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Panelists：
对话嘉宾：
Christian Zann, Founder and CIO of Sourcerock Group
Rod Saddington，Merewether投资管理公司的创始人兼首席投资官
Rod Saddington, Founder and CIO of Merewether Investment Management
Christian Zann，Sourcerock 创始人兼首席投资官
Moderator：
主持人：
Neil Beveridge, Senior Analyst at Alliance Bernstein
Neil Beveridge, Alliance Bernstein高级分析师
Highlights:
对话亮点：
- Differences between current energy cycle and past ones
- 当前能源周期与过往的区别
- Structural change in demand for oil
- 石油需求端驱动因素的转变
- Imbalance between demand and supply side of energy transformation
- 能源转型供需两端的不平衡
- Terminal value of oil during decarbonization
- 脱碳进程中石油的终值