fragment ions while for TIC chromatograms, absolute concentrations were determined from the peak areas of the saturated and aromatic fractions in relation to their internal standards per sample.
A semi-quantitative calculation of the target compounds was conducted based on results of TIC chromatograms. Absolute concentrations were determined for the methylsteranes using their TIC chromatograms (also detectable using m/z 231) set in relation to an internal standard (5β(H)-Cholane) per sample.
Compound-specific carbon isotopy
To analyse the stable carbon isotope of n-alkanes and isoprenoids, the n-alkanes were separated from the iso-alkanes within the saturated hydrocarbon fraction using an improved 5 Å molecular sieve method (Grice et al. 2008). Measurement of the stable carbon isotope ratio was performed using a Trace GC-Ultra gas chromatograph attached to the ThermoFisher Delta-V isotope ratio mass spectrometer (IRMS) via a combustion and high temperature reduction interface (GC Isolink, ThermoFisher). The GC column has been described above, however the oven temperature was set to 70 °C for 2 min followed by a ramp from 4 °C/min to 300 °C and isothermal period of 15 min. A CO2 reference gas was used for calibration and injected before and after each analysis. Isotope composition per sample was measured at least twice and their mean values reported in the δ notation in permil (‰) relative to the V-PDB standard. The analytical reproducibility per sample is below 0.3‰.
Results
According to well logs, the lower Toarcian Posidonia Shale was drilled at Salem between 1753 and 1763 m depth (below surface). The present study is based on a drill core representing the depth interval from 1756 to 1765 m. Hence, no analytical data are available for the uppermost 3 m of the Posidonia Shale (1753–1756 m).
Bulk organic carbon isotope data (δ13Corg)
Bulk organic carbon isotope ratios are an important correlation tool for Pliensbachian and Toarcian sediments. Hence, these ratios are presented first to provide a stratigraphic framework. δ13Corg values in the studied interval vary between − 25.7 and − 33.1‰. Overall, they show a gradual upward decrease from ~ − 26 to − 29‰. Significantly lower ratios (− 28.5 to − 33.1‰) representing the T-CIE (elegantulum to lower elegans Subzones; Riegraf et al. 1984; Suan et al. 2008; 2015; Ruebsam and Al-Husseini 2020) are observed in a 0.75 m thick interval (1762.25–1761.50 m).
Lithology and stratigraphy
Sediments below the T-CIE belong to the upper Pliensbachian Amaltheenton Formation and the lower part of the Toarcian Posidonia Shale. The uppermost part of the Amaltheenton Formation is composed of light- to dark-grey bioturbated marls and two limestone layers (“Spinatum Bank”; Fig. 2b). The “Spinatum Bank” is overlain by bioturbated marls with low organic matter contents (“Blaugraue Mergel”) and two organic matter-rich intervals, which contain the trace fossil Chondrites (Tafelfleins, Seegrasschiefer; Fig. 2c, d). Organic-lean sediments with some shell remains (“Aschgraue Mergel”) follow above the Seegrasschiefer. Bituminous sediments, about 20 cm thick, occur immediately below the T-CIE and are correlated with the “Fleins” Bed at the base of the main black shale succession. Belemnite remains are present in the pre-CIE sediments (Fig. 2c), albeit in low quantities.
The Pliensbachian/Toarcian boundary (spinatum/tenuicostatum subzones) is located just above the Spinatum Bank and significantly below the first black shale layer (e.g., Riegraf 1985). For the Salem locality, this is approximately 10 cm above the Spinatum Bank (1763.50 m; Fig. 2a).
Black shales within the T-CIE (1762.25–1761.50 m) show a distinct lamination. A nodular limestone bed “Unterer Stein” is present in the middle part of the T-CIE (~ 1761.85 m; Fig. 2e). Black shales below the limestone marker contain a thin coaly layer and very low carbonate contents. Carbonate contents above the limestone marker are higher. Some shells are present in the uppermost part of the T-CIE, but belemnite remains have not been observed.
The sediments above the T-CIE are dominated by marly black shales with relatively high carbonate contents. Two distinct limestone layers are present (Figs. 2, 3). The layer at ~ 1761.2 m represents the “Oberer Stein”, which is the best marker horizon in the SWGB (upper part of the elegans Subzone; Riegraf 1985). The layer at ~ 1756.9 m is the “Obere Bank”, another wide-spread marker bed (upper part of the falciferum Subzone). Light bioturbation features are observed above the “Oberer Stein” (~ 1761.1 m), at about 1757.9 m and above the “Obere Bank” (~ 1756.5 m). In contrast, black shales with distinct lamination, locally containing pyrite veins and nodules, prevail in the middle part of the succession (1761.0–1757.9 m). Imprints of rare bivalves are observed at ~ 1758.15 m (Fig. 2e). Belemnite remains are largely missing below 1760.6 m, but highly abundant in the uppermost part of the section above the “Obere Bank” (1756.5–1756.0 m, Figs. 2f, 3). The “Inoceramen Bank”, which forms the boundary between the falciferum and bifrons zones (e.g., Fig. 1) is absent in the Salem core. This suggests that the uppermost part of the core still belongs to the falciferum Zone.
Bulk geochemistry
Calcite, TOC, and sulphur contents as well as Rock–Eval data are reported in this section (Fig. 3; Table 1). Carbonate contents decrease upwards from 61 wt% (#1764.90) in the Amaltheenton Formation to 15 wt% in the lower part of Posidonia Shale (#1762.08) and are significantly higher only in the Spinatum-Bank (#1763.85, #1763.83, #1763.63). Within the T-CIE, calcite contents are lower below the “Unterer Stein” (average: 18 wt%) and higher above of it (average 36 wt%). Calcite contents above the T-CIE are on average 44 wt%, but exceed 75 wt% in the “Oberer Stein” and the “Obere Bank”.
The TOC contents within the Amaltheenton Formation are very low (< 0.3 wt%), while sulphur contents are moderate (0.08–1.12 wt%). HI values are generally low (average 73 mgHC/gTOC).
Below the T-CIE, organic matter richness (0.26–3.68 wt% TOC), sulphur content (0.56–3.39 wt%) and HI (59–470 mgHC/gTOC) vary strongly in the Posidonia Shale. High values are observed in the “Tafelfleins”, the “Seegrasschiefer” and the black shale layer underlying the T-CIE.
As expected, the black shales within the T-CIE interval exhibit elevated TOC levels ranging from 4.78 to 7.44%, along with sulphur contents ranging from 2.41 to 4.50%. In contrast, the “Unterer Stein” limestone displays notably lower TOC and sulphur contents. The most substantial TOC concentrations, exceeding 7%, are found above the “Unterer Stein” while the highest sulphur contents, surpassing 4%, are observed below the “Unterer Stein”. HI values are high (538–634 mgHC/gTOC) in all samples.
