John Roberts

The 4-person North American Chemicals Team (includes 3 MBAs, 2 accountants & a chemical engineer) is known for its significant Wall Street experience (60 man-years), strong CorporateAccess, and breadth (34 stocks) of industry coverage (consumer/tech chems, agricultural, basic chems & industrial specialties). The team is known for differentiated, insight-led perspective,positioning it as trusted thought partners on both industry dynamics and company-specific opportunities. The group has done thoughtful analysis tax payments that provide incremental insight intowhere companies generate profits and their underlying currency exposures, deep thematic work ranging from electronic chemicals to the impact of helium shortages on industrial gases, oil-drivenupside in petrochemicals, and emerging rare earth opportunities across the coverage. The team also works closely with our #1 ranked 4-person Japan chemicals team. These capabilities enablethe team to deliver high-conviction, actionable insights that go beyond consensus and help investors navigate an increasingly complex chemicals landscape.

Mid-Atlantic Bus tour, Chemicals Conference, Expert Lunch, Meetings at SEMICON West, multiple NDRs & company dinners at the World Petrochemical Conference. The bus tour includes executive meetings with Entegris, Corteva, Air Products, Ashland, Chemours, Axalta, FMC and IFF. Dinners at the WPC (largest industry conf.) featured Dow, LyondellBasell, Huntsman & Westlake Chemical. The NYC chemicals conf. (in conjunction with Industrials) will feature a diversified set of basic & specialty companies.

John joined Mizuho in Nov ‘23 as a Senior Analyst covering the chemicals and packaging industries.  John brings to Mizuho nearly 40 years of sell-side research experience covering chemicals, having served at several bulge-bracket firms and a leading boutique. He first ranked in I.I. in 1989 and has ranked regularly since. Roberts holds a Master’s in Chemical Engineering from Tufts University; Master’s in Finance, Accounting, MIS, Operations & Marketing from the MIT Sloan School of Management, and is a CFA and licensed CPA.