甲醇供需有继续宽松预期 盘面上行驱动有限

Core Viewpoint - Methanol futures experienced a rapid increase, reaching a peak of 2275.00 yuan, with a current price of 2270.00 yuan, reflecting a rise of 2.39% [1] Group 1: Market Analysis - Yide Futures indicates that methanol is likely to continue facing high pressure, with increasing domestic production and a gradual restart of facilities in Iran, leading to a potential oversupply situation [1] - Chang'an Futures notes that the upward momentum for methanol is limited, as domestic production is expected to rise again in June, while downstream demand may weaken seasonally [2] - Donghai Futures suggests that while low inventory may support prices in the short term, increasing supply will lead to a rise in overall inventory, indicating a potential downward price trend in the medium to long term [3] Group 2: Supply and Demand Dynamics - Yide Futures highlights that traditional downstream demand is limited, and the methanol market may continue to experience inventory accumulation, resulting in weak price fluctuations [1] - Chang'an Futures emphasizes that although there is some demand from the restart of the Jiangsu Sierbang MTO facility, the overall demand increase is unlikely to match the supply increase, leading to expectations of inventory accumulation [2] - Donghai Futures warns of the potential impact of "age limit" regulations on import schedules, suggesting a cautious approach to market observation [3]