MMSA Methanol Notes are one-page summaries of items critical to the methanol and derivatives industries, issued Monday evenings Singapore time. Topics range broadly and include notices and brief overviews of ongoing MMSA updates to its supply and demand forecasts, price forecasts, methanol affordability analysis, MTO economics, and much more. Please browse a list of historic topics below. Clients have access to one year's archives of Methanol Notes.
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Prior MMSA Methanol Notes
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MMSA CFR China Non-Discounted Reference Price Index listed at bottom, for values from April '23 please contact MMSA at services@methanolmsa.com.
MMSA Methanol Notes
| Issue No. | Topic |
| MMSA Methanol Notes - 2023-05-23 | US Methanol Prices vs Lumber – High Ratios As High Interest Rates Stifle Demand |
| MMSA Methanol Notes - 2023-05-16 | MTO in China – Little Improved |
| MMSA Methanol Notes - 2023-05-09 |
May 2023 MMSA Methanol Price Forecast Update Available – Stuck on a Marginal Cost Floor
|
| MMSA Methanol Notes - 2023-05-02 |
China Delivered Cash Cost Curve April ‘23 – Static Curve Helps Non-China Producer Margins
|
| MMSA Methanol Notes - 2023-04-25 |
MDA 2023 Supply and Demand Forecast Updates Uploaded to Clients – Slowly Recovering China to Support Global Methanol Markets
|
| MMSA Methanol Notes - 2023-04-18 |
US FAME Biodiesel Demand Showing Signs of Strength in Early ‘23
|
| MMSA Methanol Notes - 2023-04-11 |
Russian Apparent Methanol Demand – Feeling the Sanctions
|
| MMSA Methanol Notes - 2023-04-04 |
Middle East MTBE Margins to Singapore Near Record Highs
|
| MMSA Methanol Notes - 2023-03-28 |
USGC 2023 US Methanol Demand – Growth with Inventory Build
|
| MMSA Methanol Notes - 2023-03-21 |
China Apparent Demand Growth – Still Waiting on Recovery
|
| MMSA Methanol Notes - 2023-03-14 |
European Methanol Prices – Note ahead of Q2 Settlement
|
| MMSA Methanol Notes - 2023-03-07 |
MTO in China – Hanging In, Clawing Back
|
| MMSA Methanol Notes - 2023-02-28 |
MMSA completes Asian Net Transaction Reference Survey
|
| MMSA Methanol Notes - 2023-02-21 |
US Methanol Prices vs Lumber – High Ratios Persist as Lumber Market Resets
|
| MMSA Methanol Notes - 2023-02-14 |
Europe Apparent Demand: New Supply Pattern is Taking Shape
|
| MMSA Methanol Notes - 2023-02-07 |
Southeast Asia Biodiesel: Continues to grow in a Low Carbon and Post-COVID Era
|
| MMSA Methanol Notes - 2023-01-31 |
February 2023 MMSA Methanol Price Forecast Update Available - Getting Out of the Fog
|
| MMSA Methanol Notes - 2023-01-24 |
Trinidad Methanol Needs More Gas
|
| MMSA Methanol Notes - 2023-01-17 | FAME Biodiesel Demand Flat to Down in ’22 |
| MMSA Methanol Notes - 2023-01-10 | Russian Methanol Production, Apparent Demand Set to Slow Further |
| MMSA Methanol Notes - 2023-01-03 | 1Q 2023 Supply and Demand Forecast Updates Uploaded for 2022 MDA Clients |
| MMSA Methanol Notes - 2022-12-27 | USGC 2022 US Methanol Demand Slows Despite Higher Production |
| MMSA Methanol Notes - 2022-12-20 | China Apparent Demand Growth – Fledgling Signs of Recovery |
| MMSA Methanol Notes - 2022-12-13 | China Delivered Cash Cost Curve Nov ‘22 – Keeping Methanol Pricing Low For Now |
| MMSA Methanol Notes - 2022-12-06 | Low Carbon Methanol Cash Cost Curve – the Future (Can) Look Bright |
