The United States is the world's largest sulphur producer. The principal

foreign countries producing important amounts of sulphur are Italy,

Japan, Spain, and Chile. Europe is the chief market for the Italian

sulphur. In spite of increased demands in Europe the Italian production

has decreased as the result of unfavorable labor, mining, and

transportation conditions, and the deficit has had to be met from the

United States. Japan's sulphur production has been increasing. Normally

about half of the material exported comes to the United States to supply

the needs of the paper industry in the Pacific states, and half goes to

Australia and other British colonies. Spain's production is relatively

small and has been increasing slowly; most of it is consumed locally.

Chile's small production is mainly consumed at home and large additional

amounts are imported.

The sulphur output of the United States, which in 1913-14 was second to

Italy, now amounts to three-fourths of the entire output of the world,

and the United States has become a large exporter of sulphur. Supplies

are ample and production increasing, with the result that the United

States can not only meet its own demands, but can use this commodity

extensively in world trade. Small amounts of sulphur are mined in some

of the western states, but over 98 per cent of the production comes from

Louisiana and Texas.

GEOLOGIC FEATURES

Native sulphur is found principally in sedimentary beds, where it is

associated with gypsum and usually with organic matter. Deposits of this

type are known in many places, the most important being those of Sicily

and of the Gulf Coast in the United States. In the latter region beds of

limestone carry lenses of sulphur and gypsum which are apparently

localized in dome-like upbowings of the strata. The deposits are

overlain by several hundred feet of loose, water-bearing sands, through

which it is difficult to sink a shaft. An ingenious and efficient

process of mining is used whereby superheated water is pumped down to

melt the sulphur, which is then forced to the surface by compressed air

and allowed to consolidate in large bins. The Sicilian deposits are

similar lenses in clayey limestones containing 20 to 25 per cent of

sulphur, associated with gypsum and bituminous marl; they are mined by

shafts.

Concerning the origin of these deposits several theories have been

advanced. It has been thought that the materials for the deposits were

precipitated at the same time as the enclosing sediments; and that the

sulphur may have been formed by the oxidation of hydrogen sulphide in

the precipitating waters through the agency of air or of

sulphur-secreting bacteria, or that it may have been produced by the

reduction of gypsum by organic matter or bacteria. Others have suggested

that hot waters rising from igneous rocks may have brought in both the

sulphur and the gypsum, which in crystallizing caused the upbowing of

the strata which is seen in the Gulf fields (see also p. 298).

Native sulphur is also found in mineral springs from which hydrogen

sulphide issues, where it is produced by the oxidation of the hydrogen

sulphide. It likewise occurs in fissures of lava and around volcanic

vents, where it has probably been formed by reactions between the

volcanic gases and the air. The Japanese and Chilean deposits are of the

volcanic type.

POTASH

ECONOMIC FEATURES

Potash is used principally as a component of fertilizers in agriculture.

It is also used in the manufacture of soap, certain kinds of glass,

matches, certain explosives, and chemical reagents.

For a long time potash production was essentially a German monopoly. The

principal deposits are in the vicinity of Stassfurt in north central

Germany (about the Harz Mountains). Stassfurt salts are undoubtedly

ample to supply the world's needs of potash for an indefinite future.

However, other deposits, discovered in the Rhine Valley in Alsace in

1904, have been proved to be of great extent; and though the production

has hitherto been limited by restrictions imposed by the German

Government, it has nevertheless become considerable.[15] The grade (18

per cent K_{2}O) is superior to the general run of material taken from

the main German deposits, and the deposits have a regularity of

structure and uniformity of material favorable to cheaper mining and

refining than obtains in the Stassfurt deposits.

Other countries have also developed supplies of potash, some of which

will probably continue to produce even in competition with the deposits

of recognized importance referred to above. Noteworthy among the newer

developments are those in Spain.[16] These have not yet produced on any

large scale, but their future production may be considerable. Less

important deposits are known in Galicia, Tunis, Russia, and eastern

Abyssinia, and the nitrate deposits of Chile contain a small percentage

of potash which is being recovered in some of the operations.

Prior to the war the United States obtained its potash from Germany. The

German potash industry was well organized and protected by the German

Government, which made every effort to maintain a world monopoly. During

the war the potash exports from Germany were cut off, excepting exports

to the neutrals immediately adjoining German territory. The result in

the United States was that the price of potash rose so far as to greatly

diminish its use as fertilizer.

The consequent efforts to increase potash production in the United

States met with considerable success, but the maximum production

attained was only about one-fourth of the ordinary pre-war requirements.

The principal American sources are alkaline beds and brines in Nebraska,

Utah, and California, and especially at Searles Lake, California. These

furnished 75 per cent of the total output. Minor amounts have been

extracted in Utah from the mineral alunite (a sulphate of potassium and

aluminum), in Wyoming from leucite (a potassium-aluminum silicate), in

California from kelp or seaweed, and in various localities from

cement-mill and blast-furnace dusts, from wood ashes, from wool

washings, from the waste residues of distilleries and beet-sugar

refineries, and from miscellaneous industrial wastes. At the close of

the war, sufficient progress had been made in the potash industry to

indicate that the United States might become self-supporting in the

future, though at high cost. The renewal of importation of cheap potash

from Germany, with probable further offerings from Alsace and Spain,

makes it impossible for the United States potash production to continue;

except, perhaps, for the recovery of by-products which will go on in

connection with other industries. Demand for a protective tariff has

been the inevitable result (see Chapters XVII and XVIII).

GEOLOGIC FEATURES

Potassium is one of the eight most abundant elements in the earth. It

occurs as a primary constituent of most igneous rocks, some of which

carry percentages as high as those in commercial potash salts used for

fertilizers. It is present in some sediments and likewise occurs in many

schists and gneisses. Various potassium silicates--leucite, feldspar,

sericite, and glauconite--and the potassium sulphate, alunite, have

received attention and certain of them have been utilized to a small

extent, but none of them are normally able to compete on the market.

Potential supplies are thus practically unlimited in amount and

distribution. Deposits from which the potash can be extracted at a

reasonable cost, however, are known in only a few places, where they

have been formed as saline sediments.

In the decomposition of rocks the potash, like the soda, is readily

soluble, but in large part it is absorbed and held by clayey materials

and is not carried off. Potash is therefore more sparingly present in

river and ocean waters than is soda, and deposits of potash salts are

much rarer than those of rock salt and other sodium compounds. The large

deposits in the Permian beds of Stassfurt, as well as those in the

Tertiary of Alsace and Spain, have been formed by the evaporation of

very large quantities of salt water, presumably sea water. They consist

of potassium salts, principally the chloride, mixed and

intercrystallized with chlorides and sulphates of magnesium, sodium, and

calcium. In the Stassfurt deposits the potassium-magnesium salts occupy

a relatively thin horizon at the top of about 500 feet of rock salt

beds, the whole underlying an area about 200 miles long and 140 miles

wide. The principal minerals in the potash horizon are carnallite

(hydrous potassium-magnesium chloride), kieserite (hydrous magnesium

sulphate), sylvite (potassium chloride), kainite (a hydrous double salt

of potassium chloride and magnesium sulphate), and common salt (sodium

chloride). The potash beds represent the last stage in the evaporation

of the waters of a great closed basin, and the peculiar climatic and

topographic conditions which caused their formation have been the

subject of much speculation. This subject is further treated in the

discussion of common salt beds (pp. 295-298).

In the United States the deposits at Searles Lake, California, have been

produced by the same processes on a smaller scale. In this case

evaporation has not been carried to completion, but the crystallization

and separation out of other salts has concentrated the potassium (with

the magnesium) in the residual brine or "mother liquor." The deposits of

this lake or marsh also contain borax (see p. 276), and differ in

proportions of salts from the Stassfurt deposits. This is due to the

fact that they were probably derived, not from ocean waters, but from

the leaching of materials from the rocks of surrounding uplands,

transportation of these materials in solution by rivers and ground

waters, and concentration in the desert basin by evaporation.

The alkali lakes of Nebraska are believed to be of very recent geologic

origin. They lie in depressions in a former sand dune area, and contain

large quantities of potash supposedly accumulated by leaching of the

ashes resulting from repeated burnings of the grass in the adjacent

country.

Of other natural mineral sources, alunite is the most important. The

principal deposits worked are at Marysville, Utah, but the mineral is a

rather common one in the western part of the United States, associated

with gold deposits, as at Goldfield, Nevada. Alunite occurs as veins and

replacement deposits, often in igneous associations, and is supposed to

be of igneous source. Its origin is referred to in connection with the

Goldfield ores (p. 230).

FOOTNOTES:

[15] Gale, Hoyt S., The potash deposits of Alsace: _Bull. 715-B, U. S.

Geol. Survey_, 1920, pp. 17-55.

[16] Gale, Hoyt S., Potash deposits in Spain: _Bull. 715-A, U. S. Geol.

Survey_, 1920, pp. 1-16.

CHAPTER VIII

THE ENERGY RESOURCES--COAL, OIL, GAS (AND ASPHALT)

COAL

ECONOMIC FEATURES

Coal overshadows all other mineral resources, except water, in

production, value, and demand. It is the greatest of the energy

sources--coal, petroleum, gas, and water power. Roughly two-thirds of

the world's coal is used for power, one-sixth for smelting and

metallurgical industries, and one-sixth for heating purposes. Coal

constitutes over one-third of the railroad tonnage of the United States

and is the largest single tonnage factor in international trade; 70 per

cent of the pre-war tonnage of outgoing cargoes from England was coal.

=World production and trade.= The great coal-producing countries of the

world border the North Atlantic basin. The United States produces about

40 per cent of the world's total, Great Britain about 20 per cent, and

Germany about 20 per cent. Other countries producing coal stand in about

the following order: Austria-Hungary, France, Russia, Belgium, Japan,

China, India, Canada, and New South Wales. There is similarity in the

major features of the distribution of coal production and of iron ore

production. The great centers of coal production--the Pennsylvania and

Illinois fields of the United States, the Midlands district of England,

and the lower Rhine or Westphalian fields of Germany--are also the great

centers of the iron and steel industries of these countries. As in the

case of iron ore, there is rather a striking absence of important coal

production in the southern hemisphere and in Asia. A significant item in

the world's distribution of coal supplies is England's world-wide system

of coaling stations for shipping.

The principal coal-producing countries all have large reserves of coal.

Outside of these countries the world's most important reserves are in

China, which may be looked to for great future development. For the most

part, except for the probable Chinese development, it is likely that

countries now producing most of the coal will continue to do so in the

future, and that outlying parts of the world will continue to be

supplied mainly from these countries.

The quantity and distribution of the coal reserves of the world have

been estimated with perhaps a greater degree of accuracy than those of

any other mineral resource. From these estimates it appears that the

North American continent contains about half of the world reserves

(principally in the United States, with lesser amounts in Canada) and

Asia about one-fourth (principally in China, with some in India). Europe

contains only one-sixth of the world total, chiefly in the area of the

former German Empire and in Great Britain, with smaller quantities in

Russia, Austria-Hungary, France, and Belgium. Australasia (New South

Wales), Africa (British South Africa), and South America (Chile, Brazil,

Peru, and Colombia), together contain less than a tenth of the total

reserves. Coal being one of the great bases for modern industrialism,

the large reserves of high grade-coals in China have led to the belief

that China may some day develop into a great manufacturing nation.

Similarly, the deficiency in coal of most of the South American and

African countries seems to preclude their developing any very large

manufacturing industries, except where water power is available. Coal

reserves and the conservation of coal are further discussed in Chapter

XVII.

The war resulted in considerable disturbances in coal production and

distribution. There has not yet been a return to normal conditions, and

some of the changes are probably permanent. The great overseas movement

of coal from Germany was stopped and that from England curtailed. To

some extent the deficiency was supplied by coal exports from the United

States, particularly to South America. The shutting off of the normal

German export to France and Mediterranean countries, the occupation of

the French and Belgian coal fields by the Germans, and the partial

restriction of German exports to Scandinavian countries, resulted in

Europe's absorbing most of the British coal available for export, and in

addition requiring coal from the United States. The stress in the

world's coal industry to meet the energy requirements of war is too

recent and vivid to require more than mention. The world was made to

realize almost for the first time the utterly vital and essential nature

of this industry.

