MMSA China methanol delivered cash cost curve estimates show that methanol pricing has returned to cost floors amidst very poor demand. Nevertheless, demand growth post COVID-19 will necessitate higher methanol pricing for needed supply to emerge. As MTO and other operations return, short-term upward potential for methanol prices exists (as marginal demand should increase to create the need for supply from higher cost sources).


MMSA Methanol Notes – 2020-03-03

USD $67.01

China Methanol Delivered Cash Costs – Demand Loss Pushes Prices to Rising Floor