（彭博社）高盛集团表示，由于美国页岩油产量提高超过石油需求增加，人工智能最终将有助于在未来十年内压低油价。

包括 Callum Bruce 在内的分析师本周在给投资者的一份报告中写道，该银行预计，在此期间，得益于人工智能，页岩油成本将降低 30%，同时对长期石油需求产生温和提振。报告称，最终影响可能通过增加供应使油价每桶下降 5 美元，通过增加需求使原油价格每桶上涨 2 美元。

分析师写道：“产能扩张只是过去几十年该行业生产力大幅提升的延续。”他们补充说，这“可能会增加最终可采资源基础，进一步推迟美国页岩油供应的峰值，并进一步减缓 OPEC+ 闲置产能的潜在下降。”

在将人工智能限制于评估地震勘测等后台任务，同时将钻井和水力压裂牢牢掌握在人类手中之后，美国运营商越来越多地采用新兴技术来促进更多主流工作。

其目标是降低成本并帮助从地下开采更多石油，这可能会破坏石油输出国组织控制全球石油产量和提高油价的努力。  

(Bloomberg) – Artificial intelligence will ultimately help drive down oil prices over the next decade as improved U.S. shale production outweighs better oil demand, according to Goldman Sachs Group Inc.

The bank forecasts a 30% cut to shale costs thanks to AI during the period while delivering a modest boost to long-run oil demand, analysts including Callum Bruce wrote this week in a note to investors. The bottom-line impact could lower oil prices by $5 a barrel through increased supply and raise crude prices by $2 a barrel through higher demand, according to the note.

“AI proliferation merely represents a continuation of the enormous productivity improvements observed in this industry over the last few decades,” the analysts wrote. They added that it “would increase the ultimately recoverable resource base, delaying further the peak of US shale supply, and further slowing a potential drawdown of elevated OPEC+ spare capacity.”

After constricting AI to mostly back-office tasks such as evaluating seismic surveys, while keeping drilling and hydraulic fracturing firmly in human hands, U.S. operators are increasingly adopting the emerging technology to boost more mainstream work.

The goal is to cut costs and help squeeze more oil from the ground, which threatens to undermine efforts by the Organization of the Petroleum Exporting Countries to rein in global oil production and boost prices.