Jay Yao

Jay Yao


Jay is an energy and materials writer. He reports on oil and gas fundamentals and macro trends in the industry.

Recent articles

What 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?

Cameco 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?