The black shales above the T-CIE show varying TOC contents which allow a subdivision of the sediments into various units. The succession starts with an interval (unit I: 1761.50–1761.00 m) with moderate TOC contents (2.73–4.48 wt%) and HI values varying from 455 to 630 mgHC/gTOC. Sulphur contents are relatively uniform (1.50–1.87%). The overlying unit II (1761.99–1757.92 m) contains very high TOC contents (4.71–8.95%) with a subtle slightly decreasing upwards, uniformly high HI values (557–660 mgHC/gTOC), and partly very high sulphur contents (1.02–4.31). TOC contents are only moderately high (2.92–4.04%) in unit III (1757.9–1757.0 m), while HI (462–523 mgHC/gTOC) and sulphur contents (0.84–2.69%) are also reduced. The uppermost interval (1756.96–1755.0 m; unit IV) is characterized by relatively low TOC contents (1.68–3.16%), HI values (296–464 mgHC/gTOC) and sulphur contents ranging from 1.11 to 2.02% and are lower than in unit III. The limestone marker beds in unit I (“Oberer Stein”) and at the base of unit IV (“Obere Bank”) contain low TOC and sulphur contents, but HI values are similar to those in adjacent black shales.
Across the entire study section, TOC/S ratios vary significantly, but show a general upward increase from the base of the Posidonia Shale (~ 1.0) to a depth of 1757.92 m (~ 4.5). Above a minimum (1.02) at 1757.54 m, TOC/S ratios decrease upwards between 1757.0 and 1756.0 m from ~ 4.7 to 1.0.
Tmax values of samples with S2 > 1.0 mgHC/grock vary from 431 to 439 °C (average 436 °C) (Table 1). The average PI for black shales (TOC > 1.0 wt%) and organic-lean sediments (TOC < 1.0 wt%) is 0.08 and 0.23, respectively.
Palynofacies
The particulate organic matter (POM) shows three intervals (from base to top: A to C) with distinctive compositions (Fig. 4).
Interval A includes two organic-lean (#1763.00; #1762.70) and one organic-rich sample (#1762.43) from the Posidonia Shale below T-CIE. The POM assemblage is marked by a conspicuous amount of opaque phytoclasts and a high occurrence of palynomorphs. Acritarchs, dinoflagellate cysts and AOM contributed 1.23%, 0.26% and 76.31% POM on average respectively (Table 2; Fig. 4).
Interval B is documented for samples from the T-CIE (#1762.03; #1761.70) and the lower part of the post-CIE sediments (#1761.10 to #1759.10 m). It is characterised by a strong increase in AOM. With the exception of the lowermost sample (#1762.03), the terrigenous fraction (e.g., translucent phytoclasts, spores) is extremely reduced. However, opaque phytoclasts are recorded in similar relative abundances as in interval A (~ 10%). Interval B marks the onset of a major marine turnover from a dinoflagellate-cyst- to prasinophytes-dominated assemblage (Fig. 4, Table 2).
Interval C occurs in the samples from the upper part of the core (#1757.90 to #1756.20). Although a high percentage of AOM is still present (~ 65%), the terrestrial fraction rapidly increases again. While sporomorphs are fairly common and prasinophytes are frequent, dinoflagellate cysts are unrecovered.
As shown in Fig. 4, spore colour ranges from a TAI value of 3−/3 at the bottom of the borehole to values of 2+/3− at the top of the studied core falling within the mature stage of hydrocarbon generation (Taylor et al. 1998; Yule et al. 1998).
Palynology
The Salem samples yielded few palynomorphs. The preservation is extremely variable, with palynomorphs reasonably well preserved in the lower part of the borehole, and poorly preserved in the rest of it. Thus, in some cases, sporomorphs were not assignable to any taxon. Consequently, the analysis of the relative abundances of palynomorphs and dinoflagellate cysts was impossible. The occurrence data are displayed in Fig. 5. Each dot represents a minimum of two occurrences for dinoflagellate cysts and sporomorphs.
In interval A, dinoflagellate cysts are highly common and diverse with Luehndea spinosa, Nannoceratopsis spp., N. gracilis, N. senex, and Comparodinium punctatum. The terrigenous fraction contains several pollen grains with Classopollis spp., Alisporites sp. and Cerebropollenites spp. The last occurrence datum (LOD) of Luehndea spinosa is recorded in sample #1762.70 at the base of the thick black shale succession. A drastic reduction in dinoflagellate cysts taxonomic diversity occurs in sample S08, containing only a questionable Mendicodinium spinosum perforatum and Mendicodinium sp.
From sample #1762.03 (interval B) onward, a major floral turnover was recorded, from a dinoflagellate-cyst-dominated assemblage to one with an elevated amount of prasinophytes (e.g., Spheripollenites spp. and Tasmanaceae spp.). Pollen grains and spores are reduced. Interval C samples do not show dinoflagellate cysts, but an elevated number of Spheripollenites sp. and prasinophytes are still documented.
Maceral analysis
Liptinite is the dominating maceral group in most samples (> 80 vol%), while vitrinite and inertinite are typically much less abundant (Table 3; Fig. 6). Exceptions are the low-TOC (0.26%) sample #1763.44 and sample #1761.93 from the lower part of the T-CIE, which contain very high amounts of inertinite and vitrinite, respectively. Lamalginite and telalginite are present in all samples. Typically, lamalginte is significantly more abundant than telalginite (including tasmanite algae; Fig. 6). Vitrinite reflectance was determined for the vitrinite-rich sample #1761.93 (lower part of the T-CIE) and yielded a value of 0.69 ± 0.12%Rr. No correlation exists between the maceral groups and TOC, probably because some of the OM is present as sub-microscopic particles.
Molecular composition of hydrocarbons
Representative GC-FID and GC–MS traces for the 31 samples investigated for biomarkers are displayed in Figs. 7 and 8. Concentrations and ratios of selected molecular compounds are presented in Table 4 and plotted versus depth in Fig. 9.
n-Alkanes and isoprenoids
The n-alkane patterns are characterised by a unimodal distribution with chain lengths ranging from n-C15 to n-C35. A clear distinction can be made between the distribution patterns of the Amaltheenton Formation and that of the Posidonia Shale (Fig. 7).
The n-alkanes concentrations vary between 716 and 7435 μg/g TOC. Their concentration ratios are dominated by short-chain n-alkanes (n-C15–19/∑n-alkanes: 0.38–0.70) followed by mid- (n-C21–25/∑n-alkanes: 0.12–0.29) and long-chain n-alkanes (n-C27–31/∑n-alkanes: 0.05–0.15) (Fig. 9a). The highest amounts of short-chain n-alkanes occur in the Amaltheenton Formation with concentration ratios that decrease upward. The carbon preference index (CPI) values (according to Bray and Evans 1961) are close to unity within and above the T-CIE, whereas below this interval, the value varies from 1.15 to 2.33. The highest CPI occurs within the underlying Amaltheenton Formation (Fig. 9b).
Isoprenoid concentrations vary from 167 to 1579 μg/g TOC. The pristane/phytane (Pr/Ph) ratio (Didyk et al. 1978) ranges from 0.72 to 2.54. It increases upwards from the Amaltheenton Formation (0.75–1.11) to the top of the Posidonia Shale below the T-CIE (2.31). Relatively low values (1.54–1.82) occur within the T-CIE, while values around 2.0 prevail in the sediments above the T-CIE. Even higher values (2.17–2.54) occur above 1758 m depth (Fig. 9c).
