Thinking On Paper

AI Is Supercharging Big Oil │ Microsoft, Enabled Emissions And The Data That Doesn't Lie


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Exxon & Chevron are using Microsoft AI to extract more oil. Faster, cheaper. The goal? The extraction of every last drop of oil.


Holly and Will Alpine of Enabled Emissions paint a stark picture. Just look at Microsoft’s own figures: Ai contracts signed for 50,000 barrels of oil equivalent a day with Exxon and 400,000 barrels a day with Chevron. 


That’s roughly 6.4 million and 51 million tonnes of CO₂ a year. 


Microsoft’s entire FY23 footprint was about 17 million tonnes, and it has just 5 million tonnes of carbon removal booked over 15 years. 


Those two deals alone dwarf both numbers.


Over in Saudi Arabia, Aramco’s CEO says AI has helped hold production at $3/barrel for two decades. 


AI keeps fossil fuels competitive and weakens the economics of clean energy. It touches every stage of the fossil-fuel lifecycle. 


It's ugly. It's real. You're fed a lie. Learn more here. 


Thanks for watching


Mark & Jeremy



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Thinking On PaperBy The Human Story of Technology, Mark Fielding and Jeremy Gilbertson