Sedimentary Characteristics of the Wufeng–Longmaxi Formation Shales and Their Controlling Mechanisms on Shale Gas Accumulation in the Mugan Syncline, Northeastern Yunnan, China

The Mugan Syncline in northeastern Yunnan represents a significant relay area for shale gas exploration in China. However, due to the combined effects of tectonic superimposition and sedimentary heterogeneity, systematic investigations into the intervals hosting high-quality shales and the coupling relationships among microfacies, reservoir quality, and gas-bearing properties remain insufficient. The core objective of this study is to establish a high-resolution microfacies framework and to quantitatively elucidate the multi-parameter coupling mechanisms by which microfacies control organic matter enrichment, pore development, and gas storage capacity in this structurally complex, basin-margin setting. By integrating core observations, thin-section petrography, scanning electron microscopy (SEM), whole-rock X-ray diffraction (XRD), total organic carbon (TOC) analysis, trace-element geochemistry, and well-logging data, we establish a stratigraphic subdivision and cross-well correlation framework for the Wufeng (WF) Formation and the Long11 submember. Furthermore, a lithofacies (microfacies) identification scheme based on a “TOC + siliceous (quartz + feldspar)–carbonate–clay” ternary classification is applied. The results reveal the following: (1) Based on the locally developed erosional contact at the boundary between the Longmaxi (LMX) Formation and the underlying Guanyinqiao Formation, the WF Formation in the study area can be subdivided into two submembers, whereas the Long11 submember comprises four sublayers. The thicknesses of the Long11-1 through Long11-3 sublayers range from 21.42 to 25.47 m, exhibiting a subtle northward-thickening trend. In contrast, the Long11-4 sublayer displays a relatively uniform thickness and high stratigraphic continuity of shale deposition. (2) Based on TOC content and ternary mineral composition, the shales are classified into four lithofacies associations and sixteen lithofacies subtypes. The main favorable microfacies assemblages are identified as high-carbon siliceous/calcareous shale (C-1), high-carbon calcareous/siliceous mixed shale (M-1), carbon-rich argillaceous siliceous shale (S-3), and high-carbon siliceous/argillaceous mixed shale (M-2). (3) High-quality shales (TOC > 2%) are predominantly developed in the upper member of the WF Formation and in the Long11-1 through Long11-4 sublayers. Their lateral distribution is markedly controlled by variations in paleotopography and terrigenous sediment supply. (4) The microfacies exert a synergistic control on shale gas enrichment. Carbon-rich argillaceous siliceous and siliceous-rich microfacies generally correspond to higher TOC contents and better-developed organic-matter pores. Siliceous-rich and mixed microfacies exert a positive influence on pore preservation and rock brittleness. The gas-bearing properties are influenced not only by TOC content but also by pore structure, mineral composition, and tectonic preservation conditions. The findings of this study provide a scientific basis for the prediction of shale gas sweet spots and the optimization of target intervals in the Mugan Syncline and other structurally and sedimentologically complex regions of northeastern Yunnan.