Fortune | FORTUNE 09月18日
AI赋能油气开采:效率、安全与成本的优化
index_new5.html
../../../zaker_core/zaker_tpl_static/wap/tpl_guoji1.html

 

文章聚焦于Liberty Energy如何利用人工智能(AI)技术革新其全国范围内的水力压裂(fracking)作业。通过AI自动化和“蜂巢”(Hive)集中监控,公司显著提高了运营效率,减少了对人力的需求,并在油价波动中实现了成本节约。AI的应用不仅优化了钻井和压裂过程,还通过预测性维护和实时安全警报提升了作业安全性。此外,AI在供应链管理,特别是砂石运输方面,也发挥了关键作用,进一步提升了整体运营的经济性和可持续性。

🤖 **AI驱动的自动化与效率提升**:Liberty Energy通过AI算法全面自动化水力压裂作业,包括控制泵的节流阀和档位,甚至能执行人类无法达到的精细操作。这使得公司能够以更高的效率完成作业,缩短了钻井完成时间,并减少了对人力和设备的需求,例如更少的钻井平台和压裂车队。

🛡️ **AI增强的作业安全与维护**:Liberty的“FracPulse”AI系统能够分析每日近10亿个数据点,预测设备潜在的维护问题,将重大维修转变为微小且易于处理的维护事件,显著延长了设备寿命。同时,AI驱动的360度摄像头系统能在实时监测中,及时向现场人员发出靠近移动设备或卡车的危险警告,这是传统机器学习或大数据分析难以实现的。

🚚 **AI优化的供应链与成本控制**:在砂石运输这一关键环节,Liberty的Sentinel AI程序通过精确的需求预测和卡车调度,已成功减少了30%的运输卡车需求。这避免了以往因担心砂石短缺而导致卡车长时间等待卸货的低效情况,提高了运输效率,并最终降低了能源成本,有助于公司在低油价环境下保持竞争力。

💡 **智能化油田的未来趋势**:文章指出,整个美国油气行业正朝着更加自主化和数字化的油田发展,旨在实现更安全、更快速、更清洁(相对而言)以及更具成本效益的作业。AI的广泛应用预示着油田工人的角色将发生转变,从直接操作者转向更侧重于监督和优化,标志着行业向更高技术水平迈进。

Enter the “Hive.” Just outside of Denver, a small team of people oversees Liberty Energy’s entire fleet of fracking operations nationwide, largely to supervise the AI-automated work with human eyes.

Instead of golden honey, the Hive facilitates the churning out of millions of barrels of black gold—the crude oil produced from Liberty’s increasingly AI-dominated hydraulic fracturing, called fracking, that now requires fewer crews and people. Amid lower oil prices and activity levels, those savings are key.

Liberty, founded 14 years ago by President Trump’s new Energy Secretary Chris Wright, is now led by CEO Ron Gusek, as the company has grown into a U.S. fracking leader along with the more household name of Halliburton. The companies are leaning into autonomous, digitalized oilfields for safer, faster, cleaner (on a relative basis) and, ultimately, more cost-efficient work.

The combination of horizontal drilling and fracking revitalized the U.S. oil industry 20 years ago. Fracking means pumping millions of pounds of sand and millions of gallons of water and chemicals into each well with the necessary pressures to release the oil and gas. The intensity of the fracs has increased substantially—more and more sand and water per well—as have the downhole visualizations and the ability to optimize the frac job along each foot of these 20,000-foot wells. And much more of that work is now AI controlled.

“We are rapidly getting to full deployment—I expect by the end of this year we’ll be there—where this will all be done via AI computer algorithms,” Gusek said. “That’s not something a human can do. The role on location evolves a little bit from an operator deciding the throttle position and gear each pump was in to now providing oversight as a computer executes all that work, and does so at a level of efficiency we just simply couldn’t achieve before.”

More tech-savvy workers monitor from the Hive and on-site data vans while requiring less manual labor. The wells are drilled much longer and more are fracked at once—called simul-frac—so fewer rigs, frac fleets, and people are required. The U.S. oil and gas workforce has plunged 35% in just over a decade and the number of frac fleets is down 50% in six years, while U.S. oil production sits near world-leading, all-time highs despite recent signs of plateauing with oil prices down.

Liberty’s AI-driven, automated frac spread is controlled by its StimCommander system and augmented by the Forge learning cloud platform to continuously improve operations.

“The job of the classic roughneck is definitely evolving. It’s getting more sophisticated,” Gusek said. “The assets are getting larger and more automated. That means we don’t need as many people out there. We are arguably victims of our own success. That’s a good thing. That keeps the cost of energy low for humanity.”

Safety and supply chains

Liberty, Halliburton, and others are switching to modern electrified frac fleets that don’t require dirtier diesel fuel.

The fleets break down less often and the Hive uses Liberty’s “FracPulse” AI to predict any potential maintenance problems, courtesy of the real-time analysis of roughly 1 billion data points per day, Gusek said. In just a few months, he said, Liberty is doubling the life of much of its equipment.

“Rather than it become a major maintenance event, instead it’ll be a very minor maintenance event that could be addressed quickly on location,” Gusek said.

And, because there are still people in the oilfield, an AI-operated, 360-degree camera system alerts people in real time if they inadvertently step into the “line of fire” near moving equipment or trucks at a busy frac spread. “That was impossible with machine learning or Big Data analysis, but that is possible with AI,” Gusek said.

All of these improvements equate to less downtime and more speed, said Dan Pickering, founder and chief investment officer for Pickering Energy Partners consulting and research firm

“The days to complete a well are down notably. What are we attributing that to?” Pickering said. “It’s more AI and well-site automation, it’s an ability to see the subsurface, it’s the mindset that says, ‘We can do this faster, and we are.’ I think it’s the amalgamation of the technologies, not one specific one.”

Supply chains also are critical and often overlooked. For the U.S. oil industry, one of the biggest pain points is the delivery of tons and tons of sand for fracking.

Atlas Energy Solutions is now deploying driverless RoboTrucks to ship the sand on private lease roads in controlled environments. But the tech isn’t quite ready for busy highways.

Liberty’s solution is its Sentinel AI program to control the demand forecasting and the scheduling of every truck for the company’s roughly 1 million truck trips per year. The AI already has led to the elimination of 30% of the needed trucks, Gusek said.

“It used to be somebody’s job on location to try to control the cadence of trucks. Because they don’t want to be short on sand, the default was to line up eight or 10 of them and just have them sitting there waiting to offload,” Gusek said. “It means we never run out of sand, but it’s very, very inefficient for the driver. He spends an hour sitting waiting to unload instead of making roundtrips.”

That’s Liberty and the oil industry aim to survive for longer—fewer trucks, fewer rigs and fleets, fewer people, fewer emissions—fewer of everything, while producing the same or greater results. Time will tell.

Fortune Global Forum

returns Oct. 26–27, 2025 in Riyadh. CEOs and global leaders will gather for a dynamic, invitation-only event shaping the future of business.

Apply for an invitation.

Fish AI Reader

Fish AI Reader

AI辅助创作,多种专业模板,深度分析,高质量内容生成。从观点提取到深度思考,FishAI为您提供全方位的创作支持。新版本引入自定义参数,让您的创作更加个性化和精准。

FishAI

FishAI

鱼阅,AI 时代的下一个智能信息助手,助你摆脱信息焦虑

联系邮箱 441953276@qq.com

相关标签

人工智能 水力压裂 油气开采 自动化 效率提升 作业安全 成本控制 AI Fracking Oil and Gas Automation Efficiency Safety Cost Savings
相关文章