| MMSA Methanol Notes - 2022-11-29 | MTO Economics Update – Improved to No Avail |
| MMSA Methanol Notes - 2022-11-22 | US Methanol Prices vs Lumber – Still Above Historic Ratios |
| MMSA Methanol Notes - 2022-11-15 | European Apparent Methanol Demand Cycling Down After a Strong First Half |
| MMSA Methanol Notes - 2022-11-08 | MTBE Prices and Margins Remain High Outside China |
| MMSA Methanol Notes - 2022-10-18 | EPCA ‘22: Underscoring MMSA Expectations of European Market Weakness |
| MMSA Methanol Notes - 2022-10-11 | MDA 4Q 2022 Supply and Demand Forecast Updates – Global Methanol, Derivatives Demand to Fall in 2022 |
| MMSA Methanol Notes - 2022-10-04 | FAME Biodiesel Losing Share of Growing US Market to Renewable Diesel |
| MMSA Methanol Notes - 2022-09-27 | USGC Exports Flourish as Apparent US Methanol Demand Languishes |
| MMSA Methanol Notes - 2022-09-20 | Trinidad Supply Losing Ground to USGC |
| MMSA Methanol Notes - 2022-09-13 | Russian Methanol’s Shaken, not Stifled |
| MMSA Methanol Notes - 2022-09-06 | China Delivered Cash Cost Curve – Prices Stuck Between a Rock and a Hard Place |
| MMSA Methanol Notes - 2022-08-30 | MTO Economics – From Strong to Weak, Collaring Methanol Pricing |
| MMSA Methanol Notes - 2022-08-23 | US Methanol Prices vs Lumber – More Challenges for Methanol |
| MMSA Methanol Notes - 2022-08-16 | Methanol Misses Out on Commodity Inflation, Hurting Profits |
| MMSA Methanol Notes - 2022-08-09 | Southeast Asia Biodiesel: Struggle to grow on the Clean Energy Era, despite the headwinds of COVID and War |
| MMSA Methanol Notes - 2022-08-02 | China Apparent Demand Growth – A Brighter Shade of Pale |
| MMSA Methanol Notes - 2022-07-26 | MMSA Completes Carbon Intensity Assessment of Key Methanol Related Pathways |
| MMSA Methanol Notes - 2022-07-19 | MTBE Margins at Record Highs Despite Falling Prices |
| MMSA Methanol Notes - 2022-07-12 |
MDA 3Q 2022 Supply and Demand Forecast Updates Uploaded to Clients
|
| MMSA Methanol Notes - 2022-07-05 | US Biodiesel: FAME Biodiesel Matures; Renewable Diesel Drives Output Growth |
| MMSA Methanol Notes - 2022-06-28 | US Methanol: Incremental Production is Exported as Demand Disappoints |
| MMSA Methanol Notes - 2022-06-21 | European Apparent Demand could break the 10 million tonnes barrier in 2022 |
| MMSA Methanol Notes - 2022-05-31 | MTO Economics Remain Strong yet Lockdowns Stymie Demand |
| MMSA Methanol Notes - 2022-05-24 | US Methanol Prices vs Lumber – Lumber Corrects, Methanol Still Affordable |
| MMSA Methanol Notes - 2022-05-17 | Russian Methanol’s Reversal of Fortune |
| MMSA Methanol Notes - 2022-05-10 | MMSA Methanol Weekly Analysis – May 9, 2022 Edition – Global Roundup |
| MMSA Methanol Notes - 2022-05-03 | China Methanol Demand Growth Under Siege |
| MMSA Methanol Notes - 2022-04-26 | Singapore – A Global Leader in Methanol Consumption Per-Capita Reopens Post Pandemic |
| MMSA Methanol Notes - 2022-04-19 | MTBE Prices and Margins – Recovery to near-record levels despite China worries |
| MMSA Methanol Notes - 2022-04-12 | MDA 2022 Supply and Demand Forecast Updates Uploaded to Clients – Global Methanol Demand Growth Deaccelerates Despite Ongoing MTO Rise |
| MMSA Methanol Notes - 2022-04-05 | US Biodiesel: FAME Biodiesel Matures, Renewable Diesel Drives Output Growth |
| MMSA Methanol Notes - 2022-03-29 | MMSA Low Carbon Methanol Outlook and Workshop Services Available. |
