Supporting note · AI x Energy

AI Applications in Oil and Gas at CERAWeek 2026

SLB's Delfi serves 85 of the top 100 producers, autonomous directional drilling cuts drilling time 30 percent, and Shell, BP, Chevron, and ExxonMobil are scaling AI from pilot to production: the oil-and-gas AI market is sized for $5.3B to $15B by 2029.

Mar 25, 2026 · 3 min read

SLB (Schlumberger) AI Strategy

  • AI described as a “once-in-a-generation” transformation for the energy sector that enhances (not replaces) human expertise by improving decision-making, automating workflows, and increasing operational speed.

  • Delfi platform is used by 85 of the top 100 global oil producers; leverages AI to reduce drilling costs and improve reservoir recovery rates.

  • In early 2026, SLB announced a breakthrough in “Autonomous Directional Drilling,” which uses AI to adjust drilling paths in real-time without human intervention, reducing drilling time by up to 30%.

  • Industry shifting from experimenting with AI to scaling it for real business impact (productivity, cost, performance).

BP AI Applications

  • BP uses AI to predict problems and steer drill bits before issues occur, allowing the company to drill more wells each year and have better capital allocation.

  • BP executives at CERAWeek noted AI allows them to “drill more wells per year and have better capital allocation.”

Shell AI Results

  • Shell has achieved 20% fewer unscheduled downtimes and 15% lower maintenance costs through AI implementation.

  • Shell pursues a broad, partner-centric “AI-first” vision.

Chevron AI Strategy

  • Chevron CEO Mike Wirth emphasized that competition between the US and China for AI leadership is increasing energy demand.

  • Chevron uses AI-powered drones to fly over its shale oil and gas operations to monitor and detect potential problems such as emissions leaks.

  • Chevron adopts a pragmatic, value-driven approach with focus on digital twins.

ExxonMobil AI Strategy

  • ExxonMobil’s strategy focused on developing proprietary, computationally intensive AI for its core upstream business.
  • Characterized by massive investment in foundational data infrastructure and high-performance computing models.

Exploration Revival

  • AI is increasingly embedded in decision-making processes, improving data interpretation and reducing uncertainty in exploration outcomes.
  • New geological modeling tools and supercomputing capabilities enable companies to analyze more complex subsurface environments.
  • Early-stage production data can further refine reservoir understanding through AI.

Digital Twins in Oil and Gas

  • CERAWeek featured a session titled “From data to decisions: scaling digital twin for safer, more reliable energy operations.”
  • Session explored how agentic AI, copilots, and natural language interfaces are transforming decision-making in industrial environments.
  • The digital twin is highlighted as a foundational element, with emerging regulatory frameworks in Europe beginning to mandate structured data sharing.

Broader Industry Context

  • AI is improving operational safety across upstream activities.

  • The oil and gas AI market, currently valued at $5.31 billion, is expected to reach $15.01 billion by 2029.

Kongsberg Digital at CERAWeek

  • Kongsberg Digital presented at CERAWeek 2026 with a focus on scaling digital twins for safer, more reliable energy operations.
← AI x Energy
Supporting note · AI x Energy

AI Applications in Oil and Gas at CERAWeek 2026

SLB's Delfi serves 85 of the top 100 producers, autonomous directional drilling cuts drilling time 30 percent, and Shell, BP, Chevron, and ExxonMobil are scaling AI from pilot to production: the oil-and-gas AI market is sized for $5.3B to $15B by 2029.

Mar 25, 2026 · 3 min read

SLB (Schlumberger) AI Strategy

BP AI Applications

Shell AI Results

Chevron AI Strategy

ExxonMobil AI Strategy

Exploration Revival

Digital Twins in Oil and Gas

Broader Industry Context

Kongsberg Digital at CERAWeek