MMSA Methanol Notes – 2021-04-27
China Delivered Cash Costs – Still Above Marginal Supply Costs as Low Cost Supply Flags
Higher cost methanol production remains engaged in China, requiring higher pricing to cover marginal costs of supply. Accordingly, margins for lower cost producers globally have benefitted, in the case they are able to operate. Methanol prices are approaching levels of affordability into important consuming sectors of demand…..