The (Pr + Ph)/(n-C17 + n-C18) ratio reflects maturity and biodegradation. However, Frimmel et al. (2004) showed that in case of the Posidonia Shale in SW Germany it is also a useful redox parameter. It increases upwards from the Amaltheenton Formation (0.35–0.53) to the base of the T-CIE (~ 0.8) and shows high ratios (0.88–1.17) within the T-CIE interval. Above this interval the ratio decreases to 0.77 at 1758.55 m and is relatively low (0.35–0.77) in the interval above 1758 m depth (Fig. 9e; Table 4). For organic matter-rich samples (TOC > 1.0 wt%) there is a strong negative correlation between the Pr/Ph and (pristane + phytane)/(n-C17 + n-C18) ratios (r2 = 0.79).
Steroids
Sterane concentrations are typically low (7–153 μg/g TOC). Very low concentrations occur in the Amaltheenton Formation, as well as in the lower- and uppermost parts of the Posidonia Shale (Table 4). Within the Posidonia Shale section, C27 steranes are typically, slightly more abundant than C29 steranes, while C28 steranes occur in low amounts. High concentrations of C28 steranes have been determined for only two low-TOC samples from the Amaltheenton Formation (#1764.1, #1764.9 m) and might be artefacts (Fig. 9f; Table 4).
The C29 sterane 20S/(20S + 20R) ratio and the C29 sterane αββ/(αββ + ααα) ratios are thermal maturity parameters (Seifert and Moldowan 1986). In organic matter-rich samples, C29 sterane 20S/(20S + 20R) ratios vary between 0.40 and 0.61 (0.51 on average) and the C29 sterane αββ/(αββ + ααα) ratios vary between 0.50 and 0.63 (0.57 on average). Both ratios show a subtle upward decrease. In contrast, organic-lean sediments from the Amaltheenton Formation and from the base of the Posidonia Shale, partly show significantly lower ratios (0.03–0.52 and 0.18–0.58) (Table 4). As data from organic-lean sediments might be biased by low extraction yields, they were not considered for interpretation.
The following 4-methylsteranes were identified in most of the samples: C28: 4α-methyl-5α-cholestane, C29: 4α, 24-dimethyl-5α-cholestane, C30: 4α-methyl-24-ethyl-5α-cholestane, and dinosterane (4α, 23S, 24R-trimethyl-5α-cholestane) isomers (Figs. 9h–j, 10). Their highest concentrations are observed within the Posidonia Shale Formation above the “Unterer Stein” above which they begin to gradually decrease upwards. Below the “Unterer Stein”, these concentrations are notably lower (Fig. 9h–j).
Hopanoids and related compounds
Hopanes dominate the non-aromatic cyclic triterpenoids with concentrations ranging from 10 to 290 μg/gTOC. The highest concentration occurs in the lower part of the T-CIE (Table 4).
The steranes/hopanes ratio varies strongly in organic-lean sediments (0.39–4.53). In the organic matter-rich part of the Posidonia Shale, the ratio increases upward from the base of the T-CIE (0.31), reaches a maximum of 1.16 within the sediments above the T-CIE at a depth of 1759.85 m and decreases again above this level (Fig. 9k).
There is a constant decrease in concentration from carbon number C31 to C35 17α,21β(H)-homohopanes (Fig. 7). The C31 hopane isomerization ratios of 22S/(22S + 22R) are at equilibrium (~ 0.60; Mackenzie and Maxwell 1981), but lower values occur in some samples with very low TOC (Table 3).
The moretane/hopane ratios are between 0.18 and 0.38 in low-TOC samples and vary between 0.14 and 0.21 in the black shale part. A subtle increase can be observed above the T-CIE (Table 4). The Ts/(Ts + Tm) ratios varies between 0.23 and 0.53 (Fig. 9m). The Gammacerane Index [GI = gammacerane/(gammacerane + C30 hopane)]; Sinninghe Damsté et al. 1995) ranges from 0.02 to 0.12 with maximum value occurring at 1759.1 m depth. Remarkably, GI is low (~ 0.02) within the T-CIE interval (Table 3).
Tricyclic terpanes (TT) concentrations are significant and range from 4 to 52 μg/g TOC. There is a very strong positive correlation between TTs and hopanes (r ~ = 0.90). Similar to hopanes, the highest TT concentrations occur within the T-CIE interval (Fig. 9o; Table 3). The TTs occur within their C19 to C29 chain length. C23 TT is the most prominent one, followed by C19, C20, and C21, while C27 is absent (Fig. 7). Depth plots of C19/C23 TT, C20/C23 TT show that the low-TOC samples below the T-CIE have higher C19/C23 TT, C20/C23 TT ratios than the black shales (Fig. 9n; Table 4). Amongst the latter, relatively high ratios occur in the uppermost part of the studied section (1758–1756 m).
Aromatic hydrocarbons
The aromatic fraction of the Posidonia Shale and the Amaltheenton Formation contain low to significant amount of benzenes, napthalenes, phenanthrenes, dibenzothiophenes, and their alkylated analogues (Table 3; Fig. 8). Relevant alkylphenanthrenes present include methylphenanthrenes (MP), and dimethylphenanthrene (DMP) with concentrations varying from 31–156 and 51–306 μg/g TOC, respectively. The methylphenanthrene index (MPI-1; Radke et al. 1986; Radke 1988) in black shales varies from 0.38 to 0.53 (0.46 on average), while it is slightly higher in organic-lean sediments (0.49–0.65; 0.55 on average). The average equivalent vitrinite reflectance derived from the MPI-1 is 0.68%Rr for black shales and 0.73%Rr for organic-lean deposits (Table 4). Concentrations of methyldibenzothiophenes (MDBT) are low (3–33 μg/g TOC). The methydibenzothiophene ratio (MDR; Radke et al. 1986) ranges from 1.17 to 2.19. The dibenzothiophene/phenathrene (DBT/Phen) ratios are generally low (0.06–0.17) and show the highest value in the upper part of the T-CIE (Fig. 9p). Mono- (0.2–7.4 μg/g TOC) and tri- (0.4–18 μg/g TOC) aromatic steroids are present in low concentrations. Significant concentrations of methyl-n-alkylbenzenes are present in the aromatic fraction (Table 4) ranging from 51 to 558 μg/g TOC and reaching the maximum just above the T-CIE (Fig. 9q).
Aryl isoprenoids with C13 to C23 chain distribution are present with low to moderate concentrations (7–121 μg/g TOC). Their concentrations are low below the T-CIE, increase upwards within the T-CIE, reach a maximum immediately above the T-CIE and decrease gradually in the upper part of the section (Fig. 9r). The arylisoprenoid ratio (AIR = C13–17/C18–22 aryl isoprenoids; Schwark and Frimmel 2004) ranges from 0.09 to 1.92. Within the Posidonia Shale, AIR increases upwards, but is relatively low in the uppermost samples (Fig. 9r).