Since the war, there has been a gradual resumption of England's export

of coal along old lines of international trade. The German overseas

export trade has not been reestablished, and cannot be for a long time

to come if Germany fulfills the terms of the Peace Treaty. Indeed,

because of slow recovery in output of German coal, there is yet

considerable lag in the supply available for European countries. The

terms of the Peace Treaty lessened the territory of German coal reserves

and required considerable additional contributions of coal to be

delivered to France, Belgium, Luxemburg, and Italy.

The increased export of coal from the United States during the war is

likely to be in part continued in the future, although the great bulk of

the United States production will in the future, as in the past, be

absorbed locally. Most of the coal in the United States available for

export is higher in volatile matter than the British and German export

coal. This quality will in some degree be a limiting factor in

exportation. On the other hand, it may result in wider introduction of

briquetting, coking, and other processes, which will tend to improve the

local industry and be conservational in their effect.

Japan will doubtless hold some of the Asiatic coal market gained during

the war.

International coal relations are further discussed in Chapter XVIII.[17]

=Production in the United States.= The main features of the distribution

of coal supplies in the United States are:

(1) Localization of the anthracite production and reserves in a limited

area in the Lawton region of Pennsylvania. Low-grade anthracite coal

also occurs in Rhode Island, North Carolina, Colorado, and Idaho.

(2) Localization of the bituminous production in the eastern and

interior states of Pennsylvania, West Virginia, Ohio, Indiana, Illinois,

and Kentucky. The principal reserves of bituminous coal occur in the

same provinces, but important additional reserves are known in Texas, in

North and South Carolina, and in the Rocky Mountain and Pacific Coast

provinces.

(3) The existence of large tonnages of subbituminous coal in the west,

which have not been mined to any extent.

(4) The existence of large fields of lignite in the Gulf Coast region,

and in the Northern Plains region, which have not been mined.

=Coke.= About one-sixth of the bituminous coal mined in the United

States is made into _coke_, that is, it is subjected to heat in ovens

from which oxygen is excluded in order to drive off the volatile gases

(chiefly hydrocarbons and water) which constitute about 40 per cent of

the weight of the coal. The residual product, the coke, is a light,

porous mass with a considerably higher percentage of fixed carbon than

bituminous coal. In regard to composition, coking accomplishes

artificially somewhat the same result reached by nature in its slow

development of high-grade coals, but the texture of coke is far

different from that of coal. Not all bituminous coals are suitable for

coke manufacture; and such coals are frequently divided into two

classes, known as _coking_ and _non-coking_ coals. Coke is used

principally for smelting purposes. Because of its spongy, porous

texture, it burns more rapidly and intensely than coal.

The gases eliminated in coking are wasted in the old-fashioned "beehive"

ovens, but in modern "by-product" coke ovens these gases by proper

treatment yield valuable coal tar products and ammonia. It is estimated

that the sum of the value of the products thus recovered from a ton of

coal multiplies the value of the ton of coal at the mine by at least

thirteen times. The importance of this fact from the conservational

standpoint cannot be too much emphasized. At present over half of the

total coke produced in the United States comes from by-product ovens,

and this proportion will doubtless increase in the future.

BALANCE SHEET SHOWING CONTRAST BETWEEN VALUE OF 1 TON OF BITUMINOUS COAL

AT MINE AND VALUE OF PRODUCTS WHICH IT CONTAINS, BASED ON CONDITIONS

PREVAILING IN 1915.[1]

_Value at _Value at point of

mine 1915_ _Quantity_ production, 1915_

-------------------------------------------------------------------------

1 ton (2,000 pounds) |(1,500 pounds smokeless fuel $5.00[2]

bituminous coal |(10,000 cubic feet gas, at

contains $1.13 | 90c. per 1,000 9.00[3]

|(22 pounds ammonium sulphate at 2.8c. .61

|(2-1/2 gallons benzol, at 30c. .75[4]

|(9 gallons tar, at 2.6c. .23[4]

Total $1.13[5]| $15.59

-------------------------------------------------------------------------

1: Gilbert, Chester G., and Pogue, Joseph E., The energy resources of

the United States--A field for reconstruction: _Bull. 102, U. S.

National Museum_, vol. 1, 1919, p. 11.

2: Figure based upon approximate selling price of anthracite.

3: Figure based upon average price of city gas.

4: These figures would be much higher if an adequate coal products

industry were in existence.

5: This figure shows clearly that lowering the cost of production cannot

be expected to lower the price of coal. Even if the cost of production

were eliminated, the price of coal would merely be a dollar less.

=Classification of coals.= The accurate naming and classification of

different varieties of coal is not an easy matter. The three main

classes,--anthracite, bituminous, and lignite,--have group

characteristics determined by their composition, color, texture, origin,

and uses, and for general purposes these names have reasonably definite

significance. However, there is complete gradation in coal materials

from peat through lignite to bituminous and anthracite coals; many

varieties fall near the border lines of the main groups, and their

specific naming then becomes difficult. In addition, coal is made up of

several substances which vary unequally in their proportions. It is

difficult to arrange all of these variables in a graded series in such a

fashion as to permit of precise naming of the coal. Furthermore, the

scientific naming of a coal may not serve the purpose of discriminating

coals used for different commercial purposes. Even the commercial names

vary among themselves, depending on the use for which the coal is being

considered.

Thus it is that the naming and classification of coals is a perennial

source of difficulty and controversy. The earliest and most widely used

classification is based on the ratio between fixed (or non-volatile)

carbon and volatile constituents, called the "fuel ratio." For this

purpose "proximate" analyses of coal are made, in terms of fixed carbon,

volatile matter, moisture, ash, and sulphur. Anthracite has a higher

fuel ratio than bituminous coal; that is, it has more fixed carbon in

relation to volatile matter. Similarly bituminous coal has a higher fuel

ratio than lignite. The fuel ratio measures roughly the heat or

calorific power of the coal, in other words, its fuel value. However,

some bituminous coals have a higher calorific power than some

anthracites, because a large part of their volatile matter is

combustible and yields more heat than the corresponding weight of fixed

carbon in the anthracite. The fuel ratio pretty well discriminates coals

of the higher ranks, and gives a classification corresponding roughly

with their commercial uses. For the lower ranks of coal it is not so

satisfactory, because the volatile constituents of such coals contain

large and varying percentages of non-combustible hydrogen, oxygen, and

nitrogen. Also such coals contain larger and more variable amounts of

moisture, which is inert to combustion and requires heat for its

evaporation. Two coals of the lower ranks with the same fuel ratio may

have very different fuel qualities and different commercial uses,

because of their different amounts of inert volatile matter and of

water. For these coals it is sometimes desirable to supplement the

chemical classification by physical criteria. For instance,

subbituminous coal may be distinguished from lignite, not by its fuel

ratio alone, but by its shiny, black appearance as contrasted with the

dull, woody appearance of lignite. Bituminous may be distinguished from

subbituminous by the manner of weathering. Other classifications have

attempted to recognize these difficulties and still maintain a purely

chemical basis by considering separately the combustible and

non-combustible volatile constituents. For this purpose, it is necessary

to have not merely approximate analyses, but the ultimate analyses in

terms of elements.

Definitions of the principal kinds of coal by Campbell,[18] of the

United States Geological Survey, are as follows:

_Anthracite._ Anthracite is generally well known and may be

defined as a hard coal having a fuel ratio (fixed carbon

divided by the volatile matter) of not more than 50 or 60 and

not less than 10.

_Semianthracite._ Semianthracite is also a hard coal, but it

is not so hard as true anthracite. It is high in fixed carbon,

but not so high as anthracite. It may be defined as a hard

coal having a fuel ratio ranging from 6 to 10. The lower limit

is uncertain, as it is difficult to say where the line should

be drawn to separate "hard" from "soft" coal and at the same

time to divide the two ranks according to their fuel ratio.

_Semibituminous._ The name "semibituminous" is exceedingly

unfortunate, as literally it implies that this coal is half

the rank of bituminous, whereas it is applied to a kind of

coal that is of higher rank than bituminous--really

superbituminous. Semibituminous coal may be defined as coal

having a fuel ratio ranging from 3 to 7. Its relatively high

percentage of fixed carbon makes it nearly smokeless when it

is burned properly, and consequently most of these coals go

into the market as "smokeless coals."

_Bituminous._ The term "bituminous," as generally understood,

is applied to a group of coals having a maximum fuel ratio of

about 3, and hence it is a kind of coal in which the volatile

matter and the fixed carbon are nearly equal; but this

criterion cannot be used without qualification, for the same

statement might be made of subbituminous coal and lignite. As

noted before, the distinguishing feature which serves to

separate bituminous coal from coals of lower rank is the

manner in which it is affected by weathering.

_Subbituminous._ The term "subbituminous" is adopted by the

Geological Survey for what has generally been called "black

lignite," a term that is objectionable because the coal is not

lignitic in the sense of being distinctly woody, and because

the use of the term seems to imply that this coal is little

better than the brown, woody lignite of North Dakota, whereas

many coals of this rank approach in excellence the lowest

grade of bituminous coal. Subbituminous coal is generally

distinguishable from lignite by its black color and its

apparent freedom from distinctly woody texture and structure,

and from bituminous coal by its loss of moisture and the

consequent breaking down of "slacking" that it undergoes when

subjected to alternate wetting and drying.

_Lignite._ The term "lignite," as used by the Geological

Survey, is restricted to those coals which are distinctly

brown and either markedly woody or claylike in their

appearance. They are intermediate in quality and in

development between peat and subbituminous coal.

[Illustration: FIG. 5. Diagrams showing the chemical

composition and heat efficiency of the several ranks of coal. Upper

diagram: Comparative heat value of the samples of coal represented in

the lower diagram, computed on the ash-free basis. Lower diagram:

Variation in the fixed carbon, volatile matter, and moisture of coals of

different ranks, from lignite to anthracite, computed on samples as

received, on the ash-free basis. After Campbell.]

GEOLOGIC FEATURES

Geologic features of coal may be conveniently described in terms of

origin or genesis. Coal has essential features in common with asphalt,

oil, and gas. They are all composed of carbon, hydrogen, and oxygen,

with minor quantities of other materials, combined in various

proportions. They are all "organic" products which owe their origin to

the decay of the tissues of plants and perhaps animals. They have all

been buried with other rocks beneath the surface. The common geologic

processes affecting all rocks have in the main determined the evolution

of these organic products and the forms in which we now find them.

Originating at the surface, they have participated in the constructive

or anamorphic changes of the metamorphic cycle, which occur beneath the

surface, and under these influences have undergone various stages of

condensation, refinement, distillation, and hardening.

All stages in the development of coal have been traced. In brief, the

story is this:

[Illustration: FIG. 6. Origin and development of coal. After

Gilbert.]

This exhibit shows the successive chemical stages in the

evolution of coal. The striking qualities of the original are

lost in the reproduction through the use of designs in the

place of realistic coloring, but the effect is retained

sufficiently to indicate the nature of the sequence and the

directness with which it leads back to an origin in vegetal

accumulations. The evolutionary process is seen to take the

form of increasing density through the progressive expulsion

of volatilizable matters in the course of geologic time. This

inference is substantiated beyond reasonable question by the

actual presence of organic remains in coal beds.

Grasses, trees, and other plants growing in swamps and bogs decay and

form a vegetable mold in the nature of _peat_. A peat bog from the top

downward consists of (1) living plants, (2) dead plants, and (3) a dense

brownish-black mass, of decayed and condensed vegetable material, in

which the vegetable structure is more or less indistinct. Peat consists

chiefly of fixed carbon and volatile matter, also of sulphur, moisture,

and ash. The volatile matter consists mainly of various combinations of

hydrogen and carbon, called hydrocarbons; it goes off in gas or smoke

when the peat is heated to a red heat. The fixed carbon is the carbon

left after the volatile matter has been driven off. The ash represents

the more incombustible mineral matter, usually of the nature of clay or

slate. The moisture in peat may be as high as 90 per cent.

