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The American energy sector sits at a crossroads. The industry that powers the world’s largest economy is now being reshaped by the technology it helped make possible. Artificial intelligence is moving from pilot projects to production systems across oil and gas exploration, power generation, grid management, and renewable energy operations. The companies that figure out how to deploy AI at scale will define the next era of American energy. The ones that don’t will find themselves outrun by competitors with lower costs, faster decisions, and better data.
This report leverages OODA’s rubric for assessing AI adoption in companies, the Artificial Intelligence Acceleration Quotient (AAQ) to evaluate the manufacturing sector overall and 20 of the largest companies in the sector by their readiness to leverage AI.
This report examines how AI is being adopted across the US energy landscape, from the Permian Basin to utility control rooms. It identifies the use cases generating real returns, the barriers slowing adoption, and the strategic implications for executives and policymakers. The analysis draws on publicly available data, corporate disclosures, and insights from the OODA Network.
ExxonMobil | Largest US integrated oil and gas company and pioneer of autonomous drilling AI
AAQ: 80 | AI-Accelerating | ML: 85 | GenAI: 78 | Agentic: 76
SLB | World’s largest oilfield services company, evolving into an AI-powered energy technology platform
AAQ: 75 | AI-Accelerating | ML: 78 | GenAI: 72 | Agentic: 74
GE Vernova | Spun off from GE in 2024, the leading provider of AI-enabled power generation, grid, and wind technology
AAQ: 72 | AI-Accelerating | ML: 75 | GenAI: 70 | Agentic: 70
Baker Hughes | Energy technology company with the Cordant AI platform for industrial asset performance and process optimization
AAQ: 70 | AI-Accelerating | ML: 72 | GenAI: 68 | Agentic: 70
Chevron | Second-largest US integrated oil and gas company, deploying autonomous drones and intelligent fracturing
AAQ: 68 | AI-Accelerating | ML: 72 | GenAI: 65 | Agentic: 66
ConocoPhillips | Largest US independent E&P company with a focused, value-driven AI strategy under its CDIO
AAQ: 62 | AI-Accelerating | ML: 68 | GenAI: 58 | Agentic: 58
Halliburton | Oilfield services company that delivered the world’s first fully automated on-bottom drilling system in 2025
AAQ: 58 | AI-Adopting | ML: 65 | GenAI: 52 | Agentic: 56
NextEra Energy | Largest US utility by market cap and operator of the largest wind and solar fleet in North America
AAQ: 58 | AI-Adopting | ML: 62 | GenAI: 55 | Agentic: 55
Southern Company | Major US utility serving 9 million customers, with 10 GW of data center contracts for Microsoft and Meta
AAQ: 52 | AI-Adopting | ML: 55 | GenAI: 52 | Agentic: 48
Duke Energy | One of the largest US electric utilities, deploying IoT and AI for grid reliability across the Southeast
AAQ: 50 | AI-Adopting | ML: 54 | GenAI: 48 | Agentic: 46
AES Corporation | Global energy company and co-founder of Fluence, using AI for battery dispatch and renewable forecasting
AAQ: 50 | AI-Adopting | ML: 52 | GenAI: 50 | Agentic: 46
Dominion Energy | Major US utility headquartered in Virginia’s data center corridor, using ML for grid analytics
AAQ: 45 | AI-Adopting | ML: 50 | GenAI: 42 | Agentic: 42
AEP | American Electric Power operates across 11 states with grid modernization and AI-powered load forecasting
AAQ: 45 | AI-Adopting | ML: 48 | GenAI: 44 | Agentic: 42
Sempra Energy | California and Texas utility operator investing in grid AI for wildfire risk prediction and gas safety
AAQ: 43 | AI-Adopting | ML: 48 | GenAI: 40 | Agentic: 40
Occidental Petroleum | Major Permian Basin operator with AI in production optimization and carbon capture at 1PointFive
AAQ: 42 | AI-Adopting | ML: 48 | GenAI: 38 | Agentic: 38
Marathon Petroleum | Largest US refiner by capacity, using process optimization AI across 13 refineries
AAQ: 40 | AI-Emerging | ML: 45 | GenAI: 38 | Agentic: 35
Phillips 66 | Diversified energy company with refining, midstream, and chemicals operations
AAQ: 38 | AI-Emerging | ML: 42 | GenAI: 36 | Agentic: 34
Valero Energy | Largest US independent refiner with 15 refineries and 3.2 million barrels per day of capacity
AAQ: 37 | AI-Emerging | ML: 42 | GenAI: 34 | Agentic: 33
EOG Resources | Data-driven shale E&P company known for proprietary in-house analytics and well selection models
AAQ: 35 | AI-Emerging | ML: 40 | GenAI: 30 | Agentic: 34
Energy Transfer | One of the largest US midstream companies with over 130,000 miles of pipeline infrastructure
AAQ: 33 | AI-Emerging | ML: 38 | GenAI: 28 | Agentic: 32
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Informing your decisions with actionable intelligence
Informing your decisions with actionable intelligence