Oil & Gas E&P
APA APA Corporation
CHRD Chord Energy Corporation
CIVI Civitas Resources, Inc.
CRGY Crescent Energy Company
HES Hess Corporation
KRP Kimbell Royalty Partners, LP
KOS Kosmos Energy Ltd.
MGY Magnolia Oil & Gas Corporation
MTDR Matador Resources Company
MUR Murphy Oil Corporation
NOG Northern Oil & Gas Inc.
PR Permian Resources Corporation
STR Sitio Royalties Corp.
SM SM Energy Company
VNOM Viper Energy, Inc.
VTLE Vital Energy, Inc.
Differentiated Product
Our expanded Oil & Gas research team adds significant E&P sector coverage experience and strong corporate/industry relationships to the Energy research franchise, complementing our detailed company valuation work which is supported by our proprietary ARCHIE database and differentiated Energy Investment Framework. Differentiated stock calls over the past 12 months include CHRD (Added as Top Pick in December 2024), APA (Underperform), NOG (Downgrade December 2024), as well as detailed work/viewpoints around major acquisitions for SM, PR, CRGY and VTLE. We also initiated coverage of several additional stocks, including VNOM, STR, KRP, NOG and KOS.
Key Reports
• US Royalty Minerals Initiation of Coverage: VNOM, STR, KRP
Notable Events
• Mizuho 2024 Power, Energy & Infrastructure Conference – December 2024
• Mizuho Fall Bus Tour (Oklahoma City & Houston) – September 2024
• Mizuho Spring Bus Tour (Denver) – March 2025
Analyst Bio
Bill joined Mizuho in July 2023 as a research analyst based in New York, covering the Oil & Gas Exploration and Production (E&P) sector. Prior to Mizuho, Bill spent six years at Credit Suisse, most recently as lead analyst covering the Oil & Gas E&P and Integrated Oils sectors. He previously covered the Oil & Gas sector at UBS, where he led coverage of the SMID-cap US E&Ps and Canadian Majors as part of UBS’ Institutional Investor-ranked Energy Research Team. Bill began his career with AllianceBernstein as an associate. He holds a BBA in Finance from The College of William & Mary.