[Futures Hotspot Tracking] Geopolitical de-escalation triggered profit-taking in methanol, with the main methanol contract falling by more than 7% intraday; port inventories at record lows still provide support, but negative feedback from MTO, supply

2026-10-12

[Futures Hotspot Tracking] Geopolitical de-escalation triggered profit-taking in methanol, with the main methanol contract falling by more than 7% intraday; port inventories at record lows still provide support, but negative feedback from MTO, supply recovery, and factory inventory accumulation are putting pressure on prices. What aspects should we pay attention to going forward?