甲醇市场交易情绪亢奋 短期主力仍维持强势运行

Core Viewpoint - Methanol futures experienced a rapid increase, with the main contract peaking at 2522.00 yuan, closing at 2507.00 yuan, reflecting a rise of 2.83% [1] Group 1: Market Analysis - Guosen Futures suggests a volatile approach to methanol, noting tight supply at the port of Taicang and expectations of reduced future imports, leading to a continued rise in coastal spot methanol prices [2] - Guotou Anxin Futures indicates that the main methanol contract will maintain a strong performance in the short term due to low port inventories and potential underperformance in future import volumes, alongside heightened trading sentiment [3] - Donghai Futures reports a slight retreat in the inland methanol market, but a strong basis in the port market, with concerns over supply disruptions due to geopolitical tensions affecting prices [4] Group 2: Price Trends and Projections - Current methanol prices in the market are showing strength, with transactions around 2610-2645 yuan/ton for June and 2580-2590 yuan/ton for July, indicating a robust basis [4] - The market is closely monitoring the impact of geopolitical events, particularly in the Middle East, on methanol supply and pricing dynamics [3][4] - The overall demand from downstream sectors remains stable, but the primary concern lies with import levels and the operational status of MTO facilities [4]