[Futures Hotspot Tracking] The geopolitical situation in the Middle East has suddenly cooled down, and the Strait of Hormuz navigation agreement is getting closer. The energy risk premium that previously supported the high price of methanol has been

2026-08-06

[Futures Hotspot Tracking] The geopolitical situation in the Middle East has suddenly cooled down, and the Strait of Hormuz navigation agreement is getting closer. The energy risk premium that previously supported the high price of methanol has been squeezed out significantly. In addition, the operating rate of MTO has fallen to an extremely low level, and the inflection point of port inventory accumulation has been shown. How will the geopolitical cooling reshape the pricing logic of methanol?

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