伊朗阿巴斯港口发生爆炸 全球甲醇供应将受影响？

Group 1 - The explosion at Shahid Rajaee Port in Iran is not expected to significantly impact methanol supply, as the port does not handle methanol operations [1][2] - Iran's methanol production facilities are primarily located at Assaluyeh Port and Khomeini Port, which are far from the affected port [1] - Current methanol imports from Iran are projected to increase, with April imports estimated at 60,000 tons and May expected to rise to around 70,000 tons [3] Group 2 - Iran accounts for approximately 55% of China's methanol imports, with a total import volume exceeding 10 million tons annually [1][2] - The explosion has not disrupted the operations at Assaluyeh and Khomeini ports, where methanol loading and unloading are proceeding normally [2] - Domestic methanol production profits are at a high level, leading to increased supply, while demand remains weak, suggesting a bearish outlook for methanol prices in the medium term [3]