For the Quarter Ending June 2026
Methanol Prices in North America
- In the USA, the Methanol Price Index rose by 54.84% quarter-over-quarter, driven by export demand.
- The average Methanol price for the quarter was approximately USD 1402.33/MT on Louisiana DEL basis.
- Methanol Spot Price strength reflected redirected Asian and European buying, tightening Gulf Coast prompt availability.
- Methanol Price Forecast remains elevated as geopolitical disruptions sustain higher export arbitrage into Gulf near-term.
- Methanol Production Cost Trend increased as Henry Hub-linked natural gas surged, supporting higher cash costs.
- Methanol Demand Outlook stayed constructive for resins and fuel-blending, sustaining firm spot purchasing behavior throughout.
- Elevated Methanol Price Index coincided with robust export nominations, limiting domestic availability for spot contracts.
- Inventory draws and selective plant outages amplified prompt tightness, validating near-term Methanol Price Forecast scenarios.
Why did the price of Methanol change in June 2026 in North America?
- Export diversion to Europe and Latin America tightened Gulf prompt supply, pressuring domestic pricing significantly.
- Higher Henry Hub natural gas increased production cash costs, supporting sustained seller pricing during quarter.
- Elevated freight and insurance costs with maintained inventories limited arbitrage, constraining available exportable volumes seasonally.
Methanol Prices in South America
- In Brazil, the Methanol Price Index rose by 48.96% quarter-over-quarter, significantly driven by supply disruptions.
- The average Methanol price for the quarter was approximately USD 571/MT based on CFR Santos.
- Methanol Price Index remains volatile while Methanol Spot Price firmed, constrained Atlantic Basin export availability.
- Methanol Production Cost Trend higher as natural gas and freight cost increases elevated import parity.
- Methanol Demand Outlook in Brazil stayed firm; biodiesel blending and formaldehyde sectors supported prompt purchases.
- Methanol Price Forecast signals near-term correction then seasonal rebound as inventories and trade flows normalize.
- Methanol Price Index at Santos moderated after inventory rebuilds and easing freight reduced buying urgency.
- Export demand diversion and origin constraints limited supply, keeping spot premiums and Price Index elevated.
Why did the price of Methanol change in June 2026 in South America?
- Strait of Hormuz disruptions cut Gulf exports, tightening Atlantic availability and raising CFR Santos costs.
- Elevated freight and insurance premiums amplified import parity, as longer routings and risk premia persisted.
- Domestic biodiesel blending mandates and industrial offtake sustained demand, limiting downward price pressure amid corrections.
Methanol Prices in APAC
- In Japan, the Methanol Price Index rose by 55.23% quarter-over-quarter, driven by Middle East supply disruptions.
- The average Methanol price for the quarter was approximately USD 717.67/MT, reflecting elevated import parity.
- Methanol Spot Price strength reflected tight availability and elevated freight and war-risk insurance Gulfwide premiums.
- Methanol Price Forecast scenarios projected upside driven by persistent supply rerouting and regional maintenance-related outages.
- Methanol Production Cost Trend showed pressure from higher bunker and natural gas-linked feedstock production economics.
- Methanol Demand Outlook remains moderate as formaldehyde and MTBE sectors maintain baseline consumption, limiting spot buying.
- Methanol Price Index volatility eased as negotiations reduced war-risk premiums and restored import market confidence.
- Inventory levels improved after replenishment from Atlantic and Southeast Asian cargoes, reducing immediate prompt market tightness.
Why did the price of Methanol change in June 2026 in APAC?
- Severe Strait of Hormuz disruptions reduced Middle Eastern exports, tightening supply and lifting import costs.
- Higher war-risk insurance and rerouted voyages increased freight and bunker costs, raising delivered methanol parity.
- Downstream coverage and cautious purchasing limited spot demand, allowing prices to stabilize despite cost pressures.
Indonesia
- In Indonesia, the Methanol Price Index rose by 65.63% quarter-over-quarter, due to Gulf supply disruption.
- The average Methanol price for the quarter was approximately USD 621.67/MT, reflecting elevated CFR parity.
- Methanol Spot Price softened while the Price Index eased, reflecting increased Asian export availability recently.
Malaysia
- In Malaysia, the Methanol Price Index rose by 65.47% quarter-over-quarter, driven by Middle Eastern shocks
- The average Methanol price for the quarter was approximately USD 616.67/MT reflecting tight import supply
- Methanol Spot Price strengthened in April as reduced Gulf loadings tightened cargo availability into Klang
Methanol Prices in Europe
- In France, Methanol Price Index rose by 41.05% quarter-over-quarter, driven by Middle East export disruptions.
