MMSA Methanol Notes – 2020-09-08

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Improving methanol affordability offers cautious optimism for most.

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Description

The Note this week returns to a key component of methanol pricing and market behavior: the “value versus volume,” or affordability curve. This analysis can be considered the opposite of the cost curve evaluation, i.e. it tries to shed light on the question “what is the upper limit of methanol prices?”