The essential condition for thick accumulation of peat seems to be

abundance of moisture, which favors luxuriant growth and protects the

plant remains from complete oxidation or decay. Without moisture the

vegetable material would completely oxidize, leaving practically no

residue, as it does in dry climates. For the formation of thick peat

beds, there seems to be implied some sort of a balance between the slow

building up of organic accumulations and the settling of the area to

keep it near the elevation of the water table. Present day bog deposits

are known in some cases to have a thickness of forty feet. This

thickness is not enough to account for some of the great coal seams

within the earth; but there seems to be no escape from the conclusion

that the same sort of deposits, formed on a larger scale in the past,

were the first step in the formation of the coal seams. Flat, swampy

coastal plains are believed to furnish the best conditions for thick

accumulation of peat. There is good evidence that most of the deposits

accumulate essentially in place, without appreciable transportation.

In time these surface accumulations of vegetable material may subside

and be buried under clay, sand, or other rock materials. The processes

of condensation begun in the peat bog are then carried further. They

result in the second stage of coal formation, that of _lignite_ or

_brown coal_. This is brown, woody in texture, and has a brown streak.

It has a higher percentage of fixed carbon, and less volatile matter and

water, than peat.

Continuation of the processes of induration produces _subbituminous

coal_, or _black lignite_, which is usually black and sometimes has a

fairly bright luster. It is sometimes distinguished from bituminous

coal, where weathered or dried, by the manner in which it checks

irregularly or splits parallel to the bedding,--the characteristic

feature of bituminous coal being columnar fracture.

The next stage in coal formation is _bituminous coal_. It has greater

density than the lignites or subbituminous coals, is black, more

brittle, and breaks with a cubical or conchoidal fracture. It is higher

in fixed carbon, lower in volatile matter and water. A variety of

bituminous coal, called _cannel coal_, is characterized by an unusually

high percentage of volatile matter, which causes it to ignite easily.

This material has a dull luster and a conchoidal fracture. It is

composed almost entirely of the spores and spore cases, which are

resinous or waxy products, of such plants as lived in the parent coal

swamp.

There are gradations from bituminous coal into _anthracite coal_.

_Semibituminous_ and _semianthracite_ are names used to some extent for

these intermediate varieties. The final stage of coal formation is

anthracite,--hard, brittle, black, with high luster and conchoidal

fracture. It has a higher percentage of fixed carbon and correspondingly

less of the volatile constituents, than any of the other coals.

The coals form a completely graded series from peat to the hard

anthracite. Comparison of the compositions of the coal materials at

different stages shows clearly what has happened. Moisture has

diminished, certain volatile hydrocarbons have been eliminated as gases,

and oxygen has decreased. On the other hand, the residual fixed carbon,

sulphur, and usually ash, have remained in higher percentage. This

change in composition is graphically represented in Figure 6.

During this process volume has been progressively reduced and density

increased. Five feet of wood or plant may produce about one foot of

bituminous coal, or six-tenths of a foot of anthracite.

The exact physical conditions in the earth which determine the

progressive changes in coals, above outlined, cannot be fully specified.

Time is one of the factors--the longer the time, the greater the

opportunity for accomplishing these results. Another factor is

undoubtedly pressure, due to the weight of overlying sediments, or to

earth movements. In peat condensational changes of this nature are

accomplished artificially by the pressure of briquetting machines.

Another factor is believed to be the heat developed by earth movements

and vulcanism, which presumably facilitates the elimination of volatile

materials, and thus accelerates the gradational changes above

described. This is suggested by the fact that in places where hot

volcanic lavas have gone through coal beds they have locally produced

coals of anthracitic and coke-like varieties. In general, however, it

has not been possible to determine the degree to which heat has been

responsible for the changes. Coals which have been developed in

different localities, under what seem to be much the same heat

conditions, may show quite different degrees of progress toward the

anthracite stage. Another factor that has been suggested as possibly

contributing to the change, is the degree of permeability of the rocks

overlying the coal to the volatile materials which escape from the coal

during its refinement. It is argued that in areas of folding or of

brittle rock where the cover is cracked, volatile gases have a better

chance to escape, and that the change toward anthracite is likely to

advance further here than elsewhere.

Bacterial action is an important factor in the earlier stages, in the

partial decay of vegetable matter to form peat; accumulation of waste

products from this action, however, appears to inhibit further bacterial

activity.

Coal deposits have the primary shapes of sedimentary beds. They are

ordinarily thin and tabular, and broadly lenticular,--on true scale

being like sheets of thin paper. At a maximum they seldom run over 100

feet in thickness, and they average less than 10 feet. Seldom is a

workable coal bed entirely alone; there are likely to be several

superposed and overlapping seams of coal, separated by sandstones,

shales, or other rocks. In Illinois and Indiana there are nine workable

coal seams, in Pennsylvania in some places about twenty, and in Wales

there are over one hundred, many of which are worked. Some of the seams

are of very limited extent; others are remarkably persistent, one seam

in Pennsylvania having an average thickness of 6 to 10 feet over about

6,000 square miles of its area. Only 2 per cent of the coal-bearing

measures of the eastern United States is actually coal.

Even where not subsequently disturbed by deformation, coal beds are not

free from structural irregularity. They are originally deposited in

variable thicknesses on irregular surfaces. During their consolidation

there is a great reduction of volume, resulting in minor faults and

folds. Subsequent deformation by earth forces may develop further faults

and folds, with the result that the convolutions of a coal bed may be

very complex. The beds of a coal-bearing series are usually of differing

thickness and competency, and as a consequence they do not take the same

forms under folding. Shearing between the beds may result in an

intricate outline for one bed, while the beds above and below may have

much more simple outlines. In short, the following of a coal seam

requires at almost every stage the application of principles of

structural geology. It is obvious, also, that the identification and

location of sedimentary geologic horizons are essential, and hence the

application of principles of stratigraphy.

The folios of the United States Geological Survey on coal-bearing areas

present highly developed methods of mapping and representing the

geologic features of coal beds. On the surface map are indicated the

topography, the geologic horizons, and the lines of outcrop of the coal

seams. In addition, there are indicated the sub-surface contours of one

or more of the coal seams which are selected as datum horizons. The

sub-surface structure, even though complex, can be readily read from one

of these surface maps. With the addition of suitable cross sections and

comparative columnar sections, the story is made complete. In the study

of the occurrence of coal seams, the reader cannot do better than

familiarize himself with one or more of the Geological Survey folios.

The high-grade coals of the eastern and central United States are found

in rocks of Carboniferous age. The very name Carboniferous originated in

the fact that the rocks of this geologic period contain productive coal

beds in so many parts of the world. The coal measures of Great Britain,

of Germany, Belgium, and northern France, of Russia, and the largest

coal beds of China are all of Carboniferous age. Deposits of this period

include the bulk of the world's anthracite and high-grade bituminous

coal. Coal deposits of more recent age are numerous, but in general they

have had less time in which to undergo the processes of condensation and

refinement, and hence their general grade is lower. In the western

United States there are great quantities of subbituminous coal of

Cretaceous age, and of Tertiary lignites which have locally been

converted by mountain upbuilding into bituminous and semibituminous

coals. Jurassic coals are known in many parts of the world outside of

North America, and lignites of Tertiary age are widely distributed

through Asia and Europe.

PETROLEUM

ECONOMIC FEATURES

Petroleum is second only to coal as an energy resource. The rapid

acceleration in demand from the automobile industry and in the use of

fuel oil for power seems to be limited only by the amounts of raw

material available.

=Production and reserves.= The distribution by countries of the present

annual production of petroleum, the past total production, and the

estimated reserves, is indicated in terms of percentages of the world's

total in the table[19] on the opposite page.

This table indicates the great dominance of the United States both in

present and past production of petroleum, as well as the concentration

of the industry in a few countries. In addition the United States

controls much of the Mexican production as well as production in other

parts of the world, making its total control of production at least 70

per cent. of the world's total. Notwithstanding its large domestic

production, the United States has recently consumed more oil than it

produces. Imports of crude oil are about balanced by exports of

kerosene, fuel oils, lubricants, etc. The per capita consumption of

petroleum in the United States is said to be twenty times greater than

in England. On the other hand, the remaining principal producers consume

far less than they produce, the excess being exported.

The oil from the United States, Russia, the Dutch East Indies, India,

Roumania, and Galicia is for the most part treated at refineries near

the source of supply or at tidewater, and exports consist of refined

products. The Mexican oil is largely exported in crude form to the

United States though increasing quantities are being refined within

Mexico.

The figures shown in the table for oil reserves are of course the

roughest approximations, particularly for some of the less explored

countries. However, they are compiled from the best available sources

and may serve at least to show the apparent relative positions of the

different countries at this time. Further exploration is likely to

change the percentages and add very greatly to the totals. The

significant feature of these figures is the contrast which they indicate

between distribution of reserves and distribution of past production.

Particularly do they show that the reserves of the United States, which

are more closely estimated than those of any other country, are in a far

lower ratio to past production than are the reserves in other countries.

It was estimated in 1920 that about 40 per cent of the United States

reserves are exhausted.[20]

PRESENT AND PAST PRODUCTION AND RESERVES OF OIL, BY COUNTRIES, IN TERMS

OF PERCENTAGE OF WORLD'S TOTAL

-------------------------+--------------+--------------+-------------

| | _Per cent | _Per cent

Country |_Per cent of | of total | of total

| production, | production, | oil

| 1918_ | 1857-1918_ | resources_

-------------------------+--------------+--------------+-------------

United States and Alaska | 69.15 | 61.42 | 16.26

Mexico | 12.40 | 3.80 | 10.51

Russia (southeastern | | |

Russia, southwestern | | |

Siberia, region of the | | |

Caucasus, northern | | |

Russia, and Saghalien) | 7.86 | 24.96 | 15.69

East Indies | 2.58 | 2.51 | 7.00

Roumania, Galicia, and | | |

western Europe | 2.79 | 4.07 | 2.64

India | 1.55 | 1.41 | 2.31

Persia and Mesopotamia | 1.40 | .19 | 13.52

Japan and Formosa | .48 | .51 | 2.87

Egypt and Algeria | .40 | .07 | 2.15

Germany | .14 | .22 | --

Canada | .06 | .33 | 2.31

Northern South America, | | |

including Peru, | | |

Trinidad and Venezuela | .93 | .43 | 13.31

Southern South America, | | |

including Bolivia and | | |

Argentina | .26 | .06 | 8.24

China | -- | -- | 3.19

Italy | } | |

Cuba | } | .02 |

Other countries | } | |

| ------ | ------ | ------

World total | 100.00 | 100.00 | 100.00

-------------------------+--------------+--------------+-------------

Looking forward to the future, it is clear that there will be

considerable shifts in the centers of principal production of petroleum

in the directions indicated by the reserve figures. In particular,

conspicuous development of production may be expected in the immediate

future in the countries bordering the Caribbean Sea and the Gulf of

Mexico. In the eastern hemisphere production is rapidly increasing in

Persia and Mesopotamia; and Russia, with the stabilization of political

conditions, may become ultimately the world's leading oil producer. At

the now indicated rate of production, world reserves now estimated would

be exhausted in eighty-six years and the peak of production would be

passed earlier. With continuing acceleration of production, total

reserves would be exhausted in considerably less time,--providing

physical conditions would allow the oil to be pumped from the ground at

the necessary speed, which they probably will not. These figures taken

at face value are alarming; but the earth offers such huge possibilities

for further discoveries that the life of oil reserves above indicated is

likely to be considerably extended. At many times in the history of the

mineral industry the end has apparently been in sight for certain

products; but with the increased demand for these products has come

increased activity in exploration, with the result that as yet no

definite end has been approached for any one of them. The more immediate

problems of the petroleum industry seem to the writer to be of rather

different nature: first, whether the discovery and winning of the oil

can be made to keep pace with the enormous acceleration of demand; and

second, the adjustment of political and financial control of oil

resources, the possession of which is becoming so increasingly vital to

national prosperity.

In regard to the first question, it is a much more difficult problem

today to locate and develop a supply of oil to replace the annual world

production (recently half a billion barrels), than it was twenty years

ago, when it was necessary for this purpose to find only one-fifth this

amount; and if the demand is unchecked, it will be still more difficult

to replace the three-quarters of a billion barrels of oil which will

doubtless be required in a very few years. Regardless of the amount of

oil actually in the ground, it is entirely possible that physical

limitations on its rate of discovery and recovery will prevent its being

made available as fast as necessary to meet the increasing demand. This

fact is likely to make itself felt through increase of price. Other

natural results should be the development of substitutes, such as

alcohol or benzol for gasoline; the larger recovery of oil from oil

shales; and the general speeding up of conservational measures of

various kinds. These are all palliatives and not essential remedies. To

make enough alcohol to substitute for the gasoline now coming from oil

would use a very considerable fraction of the world's food supply. To

make enough benzol (a by-product of coke) to replace gasoline would

necessitate the manufacture of many times the amount of coke now

required by the world's industries. To develop the oil shale industry to

a point where it could supply anything like the amount of oil now

derived from oil pools would mean the building of great plants,

including towns, railroads, and other equipment, equivalent to the

plants of the coal mining industry. To apply any one of the various

conservational measures discussed on later pages would only temporarily

alleviate the situation.