Stable carbon isotope composition of selected organic molecules
Compound-specific carbon isotope ratios were determined for a sub-set of the samples. Carbon isotope ratios are presented for n-alkanes with 15–29 carbon atoms and for selected isoprenoids (norpristane, pristane, and phytane) in Table 5. All studied n-alkanes show a negative shift of δ13C ratios in the T-CIE interval (Fig. 11) with the most negative values in the interval below the “Unterer Stein”. The negative shift of δ13C ratios is slightly higher for mid- and long-chain n-alkanes (3.5–4.0‰) than for short-chain n-alkanes (~ 3‰). The strongest negative shift in δ13C for all n-alkanes is recorded for sample #1762.13.
δ13C ratios of pristane are slightly more negative than those of phytane, but both compounds show only a moderate negative shift in the T-CIE (~ 2‰; Fig. 11) and are in the range of δ13C ratios of those from the Seegrasschiefer and the Tafelfleins. In contrast to n-alkanes, δ13C ratios of pristane and phytane are uniform within the T-CIE and return to background values only at 1761.30 m depth.
The variation of δ13C values, as a function of chain length of n-alkanes, is shown in Fig. 12 together with δ13C values of norpristane, pristane and phytane. Low-TOC samples from the Amaltheenton Formation (#1764.90 to #1763.55) are characterised by high δ13C ratios and an increase in δ13C with increasing chain length. Pristane and phytane show similar δ13C values than short-chain n-alkanes. Low- and high-TOC samples from the Posidonia Shale below the T-CIE (#1763.06 to #1762.31) are isotopically lighter and n-alkanes with different chain lengths show fairly uniform δ13C values, but short-chain n-alkanes from the organic matter-rich “Fleins” (#1762.31) are characterised by low δ13C values. δ13C values of isoprenoids are in the range of those for n-alkanes.
Samples from the lower part of the T-CIE interval (#1762.13 to #1761.93) are isotopically lighter than the rest of the samples. They show decreasing δ13C values with increasing chain length for short- and mid-chain length n-alkanes and constant values for long-chain n-alkanes. δ13C values of isoprenoids from these samples are higher than for n-alkanes. In contrast, samples from the uppermost part of the T-CIE (#1761.79, #1761.70) are isotopically slightly heavier and show uniform δ13C values for n-alkanes with varying carbon numbers. δ13C values of pristane and phytane from these shallow samples are similar to those of the n-alkanes.
CSI data from samples above the T-CIE are rather uniform. n-C15 and n-C16 in all samples are isotopically relatively heavy, while n-alkanes with longer chain length show similar δ13C values between − 31 and − 33‰. δ13C values of pristane and phytane are similar to those of n-alkanes.
Discussion
Thermal maturity
Thermal maturity parameters such as vitrinite reflectance (0.69 ± 0.12%Rr), Tmax (436 °C on average) and TAI (2–3) suggest that the Posidonia Shale at Salem has reached early to peak oil window maturity. The average equivalent vitrinite reflectance derived from the MPI-1 is 0.68%Rr for black shales and 0.73%Rr for organic-lean deposits. Oil window maturity is also supported by 20S/(20S + 20R) and αββ/(αββ + ααα) C29 sterane isomerisation ratios (0.51 and 0.57 on average, respectively; Fig. 13) and by the 22S/(22S + 22R) C31 hopane ratio (0.60 on average; Mackenzie and Maxwell 1981).
Maturity parameters from immature to early oil window mature Dormettingen samples (0.40–0.54%Rr; Ajuaba et al. 2022) are plotted in Fig. 13a for comparison. PI of black shales at Salem is higher than at Dormettingen (0.08 and 0.04 on average, respectively), but still below the value of 0.10, which is often taken as the threshold value for the onset of the oil window (e.g., Peters 1986; Fig. 13b). Evaporative loss of S1 is considered unlikely but cannot be excluded as the core was taken about 50 years ago. In any case, the value indicates that some hydrocarbons have already been generated. This fact must be taken into account when discussing the (remaining) hydrocarbon potential and evaluating environmental proxies based on organic geochemical data.
Source rock potential
High TOC contents (average 4.9 wt%) and high HI values (~ 530 mgHC/gTOC) show that the Posidonia Shale at Salem has an excellent hydrocarbon generation potential. The high source rock potential of the Posidonia Shale in the SWGB has been shown previously by Littke et al. (1991b). Indeed, the Posidonia Shale has been assumed by many authors (e.g., Wehner and Kuckelkorn 1995; Veron 2005; Misch et al. 2017) to be one of the main source rocks in the North Alpine Foreland Basin, although Bechtel et al. (2019) showed that it contributed only to oil deposits west of Munich.
Interestingly, the average HI at Salem is significantly lower than at Dormettingen (~ 650 mgHC/gTOC; Ajuaba et al. 2022). Although a facies effect on HI cannot be excluded, this difference may suggest that 15–20% of the original hydrocarbon potential has already been generated at Salem. This percentage is even higher, if the possible presence of retained bitumen, which forms part of the S2 peak (e.g., Ziegs et al. 2017), is assumed.
The Source Potential Index {SPI (tHC/m2) = [S1 + S2 (mgHC/g rock)] × thickness (m) × rock density (g/cm3)/1000} of Demaison and Huizinga (1994), which gives the amount of hydrocarbon generated beneath one square meter of surface area, is used to quantify the remaining source rock potential of the Posidonia Shale at Salem.
For the calculation, an average rock density of 2.55 g/cm3 (cf. Stock and Littke 2018) has been used. Following the guidelines of Demaison and Huizinga (1994), low-TOC layers were not used for the calculation of the average genetic potential (S1 + S2: 31.5 mgHC/g rock) and the net source rock thickness (6.43 m). On that assumption, the SPI for the cored interval is calculated as 0.49 tHC/m2 (Table 6). For comparison, the SPI has been calculated for the same stratigraphic interval (Posidonia Shale below the “Inoceramen Bank”) using data from the Dormettingen section (Ajuaba et al. 2022). The comparison shows a slightly higher SPI for Dormettingen (0.58 tHC/m2; Table 6). The difference is mainly due to the significantly higher genetic potential at Dormettingen (52.10 mgHC/g rock), which overcompensates for it being less thick.
The SPI of the upper part of the Posidonia Shale at Dormettingen (bifrons Zone) is 0.53 tHC/m2. No data is available from that interval from Salem. However, considering it is less thick (3 versus 4 m) and has a lower genetic potential, the SPI might be in the order of 0.30 tHC/m2 suggesting a total SPI of 0.80 tHC/m2.
Littke et al. (1991b) presented average HI and PI data for Posidonia Shale in four boreholes located along the Swabian Alb between Aselfingen and Stuttgart (see Fig. 1b). Using these data, the average genetic potential (S1 + S2) and the SPI have been determined for these wells (Table 6). These SPI values for the entire Posidonia Shale (0.56–0.98 tHC/m2) are in the same order of magnitude than those for Salem and Dormettingen. This implies that the Posidonia Shale has a slightly lower SPI than the entire Lower Oligocene in the Austrian part of the North Alpine Foreland Basin (1.09 tHC/m2), but a higher SPI than the main source rock interval (Schöneck Formation) alone (0.35 tHC/m2; Sachsenhofer et al. 2010).
