
Fire and the Flood: When Contracts Stand In for Inventory and Timing Sets Value
General Thoughts: Contracts function as synthetic inventory amid tight supply, with tightening availability compressing discounts and pulling realized pricing toward benchmarks ahead of delayed pass-through.
Supply Chain/Commodities: Methanol markets are tightening as supply disruptions meet limited replacement capacity, shifting price formation toward inventory cuts rather than marginal production costs.
Energy/Upstream:






