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 – 2024-10-01
Apparent methanol demand growth in China increased month-on-month with higher imports and stable……..
MMSA Methanol Notes – 2024-09-24
MMSA prices for conventional methanol bunkers and conventional methanol energy equivalents remain above energy affordability limits……..
MMSA Methanol Notes – 2024-09-17
Global methanol prices are moving upwards, in concert with prior MMSA projections. The US has risen as expected, whereas Europe pricing has……..
MMSA Methanol Notes – 2024-09-10
MTO economics remain impacted by weak olefins markets, containing methanol prices. Olefins prices (esp propylene) have been relatively………
MMSA Methanol Notes – 2024-09-03
US lumber and methanol prices have both held relatively constant over the past several months, with near term ratios of methanol to lumber pricing………
MMSA Methanol Notes – 2024-08-27
Although sanctions on Russian methanol to the European Union and UK continue to lower exports from the country, Russian apparent domestic………
MMSA Methanol Notes – 2024-08-20
Slowly waning Trinidad and Tobago (Trinidad) natural gas is being made less available to existing methanol operators in 2024 amidst declining………
MMSA Methanol Notes – 2024-08-13
Each month, MMSA estimates full delivered cash costs for methanol producers practically able to deliver to China and plots their………
MMSA Methanol Notes – 2024-08-06
In 2018, responding to market requests for more inclusion in guiding the quarterly EU Contract price settlement, MMSA developed a survey of key regional buyers and sellers………
MMSA Methanol Notes – 2024-07-30
For the past 4 years, MMSA has tracked deep sea cargoes of methanol globally, creating a comprehensive database of 830+ methanol vessels……….
MMSA Methanol Notes – 2024-07-23
United States (US) D4 RIN consumption figures show methanol consuming forms of biodiesel……….
MMSA Methanol Notes – 2024-07-16
Over the past three months, profitability for a hypothetical Middle Eastern MTBE producer selling……….
MMSA Methanol Notes – 2024-07-09
More than 6 years ago, in response to market concerns about transparency in settling the quarterly……….
MMSA Methanol Notes – 2024-07-02
MMSA supply and demand balances for the 2024 Methanol and Derivatives Analysis (MDA) service (for 3Q 2024) have been updated……….
MMSA Methanol Notes – 2024-06-25
Apparent methanol demand in China is slowly accelerating, supplied by restarts of coal-based facilities in……….
MMSA Methanol Notes – 2024-06-18
MMSA prices for conventional methanol bunkers and conventional methanol energy equivalents……….
MMSA Methanol Notes – 2024-06-11
Global methanol price direction continues to move upwards as expected on the continuation of supply issues……….
MMSA Methanol Notes – 2024-06-04
Over the past three months, MTO economics have worsened. Economics at current methanol……….
MMSA Methanol Notes – 2024-05-28
While sanctions on Russian methanol to the European Union and UK have notably……….
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….