Middle East Export Gap

Iran accounts for nearly 50% of China's methanol imports. The 'Islamabad Memorandum' has provided psychological relief, but spot availability remains critically low on the ground in East China ports.

Olefins Demand

Strength in downstream plastics and synthetic rubber prices is allowing methanol producers to push through higher offers. Analysts expect prices to remain volatile until the first 'Peace Corridor' cargoes are actually unloaded.