The question of political and financial control of oil supplies may be

illustrated by particular reference to the United States. On present

figures it appears that within three to five years the peak of

production in this country will be passed; and at the present rate of

production the life of the reserves may not be over seventeen to twenty

years. Of course production could not continue to the end at this rate,

and the actual life will necessarily be longer. Again the doubtful

factor is the possibility for further discoveries. Many favorable

structures have been mapped which have not yet been drilled, and there

are considerable unexplored areas where the outcrops are so few that

there is no clue at the surface to the location of favorable structures.

The future is likely to see a considerable amount of shallow drilling

for the sole purpose of geological reconnaissance. For upwards of ten

years important parts of the public domain have not been available for

exploration, but Congress has now enacted legislation which opens up

vast territories for this purpose.

Even with large allowance for these possibilities, it seems unlikely

that production in the United States can increase very long at the

accelerating rate of the domestic demand, which is already in excess of

domestic production. The supplies of Mexico are in a large part

controlled by American capital and are thus made available to the

United States (subject, of course, to political conditions); but even

with these added, the United States is in a somewhat unfavorable

situation as compared with certain other countries. This situation is

directing attention to the possibility of curtailment of oil exports,

and to the possibility of acquiring additional oil supplies in foreign

countries. In this quest the United States is peculiarly handicapped in

that most foreign countries, in recognition of the vital national

importance of the oil resource, have imposed severe restrictions on

exploration by outsiders. Nationals of the United States are excluded

from acquiring oil concessions, or permitted to do so only under

conditions which invalidate control, in the British Empire, France,

Japan, Netherlands, and elsewhere, and the current is still moving

strong in the direction of further exclusion. As the United States

fields are yet open to all comers, it has been suggested that some

restriction by the United States might be necessary for purposes of

self-protection, or as an aid in securing access to foreign fields. The

activity of England during and since the war has increased the amount of

oil controlled by that country from an insignificant quantity to

potentially over half of the world's oil reserves. The problem of future

oil supplies for the United States presents an acute phase of the

general question of government cooperation or participation in mineral

industries, which is further discussed in Chapter XVIII.

The following table summarizes the distribution of the oil production in

the United States, together with the salient features of its geologic

distribution and character.

This table, in conjunction with Fig. 8 below, shows clearly that the

bulk of the United States production of oil comes from two great

sources--the Pennsylvanian sandstones of the Mid-Continent field in

Kansas and Oklahoma, and the Cretaceous and Tertiary sediments of the

southern half of California. Phenomenal development of the Central and

North Texas field in 1919 increased its yield to about one-sixth of the

country's total. The older Appalachian oil field, extending from New

York to West Virginia and Tennessee, was the earliest area discovered;

it is still one of the more productive fields, though it has long since

passed its maximum production. The other principal sources of oil are

the Gulf Coast field in Louisiana and Texas, the North Louisiana field,

the southern Illinois field, and the Rocky Mountain region. This last

region, containing large amounts of government land recently opened to

exploration, bids fair to produce increasing quantities of oil for some

time.

PAST PRODUCTION OF PETROLEUM IN THE UNITED STATES. (FIGURES FROM U. S.

GEOLOGICAL SURVEY)

-------------+-----------------+----------+-----------+---------------

| | | | _Total

| _Age of | |_Production| production

| containing | | for 1918 |including 1918

_State_ | rocks_ | _Base_ |(barrels)_ |(barrels)_

-------------+-----------------+----------+-----------+---------------

Alaska |East-Low. |Paraffin | (a) | (a)

| Tertiary | | |

| West-Jurassic | | |

California |Cretaceous: | | |

| Tertiary |Asphalt | 97,531,997| 1,110,226,576

Colorado |Pierre-Cretaceous|Paraffin | 143,286| 11,319,370

Illinois |Mississippian- |Paraffin | 13,365,974| 298,225,380

| Pennsylvanian | | |

Indiana |East-Ordovician |Paraffin | 877,558| 106,105,584

| (Trenton) West-| | |

| Pennsylvanian | | |

Kansas |Pennsylvanian |Par.-Asph.| 45,451,017| 148,450,298

Kentucky, |Mississippian |Paraffin | 4,376,342| 18,213,188

Tennessee | | | |

Louisiana |Cretaceous-Quat. |Paraffin | 16,042,600| 150,769,911

| Cretaceous- | | |

| Eocene | | |

Michigan, |Carboniferous |Paraffin | (a) | (a)

Missouri | | | |

Montana | -- | -- | 69,323| 213,639

New Mexico |Carboniferous- | -- | (a) | (a)

| Cretaceous | | |

New York, |Devonian- |Paraffin | 8,216,655| 788,202,717

Pennsylvania| Carboniferous | | |

Ohio, East |Ordovician- |Paraffin | 7,285,005| 463,367,386

and West | Carboniferous | | |

Oklahoma |Pennsylvanian |Paraffin |103,347,070| 851,320,457

Texas |Pennsylvanian, |Asph.-Par.| 38,750,031| 327,550,005

| Cretaceous-Quat.| | |

Utah | -- | -- | (b) | (b)

West |Devonian- | -- | 7,866,628| 294,474,710

Virginia | Carboniferous | | |

Wyoming |Carboniferous- |Asph.-Par.| 12,596,287| 40,019,573

| Cretaceous | | |

Other | -- | -- | 7,943| 112,925

| | |-----------| -------------

| | |355,927,716| 4,608,571,719

-------------+-----------------+----------+-----------+---------------

(a) Included in "Other."

(b) Included in Wyoming.

[Illustration: FIG. 7. Chart showing the present tendency of

the United States in respect to its unmined reserve of petroleum. Data

from U.S. Geological Survey. After Gilbert and Pogue.]

=Methods of estimating reserves.= It may be of interest to inquire into

the basis on which predictions are made of the life of an oil pool. The

process is essentially a matter of platting curves of production, and of

projecting them into the future with the approximate slopes exhibited in

districts which are already approaching exhaustion.[21] While no two

wells or two districts act exactly alike, these curves have group

characteristics which are used as a rough basis for interpreting the

future.

[Illustration: FIG. 8. The annual output of the principal oil

fields of the United States for the last twenty years. Data from U.S.

Geological Survey.]

A less reliable method is to calculate from geologic data the volume and

porosity of the oil-bearing reservoirs, and to estimate the percentage

of recovery on the basis of current practices and conditions. Complete

data for this method are often not available; but in the early years of

a field, before production curves are established, this method may serve

for a rough approximation.

[Illustration: FIG. 9. Curve showing the usual decline in oil

field production after the period of maximum output is reached. After

Ralph Arnold. The Petroleum Resources of the United States, Smithsonian

report for 1916, p. 283. Compare this theoretical curve of final

decrease with the production curve shown in Fig. 8.]

=Classes of oils.= When crude petroleum is distilled, it gives off in

succession various substances and gradually thickens until it leaves a

solid residue, which may be largely either paraffin wax or asphalt. The

two main classes of oils are determined by the nature of this solid

residual. The products given off are natural gas and then liquid

hydrocarbons of various kinds, which evaporate in the order of their

lightness. Petroleum is thus a mixture or mutual solution of different

liquids, gases, and solids. Nearly one-fifth of the domestic consumption

of crude petroleum is burned directly as fuel, and four-fifths are

refined. The several principal primary products of refinement are

gasoline, kerosene, fuel oil, and lubricating oil; but these may be

broken up into other substances, each the starting point of further

refinements, with the result that present commercial practice yields

several hundred substances of commercial value. With increasing chemical

and technical knowledge these products are being multiplied. The rapidly

increasing demand for gasoline has led to the use of processes which

extract a large proportion of this substance from the raw material, by

"cracking" or breaking up other substances; but while, under the stress

of necessity, there is possibility of slight modification of the

proportions of principal substances extracted from the crude oil, it is

not possible to change these proportions essentially. It is, therefore,

a problem to adjust relative demands to supplies of the different

products. The domestic demand for gasoline is greater than the supply.

On the other hand, the demand for kerosene, which must be produced at

the same time, is much less than the domestic supply. Hence the

importance of maintaining export markets for kerosene.

The nature or grade of the oil of various fields is an important matter

in considering reserves for the future. Perhaps half of the United

States reserves consist of the asphalt-base oils of the California and

certain of the Gulf fields, which yield comparatively small amounts of

gasoline and other valuable light products, though they are very

satisfactory for fuel purposes. Similarly the large reserve tonnages of

oil in Mexico and the Caribbean countries, in Peru, and probably in

Russia, are essentially of the heavier, lower grade oils. The oils of

the Mid-Continental and eastern fields of the United States, of Ontario,

of the Dutch East Indies, of Burma, and of Persia and Mesopotamia are

reported to be largely of the paraffin base type, which, because of its

larger yield of gasoline and light oils, is at present considerably more

valuable. These generalizations are of course subject to qualifications,

in that the oils of a given region may vary considerably, and that some

oils are intermediate in character, containing both asphalt and paraffin

wax.

=Conservation of oil.= The rapid increase in demand for oil as compared

with discovery of new sources is leading naturally to a more intensive

study of the conservational aspects of the industry. This is a complex

and difficult subject which we shall not take up in detail, but we may

point out some of the phases of the problem which are receiving especial

attention.

[Illustration: FIG. 10. Chart showing the relative values of

the principal petroleum products manufactured in the United States from

1899 to 1914. After Gilbert and Pogue. Note the decreasing importance of

kerosene in sustaining the cost of refining, and the necessity of

exports for maintaining a balanced outlet of products. Data from Story

B. Ladd, Petroleum Refining. Census of Manufactures: 1914, Bureau of

Census, Washington, 1917, p. 10.]

About 50 per cent of the oil in the porous strata, of oil pools is

ordinarily not recovered, because it clings to the rock. Efforts are

being made along various lines to increase the percentage of

recovery,--as, for instance, in preventing infiltration of water to the

oil beds and in the use of artificial pressures and better pumping.

"Casing-head gasoline" is being recovered to an increasing extent from

the natural gas which was formerly allowed to dissipate in the air.

Minute division of the ownership of a pool, with consequent

multiplication of wells and unrestricted competition, tends to gross

over-production and highly wasteful methods. The more rapid exhaustion

of one well than the others may result in the flooding of the oil sands

by salt waters coming in from below. Various efforts have been made

toward a more systematic and coordinated development of oil fields.

In general, the organization and technique involved in the development

of an oil field are improving in the direction of extracting a greater

percentage of the total available oil.

Better methods of refining the oil, and the refining of a larger

percentage of the crude oil, make the oil more available for a greater

variety of purposes and therefore more valuable. Great advances have

been made along these lines, particularly in the application of the

"cracking" method for a greater recovery of the more valuable light oils

at the expense of the less valuable heavy oils. Similarly, modifications

of internal combustion engines will probably permit the use, in an

increasing number of cases, of products of lower volatility than

gasoline.

One of the conservational advances in coming years will probably be a

restriction in the amount of crude oil used directly for fuel and road

purposes without refining. These crude uses cut down the output of much

desired products from the distillation of the oil. Various other

restrictions in the use of oil have been proposed, such as the

curtailment of the use of gasoline in pleasure cars. The gasless Sundays

during the war represented an attempt of this kind. In general, it seems

likely that such restrictions will come mainly through increase in the

price of oil products.

The substitution of oil from oil shales, and of alcohol for gasolene,

already mentioned, will be conservational so far as the oil is

concerned, though perhaps not so in regard to other elements of the

problem.

GEOLOGIC FEATURES

=Organic theory of origin.= According to this theory, accumulations of

organic materials in sedimentary beds, usually muds or marls, have been

slowly altered and distilled during geologic ages; the products of

distillation have migrated chiefly upward to porous strata like

sandstones or cavernous limestones, where, under suitable conditions,

they have become trapped.

