Can upstream oil and gas produce value from AI’s $230 billion pay zone?
August 25, 2026 | Article
Bill Ambrose
Giorgio Bresciani
Spandan
Priyank Singh
AI could unlock $230 billion for oil and gas and OFSE companies. The challenge is where to concentrate, how to scale, and how to share value when efficiency reduces the activity that many contracts reward.
(13 pages)
For much of the past decade, digital transformation in upstream oil and gas has delivered real but uneven results. Efficiency has improved, operations are safer, and data infrastructure is more mature. Yet many executives at ope