The Posidonia Shale is also an important source rock in the Northwest German Basin (e.g., Bruns et al. 2013; Stock and Littke 2018). Using Rock–Eval data from the Wickensen well, where the Posidonia Shale is about 30 m thick and the organic matter is thermally immature (Littke et al. 1991a; Burnaz et al. 2024), a SPI of 5.8 tHC/m2 is calculated (Table 6). This shows that not only the petroleum potential of the Posidonia Shale in northwest Germany is significantly higher than in the SWGB, which is a result of greater thickness, but also a higher genetic potential (S1 + S2; cf. Table 6), which is also reflected in a significantly higher average HI (720 mgHC/gTOC; Burnaz et al. 2024).
Depositional environment
Geochemical and palynological proxies are employed in this section to reconstruct the depositional environment of the Posidonia Shale at Salem. In this regard, extensive published information on the Posidonia Shale in SW Germany, especially on the Dotternhausen/Dormettingen sections, is taken into account (Röhl et al. 2001; Schmid-Röhl et al 2002; Frimmel et al. 2004; Schwark and Frimmel 2004; Röhl and Schmid-Röhl 2005; van den Schootbrugge et al. 2005; Bour et al. 2007; van Acken et al. 2019; Wang et al. 2020, 2021; Galasso et al. 2021, 2022; Ajuaba et al. 2022).
Before the depositional environment is described for different stratigraphic units, some peculiarities of isoprenoid-based redox parameters are discussed. It is widely accepted that Pr/Ph ratios < 1 indicate anoxic conditions (e.g., Didyk et al. 1978). Although the Pr/Ph ratio is a reliable redox parameter for the Posidonia Shale, absolute values are skewed towards higher ratios (e.g., Schouten et al. 2000; Frimmel et al. 2004; Ajuaba et al. 2022). For example, Frimmel et al. (2004) showed that the limit for anoxic conditions in the case of Posidonia Shale is as high as 1.6. These authors also showed that the (Pr + Ph)/(n-C17 + n-C18) ratio is an additional useful redox parameter, with ratios > 1.75 corresponding to strictly anoxic conditions. On average, Pr/Ph ratios at Salem are slightly higher (1.5–2.6) than at Dormettingen (1.0–2.6), but the (Pr + Ph)/(n-C17 + n-C18) ratios are significantly lower (0.3–1.2 versus 0.6–2.5). The low (Pr + Ph)/(n-C17 + n-C18) ratios at Salem are clearly a consequence of hydrocarbon generation, which produces much more n-alkanes, than isoprenoids. Moreover, preferential thermal cracking of isoprenoids compared to n-alkanes may also contribute to the decreased values (McNeil and Bement 1996; Zheng et al. 2023). Hydrous pyrolysis experiments showed that thermal stress can also lead to a significant increase in Pr/Ph ratios (Zheng et al. 2023). Therefore, vertical trends of the Pr/Ph and (Pr + Ph)/(n-C17 + n-C18) ratios, but not their absolute values, are used for interpretation.
Pre-CIE (spinatum and tenuicostatum zones: 1764.90–1762.31 m)
The lower part of the core (below the T-CIE) is formed predominantly by marly sediments with strong bioturbation indicating oxic conditions (see also Riegraf 1985). Thin limestone layers (Spinatum- or Costatenklalk) and two organic-rich layers (Tafelfleins: 1763.07 m; Seegrasschiefer: 1762.86 m) are intercalated in the background sediments. Organic matter contents are also high in the upper part of this succession (Fleins; 1762.43–1762.31 m), which is considered the basal part of the thick black shale succession. The prevailing oxic conditions resulted in low TOC contents in the background marls.
The HI of low-TOC sediments (< 0.6 wt%) ranges from 33 to 173 mgHC/gTOC suggesting the presence of terrigenous or strongly degraded marine organic matter. Relatively high contributions of land plants are also indicated by the lowermost two palynofacies samples (#1763.00; #1762.70), macerals data, and geochemical parameters [elevated CPI; Bray and Evans 1961 (Fig. 9b); high C20/C23 and C19/C23 tricyclic terpane ratios, Noble et al. 1986; Peters et al. 2005; French et al. 2014 (Fig. 9n)]. Low (Pr + Ph)/(n-C17 + n-C18) ratios of the bioturbated sediments agree with an oxygenated environment (e.g., Frimmel et al. 2004). In contrast, low Pr/Ph ratios (< 0.6) pretending strictly anoxic conditions clearly must not be considered for interpretation. A change in compound specific isotope (CSI) patterns (Fig. 11) between Pliensbachian (1764.90–1763.55 m) and Toarcian pre-CIE samples (1763.55–1762.31 m) may be related to a change in organic matter input.
Both, the organic matter-rich Tafelfleins and the Seegrassschiefer are bioturbated. Nevertheless, TOC contents (2.68 and 1.84 wt%, respectively) and HI values (423 and 358 mgHC/gTOC) are high. This suggests a high amount of aquatic organic matter and relatively good organic matter preservation despite bioturbation. The higher HI values, as well as CPI values and C20/C23 and C19/C23 tricyclic terpane ratios, which are lower than those in the adjacent organic-poor sediments indicate the higher amount of aquatic organic matter. Similar to the low-TOC samples, the redox parameters yield contradicting results. However, it is obvious that oxygen-depleted conditions occurred during deposition. The prevailing trace fossil is Chondrites (Riegraf 1985; Röhl and Schmid-Röhl 2005), which is well known from anaerobic and dysaerobic deposits (Bromley and Ekdale 1984). Seilacher (1990) and Fu (1991) suggested that the trace maker of Chondrites is a chemosymbiotic bivalve living at the aerobic/anaerobic interface, which pumps methane and hydrogen sulphide from the sediments (see also Uchman and Wetzel 1999; Izumi 2012; Baucon et al. 2020). In any case, bioturbation did not result in significant organic matter degradation. In the upper part of the tenuicostatum Zone (semicelatum Subzone), TOC contents increase gradually and reach 3.68 wt% at 1762.31 m (Fleins). Pr/Ph and (Pr + Ph)/(n-C17 + n-C18) ratios as well as the homohopane index (HHI; Peters and Moldowan 2001) suggest oxygen-depleted, but not yet strictly anoxic conditions, which were established only during the T-CIE. Sample S08 (1762.43 m) from this interval records a drastic reduction in dinoflagellate diversity. The occurrence of Mendicodinium sp. at 1762.43 m depth (sample S08; inteval A), before the complete dinoflagellate cysts demise, is striking. In the Posidonia Shale (SW Germany), before the inception of the fully anoxic conditions, Mendicodinium spinosum perforatum was recorded in the lowermost falciferum Zone, which was described as the last taxon able to survive the initial, severe environmental conditions as a consequence of the T-OAE (Galasso et al. 2022).
