MMSA Methanol Notes – 2021-09-07
China Delivered Cash Cost Curve – Prices in Asia At an Elevated Floor
Continued high thermal coal pricing in China has maintained marginal supply costs at elevated levels in that country, keeping the world’s methanol price floor high. Lower cost producers globally continue to benefit from the higher costs at the margin, even as their feedstock costs (natural gas) also rise. With methanol prices…..