- The average Methanol price for the quarter was approximately USD 536.00/MT, reflecting elevated spot and contract levels.
- Methanol Spot Price eased; Atlantic Basin cargo scarcity reintroduced upward pressure on delivered Le Havre.
- Methanol Price Forecast indicates medium-term elevated levels due to constrained imports and firm derivative procurement.
- Methanol Production Cost Trend reflects rising TTF-linked gas and freight premiums, elevating European production costs.
- Methanol Demand Outlook remains steady from formaldehyde, MTBE, and biodiesel sectors despite downstream seasonal slowdowns.
- Methanol Price Index reflected Le Havre inventory builds and shifting export flows reduced prompt volumes.
- Major producer stability limited upside, as Methanex and Atlantic Basin plants maintained high operating rates.
Why did the price of Methanol change in June 2026 in Europe?
- Peace memorandum removal of war-risk premium triggered restored Gulf shipments, abruptly easing prior export constraints.
- Concurrent Atlantic Basin arrivals and comfortable import flows increased coastal inventories, prompting seller discounting pressure.
- Downstream offtake remained moderate while TTF gas and freight volatility partially supported short-term cost floor.
Germany
- In Germany, the Methanol Price Index rose by 56.3% quarter-over-quarter, driven by tightened imports and contracts.
- The average Methanol price for the quarter was approximately USD 980/MT, reflecting contract-floor anchoring and import flows.
- Persistent European tightness lifted the Methanol Spot Price, pushing the Price Index higher amid constrained prompt availability.
Netherlands
- In the Netherlands, the Methanol Price Index rose by 45.12% quarter-over-quarter, reflecting Gulf supply disruptions.
- The average Methanol price for the quarter was approximately USD 500.67/MT, driven by Rotterdam tightness.
- Rotterdam Methanol Spot Price volatility tightened supply, rapidly elevating offers and shifting the Price Index.
Methanol Prices in MEA
- In Saudi Arabia, the Methanol Price Index rose by 45.83% quarter-over-quarter, driven by export constrictions.
- The average Methanol price for the quarter was approximately USD 448.67/MT, reflecting constrained exports regionally.
- Tight volumes elevated Methanol Spot Price levels, supporting export premiums within the Price Index.
- Analysts' Methanol Price Forecast factors war-risk premiums, potential supply returns, and shifted Asian procurement behaviour.
- Higher gas benchmarks influenced Methanol Production Cost Trend, though subsidised contracts limited immediate producer pass-through.
- Methanol Demand Outlook remained muted; Asian MTOs and formaldehyde demand provided steady offtake during quarter.
- Inventory cycles and smooth berth operations tempered volatility, preventing rallies in the Methanol Price Index.
- High Saudi plant operating rates limited scarcity, moderating near-term upside in the Methanol Price Index.
Why did the price of Methanol change in June 2026 in MEA?
- Diplomatic progress reduced Hormuz transit risk premium, lowering insurance and freight costs, easing FOB pressure.
- Asian spot declines weakened Al Jubail netbacks, prompting sellers to trim offers to regain competitiveness.
- Stable production and berth throughput kept inventories adequate, removing urgency that had supported higher prices
For the Quarter Ending March 2026
Methanol Prices in North America
- In USA, the Methanol Price Index rose by 12.93% quarter-over-quarter, driven by supply disruptions and export demand.
- The average price for the quarter was approximately USD 905.67/MT, reflecting strong Gulf Coast delivered premiums.
- The Spot Price strengthened as tight Gulf Coast availability and export demand lifted regional barge values.
- The Methanol Price Forecast remains cautiously bullish given constrained supply, logistical delays, and elevated risk premiums.
- The Methanol Production Cost Trend showed feedstock-driven upward pressure as natural gas and freight inflation increased production costs.
- The Methanol Demand Outlook supported pricing as formaldehyde, acetic acid, and MTBE sectors resumed activity, encouraging restocking.
- The Methanol Price Index was further influenced by geopolitical oil shocks that redirected exports toward the US Gulf market.
- Inventory drawdowns, producer curtailments, and major plant outages helped sustain upward offers despite elevated domestic stock levels.
Why did the price of Methanol change in March 2026 in North America?
- Severe Gulf Coast storm outages and precautionary shutdowns materially reduced available domestic output, tightening supply.