The original organic material is believed to have been plants of low

order and animal organisms (such as foraminifera) which were deposited

as organic detritus with mud and marl in the bottoms of ponds, lakes,

estuaries, and on the sea bottom,--in both salt and fresh waters.

Bacteria are supposed to have played a part in the early stage of

alteration, sometimes called the biochemical stage. When the organic

matter was buried under later sediments and subjected to pressure,

physical conditions were responsible for further volatilization or

distillation. This stage is called the geochemical stage. There is much

in common as to origin between coal, oil shales, and petroleum.

According to White,[22]

whether the ingredient organic matter, be it plant or animal,

will be in part transformed to coal of the ordinary type, to

cannel, to oil shale, to the organic residues in so-called

bituminous shales and carbonaceous shales, or to petroleum and

natural gas, is dependent upon the composition of the

ingredient organic debris, the conditions of its accumulation

or deposition, and the extent of the microbian action.

White has further developed the important principle that, in the

geochemical stage of development, both coal and oil react to physical

influences in much the same way; and that therefore when both are found

in the same geologic series, the degree of concentration of the coal,

measured by its percentage of carbon, may be an indication of the stage

of development of the oil. More specifically where the coal contains

more than 65 to 70 per cent of fixed carbon, chances for finding oil in

the vicinity are not good (though commercial gaspools may be found),

probably for the reason that the geochemical processes of distillation

have gone so far as to volatilize the oils, leaving the solid residues

in the rock. White also finds that the lowest rank oils, with

considerable asphalt, are found in regions and formations where the

coal deposits are the least altered, and the lighter, higher rank oils,

on the whole, where the coal has been brought to the correspondingly

higher ranks; in other words, up to the point of complete elimination of

the oil, improvement in quality of the oil accompanies increased

carbonization of the coal. The principle, therefore, becomes useful in

exploration in geologic series where oil is associated with coal. Where

the coal is in one series and the oil in another, separated by

unconformity (indicating different conditions of development), the

principle may not hold, even though there is close geographical

association.

The oil and gas distillates migrate upward under gas pressure and under

pressure of the ground-water. If there are no overlying impervious beds

to furnish suitable trapping conditions, or conditions to retard the

flow, the oil may be lost. The conditions favorable for trapping are

overlying impervious beds bowed into anticlines, or other structural

irregularities, due either to secondary deformation or to original

deposition, which may arrest the oil in its upward course. A dome-like

structure or anticline may be due to stresses which have buckled up the

beds, or to unequal settling of sediments varying in character or

thickness; thus some of the anticlinal structures of the Mid-Continent

field may be due to settling of shaley sediments around less

compressible lenses of sandstone which may act as oil reservoirs, or

around islands which stood above the seas in which the oil-bearing

sediments were deposited and on the shores of which sands capable of

acting as oil reservoirs were laid down. Favorable conditions for

trapping the oil may be furnished by impervious clay "gouges" along

fault planes, or by dikes of igneous rock. Favorable conditions may also

be merely differences in porosity of beds in irregular zones, determined

by differences either in original deposition or in later cementation.

The thickness of oil-producing strata may vary between 2 or 3 feet and

200 feet. The porosity varies between 5 and 50 per cent. In sandstones

the average is from 5 to 15 per cent. In shales and clays, which are

commonly the impervious "cap-rocks," porosity may be equally high, but

the pores are too small and discontinuous to permit movement.

When the impervious capping is punctured by a drill hole, gas is likely

to be first encountered, then oil, and then water, which is usually

salty. The gas pressure is often released with almost explosive

violence, which has suggested that this is an important cause of the

underground pressures. It has been supposed also that the pressures are

partly those of artesian flows. The vertical arrangement of oil, gas,

and water under the impervious capping is the result of the lighter

materials rising to the top. In certain fields, oil and gas have been

found in the tops of anticlines in water-saturated rocks, and farther

down the flanks of folds or in synclines in unsaturated rocks.

The localization of oil pools is evidently determined partly by original

organic deposition, often in alignment with old shore lines, and partly

by the structural, textural, and other conditions which trap the oil in

its migration from the source.

=Effect of differential pressures and folding on oil genesis and

migration.= Another organic hypothesis proposed somewhat recently[23] is

that oil is formed by differential movement or shearing in bituminous

shales, which are often in close relationship with the producing sand of

an oil field, and that the movement of oil to the adjacent sands is

accomplished by capillary pressure of water and not by ordinary free

circulation of water under gravity. The capillary forces have been shown

to be strong enough to hold the oil in the larger pores against the

influence of gravity and circulation. The accumulation of the oil into

commercial pools is supposed to take place in local areas where the

oil-soaked shale, due to jointing or faulting, is in direct contact with

the water of the reservoir rock. This suggests lack of wide migration.

This hypothesis is based on experimental work with bituminous shales.

The general association of oil pools with anticlinal areas is explained

on the assumption that anticlines on the whole are areas of maximum

differential movement, resulting in oil distillation, and that they are

ordinarily accompanied by tension joints or faults, affording the

conditions for oil migration. Data are insufficient, however, to

indicate the extent to which the anticlinal areas are really areas of

maximum shearing. As regards the exact nature of the process, it is not

clear to what extent differential movement may involve increase in

temperature which may be the controlling factor in distillation,--although

in McCoy's experiment oil was formed when no appreciable amount of heat

was generated.

The development of petroleum by pressure alone acting on unaltered

shale, as shown by these experiments, has been taken by White[24] to

have a significant bearing on the geochemical processes of oil

formation. Under differential stresses acting on fine-grained

carbonaceous strata under sufficient load, there is considerable

molecular rearrangement, as well as actual movement of the rock

grains,--thus promoting the distillation of oil and gas from the organic

matter in the rocks, and the squeezing out of the oil, gas, and water

into adjacent rocks, such as coarse round-grained sandstones and porous

limestones, which are more resistant to change of volume under pressure.

Migration, concentration and segregation of the oil, gas, and water is

supposed to be brought about, partly through the effect of capillary

forces--the water, by reason of its greater capillary tension, tending

to seize and hold the smaller voids, and thus driving the oil and gas

into the larger ones--and partly through the action of gravity.

White also suggests that the process may go further where the parent

carbonaceous strata are of such thickness and under such load of

overlying rocks that they undergo considerable interior adjustment and

volume change before yielding to stress by anticlinal buckling,--than

where the strata yield quickly. It is not clear to the writer that the

interior adjustment assumed under this hypothesis is necessarily slowed

up or stopped by anticlinal buckling. Interior stresses are inherent in

any sedimentary formation, when settling and consolidating and

recrystallizing under gravity, and these may be independent of regional

thrusts from without.

The first oils evolved by pressure from the organic mother substance are

probably heavy, the later oils lighter, and the oils from formations and

regions where the alteration is approaching the carbonization limit are

characteristically of the highest grade. This is the reverse of the

order of products obtained by heat distillation. Whether there is also a

natural fractionation and improvement of the first heavy oils as they

undergo repeated migrations is not known.

=Inorganic theory of origin.= Another theory of the source of oil has

had some supporters, although they are much in the minority. This is the

so-called "inorganic" theory, that oil comes from magmas and volcanic

exhalations. In support of this theory attention is called to the fact

that igneous rocks and the gases associated with them frequently carry

carbides or hydrocarbons; that many oil fields have a suggestive

geographic relationship with volcanic rocks; and that certain of the oil

domes, as for instance in Mexico, are caused by plugs of igneous rocks

from below. It has been suggested that deep within the earth carbon is

combined with iron in the form of an iron carbide, and that from the

iron carbide are generated the hydrocarbons of the oil, either by or

without the agency of water. Iron carbide is magnetic, and significance

has been attached to the general correspondence between the locations of

oil in the western United States and regions of magnetic disturbance.

It seems not unlikely that some inorganic theory of this sort is

necessary to explain the ultimate source of oil or of the substances

which become oil, but the evidence is overwhelming that organic agencies

have been mainly responsible for the principal oil pools now known.

=Oil exploration.= A simple geographic basis for oil exploration is the

fact that the major oil fields of the world are situated between 20 deg. and

50 deg. north latitude, and that thus far there are no major oil areas

within the tropics or within the southern hemisphere. This broad

generalization may have little value when exploration is carried

further. It has also been suggested that the geographic distribution of

oil corresponds roughly with the average annual temperatures, or

isotherms, between 40 deg. and 70. deg.[25] It is thought that this present

distribution of temperatures may indicate roughly the temperatures of

the past when the oil was accumulated; and the inference is drawn that

there was some sort of limitation of areal deposition within these

temperature limits. If this be true, the only reasons why the southern

hemisphere is not productive are the relatively small size of the land

areas and the lack of exploration to date.

In approaching broadly the problem of oil exploration, the geologist

considers in a general way the kinds and conditions of rocks which are

likely to be petroliferous or non-petroliferous. Schuchert[26]

summarizes these conditions for North America as follows:

1. The impossible areas for petroliferous rocks.

(_a_) The more extensive areas of igneous rocks and especially

those of the ancient shields; exception, the smaller dikes.

(_b_) All pre-Cambrian strata.

(_c_) All decidedly folded mountainous tracts older than the

Cretaceous; exceptions, domed and block-faulted

mountains.

(_d_) All regionally metamorphosed strata.

(_e_) Practically all continental or fresh-water deposits; relic

seas, so long as they are partly salty, and saline lakes are

excluded from this classification.

(_f_) Practically all marine formations that are thick and uniform

in rock character and that are devoid of interbedded dark

shales, thin-bedded dark impure limestones, dark marls, or

thin-bedded limy and fossiliferous sandstones.

(_g_) Practically all oceanic abyssal deposits; these, however, are

but rarely present on the continents.

2. Possible petroliferous areas.

(_a_) Highly folded marine and brackish water strata younger than

the Jurassic, but more especially those of Cenozoic time.

(_b_) Cambrian and Ordovician unfolded strata.

(_c_) Lake deposits formed under arid climates that cause the

waters to become saline; it appears that only in salty

waters (not over 4 per cent?) are the bituminous materials

made and preserved in the form of kerogen, the source of

petroleum; some of the Green River (Eocene) continental

deposits (the oil shales of Utah and Colorado) may be of

saline lakes.

3. Petroliferous areas.

(_a_) All marine and brackish water strata younger than the

Ordovician and but slightly warped, faulted, or folded; here

are included also the marine and brackish deposits of relic

seas like the Caspian, formed during the later Cenozoic. The

more certain oil-bearing strata are the porous thin-bedded

sandstones, limestones, and dolomites that are interbedded

with black, brown, blue, or green shales. Coal-bearing strata

of fresh-water origin are excluded. Series of strata with

disconformities may also be petroliferous, because beneath

former erosional surfaces the top strata have induced

porosity and therefore are possible reservoir rocks.

(_b_) All marine strata that are, roughly, within 100 miles of

former lands; here are more apt to occur the alternating

series of thin and thick-bedded sandstones and limestones

interbedded with shale zones.

The extent to which marine or brackish water conditions of sedimentation

are requisite to the later formation of oil, as is suggested in the

above quotation, has long been a debatable question. It may be noted

that certain oil shales formed in fresh water basins contain abundant

organic matter which is undoubtedly suitable for the generation of oil

and gas, and that these shales on distillation yield oil essentially

like that obtained from oil shales of marine origin; that certain

important oil-bearing sands of the younger Appalachian formations were

laid down in waters which are believed to have been only slightly

saline; that natural gas is present in fresh water basins; and that it

has not been demonstrated that salt in appreciable amounts is necessary

for the geologic, any more than for the artificial, distillation of oil.

Most of the great oil fields have been in regions of marine or other

saline water deposits, but it has not been proved that this is a

necessary condition. White[27] says: "At the present stage of our

knowledge, fresh-water basins appearing otherwise to meet the

requirements should be wildcatted without prejudice."

The principal oil-bearing horizons in any locality are comparatively

few, and it is ordinarily easy to determine by stratigraphic methods the

presence or absence of a favorable geologic horizon. By knowing the

succession and thicknesses of the beds in a given region it is possible

to infer from surface outcrops the approximate depth below the surface

at which the desired horizon can be found. To do this, however, the

conditions of sedimentation, the initial irregularities of the beds, the

structural conditions, including unconformities, and other factors must

be studied.

