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. 

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52-week Methanol Notes Index

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MMSA Methanol Notes – 2024-05-21

US lumber prices have slipped while methanol prices have gained, and now 5-year average……….

MMSA Methanol Notes – 2024-05-14

Trinidad natural gas was made increasingly available to existing operators in 2023 despite……….

MMSA Methanol Notes – 2024-05-07

The China methanol delivered methanol cost curve shows improvement in China’s methanol……….

MMSA Methanol Notes – 2024-04-30

MMSA supply and demand balances for the 2024 Methanol and Derivatives Analysis (MDA) service have been…..

MMSA Methanol Notes – 2024-04-23

United States (US) D4 RIN consumption figures continue to show methanol consuming forms of biodiesel growing……

MMSA Methanol Notes – 2024-04-09

Over the past three months, profitability for a hypothetical Middle Eastern MTBE producer selling MTBE to……

MMSA Methanol Notes – 2024-03-26

On March 21st – 22nd, 2024, MMSA hosted its inaugural Methanol Briefing in Houston, Texas,….

MMSA Methanol Notes – 2024-03-19

MMSA prices for conventional methanol bunkers and conventional methanol energy equivalents….

MMSA Methanol Notes – 2024-03-12

Global methanol price direction has moved upwards as forecast, with global supply issues influencing….

MMSA Methanol Notes – 2024-03-05

MTO economics continue to restrain methanol pricing, yielding low margins on ethylene….

MMSA Methanol Notes – 2024-02-20

US lumber prices continue to maintain levels which on par mirror those of methanol….

MMSA Methanol Notes – 2024-02-13

Apparent methanol demand in China (net imports plus production) is improved….

MMSA Methanol Notes – 2024-02-06

The China methanol delivered methanol cost curve early in 2024 shows improvement in the….

MMSA Methanol Notes – 2024-01-30

As the flow of deep-sea cargoes has been restricted due to low water levels in the Panama Canal….

MMSA Methanol Notes – 2024-01-23

United States (US) D4 RIN consumption figures through 2023 have methanol consuming forms….

MMSA Methanol Notes – 2024-01-16

Since import and transit sanctions were placed on Russian methanol to the European Union….

MMSA Methanol Notes – 2024-01-09

Over the past three months, profitability for a hypothetical Middle Eastern MTBE producer….

MMSA Methanol Notes – 2024-01-02

MMSA supply and demand balances for the 2023 Methanol and Derivatives Analysis (MDA) service….

MMSA Methanol Notes – 2023-12-26

As has been the case as a calendar year comes to an end, MMSA recaps annual top developments….

MMSA Methanol Notes – 2023-12-19

As 2023 reaches its last days, estimates of 2023E US methanol apparent demand show that the need for the simple alcohol….

MMSA Methanol Notes – 2023-12-12

Global methanol price direction has split between East and West. China has begun to show modest signs of a return to….

MMSA Methanol Notes – 2023-12-05

MTO economics remain stable, as they have for several months, helping revive the significant buying potential of methanol….

MMSA Methanol Notes – 2023-11-28

MMSA has developed prices for conventional methanol bunkers and conventional methanol energy equivalents….

MMSA Methanol Notes – 2023-11-21

US lumber prices have maintained levels which on par mirror those of methanol, with 5-year average ratios….

MMSA Methanol Notes – 2023-11-14

Apparent demand (net imports plus production) in China moved toward positive annualized growth. Domestic….

MMSA Methanol Notes – 2023-11-07

The China cost curve continues to provide a strong floor under methanol prices, as coal prices rose through….

MMSA Methanol Notes – 2023-10-24

United States (US) D4 RIN consumption figures through September 2023 remain encouraging for methanol consuming forms of….

MMSA Methanol Notes – 2023-10-17

Since the import and transit ban placed on Russian methanol to the European Union and UK as those countries sanctioned….

MMSA Methanol Notes – 2023-10-10

Over the past three months, profitability for a hypothetical Middle Eastern MTBE producer remains at all-time high levels as costs to….

MMSA Methanol Notes – 2023-10-03

MMSA supply and demand balances for the 2023 Methanol and Derivative (MDA) service have been updated and uploaded to client….

MMSA Methanol Notes – 2023-09-26

Southeast Asia biodiesel production and consumption looks to regain its momentum in a post-COVID period, as the two biggest producing….

MMSA Methanol Notes – 2023-09-19

As 2023 adds more days of history to its books, estimates of 2023E US methanol apparent demand show that the need for the simple alcohol…..

MMSA Methanol Notes – 2023-09-12

The European Quarterly Contract Price (EU CP) is a reference for most methanol bought and sold under contract terms in….

MMSA Methanol Notes – 2023-09-05

MTO economics moved towards stable ground in August 2023. Methanol market prices are now in a tenuous “sweet spot” as affordability….

MMSA Methanol Notes – 2023-08-29

MMSA assessment of European apparent methanol demand through December 2023 confirms market is lagging. Apparent….

MMSA Methanol Notes – 2023-08-22

US lumber prices, now using a new contract, are falling at a pace similar to that of methanol, and 5-year average ratios of methanol……

MMSA Methanol Notes – 2023-08-15

Global methanol prices continue to bounce along marginal costs to supply in China. While China has begun to show modest signs of a return to growth……

MMSA Methanol Notes – 2023-08-08

China’s methanol production continues to sag as economics continue to suffer, and imports are not rising sufficiently, suggesting a limited…..

MMSA Methanol Notes – 2023-08-01

The China cost curve continues to provide a strong floor under methanol prices. For many of the operators…..

MMSA Methanol Notes – 2023-07-25

MMSA supply and demand balances for the 2023 Methanol and Derivative (MDA) service have been updated….

MMSA Methanol Notes – 2023-07-18

United States (US) D4 RIN consumption figures through May 2023 remain encouraging….

MMSA Methanol Notes – 2023-07-11

Since June 18th, the full effect of EU sanctions has been felt in Moscow with the import and transit ban on….

MMSA Methanol Notes – 2023-07-04

Over the past three months, profitability for a hypothetical Middle Eastern MTBE producer remains…

MMSA Methanol Notes – 2023-06-27

With the benefit of increased data, prior (and rosier) estimates of 2023E US methanol demand are coming…

MMSA Methanol Notes – 2023-06-20

Since 2020, MMSA has been performing a detailed analysis of daily methanol shipments, tracking vessels known to carry methanol, including 140+…

MMSA Methanol Notes – 2023-06-13

The European Quarterly Contract Price (EU CP), a metric often cited by MMSA is used as a reference for most methanol bought and sold under….

MMSA Methanol Notes – 2023-06-06

The 2023 Canadian Petrochemical Summit provided an occasion to present an overview of recent MMSA findings as published….

MMSA Methanol Notes – 2023-05-30

MMSA assessment of European apparent methanol demand through June 2023 confirms market is lagging. Apparent demand…

MMSA Methanol Notes – 2023-05-23

US lumber prices continue to fall at a pace faster than methanol, with 5-year average ratios of methanol versus….

MMSA Methanol Notes – 2023-05-16

Olefins markets appear stuck in a rut with little change. MTO competitiveness versus naphtha-based olefins remained steady for a….

MMSA Methanol Notes – 2023-05-09

Global methanol prices continue to bounce along marginal costs to supply in China. While China has begun to show modest signs of a return….

MMSA Methanol Notes – 2023-05-02

Chinese methanol producers have had some yet not all of the weight of high coal prices lifted, keeping the world’s methanol price floor….