- Surging export demand from Asia and Europe diverted cargoes, intensifying regional scarcity and reducing prompt availability.
- Rising natural gas and logistics costs translated into higher production economics, supporting stronger contract and spot pricing.
Methanol Prices in APAC
- In Japan, the Methanol Price Index rose by 13.34% quarter-over-quarter, driven by overseas supply disruptions.
- The average price for the quarter was approximately USD 354/MT, supported by stronger import parity.
- Terminal inventories declined, driving the Spot Price upward as buyers competed for available cargoes.
- Rising LNG-linked feedstock costs influenced the Methanol Production Cost Trend, supporting higher landed CFR quotations.
- Downstream restocking and automotive recovery strengthened the Methanol Demand Outlook, encouraging both spot and contract purchases.
- Inventory drawdowns and tighter import parity lifted the Methanol Price Index, signaling short-term market tightness.
- Market models shifted higher, while the Methanol Price Forecast reflected supply uncertainty and elevated freight premiums.
- Force majeures among exporters, rerouting costs, and insurance surcharges reduced spot liquidity and complicated procurement cycles.
Why did the price of Methanol change in March 2026 in APAC?
- Middle East export disruptions removed key import volumes, reducing cargo availability and elevating landed costs.
- LNG and naphtha feedstock price spikes increased cost pass-through, pressuring CFR import offers higher.
- Freight rerouting and war-risk surcharges extended lead times, constraining spot availability and prompting buyer competition.
Methanol Prices in Europe
- In France, the Methanol Price Index rose by 9.51% quarter-over-quarter, driven by feedstock tightness and logistical challenges.
- The average price for the quarter was approximately USD 380.00/MT, reflecting FD Le Havre assessments.
- The Spot Price firmed as sellers passed higher natural gas costs into FD offers.
- The Methanol Production Cost Trend reflected surging TTF gas prices and elevated war-risk freight costs, pressuring producer margins.
- The Methanol Price Forecast points to a continued upward bias in the near term as alternative cargoes remain costly.
- The Methanol Demand Outlook stayed balanced, with formaldehyde, biodiesel, and MTBE consumption supporting baseline offtake volumes.
- The Methanol Price Index mirrored port congestion, Gulf export losses, and rising war-risk insurance premiums.
- Industry inventory drawdowns and limited spot availability amplified Le Havre offers, supporting price momentum.
Why did the price of Methanol change in March 2026 in Europe?
- TTF natural gas prices surged following Gulf supply disruptions, increasing production costs and seller offers.
- Reduced Middle Eastern exports removed key cargoes, forcing importers to secure more expensive alternative shipments.
- Shipping delays, higher freight costs, and war-risk insurance premiums constrained deliveries and intensified spot market tightness.
Methanol Prices in MEA
- In Saudi Arabia, the Methanol Price Index rose by 15.09% quarter-over-quarter, reflecting stronger export demand and logistical constraints.
- The average price for the quarter was approximately USD 307.67/MT, based on FOB Al Jubail contract assessments.
- Spot indications tightened during mid-March amid shipping suspensions, creating acute arbitrage opportunities for prompt cargo allocation.
- The Methanol Price Forecast shows strong near-term upside driven by constrained exports and elevated war-risk premiums.
- The Methanol Production Cost Trend moved higher as feedstock gas and crude price spikes increased variable production expenses.
- The Methanol Demand Outlook remains robust, with Asian buyers accelerating purchases to replace lost regional supplies.
- The Methanol Price Index experienced heightened volatility due to simultaneous export bottlenecks and surging insurance and freight costs.
- Producers maintained high operating rates, but shipping constraints and terminal disruptions limited actual export volumes and tightened cargo availability.
Why did the price of Methanol change in March 2026 in MEA?
- Export logistics disruptions and carrier suspensions created supply shortfalls, sharply tightening available FOB allocations.
- Natural gas and crude price inflation raised production costs, pressuring margins and supporting higher producer offers.
- Emergency buying from Asia to replace disrupted regional volumes amplified demand and accelerated price increases.
Methanol Prices in South America
- In Brazil, the Methanol Price Index rose by 10.15% quarter-over-quarter, driven by tighter imports and freight surcharges.
- The average price for the quarter was approximately USD 383.33/MT, reflecting CFR Santos market realization levels.
- Spot market strength was evident as limited Atlantic cargo availability lifted seller offers and supported the Methanol Price Index.
