General Thoughts: North American methanol producers are in a good spot amid global trough conditions, given their relative low-cost position, low-carbon demand enhancements ahead, and
2023 is off to a bad start with low margins (but maybe not low enough) and global operating rates reflecting significant oversupply, which could worsen.
We discuss North American methanol contract premiums relative to spot levels and movement toward monthly from quarterly contracts in Europe amid market volatility.
We comment
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