Recurrent Research

Thought
Leadership

Research has always been central to how we invest. Explore Recurrent's monthly market commentary, longer-form white papers and short-form research videos.

Research Library
Commentary, papers and video research
Recurrent Monthly Commentary
Monthly Research

Monthly Commentary

Our ongoing research on energy, natural resources, infrastructure, commodity markets and capital cycles.

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Recurrent White Papers
Long-form Research

White Papers

Longer-form research examining energy markets, technological change and the economic frameworks behind our investment process.

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Recurrent Research Videos
Short-form Research

Videos

Research in 99 Seconds and other short explanations of the economic ideas shaping our investment thinking.

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Before Recurrent

A longer history
of energy research

Recurrent was founded in 2017, but our principals have spent decades developing and testing investment frameworks across oil, natural gas and energy markets.

2016
Oil Supply in a "Dispatch Curve" framework: US shale as the new "peaker plant" for global oil
Laskin, BP Capital Fund Advisors
2015
A return to shorter oil cycles and a US-centric market following the end of the OPEC era
Laskin, BP Capital Fund Advisors
2013
The End of the Northeast Premium: a prediction of a prolonged bear market for Northeast US gas
Olsen, Tudor Pickering Holt and Co.
2011-12
Coming sea change for NGL prices due to insufficient petrochemical demand
Olsen, Tudor Pickering Holt and Co.
2006
Changes in the relationship between stocks and oil prices before and after the 1983 oil crash
Laskin, Morgan Stanley Investment Management
2005
The seasonal impact of gasoline demand on the price of WTI in the mid-2000s
Laskin, Morgan Stanley Investment Management
Recurrent Investment Advisors
Energy and natural resource research.