MMSA Methanol Notes – 2020-07-28


MTO Affordability –Swift MTO Economic Return Increases Price Improvement Potential



The cyclical behavior of MTO affordability in 2020 underscores the importance of that demand sector on global methanol markets. MTO fortunes have done another about-face, with MTO operators now highly incentivized to purchase methanol. MTO competitiveness versus conventional naphtha crackers has thrown global methanol markets a lifeline.