Group 1 - The domestic futures market for energy and chemicals showed significant gains on January 26, with methanol futures rising to 2330.00 yuan/ton, an increase of 2.64% [1] - In the Jiangsu Taicang methanol market, the spot price opened between 2290-2300 yuan/ton, with a basis weakening to -25 to -30 yuan/ton [2] - Current supply constraints are attributed to Iranian methanol facilities undergoing winter maintenance, leading to a reduction in domestic port inventories and a recovery in port spot prices [2] Group 2 - Demand is affected by the continued shutdown of Zhejiang Xingxing facilities and reduced operating rates in other MTO facilities in Jiangsu and Zhejiang, with expectations of further operational declines [2] - The overall outlook for January-February indicates a decrease in import expectations, with ongoing geopolitical tensions in Iran impacting the market [2] - Short-term price trends are expected to remain strong amid these supply and demand dynamics [2]
伊朗装置正处于冬季检修期 甲醇仍震荡偏强为主
Jin Tou Wang·2026-01-26 06:02