| MMSA Methanol Notes - 2022-03-22 | US Methanol Apparent Demand - US Production Helps Replace Russia |
| MMSA Methanol Notes - 2022-03-15 | MMSA Decarbonization Study – Available for Clients |
| MMSA Methanol Notes - 2022-03-08 | China Delivered Cash Cost Curve – Floors Elevated and Flat as Prices Rise |
| MMSA Methanol Notes - 2022-03-01 | MTO Economics Improve Drastically, Methanol Demand Surges |
| MMSA Methanol Notes - 2022-02-22 | US Methanol Prices vs Lumber – Supporting Methanol Affordability |
| MMSA Methanol Notes - 2022-02-15 | China Methanol Operating Rates, Whiplashed by Coal Price Spikes, Set to Improve |
| MMSA Methanol Notes - 2022-02-08 | Russian Apparent Demand Surges in 2021, Limiting Exports |
| MMSA Methanol Notes - 2022-02-01 | China Methanol Demand Growth Continuation to Depend on Pricing, Supply |
| MMSA Methanol Notes - 2022-01-25 | 1Q 2022 MDA Supply and Demand Forecast Updates – China Traditional Methanol Derivative Demand Shrinks in 2021 |
| MMSA Methanol Notes - 2022-01-18 | MMSA Methanol Weekly Analysis – Jan 14, 2022 Edition – Global Roundup |
| MMSA Methanol Notes - 2022-01-11 | New MMSA Service Provides Insight Into MTO Profitability |
| MMSA Methanol Notes - 2022-01-04 | US Biodiesel Loses More Ground to Renewable Diesel in 2021 |
| MMSA Methanol Notes - 2021-12-28 |
2021’s “Top Ten” Methanol Developments
|
| MMSA Methanol Notes - 2021-12-21 |
US Apparent Methanol Demand – 4Q Rally Allows USGC to Meet MMSA ’21 Forecast
|
| MMSA Methanol Notes - 2021-12-14 |
MMSA Decarbonization Study – Emerging Methanol Pathways Offer Promise, Pose Risks
|
| MMSA Methanol Notes - 2021-12-07 |
China Delivered Cash Cost Curve – Improved Supply, Falling Floors
|
| MMSA Methanol Notes - 2021-11-30 |
MTO Affordability Strikes Again – Methanol Prices Corralled by Negative Cash Margins
|
| MMSA Methanol Notes - 2021-11-23 |
US Methanol Prices vs Lumber – Lumber Rally Helps US Methanol Affordability Amid Panel Concerns
|
| MMSA Methanol Notes - 2021-11-16 |
China’s COP26 Coal Phase-down Pledge Puts Coal Based Methanol on Alert
|
| MMSA Methanol Notes - 2021-11-09 |
Stronger Russian 4Q Supply To Relieve Europe's Supply Woes
|
| MMSA Methanol Notes - 2021-11-02 |
China Methanol Demand Growth Deaccelerates Further
|
| MMSA Methanol Notes - 2021-10-26 |
4Q 2021 MDA Supply and Demand Forecast Updates – Global Methanol Demand Growth Deaccelerates Further
|
| MMSA Methanol Notes - 2021-10-19 |
European Apparent Methanol Demand – Growth Despite Supply Crunch
|
| MMSA Methanol Notes - 2021-10-12 |
Iran Methanol: Dressed Up With Nowhere to Go
|
| MMSA Methanol Notes - 2021-10-05 |
US Biodiesel Demand for Methanol – FAME Falls Further in 2021
|
| MMSA Methanol Notes - 2021-09-28 |
MMSA 4Q 2021 Global Methanol Price Outlook – Rising Margins, Flat to Lower Prices as Coal Returns to Orbit
|
| MMSA Methanol Notes - 2021-09-21 |
US Apparent Methanol Demand – Growth Stalls on Another Weather Event
|
| MMSA Methanol Notes - 2021-09-14 |
European Methanol Prices – Notes Ahead of 4Q EU CP Settlement
|
| MMSA Methanol Notes - 2021-09-07 |
China Delivered Cash Cost Curve – Prices in Asia At an Elevated Floor
|
| MMSA Methanol Notes - 2021-08-31 |
MMSA Study to Evaluate Decarbonization Pathways Important to Methanol
|
| MMSA Methanol Notes - 2021-08-24 |
US Methanol Prices vs Lumber – Swift Correction in Lumber Challenges US Methanol Affordability
