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Dürfte aber nur reine Upstream-Unternehmen treffen:

Norway’s $1tn oil fund should sell out of upstream oil and gas shares, the country’s government has recommended, in a move that will send shockwaves through the energy sector.

The world’s largest sovereign wealth fund, which owns about $37bn in oil and gas shares, should sell out of companies that solely explore and produce oil and gas in a bid to reduce the risk to the Norwegian economy, according to the country’s finance minister.

https://www.ft.com/content/d32142a8-418f-11e9-b896-fe36ec32aece