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Panelists：
Christian Zann, Founder and CIO of Sourcerock Group
Rod Saddington, Founder and CIO of Merewether Investment Management
Moderator：
Neil Beveridge, Senior Analyst at Alliance Bernstein
Highlights:
- Differences between current energy cycle and past ones
- Structural change in demand for oil
- Imbalance between demand and supply side of energy transformation
- Terminal value of oil during decarbonization