The thermodynamic stability of methylphenanthrene isomers and the kinetics of reactions involved in their natural destruction/formation have been studied via molecular modelling. The results were combined with published methylphenanthrene abundances in extracts of rocks containing Type III kerogen of a wide maturity range, to evaluate the utility of methylphenanthrene maturity parameters. These parameters track the isomer evolution toward equilibrium, leading to enrichment in the stable 2- and 3-methyl isomers relative to the less stable 9-, 1- and 4-methylisomers. The pathways from kinetically to thermodynamically controlled distributions remain unclear but probably involve isomerisation, transmethylation and demethylation reactions. To understand the importance of each pathway, ab initio quantum chemical calculations (DFT) have been performed, leading to the identification of possible transition states and to the determination of activation energies for reactions in aqueous solutions. Acid catalysis significantly lowers modelled reaction barriers to an extent consistent with the changes observed in nature. The equilibration can start at very low maturation with acid catalysed 1,2-methyl shifts (isomerisations) regarding low energy barriers: 15.1 kcal/mol from 4- to 3-, 22.5 kcal/mol from 1- to 2- and 30.2 kcal/mol from 3- to 2-methylphenanthrene. Alternative isomerisation pathways through tertiary carbon centres are ineffective. For example the isomerisation between the 9- and 1-isomer requires 39.7 kcal/mol, which is ca. 7 kcal/mol more than for demethylation coupled with methyl transfer to another molecule (transmethylation). A reverse transmethylation, e.g. modelled methylations of phenanthrene with either a terpenoid alcohol with a gem-dimethyl or polymethyl aryl carotenoid moiety can preferentially lead to 9-methylphenanthrene due to a relatively lower energy barrier. The appearance of 9-methylphenanthrene at very early maturation stages suggests effective heterogenic catalysis by the mineral matrix. The reaction is however reversible, which means that 9-methylphenanthrene tends to demethylate with much higher rates than the other isomers but only when suitable methyl acceptors are available. In turn, free radical demethylation which is likely at advanced levels of maturity would not significantly influence relative proportions of the isomers due to very similar barriers for all the isomers. However the reverse reaction would produce all isomers thus equalising all isomer concentrations. The discussed reactions are only a few of many reactions in which phenanthrene and methylphenanthrenes are potentially involved in nature to mention only biotic (biodegradation) and abiotic methylphenanthrene demethylation, and that there is no a single reaction that determines the fate of these molecules. Therefore, the commonly applied maturity index MPI-1 does not entirely reflect thermal maturity but is instead a molecular expression of complex processes and is dependent partly on catalytic effects of the mineral matrix. Analysis of the published data on methylphenanthrene abundance in rocks containing Type III kerogens indicates that there is no inversion of the MPI-1 trend above R r = 1.35% as has been suggested previously. The maturity parameter MPR, defined as the 2-/1-MP ratio seems more closely dependant on thermal maturity than MPI-1.
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