睿咨得能源：2026数字化与 AI 技术为油气上游业务创造5000亿美元的潜在价值白皮书（英文版）（15页）.pdf

1、June 2026Rystad Energy AdvisoryWhitepaperA Rystad Energy Advisory analysisThe$500 billion case for digital and AI in upstream oil and gas2Table of contentsThe$500 billion case for digital and AI in upstream oil and gas|June 20263-4Chapter 1:The size of the prize 5-6Chapter 2:Where the value sits 7-8

2、Chapter 3:The supply chain enables the value 9-10Chapter 4:Competitive stakes and the value of moving early 11-12Chapter 5:From ambition to execution 3The$500 billion case for digital and AI in upstream oil and gas|June 2026Source:Rystad Energy research and analysisDigitalization and artificial inte

3、lligence(AI)will create more than$80 billion in additional value for the worlds oil and gas players in 2030 compared to 2025 by reducing costs,boosting output and shortening development timelines,according to Rystad Energy estimates.In total,exploration and production(E&P)players currently investing

4、 in digital and AI are expected to generate close to$500 billion in cumulative value between 2026 and 2030(Figure 1).The most intuitive value is direct cost savings from doing multiple workflows more efficiently,such as preventative maintenance.This can also be tied to cost avoidance,for instance by

5、 reducing overall rig time because of faster drilling and completion activities.Digital initiatives can also increase production,with additional volumes coming from either higher uptime or increased recovery from the subsurface.Volumes from higher uptime would typically represent a net present value

6、(NPV)effect where volumes are produced faster.Finally,time savings from doing field development work faster also have a NPV effect by cutting the time from early-phase planning to first oil/gas.Of these three main value-creating pools,cost reductions and production increases are the largest factors,