AI Becomes a Boost for Global Oil Demand, Not a Bridge to Net Zero

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Artificial intelligence may boost global oil demand by making previously uneconomical oil reserves extractable, potentially hindering the transition to net zero, according to Wood Mackenzie analysts.

Market Impact

Market impact analysis based on bearish sentiment with 72% confidence.

Sentiment
Bearish
AI Confidence
72%

Article Context

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Artificial intelligence could help the energy industry tap an additional one trillion barrels of oil by making more of these barrels economical to extract. Wood Mackenzie analysts made the prediction recently, adding fuel to an already heated debate: is AI going to accelerate the transition or, as the Wood Mac prediction suggests, hinder it by extending the world’s reliance on oil and gas? For the energy industry, the question is rather irrelevant. From the perspective of companies in the business of extracting energy commodities, AI is a…

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Original article published by OilPrice.com on December 11, 2025.
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