POO is AUD$70, page-108

How about just across America, or down both east & west coasts.
Something like 40% of oil consumption is private vehicles, so if there is gong to be a major change in consumption that's where it will be. Industry more & more will switch to gas.
If you are looking at jet liners to be your demand swing factor you are looking in the wrong direction.
Re climate change it doesn't really matter what you believe, the fact that world sentiment is changing rapidly and enough of the world including China waking up to the fact will be sufficient.