全球油气：能源的战略重要性将推动投资者结构性回流-Global Integrated Oil Gas Energys Criticality Should Drive Structural Investor Re-Engagement

02 Apr 2026 01:15:15 ET │ 42 pages Ac t i o n | Global Integrated Oil & Gas Energy's Criticality Should Drive Structural Investor Re-Engagement CITI'S TAKE The current conflict in the Middle East is a stark reminder of the criticality of oil & gas to the functioning of the global economy. We see a lasting consequence of this crisis as likely to be a lowering of the cost-of equity for oil & gas equities, driven by re-engagement from some investors who have chosen to disinvest in the sector. We lower our weig ...