- The Methanol Price Forecast indicates near-term upside risk from continued freight surcharges and constrained alternative export allocations.
- The Methanol Production Cost Trend edged higher as elevated global natural gas costs and insurance premiums pressured exporter margins.
- The Methanol Demand Outlook remains stable, with biodiesel and formaldehyde sectors providing consistent baseline consumption into Q2.
- Inventory buffers and steady import flows moderated volatility, but the Methanol Price Index reacted quickly to supply shocks.
- Major exporter outages and rerouted tonnage tightened allocations, lifting landed costs and strengthening spot market sentiment.
Why did the price of Methanol change in March 2026 in South America?
- Freight surcharges and rerouting increased landed costs substantially, transmitting immediate upward pressure on CFR Santos prices.
- Supply disruptions among Gulf and Middle Eastern exporters tightened import availability, increasing competition for alternative Atlantic cargoes.
- Domestic downstream buying remained routine, but cautious procurement amplified price movements when supply conditions tightened.
For the Quarter Ending December 2025
North America
- In the USA, the Methanol Price Index fell by 1.88% quarter-over-quarter, reflecting subdued demand and balanced supply.
- The average price for the quarter was approximately USD 314.00/MT, reflecting balanced market conditions.
- The Spot Price experienced fluctuations from freight changes and temporary export liftings, affecting prompt availability.
- The Methanol Production Cost Trend reflected winter gas-related risks, although inventory buffers limited immediate producer pass-through.
- The Methanol Demand Outlook remained muted as formaldehyde and MTBE offtake stayed weak during the seasonal lull.
- The regional Methanol Price Index was influenced by inventory builds, export arbitrage compression, and Gulf freight rates.
- The Methanol Price Forecast shows upside risk from winter logistics constraints and potential export restocking demand.
- Participants cited stable offers, balanced inventories, and cautious buying, tempering sustained recovery in the Price Index.
Why did the price of Methanol change in December 2025 in North America?
- Gulf Coast production and imports maintained supply, limiting upward pressure despite winter gas-cost risks.
- Muted downstream demand from formaldehyde, MTBE, and solvents reduced offtake, pressuring the Price Index downward.
- Logistics and freight shifts, along with softer export arbitrage, encouraged just-in-time buying and prevented strong spot rallies.
APAC
- In Japan, the Methanol Price Index fell by 1.78% quarter-over-quarter, reflecting softened regional demand and ample imports.
- The average price for the quarter was approximately USD 312.33/MT, based on CFR and contract assessments.
- Limited liquidity kept the Spot Price unchanged while the Methanol Price Index moved sideways amid balanced supply.
- Stable global natural gas prices supported a benign Methanol Production Cost Trend, limiting upward pressure on import costs.
- The Methanol Demand Outlook remained mixed as olefin users sought volumes while derivative sectors restrained broader consumption.
- The Methanol Price Forecast reflects modest upside risks from restocking and logistical delays, tempered by ample regional inventories.
- Term volumes and steady imports from Middle Eastern producers kept terminals supplied, supporting Price Index stability.
- Inventory rebuilding and cautious purchasing constrained rallies, while export diversions intermittently tightened nearby availability and supported seller confidence.
Why did the price of Methanol change in December 2025 in APAC?
- Ample imports and stable terminal inventories reduced urgency, keeping spot availability abundant and capping upward price movement.
- Mild downstream demand with selective restocking limited volume uptake despite holiday buying and end-user caution.
- Freight scheduling and minor regional export disruptions briefly tightened supply, offset by continued Middle Eastern cargo flows.
Europe
- In France, the Methanol Price Index fell by 1.1% quarter-over-quarter, largely due to ample imports.
- The average price for the quarter was approximately USD 347.00/MT, assessed at Le Havre.
- The Spot Price remained pressured as inventories at French terminals stayed elevated and spot volumes remained available.
- The Methanol Price Forecast shows limited near-term upside as freight spikes offset recovering seasonal demand.
- The Methanol Production Cost Trend remained contained, with stable TTF and natural gas costs limiting upward pressure.
- The Methanol Demand Outlook remained weak amid lower formaldehyde and MTBE offtake, constraining restocking activity and contract purchases.
- The Methanol Price Index reflected episodic freight support, but persistent oversupply kept regional values under pressure.
- Producers prioritized volume retention while export discussions increased selling activity, influencing spot market availability.
Why did the price of Methanol change in December 2025 in Europe?
- Rising freight and container costs increased landed import economics, modestly supporting prices despite abundant supply.