In exploration for oil the determination of the existence and location

of the proper horizon is but an initial step. For instance, the oil of

the Midcontinent field of the United States is in the beds of the

Pennsylvanian, which are known to occupy an enormous area extending from

Illinois and Wyoming south to the Gulf of Mexico. This information is

clearly not sufficiently specific to limit the location of drill holes.

Sometimes seepages of oil or showings of gas near the surface are

sufficient basis for localizing the drill holes.[28] Commonly, however,

it is necessary to find some structural feature in the nature of a dome

or anticline which suggests proper trapping conditions for an oil pool.

This is accomplished by geologic and topographic mapping of the surface.

Levels and contours are run and outcrops are platted. As the outcrops

are usually of different geologic horizons, it is necessary to select

some one or more identifiable beds as horizon markers, and to map their

elevations at different points as a means of determining the structural

contours of the beds. When several key horizons are thus used, their

elevations must be reduced to the elevations of one common horizon by

the addition or subtraction of the intervals between them. For instance,

knowing the succession, an outcrop of a certain sandstone may indicate

that the marking horizon is 200 feet below, and the structural contour

is then drawn accordingly. Observations of strike and dip at the surface

are helpful; but where the beds are but slightly flexed, small

irregularities in deposition may make strike and dip observations

useless in determining major structures. It is then necessary to have

recourse to the elevations of the marking horizons.

In the selection of key horizons, knowledge of the conditions of

sedimentation is very important. For example, some of the oil fields

occur in great delta deposits, where successive advances and retreats of

the sea have resulted in the interleaving of marine and land deposits.

The land-deposited sediments usually show great variations in character

and thickness laterally and vertically; and a given bed is likely to

thin out and disappear when traced for a short distance, rendering

futile its use as a marker. The marine sediments, on the either hand,

show a much greater degree of uniformity and continuity, and a bed of

marine limestone may extend over a large area and be very useful as a

key horizon.

Over large areas outcrops and records of previously drilled water and

oil wells may not be sufficient to give an indication of structure; it

then becomes necessary to secure cross sections by drilling shallow

holes to some identifiable bed, and to determine the structure from

these cross sections, in advance of deeper drilling through a favorable

structure thus located. The cooperative effort of the Illinois State

Survey and private interests, cited on page 306, is a good illustration

of this procedure. This method is only in its infancy, because

well-drilling has not yet exhausted the possibilities of structures

located from surface outcrops.

The so-called anticlinal structures, which have been found by experience

to be so favorable to the accumulation of oil, are by no means

symmetrical in shape or uniform in size. They may be elongated arches

with equal dip on the two sides, or one side may dip and the other be

nearly flat. In a territory with a general dip in one direction, a

slight change in the angle, though not in the direction of dip,

sometimes called an arrested dip, may cause sufficient irregularity to

produce the necessary trapping conditions. In other cases the anticline

may be of nearly equidimensional dome form. The largest anticlines which

have been found to act as specific reservoirs are rarely more than a few

miles in extent, and in many cases only a mile or two. The "closure" of

an anticline is the difference between the height of a given stratum at

the highest point and at the edges of the structure. A considerable

number of productive anticlines are known in which the beds dip so

gently as to give a closure of 20 feet or less.

After the structural outlines of beds near the surface have been

determined, all possible information should be used in projecting these

structures downward to the oil-producing horizons. Where a number of

wells have been previously drilled in the vicinity, examination of their

records may indicate certain lateral variations in the thickness of the

beds between the horizon which has been mapped and the producing

horizon. The effect of such lateral variations may be either to

accentuate the surface structure, or to cause it to disappear entirely

and thus to indicate lack of favorable trapping conditions. The

possibility of several oil-producing beds, at different depths--a not

uncommon condition in many fields--should also be kept in mind.

As already indicated, anticlines are not always essential to make the

necessary trapping conditions. In the Beaumont field of Texas, for

instance, it has been shown that irregular primary deposition of

sediments differing in porosity both vertically and horizontally allowed

the oil to migrate upward irregularly along the porous beds and parts

of beds, and to be trapped between the more impervious portions of the

beds.

Further questions to be considered in the exploration of an area are the

content of organic matter in the sediments which may have served as a

source of oil, the presence of impervious cap-rocks or of variations in

porosity sufficient to retain the oil, the thickness of sediments and

the extent to which they have undergone differential stresses, the

amount of erosion and the possibilities that oil, if formed, has escaped

from the eroded edges of porous strata, and, where carbonaceous beds are

present, their degree of carbonization, and many other similar matters.

Each field in fact has its own "habit," determined by the interaction of

several geologic factors. This habit may be learned empirically.

Geologists have often gone wrong in applying to a new district certain

principles determined elsewhere, without sufficient consideration of the

complexity and relative importance of the sundry geologic factors which

in the aggregate determine the local habit of oil occurrence.

Geographically associated fields characterized by similarity of oil

occurrence, age, and origin, are known as _petroliferous provinces_. The

factors entering into the classification of fields are so numerous that

more precise definition of a petroliferous province is hardly yet agreed

upon.

The part played by the economic geologist in oil exploration and

development is a large one for the obvious reasons given above. Probably

no other single division of economic geology now employs so large a

number of geologists. Practically no large oil company, or large piece

of oil exploration and development, is now handled without geologic

advice. Quoting from Arnold:[29]

It ought to be as obvious that exploration with the drill

should be preceded by careful geologic studies as it is that

railroad construction should be based on surveys. These

studies should include such subjects as topography,

stratigraphy, structure, and surface evidence of petroleum in

the regions to be tested. The work divides itself into two

stages--preliminary reconnaissances and detailed surveys.

The preliminary reconnaissance should consist in procuring all

the available published and hearsay evidence regarding the

occurrence of oil or gas seepages or hydrocarbon deposits in

the region; in making preliminary geologic surveys to

determine from which formations the oil is to come and the

areal distribution of these formations; in determining those

general regions in which the surface evidence is supposed to

be most favorable for the accumulation of hydrocarbons; and in

determining the best routes and methods of transportation.

The second stage includes detailed geologic surveys of those

regions where the surface evidence indicates that petroleum is

most likely to be found and the location of test holes at

favorable points. By working out the surface distribution and

structure of the formations it is usually possible to select

the areas offering the best chances of success. Geology should

always be the dominant factor in determining the location of

test holes, although modifications to meet natural conditions

must sometimes be made.

OIL SHALES

One of the sources of oil which is likely to become important in the

future is oil shales,--that is, shales from which oil product can be

extracted by distillation. These have already been referred to on

previous pages. Such shales are now mined only in Scotland and in France

to a relatively small extent, but there are immense reserves of these

shales in various parts of the world which are likely to be drawn upon

when commercial conditions require it. In the United States alone it is

estimated that the oil shales are a potential source of oil in amounts

far greater than all the natural petroleum of this hemisphere.[30] The

solution of the problem of extraction of oil from shales is fairly well

advanced technically, and the problem has now become principally one of

cost. In order to recover any large amount of oil from this source,

operations of stupendous magnitude, approximately on the scale of the

coal industry, must be established. As long as there are sufficient

supplies of oil concentrated by nature to be drawn upon, it is unlikely

that oil shale will furnish any considerable percentage of the world's

oil requirements. With the great increase in world demand for oil,

however, which may very possibly outstrip the available annual supply in

the future, and particularly with the increase in the United States

demand relative to domestic supplies, exhaustive surveys of the

situation are being made with a view to development of oil shales when

warranted by market conditions.

Oil shales are sedimentary strata containing decomposed products of

plants and animals. Locally they grade into cannel coal, with which they

are genetically related. They may be regarded as representing the kinds

of sediments from which the oil of oil pools has in the main originated.

The most extensive of the oil shales of the United States are found in

the Eocene beds of northwestern Colorado, northeastern Utah, and

southwestern Wyoming, and in the Miocene beds of northern Nevada. The

largest known foreign deposits occur in Brazil and Russia.

NATURAL GAS

ECONOMIC FEATURES

Natural gas is used both for lighting and for fuel purposes. In the

United States it has become the basis of a great industry, the value of

the product ranging above that of lead and zinc. The United States is

the largest producer of natural gas. Other producers are Canada, Dutch

East Indies, Mexico, Hungary, Japan, and Italy. Nearly all producing oil

fields furnish also some natural gas.

In the United States nearly 40 per cent of the total production of

natural gas comes from West Virginia, about 17 per cent from

Pennsylvania, about 17 per cent from Oklahoma, and less than 10 per cent

from each of Ohio, California, Louisiana, Kansas, Texas, and several

other states.

One of the recent interesting developments in this industry is the

recovery of gasoline from the natural gas. This is obtained by

compression and condensation of the casing-head gas from oil wells, and

also, more recently, by an absorption process which is applied not only

to "wet" gas from oil wells but also to so-called "dry" gas occurring

independently of oil. It is a high-grade product which in recent years

has amounted to about 10 per cent of the total output of gasoline for

the United States.

GEOLOGIC FEATURES

Natural gas, like oil, originates in the distillation of organic

substances in sediments, and migrates to reservoirs capped by impervious

strata. It is commonly, though not always, associated with oil and coal.

The geologic features of its occurrence have so much in common with oil

that a description would essentially duplicate the above account of the

geologic features of oil.

ASPHALT AND BITUMEN

ECONOMIC FEATURES

Asphalt and bitumen are not used as energy resources, but they have so

much in common with oil in occurrence and origin that they are included

in this chapter.

Asphalt and bitumen find their main use in paving. Other important uses

are in paints and varnishes, in the manufacture of prepared roofing, for

various insulating purposes, and in substitutes for rubber.

Nearly the entire world's supply of natural asphalt comes from the

British Island of Trinidad and from Venezuela. Both of these deposits

are under United States commercial control probably affiliated with

Dutch-English interests. Prior to the war about half the product went to

Europe and half to the United States. Large amounts of asphaltic and

bituminous rock, used mainly in paving, are normally produced in Alsace,

France, and in Italy. Prior to the war both the Alsatian and Italian

deposits were under German commercial control. Their output is

practically all consumed in Europe.

The United States takes a large part in the world's trade in natural

asphalt, by importation from Trinidad and Venezuela, and by some

reexportation chiefly to Canada and Mexico. The United States also

produces some natural asphalt and bituminous rock for domestic

consumption. Deposits of natural asphaltic material are widely

distributed through the United States, but commercial production is

limited to a few localities in Kentucky, Texas, Utah, Colorado,

Oklahoma, and California.

The asphalt manufactured from petroleum constitutes a much larger

tonnage than natural asphalt though it does not enter so largely into

world trade. The manufactured product is largely but not exclusively in

American control. Large amounts are made in this country and will no

doubt be made for the next decade, from oil produced in the southwestern

states and in Mexico. At the present time as much or more asphalt is

made in the United States from Mexican as from domestic crude oil. The

refineries are located near the Gulf coast so that exports can avoid

overland shipments. The relative merits of natural asphalt and asphalt

manufactured from oil may be subject to some discussion; but it is

perfectly clear that the manufactured material is sufficient, both in

quantity and variety, to make the United States entirely independent and

have an exportable surplus.

GEOLOGIC FEATURES

Natural asphalt and similar products are in the main merely the

residuals of oil and gas distillation accumulated by nature under

certain conditions already described in connection with oil (pp.

140-144). In some cases the asphaltic material is found as impregnations

of sediments, and appears to have remained in place while the lighter

organic materials were volatilized and migrated upward. In other cases

it occurs in distinct fissure veins; the fissures and cavities

apparently were once filled with liquid petroleum, which has

subsequently undergone further distillation. The original liquid

character of some of these bitumens is shown by occasional fragments of

unworn "country rock" imbedded in the veins. The effect of surface

waters, carrying oxidizing materials and sulphuric acid, is believed to

have contributed to the drying out and hardening of these veins or

dikes.

Asphalts and bitumens include a wide variety of hydrocarbon materials,

such as gilsonite, grahamite, elaterite, ozokerite, etc., which are used

for somewhat different purposes. The deposits of the United States show

much variety in form, composition, age, and geologic associations. The

important Kentucky deposits occur as impregnations of Carboniferous

sandstones at the base of the Coal Measures of that state.