|
| MMSA Methanol Notes - 2021-08-17 |
MTO Affordability – Slim Non-Integrated Margins Keep Lid on Price Rises
|
| MMSA Methanol Notes - 2021-08-10 | Stronger Russian Demand Adding to Europe's Supply Woes |
| MMSA Methanol Notes - 2021-08-03 | MMSA August 2021 CFR China NDRP - Marginal Economics Shackle Spot Price |
| MMSA Methanol Notes - 2021-07-27 | MMSA Methanol Market Weekly Analysis (MMWA) – July 23, 2021 Edition – Global Roundup |
| MMSA Methanol Notes - 2021-07-20 | 3Q 2021 MDA Supply and Demand Forecast Updates – Global Methanol Demand Growth Expectations Down Near Term |
| MMSA Methanol Notes - 2021-07-13 | China Methanol Demand Growth Deaccelerates as Prices Strengthen |
| MMSA Methanol Notes - 2021-07-06 | US Biodiesel Demand for Methanol –HVO Demand Up, FAME Demand Down in 2021 |
| MMSA Methanol Notes - 2021-06-29 | MMSA 3Q 2021 Global Methanol Price Outlook – Bottom Delayed on Incomplete Operational Recovery |
| MMSA Methanol Notes - 2021-06-22 | US Apparent Methanol Demand – Recovered and Tracking for Growth |
| MMSA Methanol Notes - 2021-06-15 | European 3Q Pricing Discussions Likely to Center on Supply Additions |
| MMSA Methanol Notes - 2021-06-08 | China Delivered Cash Cost Curve – High Marginal Supply Costs Persist |
| MMSA Methanol Notes - 2021-06-01 | MMSA’s 2021 Low Carbon Methanol Forum – Awesome Implications, Hidden Pathways |
| MMSA Methanol Notes - 2021-05-25 | US Methanol Prices vs Lumber – Lumber Markets Boost Methanol Affordability |
| MMSA Methanol Notes - 2021-05-18 | MTO Affordability – Allowing Current Price Increases |
| MMSA Methanol Notes - 2021-05-11 | Russian Apparent Methanol Demand – Signs of Life Emerge, Impacting Exports |
| MMSA Methanol Notes - 2021-04-27 | China Delivered Cash Costs - Still Above Marginal Supply Costs as Low Cost Supply Flags |
| MMSA Methanol Notes - 2021-04-20 | Trinidad Methanol Supply Loss – Large Yet Surmountable |
| MMSA Methanol Notes - 2021-04-13 | China Methanol Demand Growth Keeping Pace after Strong 2020 |
| MMSA Methanol Notes - 2021-04-06 | US Biodiesel Demand for Methanol – Slow Start in 2021 with HVO Gaining Ground |
| MMSA Methanol Notes - 2021-03-30 | MMSA 2Q 2021 Global Methanol Price Outlook – Tight Atlantic Basin Markets Counter Improving Iran Supply |
| MMSA Methanol Notes - 2021-03-23 | 2021 MDA Supply and Demand Forecast Updates – Methanol Demand Growth from Most Segments in ‘21 |
| MMSA Methanol Notes - 2021-03-16 | US Methanol Apparent Demand – 2021 Starts with a Resounding Thud |
| MMSA Methanol Notes - 2021-03-09 | European Methanol Prices – Notes Ahead of 2Q EU CP Settlement |
| MMSA Methanol Notes - 2021-03-02 | MMSA China Non-Discounted Reference Price (CNDRP) – Gauging Front-Month China Methanol Value |
| MMSA Methanol Notes - 2021-02-23 | US Methanol Prices vs Lumber – Record Wood Prices Continue |
| MMSA Methanol Notes - 2021-02-16 | MTO Affordability – Near Ceiling, Limiting Asian Methanol Price Increases |
| MMSA Methanol Notes - 2021-02-09 | Russian Apparent Methanol Demand – Less 2020 Shrinkage After Improved 4Q |
| MMSA Methanol Notes - 2021-02-02 | MMSA Methanol Weekly Analysis – Jan 29, 2021 Edition – Summary |
| MMSA Methanol Notes - 2021-01-26 | 1Q 2021 MDA Supply and Demand Forecast Updates – Methanol Market Expansion Continues |
| MMSA Methanol Notes - 2021-01-19 | China Delivered Cash Cost Curve – Rising Marginal Supply Costs Send Methanol Prices Higher |
