1、Barclays Capital Inc.and/or one of its affiliates does and seeks to do business with companiescovered in its research reports.As a result,investors should be aware that the firm may have aconflict of interest that could affect the objectivity of this report.Investors should consider thisreport as on

2、ly a single factor in making their investment decision.This research report has been prepared in whole or in part by equity research analysts basedoutside the US who are not registered/qualified as research analysts with FINRA.(iii)This author is a member of the EMEA Equity Research department who m

3、ay publish equityand debt researchPlease see analyst certifications and important disclosures beginning on page 73.European Integrated EnergyNew Horizons Agentic AI,the$80bn game-changer for energyAgentic AI looks set to transform the energy sector,with fulldeployment of the technology potentially u

4、nleashing$80bnof productivity gains.Capturing these opportunities is not agiven and needs both vision and a new way of working.Thegap between early adopters and laggards may widen quickly.Agentic AI is not just a new tool;it is a catalyst for transformative change across the energyindustry.We have s

5、pent 12 months speaking to industry experts,understanding the technology,and discussing with company leadership.Our conclusion is stark those that can deploy AItechnologies fully face a game-changing opportunity and there will be a widening gap withthose that cant.We see full deployment as an$80 bil

6、lion productivity opportunity for thesector.Key takeaways:AI deployment in the energy sector builds on a decade of digitalisation and is acceleratingand broadening in scope.We have rarely seen this pace of change but it is also clear that to fully enjoy the benefits ofAI,the companies themselves nee