T-CIE (uppermost tenuicostatum and lower falciferum zones: 1762.25–1761.50 m)
The T-CIE interval in the Salem is very thin (~ 0.75 m). Strongly oxygen-depleted conditions during the T-CIE are evidenced by the presence of laminated black shales and the absence of benthic faunas (Röhl and Schmid-Röhl 2005). Anoxic conditions are also shown by relatively low Pr/Ph ratios (1.54–1.82; Fig. 9c), relatively high (Pr + Ph)/(n-C17 + n-C18) (0.88–1.17; Fig. 9d) and high C35 HHI (0.03–0.04; Fig. 9c). The presence of aryl-isoprenoids, which have been used as proxies for photosynthetic sulphide-oxidising bacteria (Summons and Powell 1987), indicates photic zone anoxia (Schouten et al. 2000; Frimmel et al. 2004; Schwark and Frimmel 2004). At Salem, the concentration of aryl-isoprenoids increases upwards within the T-CIE (Fig. 9r). The concentrations of methyl-alkylbenzenes and aryl-isoprenoids show a positive correlation (r2 = 0.81) and show similar depth trends within the T-CIE (Fig. 9q). Probably, both compound groups formed by the degradation of carotenoids (e.g., isorenieratene). Alternative formation mechanisms include direct cyclisation and aromatisation of straight chain fatty acids (Derenne et al. 1990; Chairi et al. 2010). The maximum methyl-alkylbenzenes concentration in Salem (548 μg/g TOC; 1760.80 m) is ten times higher than for Dormettingen (51 μg/g TOC; Ajuaba et al. 2022). This suggests a maturity effect on the degradation of aromatic carotenoids or the cyclization and aromatization. As elevated amounts of alkylbenzenes have been recorded in sediments deposited during periods of enhanced salinity (Sinninghe-Damsté et al. 1993; Chairi et al. 2010), it is possible that their elevated amounts within (and above) the T-CIE in the Salem section were triggered by salinity stratification and water column anoxia. However, the gammacerane index is typically low (Table 4) suggesting only weak salinity stratification. In contrast, the DBT/P ratio, a proxy for free H2S in the water column or the pore water (Hughes et al. 1995), varies strongly in the T-CIE, but is generally high (Fig. 9p).
Strictly anoxic conditions resulted in high TOC contents (4.78–7.44%), which are below 2 wt% only in the “Unterer Stein” marker bed (1.62 wt%; 1761.83 m). High HI values (538–634 mgHC/gTOC; Fig. 3g) reflect the dominance of aquatic organic matter and the excellent preservation conditions. The observed upward increase in the concentration of aryl-isoprenoids (and methyl-alkylbenzenes) together with slightly lower HHI values may indicate oxygen-depletion above the “Unterer Stein”. Increased oxygen-depletion probably caused slightly higher HI values above the “Unterer Stein” (average 618 mgHC/gTOC) compared to the interval below this marker (574 mgHC/gTOC). Alternatively, the slightly lower HI below the “Unterer Stein” may indicate greater terrigenous organic matter input during the early T-CIE, as indicated macroscopically by a thin coaly layer and microscopically by relatively high amounts of translucent phytoclasts in the sample at 1762.03 m depth (Table 2) and vitrinite in the sample at 1761.93 m depth (Table 3). In contrast, terrigenous phytoclasts or macerals are very rare in samples above the “Unterer Stein”. Similar to Dormettingen (Galasso et al. 2021), dinoflagellate cysts were not recorded in the T-CIE (lower part of palynofacies B; Figs. 4, 5).
TOC contents in the T-CIE at Salem reach 7.44%. This value is high, but lower than in the same interval at Dormettingen (~ 10 wt%; Fig. 1c) and in post-CIE sediments in the Salem core (max. 8.95 wt%; see below). As the low thickness of the T-CIE contradicts a dilution of organic matter by high clastic input, and the similar high HI values in the T-CIE and post-CIE sediments contradict variations in organic matter preservation, it is likely that the relatively low TOC content in the T-CIE is due to limited organic productivity (see also Littke et al. 1991b). Sterane/hopane ratios have been used to estimate paleo-productivity of phytoplankton (Schulz et al. 2002). Thus, the observed low ratios in the T-CIE interval (Fig. 9k) support this interpretation. In this connection, it should be noted that only stratigraphic trends of the sterane/hopane ratio, but not absolute values are considered, because the sterane/hopane ratio decreases significantly with maturity (Zheng et al. 2023). Thus, it is not surprising that the sterane/hopane ratio is significantly lower in Salem (0.21–1.16) than in Dormettingen (1.01–6.32; Ajuaba et al. 2022).
The concentrations of 4-methylsteranes including dinosteranes and 4-methyl-diasteranes have been determined only for a limited sample set. These compounds are generally ascribed to dinoflagellates (Withers 1987; Moldowan and Talyzina 1998; Volkman et al. 1990) and show similar depth trends (Fig. 9h–j) with maxima in the upper part of the T-CIE. Consequently, despite the generally low phytoplankton productivity, it is likely that the productivity of non-cyst-forming dinoflagellates was relatively high in the upper part of the T-CIE.
Post-CIE (upper falciferum Zone: 1761.50–1756.00 m)
Based on TOC trends, the post-CIE sediments are subdivided into four units. Environmental proxies are discussed separately for each of them starting with the lower unit I.
Unit I (1761.5–1761.0 m) includes the “Oberer Stein” marker and is slightly bioturbated in its upper part. An increase in oxygen availability at 1761.30–1761.10 m is also indicated by Pr/Ph ratios, the HHI and the concentration of aryl-isoprenoids. HI values in unit I vary considerably (455–630 mgHC/gTOC). The sample with the minimum HI (#1761.10) contains a very low amount of terrigenous organic matter (Fig. 4). This shows that varying HI values reflect varying oxygen availability rather than changes in organic matter input. Similar to the sediments deposited during the T-CIE, dinoflagellate cysts are missing (palynofacies interval B sensu Galasso et al. 2021).
Unit II (1761.0–1757.9 m) is an approximately 3-m thick interval that includes the highest TOC contents (4.71–8.95%) in the studied profile (Fig. 3d). Overall, there is a slight upward decrease in TOC (from ~ 9 to ~ 6%). Sterane/hopane ratios reach a maximum at 1759.85 m depth and decrease upwards (Fig. 9k). This suggests that high TOC contents are due to enhanced phytoplankton productivity. The highest amount of marine POM is recorded at 1760.80 m depth. Beyond this point, the input of terrigenous POM experiences only a minor increase (Fig. 4), but the marine/terrestrial ratio remains high. This is also reflected by uniformly high HI values (557–660 mgHC/gTOC). Tasmanaceae algae are present in both POM and maceral assemblages, while dinoflagellate cysts are absent. Belemnite remains, which are absent in the T-CIE and in unit I, reappear in small number in unit II.
The redox parameters (Pr/Ph; (Pr + Ph)/(n-C17 + n-C18); HHI) suggest strongly reduced oxygen availability, with a subtle trend towards less strictly anoxic conditions in the upper part of the succession. This agrees with the observed increase in belemnite remains and the presence of some shell layers. Concentrations of aryl-isoprenoids are generally high and even more so in the upper part of Unit II. Overall, redox parameters and high TOC contents suggest that the degree of oxygen-depletion during deposition of unit II was in a similar range compared to the T-CIE. This differs from the condition observed in the Dotternhausen (Schwark and Frimmel 2004) and Dormettingen (Ajuaba et al. 2022) sections, where the maximum oxygen depletion occurred during the T-CIE just above the “Unterer Stein”. The availability of free H2S is evidenced by high DBT/Phen ratios. The high sulphur contents (max. 4.31% at 1760.38 m) agree with this interpretation. Despite of anoxic marine conditions, TOC/S ratios are high in the upper 1.2 m of unit II (3.8–5.1). This may indicate an increase in freshwater runoff.