The Trinidad asphalt comes from the famous "pitch lake," which is a

nearly circular deposit covering about a hundred acres 150 feet above

sea level, and which is believed to fill the crater of an old mud

volcano. The so-called pitch consists of a mixture of bitumen, water,

mineral and vegetable matter, the whole inflated with gas, which escapes

to some extent and keeps the mass in a state of constant ebullition. The

surface of the lake is hard, and yet the mass as a whole is plastic and

tends to refill the excavations. The lake is believed to be on the

outcrop of a petroleum-bearing stratum, and the pitch to represent the

unevaporated residue of millions of tons of petroleum which have exuded

from the oil-sands. The pitch is refined by melting,--the heat expelling

the water, the wood and other light impurities rising, and the heavy

mineral matter sinking to the bottom.

The asphalt of Venezuela is similar in nature, but the pitch "lake" is

here covered with vegetation and the soft pitch wells up at certain

points as if from subterranean springs.

FOOTNOTES:

[17] For more detailed treatment of international coal movements before

the war and of coal movements within the United States, see the U. S.

Geological Survey's _World Atlas of Commercial Geology_, Pt. 1, 1921,

pp. 11-16.

[18] Campbell, Marius R., The coal fields of the United States: _Prof.

Paper 100-A, U. S. Geol. Survey_, 1917, pp. 5, 6, 7.

[19] Compiled from tables quoted by White, David, The petroleum

resources of the world: _Annals Am. Acad. Social and Political Sci._,

vol. 89, 1920, pp. 123 and 126.

[20] White, David, _loc. cit._, p. 113.

[21] See Arnold, Ralph, Petroleum resources of the United States: _Econ.

Geol._, vol. 10, 1915, p. 707.

[22] White, David, Late theories regarding the origin of oil: _Bull.

Geol. Soc. Am._, vol. 28, 1917, p. 732.

[23] McCoy, A. W., Notes on principles of oil accumulation: _Jour.

Geol._, vol. 27, 1919, pp. 252-262.

[24] White, David, Genetic problems affecting search for new oil

regions: _Mining and Metallurgy_, _Am. Inst. of Min. Engrs._, No. 158,

Sec. 21, Feb., 1920.

[25] Mehl, M. G., Some factors in the geographic distribution of

petroleum: _Bull. Sci. Lab._, _Denison Univ._, vol. 19, 1919, pp. 55-63.

[26] Schuchert, Charles, Petroliferous provinces: _Bull. 155_, _Am.

Inst. Mining and Metallurgical Engrs._, 1919, pp. 3059-3060.

[27] Loc. cit., p. 20.

[28] Seepages or residual bituminous matter near the surface may be due

to upward escape of oil material through joints in the rocks capping a

reservoir, and productive pools may be found directly below such

showings. In other regions similar surface indications may mean that the

stratum in the outcrop of which they are found is oil-bearing; but

accumulations of oil, if present, may be several miles down the dip, at

places where the structural conditions have been favorable. In still

other cases the seepage may have been in existence for such a long time

as to exhaust the reservoir. It must also be remembered that gas seeps

are common in sloughs and marshes where vegetation is decaying, and may

be of no significance in the search for petroleum.

[29] Arnold, Ralph, Conservation of the oil and gas resources of the

Americas: _Econ. Geol._, vol. 11, 1916, pp. 321-322.

[30] Oil shales may also be made to yield large quantities of fuel and

illuminating gas, and of ammonia (see pp. 101-102).

CHAPTER IX

MINERALS USED IN THE PRODUCTION OF IRON AND STEEL (THE FERRO-ALLOY

GROUP)

GENERAL FEATURES

Iron and steel and their alloys are the most generally used of the

metals. The raw materials necessary for their manufacture include a wide

variety of minerals.

Iron is the principal element in this group; but in the manufacture of

iron and steel, manganese, chromium, nickel, tungsten, molybdenum,

vanadium, zirconium, titanium, aluminum, uranium, magnesium, fluorine,

silicon, and other substances play important parts, either as

accessories in the furnace reactions or as ingredients introduced to

give certain qualities to the products.

Nearly all parts of the world are plentifully supplied with iron ores

for an indefinite period in the future, but their abundant use has thus

far been confined mainly to the countries bordering the North

Atlantic,--the United States, Germany, and England,--which, possessing

ample coal supplies, have had the initiative to develop great iron and

steel industries. China has abundant coal, moderate quantities of iron

ore, and a large population, but a low per capita consumption of iron

and steel products. Development of its iron and steel industry is just

beginning. Japan has neither coal nor iron in sufficient quantities, and

hence the Japanese effort in recent years to control the mineral

resources of China and other countries. As a result of the war Germany

has been largely deprived of its iron ores, and France may assume

somewhat the rank in iron ore production once held by Germany. Sweden

and Spain have been considerable producers of iron ore, but both lack

coal, with the result that their ores have been largely exported to

England and Germany. With increase of per capita consumption in outlying

parts of the world, iron and steel industries are beginning to develop

locally on a small scale, as in India, South Africa, and Australia.

Russia has had sufficient supplies of coal and iron, but the stage of

industrial development in that country has not called for great

expansion of its iron and steel industry.

There has been a tendency for iron and steel manufacture to become

concentrated at a comparatively few places on the globe favored by the

proper combinations of coal, iron, transportation, proximity to

consuming populations, initiative and capacity to take advantage of a

situation, and other factors. Even though on paper conditions may seem

to be favorable in outlying territories for the development of

additional plants, this development is often held back by competition

from the established centers. On the west coast of the United States,

there are raw materials for an iron and steel industry and there has

been discussion for years as to the possibilities of starting a

successful large scale steel industry. The consuming power of the local

population for all kinds of iron and steel would seem to be great enough

to warrant such action. However, the demand is for an extremely varied

assortment of iron and steel products; and to start an industry, making

only a few of the cruder products such as pig iron and semi-finished

forms, would not meet this demand. All varieties of finishing plants and

associated factories would also need to be started in order to meet the

situation. This would require large capital. Furthermore the local

demand for some of the accessory finished products might not warrant the

establishment of the accessory plants.

Throughout the history of the iron and steel business there has been a

marked tendency for the iron ore to move to regions of coal production

rather than for the coal to move to the iron ore regions. The coal or

energy factor seems ultimately to control. This is due in considerable

part to the fact that coal furnishes the basis of a great variety of

industries for which iron ore is only one of the feeders, and which are

so interrelated that it is not always easy to move the iron and steel

industry to a spot near the sources of iron ore where iron and steel

alone could be produced.

In regard to iron ore supplies of proper grade and quantity, the United

States is more nearly self-sufficing than any of its competitors. It

imports minor amounts of ore from Cuba and Canada, and even from Chile

and Sweden, to border points, in the main merely because these imported

ores can compete on a price basis with the domestic ores. The entire

exclusion of these ores, however, would make comparatively little

difference in the total volume of our iron and steel industry; though it

would probably make some difference in distribution, to the disadvantage

of plants along the coast. There is only one kind of iron ore in which

the United States has anything approaching deficiency, and that is ore

extremely low in phosphorus, adapted to making the so-called

low-phosphorus pig which is needed for certain special steels. Ordnance

requirements during the war put a premium on these steels. While some of

these extremely low-phosphorus ores are mined in the United States,

additional quantities have been required from Spain and Canada and to a

lesser extent from North Africa and Sweden. Also the Spanish pyrite,

imported ordinarily for its sulphur content, on roasting leaves a

residue of iron oxide extremely low in phosphorus which is similarly

used. The elimination of pyrite imports from Spain during the war,

therefore, was a considerable contributing factor to the stringency in

low-phosphorus iron ores. War experience showed that the United States

was dependent on foreign sources for 40 per cent or upwards of its needs

in this regard. Certain developments in progress, notably the project

for concentration of siliceous eastern Mesabi Range ores, make it likely

that future domestic production will more nearly be able to meet the

requirements.

The equivalent of 15 per cent of the iron ore mined in the United States

is exported as ore to Canadian ports on the Great Lakes and in the form

of crude iron and steel products to many parts of the world. England and

Germany are almost the sole competitors in the export trade.

When we turn to the minerals used for making the alloys of iron and as

accessories in the manufacture of iron, it appears that no one of the

principal iron and steel producing countries of the world is

self-supporting, but that these "sweeteners" must be drawn in from the

far corners of the earth. The importance of these minor constituents is

altogether out of proportion to their volume. For instance, only

fourteen pounds of manganese are necessary in the making of a ton of

steel, yet a ton of steel cannot be made without manganese. The

increasing specialization in iron and steel products, and the rapidly

widening knowledge of the qualities of the different alloys, are

constantly shifting the demand from one to the other of the ferro-alloy

minerals. Each one of the ferro-alloy minerals may be regarded as being

in the nature of a key mineral for the iron and steel industry, and the

control of deposits of these minerals is a matter of international

concern. Control is not a difficult matter, in view of the fact that the

principal supplies of practically every one of the alloy minerals are

concentrated in comparatively few spots on the globe,--as indicated on

succeeding pages.

Nature has not endowed the United States, nor in fact the North American

continent, with adequate high-grade supplies of the principal

ferro-alloy minerals,--with the exception of molybdenum, and with the

exception of silica, magnesite, and fluorspar, which are used as

accessories in the process of steel making. With plenty of iron ore and

coal, and with an iron and steel capacity amounting to over 50 per cent

of the world's total, the United States is very largely dependent on

other countries for its supplies of the ferro-alloy minerals. The war

brought this fact home. With the closing of foreign sources of supplies,

it looked at one time as if our steel industry was to be very greatly

hampered; and extraordinary efforts were made to keep channels of

importation open until something could be done in the way of

development, even at excessive cost, of domestic supplies. The result of

war efforts was a very large development of domestic supplies of

practically all the ferro-alloy minerals; but in no case, with the

exceptions noted above, did these prove sufficient to meet the total

requirements. This development was at great cost and at some sacrifice

to metallurgical efficiency, due to the low and variable grades of the

raw materials. With the post-war reopening of importation much of the

domestic production has necessarily ceased, and large amounts of money

patriotically spent in the effort to meet the domestic requirements have

been lost. These circumstances have resulted in the demand in Congress

from producers for direct financial relief and in demand for protective

tariffs, in order to enable the new struggling industries to exist, and

to permit of development of adequate home supplies. Such tariffs might

be beneficial to these particular domestic industries if wisely planned;

but also, in view of the limited amounts of these particular ores in

this country, their general low grade, and the high cost of mining,

tariffs might very probably hasten exhaustion of our limited supplies

and might handicap our metallurgical industries both in efficiency and

cost (see pp. 365-366, 393-394).

IRON ORES

ECONOMIC FEATURES

=Technical and commercial factors determining use of iron ore minerals.=

Popularly, an iron ore is an iron ore, and there is little realization

of its really great complexity of composition and the difficulty of

determining what is or is not a commercial ore. Percentage of iron is of

course an important factor; but an ore in which the iron is in the

mineral hematite is more valuable than one with an equivalent percentage

of iron which is in the form of magnetite. Substances present in the ore

in minor quantities, such as phosphorus, sulphur, and titanium, have a

tendency to make the iron product brittle, either when it is cold or

when it is being made, so that excessive amounts of these substances may

disqualify an ore. Excessive quantities of silica, lime, or magnesia may

make the ore undesirable. Where an acid substance, like silica, is

balanced by basic constituents like lime and magnesia, considerable

amounts of both may be used. Excessive moisture content may spoil an ore

because of the amount of heat necessary to eliminate it in smelting.

The metallurgical processes of the iron and steel industry are

essentially adapted to the principal grades of ore available. The

cheapest of the steel-making processes, called the acid Bessemer

process, requires a very low-phosphorus ore (usually below .050 per cent

in the United States and below .030 per cent in England.) The basic

open-hearth processes, making two-thirds of the steel in the United

States, allow higher percentages of phosphorus, but not unlimited

amounts. The basic Bessemer (Thomas) process, used for the "minette"

ores of western Europe and the Swedish magnetites, may use an ore with

any amount of phosphorus over 1.5 per cent. The phosphatic slag from

this process is used as fertilizer. The supply of low-phosphorus

Bessemer ore in the United States is at present limited as compared with

that of the non-Bessemer ores, with the result that steel-plant

construction for many years past has been largely open-hearth. The

open-hearth process is favored also because it allows closer control of

phosphorus content in the steel.

