Agentic AI Orchestration of Heterogeneous Economic Models for Rapid, Multi-scenario Analysis of Energy Crises

arXiv paper (econ.GN) · Dana Golden, Brett Indelicato, Lav R. Varshney, Carlos D. Messina

Rigorous economic models can take months to construct, yet energy crises demand decisions from policymakers within days or even hours. Any disruption in energy markets is not isolated but rapidly disseminates through interlinked global systems. Off-the-shelf models that already exist typically focus only on limited aspects of the system and are distributed across research groups, programming languages, software architectures not designed for model integration, and incompatible formats. Integrating these models manually can take longer than the crisis itself, forcing analysts to rely on whichever models are easiest to connect and leaving consequential scenarios unexplored. Policymakers must make rapid decisions with obstructed and limited information. We show that large language models can perform the critical integration directly. The system constructs internally consistent scenarios, translates assumptions into model-specific inputs, executes existing economic and physical models in dependency order, and synthesizes outputs tailored to policymakers. The language model generates no quantitative results: every reported value is reproduced directly from an underlying model run, remains traceable to its source and is subject to analyst approval at each stage. We develop a LLM framework that coordinates 16 models of oil, natural gas, shipping, water, helium, fertilizer and...

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