Unit III (1757.9–1757.0 m) starts with a bioturbated layer and includes some shells. TOC contents (2.92–4.04%) and HI values (462–523 mgHC/gTOC) are relatively low. Bioturbation and the stratigraphic trends of biomarker proxies (Fig. 9c, d, e, r) show that this reflects an increase in oxygen availability. Unit IV (1757.0–1755.0 m) follows above the “Obere Bank” limestone marker. The presence of several bioturbated horizons and the high number of belemnites show a well oxygenated environment. Consequently, TOC (1.68–3.16 wt%) and HI (296–464 mgHC/gTOC) are even lower than in unit III. The organic matter input during deposition of units III and IV is characterised by an increasing fraction of terrigenous organic material (Figs. 4, 9n). Sterane/hopane ratios (Fig. 9k) are also decreased in units III and IV suggesting reduced phytoplankton productivity. Spheropollenites sp. and prasinophytes are common (palynofacies C sensu Galasso et al. 2021; Fig. 4), but dinoflagellate cysts are still absent.
Comparison with other Toarcian sections in the SWGB
The position of marker beds and the T-CIE in the Salem core enable detailed correlation with other Toarcian sections in the SWGB. In addition to examining variations in lateral thickness, this section delves into an investigation of both similarities and differences among depositional environments.
It is noticeable that the lower part of the Posidonia Shale at Salem is very thin. For example, the sediment succession between the top of the Spinatum Bank and the “Oberer Stein” is only 2.4 m thick. In contrast, this same interval in the Dotternhausen/Dormettingen area, located about 65 km NW of Salem, is more than twice as thick (~ 5.5 m; Fig. 14). The transition of the Amaltheenton Formation to the Posidonia Shale is gradual and there is no sign of an erosional unconformity at the base of the Posidonia Shale, as recently described by Arp et al. (2021) in the Franconian Alb (Ludwigskanal section; Fig. 1a). The only stratigraphic layer, which is absent in the lower Posidonia Shale at Salem is the “Steinplatte” near the top of the T-CIE (e.g. Ajuaba et al. 2022; Fig. 1c). The latter marker bed, however, is not as continuous as the “Oberer Stein” and is absent, for example, in the German-Swiss border area (e.g., Aselfingen; Riegraf 1985; Fernandez et al. 2021) and east of Reutlingen (Stuttgart; Riegraf 1985). Moreover, each stratigraphic unit (including the T-CIE) is thinner at Salem compared to Dormettingen (Fig. 14). Thus, the thinness of the lower part of the Posidonia Shale is clearly not due to non-deposition or erosion of specific layers. Thickness variations were also observed by Riegraf (1985), who interpreted these as consequences of deposition in paleo-basins and paleo-swells. Based on this interpretation, it is evident that the Salem section was likely deposited within an early Toarcian paleo-swell, and a potential connection to the Vindelician High is plausible.
While the thickness of the Lower Posidonia Shale at Salem is less than elsewhere, the thickness of the middle part of the Posidonia Shale (i.e., interval between “Oberer Stein” and “Obere Bank”; ~ 4.2 m) is thicker than in the Dotternhausen/Dormettingen area (~ 1.5 m; Fig. 14). In the latter area the “Inoceramen Bank”, marking the falciferum/bifrons boundary occurs roughly 60 cm above the “Obere Bank”. In the Salem core, this marker is absent, but probably lies just above the core interval. Thus, the total thickness of the falciferum Zone probably slightly exceeds 5 m. This exceeds the thickness observed in most sections in the SWGB and indicates increased subsidence during deposition of the upper part of the falciferum Zone (units II-IV of the post-CIE sediments).
The bifrons Zone in the Salem borehole is about 3 m thick, but was not cored. This is less than the thickness measured at Dormettingen, where it spans about 4.4 m (Galasso et al. 2021, 2022). However, it is important to note that, the thickness of the bifrons Zone in the SWGB varies considerably due to late Toarcian erosion. In some areas, such as the northeast Swabian Alb (locations like Gingen/Fils and Göppingen; Fig. 1b), this erosion has led to the complete removal of the entire bifrons Zone and has even cut down to the “Oberer Stein” horizon (within the elegans Subzone; e.g. Riegraf 1985). Since the bifrons Zone and the boundary with the overlying upper Toarcian sediments were not cored in the Salem borehole, it is impossible to determine whether the upper part of the Posidonia Shale was affected by erosion in this specific location.
The changes in depositional environment are largely synchronous in the Salem and in the Dormettingen/Dotternhausen areas, which is also reflected by similar TOC trends (Fig. 14). In both areas, a peak in oxygen depletion is observed during the T-CIE shortly after deposition of the “Unterer Stein”. However, at Salem, following a short period with deposition of bioturbated sediments, anoxia continued during the early falciferum Subzone (unit II of the post-CIE sediments) and caused TOC contents, which are even higher than in the T-CIE. In addition, the dinoflagellate cyst blackout (Prauss and Riegel 1989, 1996; Prauss et al. 1991), which is restricted to upper exaratum and lower elegans subzones at Dormettingen (Galasso et al. 2022; Fig. 1c), continued in the falciferum Subzone at Salem. Similarly, Prauss et al. (1991) noted that the entire bituminous facies within the falciferum and bifrons zones in borehole Bisingen/Zimmern #1002, situated approximately 20 km northeast of Dormettingen (Fig. 1b), showed virtually no presence of dinocysts. The extended absence of dinoflagellate at Salem may be a result of continuing anoxia during the falciferum Subzone or its proximal setting resulting in increased turbidity and low salinity.
Bulk and compound-specific carbon isotope data
Bulk organic carbon isotope ratios
Bulk organic carbon isotope ratios (δ13Corg) in the Salem section (− 25.7 to − 33.1‰) are similar to those at Dormettingen (Fig. 14). The lowermost part of the black shale interval (1762.43–1762.31 m) shows δ13Corg values (− 27.49 to − 28.49‰) similar to those of the underlying Tafelfleins and the Seegrasschiefer (− 28.06 to − 28.48‰). The largest drop in δ13Corg occurs between 1762.31 (Fleins) and 1762.19 m (− 31.39‰). A depth of ~ 1762.25 m, therefore, has been accepted as the base of the T-CIE, while the top of the T-CIE is at ~ 1761.50 m. Although the T-CIE at Salem is much thinner (0.75 m) than at Dormettingen (~ 2.8 m), its amplitude falls within a similar range (5–6‰). A similar strong negative CIE has been determined in the Cleveland Basin (5–7‰), while the CIE is smaller in the Paris (3.7‰), Iberian (~ 3‰) and Sichuan basins (~ 4‰) (see Ajuaba et al. 2022 and references therein). A very strong negative CIE has also been recorded for well Schandelah in the Northwest German Basin (~ 7‰; van de Schootbrugge et al. 2019), where the T-CIE is also remarkably thin (1.4 m).
