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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