| MMSA Methanol Notes - 2021-01-12 | China Methanol Demand Growth Rebounds on Economic Recovery |
| MMSA Methanol Notes – 2021-01-05 | US Biodiesel Demand Growth a 2020 Win for Methanol |
| MMSA Methanol Notes - 2020-12-29 | Top Ten Methanol Developments in 2020, the Year of COVID-19 |
| MMSA Methanol Notes - 2020-12-22 | MMSA 1Q 2021 Global Methanol Price Outlook – Mostly Sunny for Now, Clouds Forming Longer Term |
| MMSA Methanol Notes - 2020-12-15 | MTBE Prices and Margins – Barely Positive, Slowly Rising |
| MMSA Methanol Notes - 2020-12-08 | Methanol Affordability to Test Price Elasticity of Demand in China |
| MMSA Methanol Notes - 2020-12-01 | Improved Methanol Prices, Margins to Stoke Idled Production |
| Methanol Notes from 2005 - November 2020 | MMSA clients have access to the Methanol Notes as far back as 2005. Contact MMSA further details. |
MMSA CFR China Non-Discounted Reference Price Posting
| Issue No. | Title |
| MMSA 03-2023 CNDRP | MMSA March 2023 Price Posting |
| MMSA 02-2023 CNDRP | MMSA February 2023 Price Posting |
| MMSA 01-2023 CNDRP | MMSA January 2023 Price Posting |
| MMSA 12-2022 CNDRP | MMSA December 2022 Price Posting |
| MMSA 11-2022 CNDRP | MMSA November 2022 Price Posting |
| MMSA 10-2022 CNDRP | MMSA October 2022 Price Posting |
| MMSA 09-2022 CNDRP | MMSA September 2022 Price Posting |
| MMSA 08-2022 CNDRP | MMSA August 2022 Price Posting |
| MMSA 07-2022 CNDRP | MMSA July 2022 Price Posting |
| MMSA 06-2022 CNDRP | MMSA June 2022 Price Posting |
| MMSA 05-2022 CNDRP | MMSA May 2022 Price Posting |
| MMSA 04-2022 CNDRP | MMSA April 2022 Price Posting |
| MMSA 03-2022 CNDRP | MMSA March 2022 Price Posting |
| MMSA 02-2022 CNDRP | MMSA February 2022 Price Posting |
| MMSA 01-2022 CNDRP | MMSA January 2022 Price Posting |
| MMSA 12-2021 CNDRP | MMSA December 2021 Price Posting |
| MMSA 11-2021 CNDRP | MMSA November 2021 Price Posting |
| MMSA 10-2021 CNDRP | MMSA October 2021 Price Posting |
| MMSA 09-2021 CNDRP | MMSA September 2021 Price Posting |
| MMSA 08-2021 CNDRP | MMSA August 2021 Price Posting |
| MMSA 07-2021 CNDRP | MMSA July 2021 Price Posting |
| MMSA 06-2021 CNDRP | MMSA June 2021 Price Posting |
| MMSA 05-2021 CNDRP | MMSA May 2021 Price Posting |
| MMSA 04-2021 CNDRP | MMSA April 2021 Price Posting |
| MMSA 03-2021 CNDRP | MMSA March 2021 Price Posting |
| MMSA 02-2021 CNDRP | MMSA February 2021 Price Posting |
| MMSA 01-2021 CNDRP | MMSA January 2021 Price Posting |
| MMSA 12-2020 CNDRP | MMSA December Price Posting |
| MMSA 11-2020 CNDRP | MMSA November Price Posting |
| MMSA 10-2020 CNDRP | MMSA October Price Posting |
| MMSA 09-2020 CNDRP | MMSA September Price Posting |
| MMSA 08-2020 CNDRP | MMSA August Price Posting |
| MMSA 07-2020 CNDRP | MMSA July Price Posting |
| MMSA 06-2020 CNDRP | MMSA June Price Posting |
| MMSA 05-2020 CNDRP | MMSA May Price Posting |
| MMSA 04-2020 CNDRP | MMSA April Price Posting |
| MMSA 03-2020 CNDRP | MMSA March Price Posting |
| MMSA 02-2020 CNDRP | MMSA February 2020 Price Announcement |
| MMSA 01-2020 CNDRP | MMSA January 2020 China Non-Discounted Reference Price |
| MMSA 12-2019 CNDRP | MMSA December 2019 China Non-Discounted Reference Price |
| MMSA 11-2019 CNDRP | MMSA November 2019 China Non-Discounted Reference Price |
| MMSA 10-2019 CNDRP | MMSA October 2019 China Non-Discounted Reference Price |