As thermal coal pricing in China retreats from record highs, marginal supply costs are also easing in that country, allowing the world’s methanol price floor to lower. Lower cost producers globally (i.e., Middle East, US Gulf Coast) continue to benefit from these higher costs at the margin of supply…..

MMSA Methanol Notes – 2021-12-07

USD $67.01

China Delivered Cash Cost Curve – Improved Supply, Falling Floors