Paper & Packaging
BALL Ball Corporation
CCK Crown Holdings, Inc.
Chemicals
APD Air Products and Chemicals Inc
ALB Albemarle Corp
ASH Ashland Inc
AXTA Axalta Coating Systems Ltd
CBT Cabot Corp
CE Celanese Corp
CF CF Industries Holdings, Inc.
GLW Corning Inc
CTVA Corteva, Inc.
DOW Dow Inc
DD DuPont de Nemours Inc
EMN Eastman Chemical Co
ECL Ecolab Inc
ESI Element Solutions Inc
ENTG Entegris Inc
FMC FMC Corporation
HUN Huntsman Corp
IFF International Flavors & Fragrances Inc
LIN Linde PLC
LYB LyondellBasell Industries NV
NTR Nutrien Ltd
OLN Olin Corp
OEC Orion SA
PPG PPG Industries Inc
Q Qnity Electronics, Inc.
RPM RPM International Inc
SOLS Solstice Advanced Materials Inc.
CC The Chemours Company
MOS The Mosaic Company
SHW Sherwin-Williams Co/The
TROX Tronox Holdings PLC
WLK Westlake Corp
Differentiated Product
Edlain is part of a 4-person North American Chemicals and Packaging Team that’s known for its significant Wall Street experience (60 man-year), strong Corporate Access, and the breadth (34 chemical and packaging stocks) of industry coverage. The team differentiates itself through timely, data-driven insights, including a widely followed weekly Commodity Monitor that provides actionable views on key market drivers. In addition, the group has produced high-impact thematic work, including analyses of the 2026 spring planting season, fertilizer industry dynamics, shifting crop mix toward corn, and contrarian stock calls such as the downgrade of CF Industries. Close collaboration with our #1 ranked Japan chemicals team further enhances the global perspective. Together, these capabilities enable the team to deliver high-conviction, actionable insights that go beyond consensus and help investors navigate an increasingly complex chemicals landscape.
Key Reports
Notable Events
Post-earnings call for investors with BALL, FMC, and NTR; Mid-Atlantic Bus tour; Chemicals Conference. The bus tour includes executive meetings with Ashland, Axalta, Corteva, FMC, IFF, and Entegris. Our Materials conference (in conjunction with Chemicals, and Industrials) features a diversified set of packaging, basic & specialty companies.
Analyst Bio
Edlain joined Mizuho in November 2023 as an Analyst covering packaging and chemicals. He works alongside John Roberts covering Chemicals. Edlain brings to Mizuho nearly 20 years of sell-side research experience covering packaging, ag and chemicals having served at several bulge-bracket firms and a leading boutique. He was Runner-Up (#5) in I.I. in 2019 for his work in paper and packaging. Rodriguez holds a BA in Economics from Stony Brook University and an MBA in Finance from the Stern School of Business at New York University.