Jul 28, 2014 by Jay Yao2 Reasons Why Uranium Miners Shouldn't Fear ThoriumThorium is one of the game-changing technologies of tomorrow. Here's why uranium miners have nothing to fear from thorium yet.
Jul 28, 2014 by Jay YaoPlug Power: Why This Rally Is IrrationalPlug Power stock is rallying again. Here's one reason it shouldn't be.
Jul 28, 2014 by Jay YaoThis Is the Most Important Metric in the Uranium Industry Right NowThis metric in Japan will likely decide how much extra demand there will be for uranium in the coming years.
Jul 24, 2014 by Jay YaoWhy Potash Corp and Mosaic Have Nothing to Fear From BHP Billiton's $15 Billion MineHere's four reasons why Potash Corp and Mosaic have nothing to fear from BHP Billiton's Jansen mine.
Jul 22, 2014 by Jay YaoWhat Do Escalating Russian Tensions Mean for BP?As the U.S. steps up sanctions on more and more Russian companies, relations between Russia and the West have hit a new low. How will the escalating geopolitical situation affect the West's most Russian energy company?
Jul 21, 2014 by Jay YaoWho's Winning the Corporate Battle of the Year? As the proxy contest of the year approaches, which side will emerge victorious?
Jul 20, 2014 by Jay YaoIs Molycorp's Story Coming to an End?With its cash reserves dwindling, and its stock price falling, are there any more chapters left in the Molycorp story?
Jul 18, 2014 by Jay YaoAlcoa Inc: Transformation or Mean Reversion?Is Alcoa's head-scratching rally sustainable?
Jul 16, 2014 by Jay YaoPlug Power: What Would a Good Quarter Look Like?With the start of earnings season, what should investors expect from Plug Power's earnings?
Jul 16, 2014 by Jay YaoCameco Corp: Has the Long Thesis Changed?With its economy improving and its population still against nuclear, Japan's reactors are still idle three years after Fukushima. Is the long thesis no longer relevant for Cameco Corp?
Jul 13, 2014 by Jay Yao1 Dark Horse Postponing Gold's RallyHow the U.S. shale revolution is postponing gold's rally, and when that might change.
Jul 11, 2014 by Jay YaoPlug Power: A Tale of Two FuturesWhat the Plug Power optimists and pessimists hope will happen.
Jul 9, 2014 by Jay Yao3 Reasons Why Long-Term Investors Should Avoid This Energy ETFSophisticated securities are good until they're not. Here's a security that long-term investors should avoid.
Jul 5, 2014 by Jay Yao3 Reasons Why Chinese Solar Stocks Are Still a BuyThe short term may be cloudy, but the long term still looks bright for these Chinese solar companies.
Jul 2, 2014 by Jay YaoCliffs Natural Resources: What If Management Wins?What should we expect from Cliffs Natural Resources stock if management retains control of the board?
Jul 2, 2014 by Jay Yao3 Reasons Why Solar Isn't the New SubprimeHere's why solar companies won't undergo the same fate as Countrywide Financial.
Jul 1, 2014 by Jay YaoCliffs Natural Resources: What If Casablanca Capital Wins?How much would Cliffs Natural Resources be worth if Casablanca Capital succeeds in capturing control of the board?
Jun 30, 2014 by Jay YaoU.S. Refiners Squeezed as Government Signals More Crude ExportsMr. Market is worried that U.S. refiners may see narrower profit margins after a recent Commerce Department ruling gave two companies the go ahead to export ultralight crude oil.
Jun 30, 2014 by Jay YaoThis Stock Is up 140%, but There's Still Room to RunArgentina's YPF is on a hot streak, and shares are up over 140% in just a year. Here are three reasons why the rally may continue.
Jun 26, 2014 by Jay Yao3 Problems With the Bear Thesis for SolarCityThree reasons why the bear thesis for SolarCity may only be relevant in a bear market
