报告显示，为提升运营效率与韧性，油气行业正加速向数字化转型，其中人工智能(AI)与生成式人工智 能(GenAI)成为技术投资的重中之重。德勤预测，到2026年，美国油气企业在AI与GenAI方面的支出可 能占据其信息技术总支出的一半以上，相比目前的约20%实现大幅跃升。 "这可能是油气企业面临的最重大的技术转型时刻。"奥斯汀表示。AI技术的应用正从改善后台办公室流 程快速向核心生产运营环节延伸，其重点方向包括设备维护、流程优化、资产性能管理以及实现"互联 员工"与"综合运营"。 在设备维护领域，行业正从预测性维护向更高级的规范性维护乃至自修复维护演进。这一转变的本质是 从单一场景试点，迈向"如何实现全业务流程的智能化自主运行"，即通过自主系统优化端到端的价值 链。 尽管历史上油气行业对新技术的采用趋于保守，但报告发现，行业对AI与GenAI的态度显得更为积极和 开放。"油气企业对借助人工智能与技术变革实现发展的兴趣，达到了历史上前所未有的水平。"奥斯汀 总结道。 总体而言，2026年将成为油气行业专注于内涵式增长与战略执行的关键之年。企业的核心竞争力将体现 在：能否在严控当下成本与投资未来技术之间取得精妙平衡 ...

Core Insights - Canada's implementation of the tariff rate quota (TRQ) system is reshaping the market for oil country tubular goods (OCTG) and linepipe, leading to tighter import channels and higher costs [1] - Rystad Energy anticipates mild upward pressure on Canadian OCTG and linepipe prices in the medium term due to increasing demand from pipeline projects and competition for limited import quotas [1] TRQ System Overview - The TRQ system was implemented in two stages: on June 27 for non-Free Trade Agreement (FTA) countries and on August 1 for FTA exporters, excluding the US and Mexico [2] - The policy aims to protect domestic producers from diverted steel flows due to US tariffs and prioritize Canadian-made materials for government projects [2] - Quarterly quota volumes are modest, with 7,816 tonnes for OCTG from non-FTA origins and 5,086 tonnes for large-diameter linepipe, alongside punitive 50% surtaxes on overages [2] Market Dynamics - The TRQ structure creates significant risks for suppliers and buyers, as import permits are allocated in real time without clear visibility, complicating shipment control [3] - Suppliers are now issuing dual-price offers to manage uncertainty, reflecting standard costs and potential surcharges if shipments exceed quotas [3] - The TRQ regime applies to products not manufactured in Canada, leading to higher costs and reduced flexibility for domestic buyers [4] Price Stability and Future Outlook - Despite challenges, OCTG and linepipe prices in Canada have remained stable, supported by controlled inventory levels and disciplined pricing [5] - Volatility is expected to increase as quotas near exhaustion, particularly during high-demand quarters, with qualification requirements making substitution difficult for OCTG [5] - Large-diameter project tenders could quickly deplete linepipe quotas, pushing buyers towards domestic mills or incurring surcharges, thereby establishing a firmer domestic price floor [5]