- Seasonal winter slowdown reduced formaldehyde and MTBE offtake, weakening domestic consumption and spot purchasing appetite.
- Stable production costs and uninterrupted imports maintained inventories, preserving seller competition and preventing recovery.
MEA
- In Saudi Arabia, the Methanol Price Index fell by 3.14% quarter-over-quarter, reflecting ample supply and weaker export demand.
- The average price for the quarter was approximately USD 267.33/MT, based on consolidated contract and spot-derived assessments.
- Limited liquidity kept the Spot Price subdued, while the Methanol Price Index remained stable amid balanced supply.
- The Methanol Production Cost Trend remained steady as contracted methane feedstock stayed competitively priced, supporting operating rates.
- The Methanol Demand Outlook remained muted as downstream MTO and MTBE sectors maintained contractual offtake while limiting spot purchases.
- The Methanol Price Forecast points to near-term firmness as seasonal Asian restocking and regional constraints support offers.
- High operating rates and efficient port operations kept the Price Index anchored within a narrow range.
- Elevated Asian restocking bids briefly tightened export demand, lifting spot indications and strengthening FOB offers.
Why did the price of Methanol change in December 2025 in MEA?
- High production rates and comfortable inventories reduced local price pressure despite firm contractual exports.
- Rising regional natural gas costs increased production expenses, adding upward pressure to FOB offers and negotiations.
- Iranian maintenance and Asian restocking tightened export availability, prompting firmer Saudi offers and FOB indications.
South America
- In Brazil, the Methanol Price Index fell by 0.096% quarter-over-quarter, reflecting ample import availability.
- The average price for the quarter was approximately USD 348.00/MT, reflecting the country's import dependence.
- The Spot Price reflected competitive US Gulf offers, which kept the Methanol Price Index subdued.
- The Methanol Price Forecast shows upside risk from winter gas spikes, offset by comfortable export availability.
- The Methanol Production Cost Trend reflected elevated Northern Hemisphere winter natural gas input costs across exporting regions.
- The Methanol Demand Outlook remains muted near term as biodiesel and formaldehyde sectors delay incremental spot purchases.
- Terminal inventories remained comfortable, and steady imports limited upward pressure despite occasional freight-driven CFR increases.
- Port operations remained fluid, while freight spikes were transmitted into CFR values, causing temporary price firmness.
Why did the price of Methanol change in December 2025 in South America?
- Competitive low-cost imports and smooth port operations increased availability, directly pressuring Brazilian CFR values.
- Subdued downstream demand from biodiesel, formaldehyde, and industrial users encouraged buyers to defer purchases.
- Rising winter natural gas costs increased production cost pressure, while freight volatility pushed CFR levels higher.
For the Quarter Ending September 2025
North America
- In the USA, the Methanol Price Index rose by 8.6% quarter-over-quarter, reflecting stronger downstream offtake.
- The average price for the quarter was approximately USD 320.00/MT, according to regional assessments.
- The Spot Price firmed as Gulf Coast derivative demand tightened availability and supported prompt offers.
- The Methanol Price Forecast shows modest upside risk as construction activity and marine fuel adoption lift near-term demand.
- The Methanol Production Cost Trend remained muted due to low natural gas costs, limiting pressure on producer margins.
- The Methanol Demand Outlook improved as formaldehyde and petrochemical feedstock consumption increased across the Gulf Coast.
- The Methanol Price Index was influenced by import duty changes, Beaumont capacity shifts, and export parity dynamics.
- Major producers operated reliably, with high utilization sustaining supply, though incremental outages or policy changes could alter market balances.
Why did the price of Methanol change in September 2025 in North America?
- Domestic production remained high, increasing availability and applying downward pressure on spot market values.
- Resilient downstream petrochemical throughput raised offtake, tightening prompt availability and supporting recent gains.
- Stable low natural gas feedstock costs limited production cost inflation, reducing the need for aggressive price increases.
APAC
- In Japan, the Methanol Price Index fell by 2.95% quarter-over-quarter in Q3 2025, reflecting weaker import demand.
- The average price for the quarter was approximately USD 318.00/MT, based on CFR Nagoya assessments and contractual supply coverage.
- The Spot Price remained pressured by ample Middle Eastern cargoes and elevated port inventories across Northeast Asia.
- The Methanol Price Forecast suggests range-bound movement as logistics stability offsets currency-related cost pressures.
