Skip to main content

The State of AI in Energy, Resources, and Industrials

Deloitte’s 2026 report tracking AI adoption and impact

The untapped edge: AI’s next frontier is here

With new breakthroughs in agentic, physical, and sovereign AI, there are plenty of opportunities on the horizon. While things are moving fast, the real payoff is still coming. Explore how energy, resources, and industrials (ER&I) organizations can take the next big step, turning early wins into scalable lasting results.

Core insights

Today, we are just scratching the surface of AI’s full potential. With new breakthroughs in agentic, physical, and sovereign AI come new challenges and opportunities. While momentum is building, the greatest gains are yet to come. This report explores how energy, resources, and industrials (ER&I) organizations can move from ambition to activation—turning early progress into scalable, real-world impact.

Only 23% of ER&I companies are starting to use AI to deeply transform their businesses.

Surveyed ER&I companies have doubled worker access to AI in just one year—growing from 25% to around 60% of workers now equipped with sanctioned AI tools.

Sovereign, physical, and agentic AI are here to change the game. Discover how each of them are influencing change across ER&I.

“We thought we were going to automate jobs. The truth is, you’re not. You’re going to give existing workers force multipliers where they can be more effective.”

Beyond productivity

AI is more than efficiency

Moving from pilot to production is arguably the most important step in capturing AI value. While most companies are seeing productivity gains, a select few are using AI to fundamentally transform their business from the ground up.

40%

are using AI with little change to existing processes.

37%

are redesigning key processes around AI.

23%

are achieving deep transformation of their business models.

Source: State of AI in the Energy, Resources, and Industrials Industry

The human element

Scaling worker expertise as AI expands

Companies are focused on AI fluency, but true progress requires redesigning how work gets done. The future isn’t about replacing jobs but creating “force multipliers” where humans and AI work together.

84% of ER&I companies have not redesigned jobs around AI capabilities, despite high expectations for automation.

Three AI trends you can’t ignore

Sovereign AI refers to the practice of designing, training, and deploying AI within a country’s own legal and infrastructural framework, using locally governed data. This trend has immediate, practical implications for ER&I companies.

Global complexity: Organizations working across borders must now navigate complex, country-specific requirements, often building customized AI solutions for different markets.

Shifting priorities: Reflecting this, our report finds 83% of ER&I companies now consider an AI solution’s country of origin in their vendor selection decisions.
Ultimately, sovereign AI isn’t just about technology ownership—it’s about strategic independence.

Ultimately, sovereign AI isn’t just about technology ownership—it’s about strategic independence.

Autonomous AI agents are racing into the enterprise, but oversight is lagging. Overall, the current level of at least moderate agentic AI adoption in the ER&I industry (20%) is lower than the broader pattern across industries and is slightly below the cross-industry average (23%). Over the next two years, adoption rates are expected to grow significantly with shared momentum across industries—aside from technology, media, and telecom, which projects a notably higher rate.

Our report shows that 92% of ER&I companies expect to customize agents to fit the unique needs of their business.

Physical AI is the class of AI systems that perceive the real world, make decisions, and drive physical actions through machines or control systems.

Physical AI integration is already expanding, with 72% of companies in the ER&I industry reporting at least limited use of physical AI.

A key factor in early adoption is environmental control. Physical AI use cases that take place in controlled domains such as factories and warehouses tend to progress much faster than use cases in open, real-world environments, where the challenges and risks are far more complex and unpredictable.

In our survey, cost was cited most often as a key barrier to physical AI deployment. When evaluating business cases for physical AI, decision makers in ER&I organizations should account for total cost of ownership and not just initial equipment costs. These costs can significantly exceed the initial investment in AI models and software. Companies that underestimate these costs risk project delays or abandonment partway through implementation.

Ready to harness AI?

Stop experimenting and start scaling. Download the full report now to bridge the readiness gap and unlock the roadmap for your enterprise-wide transformation.

Methodology

To obtain a global view of how AI is being adopted by organizations on the leading edge of AI, Deloitte surveyed 3,235 leaders between August and September 2025. Respondents were senior leaders in their organizations and included board and C-suite members, and those at the president, vice president, and director levels.

Source: Deloitte’s State of AI in the Enterprise 2024–2026 reports and associated research.