Research in 99 Seconds.
Short-form explainers from the Recurrent investment team on natural resources, energy infrastructure, capital cycles, inflation and commodity markets.
A quick visual explanation of one of the recurring frameworks behind Recurrent's research and investment process.
The full 99-second library.
Brief research videos on the market structures, capital cycles and investment questions we were studying in 2021 and 2022.
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Explore Recurrent's current monthly commentary and long-form market frameworks.
US Shale must answer the call as Russia sets the world on a path to 1970s-style inflation (Feb 22)
How could high-cost Shale be a winner in the Energy Transition? (Feb 22)
Pipelines and Renewables - two types of "infrastructure" - with very different financial profiles (Aug 21)
OPEC's July 2021 plan to increase production provides for a more stable oil market with greater visibility going forward (Sep 21)
We're in a pandemic - why are we seeing inflationary pressures we haven't seen in 50 years? (Apr 21)
What midstream energy can learn from tobacco about profiting from low growth and high cash flow. (Mar 21)
For years, investors have not faced inflation - accordingly, many portfolios are poorly prepared. (Feb 21)
What does today's economic environment have in common with the inflationary period of the mid-1970s? (Apr 21)
Midstream free cash flow is set to grow dramatically, after years of capex and debt reduction. (Apr 21)
How the changing nature of inflation could support a prolonged commodity rally. (Apr 21)
The midstream "balance sheet recession," and how it sets up the recovery. (Mar 21)
These videos contain “forward-looking statements”. All forward-looking statements are management’s expectations of future events as of the stated date and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. These statements are not guarantees of future performance and undue reliance should not be placed on them. Recurrent Investment Advisors LLC undertakes no obligation to update forward-looking statements if circumstances or management’s estimates or opinions should change except as required by applicable securities laws