ChemicalsBlog
TRENDING
METHANOL (CFR)$342.00arrow_drop_up0.5%
PROPYLENE (CFR)$780.00arrow_drop_up2.4%
ETHYLENE (SEA)$845.00arrow_drop_up1.2%
BENZENE (FOB)$912.40arrow_drop_down0.8%
PVC (GLOBAL)$1,230.500.0%
CAUSTIC SODA$520.00arrow_drop_down1.1%
METHANOL (CFR)$342.00arrow_drop_up0.5%
PROPYLENE (CFR)$780.00arrow_drop_up2.4%
ETHYLENE (SEA)$845.00arrow_drop_up1.2%
BENZENE (FOB)$912.40arrow_drop_down0.8%
PVC (GLOBAL)$1,230.500.0%
CAUSTIC SODA$520.00arrow_drop_down1.1%

Market Analysis

In-depth chemical market analysis covering supply-demand dynamics, price drivers, feedstock trends, and regional outlooks for industry professionals.

FEATURED ANALYSIS

Global Methanol Market Outlook 2024–2025

Methanol markets face a complex landscape as supply growth outpaces demand in key regions. Our analysis covers production capacity additions, feedstock cost pressures, and downstream MTO economics.

  • check_circleAsia-Pacific remains the largest demand center, driven by MTO and formaldehyde sectors
  • check_circleNew capacity in Middle East and North America to pressure global pricing through 2025
  • check_circleNatural gas feedstock costs remain the primary margin determinant for producers
  • check_circleEnvironmental regulations accelerating bio-methanol adoption in Europe
Read Full Analysisarrow_forward
calendar_todayMay 12, 2024personChemicalsBlog Researchschedule9 min read

Key Takeaways

  • Global methanol capacity to grow 8.2% YoY through 2025
  • Asia-Pacific accounts for 62% of global demand
  • Natural gas prices remain the key cost driver
  • MTO economics under pressure at current olefin spreads

MARKET SENTIMENT

  • Bullish66%
  • Neutral25%
  • Bearish9%

Supply & Demand Overview

Global Demand

92.4 MT

arrow_drop_up+5.9%vs last month

Global Supply

89.7 MT

arrow_drop_up+3.2%vs last month

Inventory Level

18.2 days

arrow_drop_down-1.4%vs last month

Operating Rate

78.5%

arrow_drop_up+2.1%vs last month

Capacity Utilization

82.3%

arrow_drop_up+0.8%vs last month

DEMAND TREND (MT)

SUPPLY TREND (MT)

Cost Analysis (USD/MT)

  • Natural Gas
    $285arrow_drop_up+4.2%
  • Coal
    $198arrow_drop_down-1.8%
  • Power
    $142arrow_drop_up+2.5%
  • Labor
    $68arrow_drop_up+0.5%
  • Maintenance
    $450.0%

Margin Analysis (USD/MT)

  • Methanol Price
    $385/MT
  • Total Production Cost
    $412/MT
  • Gross Margin
    -$27/MTarrow_drop_down-7.0%