Stable carbon isotope ratios of n-alkanes
As expected, δ13C ratios of n-alkanes also show a shift in the T-CIE, but the negative shift (3–4‰) is lower compared to that observed for δ13Corg. Moreover, there are some interesting differences between trends of δ13Corg and δ13C of different n-alkanes.
As stated above, the base of the T-CIE is located above the Fleins (1762.31 m) based on δ13Corg. This interpretation is also valid for long-chain n-alkanes (Fig. 11). However, it appears that the CIE begins slightly earlier (during deposition of the Fleins) for short-chain n-alkanes (up to n-C21/22) (Figs. 11, 12). While long-chain n-alkanes may be derived from landplants, short-chain n-alkanes are typically derived from algae and other aquatic organisms (Eglinton and Hamilton 1967). Hence, this result suggests that isotopically light CO2 was first recorded in the aquatic environment.
The δ13C values of n-alkanes in the upper part of the T-CIE (above the “Unterer Stein”; #1761.79, #1761.70) are significantly less negative than those in the lower part (below the “Unterer Stein”; #1762.13 to #1761.93) and similar to post-CIE background values (Figs. 11, 12). Similar to Dormettingen, redox-sensitive parameters suggest a higher degree of oxygen-depletion above the “Unterer Stein”. This supports the temporal decoupling of the maximum isotope excursion and the strongest basin restriction as postulated based on isotope ratios of pristane and phytane in the Dormettingen section (Ajuaba et al. 2022; Fig. 1c).
No systematic variation between δ13C ratios of n-alkanes in the mature Salem core and the immature Dormettingen section can be observed. For example, δ13C ratios of n-alkanes from the teniucostatum Zone are slightly more negative than those at Dormettingen, while those from the falciferum Zone (including the T-CIE) are slightly less negative. This suggests that maturity has a no significant effect on δ13Calkanes (see also Pedentchouk and Turich 2017).
Stable carbon isotope ratios of pristane and phytane
At Dormettingen, the amplitude of the CIE of pristane and phytane is about 4.5‰ and δ13Cisoprenoid values increase continuously upwards within the T-CIE. A similar trend was expected for Salem, but the amplitude of the CIE is only 2‰ and no clear depth trend is observable (Fig. 11). Indeed, the most negative δ13Cpristane value is recorded for the Tafelfleins (1763.06 m) in the pre-CIE interval and not for the T-CIE.
No correlation between δ13C of isoprenoids and n-alkanes could be established. This might indicate that pristane and phytane are not derived from the phytol side chain of chlorophyll of aquatic or terrestrial plants. Frimmel et al. (2004) suggested that the surprisingly high Pr/Ph ratios in Posidonia Shale may be due to secondary input of pristane from tocopherol or chromanes. However, as tocopherol- and chromane-derived pristane has the same δ13C as the phytol side chain (Hughes et al. 1995; Grice et al. 1998; Peters et al. 2005; Zhang et al. 2012), it is expected to have a minor influence on isotope data. This is also supported by the excellent correlation exists between δ13Cpristane and δ13Cphytane at Dormettingen (Ajuaba et al. 2022) and Salem. It should be added that an effect of hydrocarbon migration on δ13C of pristane and phytane can be excluded, as isoprenoids are less mobile than n-alkanes (e.g., Leythaeuser et al. 1982; Zhang et al. 2023; Zheng et al. 2023). Hence, additional investigations are necessary to determine the factors controlling δ13C values of pristane and phytane at Salem.
Conclusion
A total of 62 core samples were collected from the Salem borehole in southwestern Germany to assess the depositional environment and petroleum potential of the lower Toarcian Posidonia Shale beneath the North Alpine Foreland Basin. The most important results of the comprehensive geochemical and petrographic investigation are summarized below.
The Salem core spans the tenuicostatum and falciferum ammonite zones of the Posidonia Shale and the uppermost 1.5 m of the underlying Pliensbachian Amaltheenton Formation. The upper part of the Posidonia Shale (bifrons Zone), which is about 3 m thick was not cored.
Compared to the Dormettingen section, located about 65 km NW of Salem, the thickness of the lower part of the Posidonia Shale (tenuicostatum Zone to elegans Subzone of the falciferum Zone) is sigificantly thinner, while the thickness of the falciferum Subzone is greater. This suggests significant changes in basin geometry at the elegans/falciferum boundary.
As observed in many Toarcian sections, the strongest oxygen depletion occurred during deposition of the upper part of the T-CIE (above “Unterer Stein”). However, strong anoxia also occurred during deposition of the post-CIE sediments. This together with higher productivity resulted in peak TOC values in the uppermost elegans and lower falciferum subzones. The dinoflagellate cyst blackout lasted throughout the entire falciferum Zone, likely as another consequence of significant oxygen-depletion.
The T-CIE interval at Salem is very thin (0.75 m), but the amplitude of the CIE (δ13CCorg) is similar to other section in the SWGB (~ 5 to 6‰). The T-CIE is less pronounced for n-alkanes (3–4 ‰).
Similar to Dormettingen, an obvious time shift exists between the isotopic minimum (δ13Calkanes) and peak anoxic conditions. This supports the assumption that isotopically light inorganic carbon from deeper water levels of the stratified water body is probably not the only source for isotopically light carbon. Despite this, differences in δ13C of n-alkanes derived from aquatic and terrigenous organisms, suggest that isotopically light carbon influenced the marine before the atmospheric CO2 pool.
Pristane and phytane show only a small negative isotope excursion (2‰) without depth trend in the T-CIE. As δ13C of isoprenoids and n-alkanes or bulk organic matter are not correlated, it is likely that they reflect a different, yet unidentified CO2 reservoir.
The Posidonia Shale at Salem is thermally mature and highly oil-prone. PI values are higher and HI values are lower than those in the immature to marginal mature Dormettingen section. The residual source petroleum potential of the cored section is about 0.5 tHC/m2 and may be 0.8 tHC/m2 for the entire Posidonia Shale.
Availability of data and materials
All data are published in the paper. Rock samples are stored at Montanuniversität Leoben and palynological slides are hosted at the Paläontologisches Institut und Museum, Universität Zürich.
Code availability
Not applicable.
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Acknowledgements
The authors thank Wintershall Dea for providing access to the core and for the permission to publish the data. The authors thank Boris Jammernegg for scanning the core. The paper benefited from the constructive comments of an anonymous reviewer and Ksenija Stojanovic (Belgrade).
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SA, RFS, and DG contributed to the study conception and design. SA performed the analysis and interpreted the data. Palynology analysis and interpretation was done by FG and ESH. RFS, FG, ESH, TUG, DG, DM and JO helped interpret the entire data. SA wrote the first draft of the manuscript and all authors commented on previous versions. All authors read and approved the final manuscript.
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Ajuaba, S., Sachsenhofer, R.F., Galasso, F. et al. The Toarcian Posidonia Shale at Salem (North Alpine Foreland Basin; South Germany): hydrocarbon potential and paleogeography. Int J Earth Sci (Geol Rundsch) (2024). https://doi.org/10.1007/s00531-024-02392-z
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DOI: https://doi.org/10.1007/s00531-024-02392-z