- The Methanol Production Cost Trend showed upward pressure from firmer LNG-linked feedstock costs, supporting offers during the quarter.
- The Methanol Demand Outlook remained muted, with formaldehyde and MTBE operating rates subdued and limiting offtake growth.
- The Methanol Price Index was influenced by high port inventories and cautious Japanese buying, restraining momentum.
- Major supplier schedules remained reliable, while export demand softness and efficient port operations supported stable supply.
Why did the price of Methanol change in September 2025 in APAC?
- Balanced import flows and elevated port inventories reduced urgency for spot purchases, pressuring prices.
- Yen weakness and LNG feedstock gains raised import costs, though weak demand continued to suppress market sentiment.
- Smooth port operations and reliable supplier schedules reduced logistical risks, limiting upside potential.
Europe
- In France, the Methanol Price Index rose by 1.06% quarter-over-quarter, reflecting import tightness and end-use restocking.
- The average price for the quarter was approximately USD 351.00/MT on an FD Le Havre basis.
- The Spot Price strengthened amid tight prompt availability, while the Price Index indicated consolidation pressure.
- The Methanol Production Cost Trend remained elevated due to higher European energy input costs, supporting price resilience.
- The Methanol Demand Outlook remained mixed, as stable formaldehyde consumption contrasted with weaker fuel-blending demand.
- The Methanol Price Forecast reflects short-term firmness from logistics constraints but potential medium-term softening if imports normalize.
- The Methanol Price Index was influenced by inventory accumulation and export demand across European terminals.
- Strong operational uptime at French and regional plants kept supply flowing, limiting upside despite spot tightness.
Why did the price of Methanol change in September 2025 in Europe?
- Reduced overseas inflows and port congestion tightened prompt availability, supporting short-term market strength.
- Stable domestic production and end-user restocking increased buying activity, while inventories remained uneven across the region.
- Higher European energy costs raised feedstock pressure, supporting the Methanol Production Cost Trend and producer pricing.
MEA
- In Saudi Arabia, the Methanol Price Index fell by 7.49% quarter-over-quarter in Q3 2025, due to oversupply conditions.
- The average price for the quarter was approximately USD 276.00/MT, based on FOB Al Jubail contracts.
- The Spot Price remained subdued as term contracts limited availability and discouraged opportunistic purchases.
- The Methanol Price Forecast signals range-bound movement in the near term amid steady output and weak export appetite.
- The Methanol Production Cost Trend remained stable, supported by low gas tariffs that sustained high operating rates and margins.
- The Methanol Demand Outlook stayed soft, with term volumes dominating and minimal Asian spot restocking observed.
- The Methanol Price Index recorded weekly declines reflecting weak Asian demand and persistent high regional run rates.
- Strong contract coverage and high Saudi utilization constrained upside, limiting recovery in contract values.
Why did the price of Methanol change in September 2025 in MEA?
- Sustained high plant run rates and stable gas feedstock availability created ample supply, suppressing price momentum.
- Weak Asian and Indian spot buying reduced export demand, reinforcing oversupply and downward pressure on contracts.
- Red Sea freight escalations and higher voyage costs increased logistics premiums, partially offsetting selling pressure.
South America
- In Brazil, the Methanol Price Index rose by 6.4% quarter-over-quarter, driven by currency depreciation and logistics delays.
- The average price for the quarter was approximately USD 348.33/MT, reflecting higher landed costs and logistical constraints.
- The Spot Price strengthened amid biodiesel and MDF demand, reducing available spot cargoes and supporting offers.
- The Methanol Price Forecast indicates modest near-term firmness due to import cost pass-through and steady downstream consumption.
- The Methanol Production Cost Trend increased as higher US export costs and elevated Brazilian natural gas tariffs raised landed expenses.
- The Methanol Demand Outlook remained supportive due to B13 biodiesel mandates and resilient formaldehyde resin manufacturing activity.
- The Methanol Price Index reflected vessel delays, enforcement seizures, and variable import schedules that influenced trader behavior.
- Ample coastal inventories limited downside risk, though export demand and anti-dumping uncertainty maintained upward pressure on offers.
Why did the price of Methanol change in September 2025 in South America?
- Tight near-term availability caused by berth delays and vessel queues reduced prompt supply and tightened the domestic market.
- BRL depreciation and higher US-origin import costs increased landed procurement expenses, pushing offers upward.
- Enforcement seizures, tariff uncertainty, and sporadic freight surcharges introduced risk premiums and encouraged cautious buying.