Small but increasing amounts of steel are also made in the electric

furnace; for the most part, however, this process is more expensive than

the others, and it is used principally for special alloy steels.

Iron ores are seldom so uniform in quality that they can be shipped

without careful attention to sampling and grade. In the Lake Superior

region the ores are sampled daily as mined, and the utmost care is taken

to mix and load the ore in such a way that the desired grades can be

obtained. Ordinarily a single deposit produces several grades of ore.

When ores are put into the furnace for smelting the mixtures are

selected with great care for the particular purpose for which the

product is to be used. The mixture is compounded as carefully as a

druggist's prescription. An ore salesman, after ascertaining the nature

of the iron and steel products of a plant, has to use great skill in

offering particular ores for sale which not only will meet the desired

grade in regard to all elements, but also will meet competition in

price. In some respects, the marketing of different grades of iron ore

is as complex as the marketing of a miscellaneous stock of merchandise.

With ores, as with merchandise, custom and sentiment play their

part,--with the result that two ores of identical grade mineralogically

and chemically may have quite a different vogue and price, simply

because of the fact that furnace men are used to one and not to the

other and are not willing to experiment.

The geologist is ordinarily concerned merely with finding an ore of as

good a general grade as possible; but he often finds to his surprise

that his efforts have been directed toward the discovery of something

which, due to some minor defect in texture, in mineralogical

composition, or in chemical composition, is difficult to introduce on

the market. There is here a promising field, intermediate between

geology (or mineralogy) and metallurgy, for the application of

principles of chemistry, metallurgy, and mineralogy, which is occupied

at the present time mainly by the ore salesman. Both the mineralogist

and metallurgist touch the problem but they do not cover it. With

increasingly precise and rapidly changing metallurgical requirements,

this field calls for scientific development.

=Geographic distribution of iron ore production.= Iron ores are widely

distributed over the world, but are produced and smelted on a large

scale only in a few places where there is a fortunate conjunction of

high grades, large quantity, proximity of coal, cheap transportation to

markets, and manufacturing enterprise. Over 90 per cent of the iron ore

production of the world is in countries bordering the North Atlantic

basin. The United States produces about 40 per cent, France about 12 per

cent, England about 10 per cent, Germany before the war 15 to 20 per

cent, and Spain, Russia, and Sweden each about 5 per cent. Lesser

producing countries are Luxemburg, Austria-Hungary, Cuba, Newfoundland,

and Algeria; and insignificant amounts are produced in many other parts

of the world. Of the world's iron and steel manufacturing capacity, the

United States has about 53 per cent, Germany 16 per cent, England 14 per

cent, France 10 per cent, the remainder of Europe (chiefly Russia,

Austria-Hungary, and Belgium) 7 per cent. The absence of important iron

ore production and of iron and steel manufacture either in the southern

hemisphere or in any of the countries bordering the Pacific is a

significant feature, when we remember what part iron plays in modern

civilization. Japan, however, is beginning to develop a considerable

iron and steel industry, which promises to use a large amount of ore

from China, Manchuria, and Korea, and possibly to compete in American

Pacific Coast markets.

In the United States about 85 per cent of the production, or one-third

of the world's production, comes from the Lake Superior region, a large

part of the remainder from the Birmingham district, Alabama, and smaller

quantities from the Adirondacks. For the rest of the North American

continent, the only largely producing deposit is that at Belle Isle,

Newfoundland, which is the basis of the iron industry of eastern Canada.

Cuba supplies some ore to the east coast of the United States.

In Europe there are only three large sources of high-grade iron ore

which have heretofore been drawn on largely,--the magnetite deposits of

northern Sweden, the hematites and siderites of the Bilbao and adjacent

districts of northern Spain, and the magnetite-hematite deposits of

southern Russia. The first two of these ores have been used to raise the

percentage of iron in the low-grade ores which are the principal

reliance of western Europe. The Swedish ores have also been necessary

in order to raise the percentage of phosphorus and thus make the ores

suitable for the Thomas process; on the other hand the Spanish ores and

a small part of the Swedish material have been desired because of their

low phosphorus content, adapted to the acid Bessemer process and to the

manufacture of low-phosphorus pig. The Russian ores have largely been

smelted in that country.

The largest of the western European low-grade deposits is a geographic

and geologic unit spreading over parts of Lorraine, Luxemburg, and the

immediately adjacent Briey, Longwy, and Nancy districts of France. The

ores of this region are called "minette" ores. This unit produces about

a fourth of the world's iron ore. Low-grade deposits of a somewhat

similar nature in the Cleveland, Lincolnshire, and adjacent districts of

England form the main basis for the British industry. There is minor

production of iron ores in other parts of France and Germany, in

Austria-Hungary, and in North Africa (these last being important because

of their low phosphorus content).

Comparison of figures of consumption and production of iron ores

indicates that the United States, France, Russia, and Austria-Hungary

are self-supporting so far as quantity of materials is concerned.

Certain ores of special grades, and ores of other minerals of the

ferro-alloy group required in steel making, however, must be imported

from foreign sources; this matter has been discussed above. Great

Britain and Germany appear to be dependent on foreign sources, even

under pre-war conditions, for part of the material for their furnaces.

During the war there was considerable development of the low-grade

English ores, but this does not eliminate the necessity for importing

high-grade ores for mixture. Belgium produces a very small percentage of

her ore requirements and is practically dependent on the

Lorraine-Luxemburg field.

The principal effect of the war on iron ore production was the

occupation of the great French mining and smelting field by the Germans,

thereby depriving the French of their largest source of iron ore. Since

the war the situation has been reversed, France now possessing the

Lorraine field, which formerly supplied Germany with 70 per cent of its

iron ore. As the German industrial life is largely based on iron and

steel manufacture, the problem of ore supplies for Germany is now a

critical one. It has led to German activity in Chile and may lead to

German developments in eastern Europe and western Asia, particularly in

the large and favorably located reserves of southern Russia. It seems

likely, however, that arrangements will also be made to continue the

export of ore from the Lorraine field down the Rhine to the principal

German smelting centers. France needs the German coal for coking as

badly as Germany needs the French iron ore. The Rhine valley is the

connecting channel for a balanced movement of commodities determined by

the natural conditions. These basic conditions are likely in the long

run to override political considerations.

The Lake Superior deposits, the Swedish magnetites, the Spanish

hematites, and the Russian ores carry 50 to 65 per cent of metallic

iron. The Birmingham deposits of southeastern United States, the main

British supplies, and the main French and German supplies contain about

35 per cent or less. It is only where ores are fortunately located with

reference to consuming centers that the low-grade deposits can be used.

For outlying territories only the higher-grade deposits are likely to be

developed, and even there many high-grade deposits are known which are

not mined. The largest single group not yet drawn on is in Brazil.

Others in a very early stage of development are in North Africa and

Chile.

=World reserves and future production of iron ore.= The average rate of

consumption of iron ore for the world in recent years has been about 170

million tons per year. At this rate the proved ore reserves would last

about 180 years. If it be assumed that consumption in the future will

increase at about the same rate as it has in the past, the total

measured reserve would still last about a century. These calculations of

life, however, are based only on the known reserves; and when potential

reserves are included the life is greatly increased. And this is not

all; for beyond the total reported reserves (both actual and potential),

there are known additional large quantities of lower-grade ores, at

present not commercially available, but which will be available in the

future,--to say nothing of expected future discoveries of ores of all

grades in unexplored territories. Both geological inference and the

history of iron ore exploration seem to make such future discoveries

practically certain. Iron ore constitutes about 4 per cent of the

earth's shell and it shows all stages of concentration up to 70 per

cent. Only those rocks are called "iron ores" which have a sufficiently

high percentage of iron to be adapted to present processes for the

extraction of iron. When economic conditions demand it, it may be

assumed that iron-bearing rocks not now ordinarily regarded as ores may

be used to commercial advantage, and therefore will become ores.

Not only is an indefinitely long life assured for iron ore reserves as a

whole, but the same is true of many of the principal groups of deposits.

The question of practical concern to us, therefore, is not one of total

iron ore reserves, but one of degrees of _availability_ of different

ores to the markets which focus our requirements for iron.

The annual production of ore from a given district is roughly a measure

of that ore's ability to meet the competitive market, and therefore, of

its actual immediate or past availability. Annual production is the net

result of the interaction of all of the factors bearing on availability.

It may be argued that there are ores known and not yet mined which are

also immediately available. On the whole, they seem to be less available

than ores actually being produced; otherwise general economic pressure

would require their use and actual production.

In considering the future availability of iron ores, it is obvious that

tables of past production afford only a partial basis for prediction.

Presumably districts which have produced largely in the past may be

expected to continue as important factors. In these cases production has

demonstrated availability. Continued heavy production may thus be

expected from the ores of the Lake Superior region, from the Clinton

hematites of Alabama, from the ores of the Lorraine-Luxemburg-Briey

district, from the Cleveland ores of England, from the Bilbao ores of

Spain, from the high-grade magnetites of northern Sweden, and (assuming

political stability) from the ores of southern Russia.

Similarly, also, recent increases in production from certain districts

are probably significant of increased use of such ores in the future.

Among these developments are the increasing production of Swedish ores

and their importation into England and Germany, and the increasing use

of Clinton hematites and Adirondack magnetites in the United States.

Low-grade ores from the great reserves of Cuba are being mined and

brought to the east coast of the United States in increasing amounts,

and it is highly probable that they will take a larger share of the

market. A similar project in Chile, which lay dormant during the war

because of restricted shipping facilities, is expected in the near

future to yield important shipments to the United States. In none of

these cases will production be limited in the near future by ore

reserves. Increased production and use of iron ores are also to be

looked for in Newfoundland, North Africa, China, India, Australia, and

South Africa.

On the commercial horizon are ores of still newer districts, the

availability of which may not be read from tables of production. Their

availability must be determined by analysis and measurement of the

factors entering into availability. Availability of iron ore is

determined by percentage of iron, percentages of impurities, percentages

of advantageous or deleterious minor constituents, physical texture,

conditions for profitable mining, adaptability to present furnace

practice, distance from consuming centers, conditions and costs of

transportation, geographical and transportational relation to the coal

and fluxes necessary for smelting, trade relations, tariffs and taxes,

inertia of invested capital, and other considerations. All of these

factors are variable. A comparison of ores on the basis of any one of

these factors or of any two or three of them is likely to be misleading.

A comparison based on the quantitative consideration of all of the

several factors seems to be made practically impossible by the

difficulty of ascertaining accurately the quantitative range and

importance of each factor, and by the difficulty of integrating all of

the factors even if they should be determined. However, their combined

effect is expressed in the cost of bringing the product to market; and

comparison of costs furnishes a means of comparing availability of ores.

A high-grade ore, cheaply mined and favorably located with reference to

the points of demand, will command a relatively high price at the point

of production. The same ore so located that its transportation costs are

higher will command a lower price; or it may be so located that the

costs of mining and bringing it to places where it can be used are so

high that there is no profit in the operation. There are known

high-grade iron ores which, because of cost, are not available under

present conditions.

The availability of an ore, then, depends on its relation to a

market,--whether, after meeting the cost of transportation, it can be

sold at prevailing market prices at the consuming centers, and can still

leave a fair margin of profit for the mining operation. The price

equilibrium between consuming centers affords a reasonably uniform basis

against which to measure availability of ores.

Figures of cost are obtainable as a basis for comparison of availability

of iron ores of certain of the districts, but not enough are at hand for

comparison of the ores of all districts. Careful study of costs has

demonstrated the availability in the near future of the Brazilian

high-grade Bessemer hematites; and projects which are now under way for

exportation to England and the United States will doubtless make this

enormous reserve play an important part in the iron industry. Iron ore

is known but not yet mined in many parts of the western United States

and western Canada. With the increasing population along the west coast

of North America, projects for smelting the ore there are becoming more

definite. Establishment of smelters on the west coast would make

available a large reserve of ore (see also, however, p. 155).

The list of changes now under way or highly probable for the future

might be largely extended. The use of iron and steel is rapidly

spreading through populous parts of the world which have heretofore

demanded little of these products. This increased use is favoring the

development of local centers of smelting, which will make available

other large reserves of iron ore. The growth of smelting in India, China

and Australia illustrates this tendency.

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