Investment / Infrastructure
Recessions and Midstream Energy: Reasons for Investor Optimism

We believe a look back at how energy has performed during past downturns can help investors prepare for the scenario of an economic slowdown.

07.01.2022

Fears of a global recession are picking up among investors and macroeconomists alike. We are not recession prognosticators—they are incredibly difficult to predict and even the experts rarely agree on timing. In this paper, we explore what recessions have historically meant for energy fundamentals and energy equities—and why we see reasons for energy investor optimism during the next down cycle.