甲醇数据日报-20250521

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core View of the Report - In the short - term, methanol prices will fluctuate within a range, with the basis strengthening and trading volume being average. In the long - term, the methanol spot market may shift from a strong to a weakening oscillation [1]. 3. Summary by Relevant Catalogs Spot Price - The prices of some coal types (Jincheng big - smoke coal and Inner Mongolia thermal coal) remained unchanged at 1000.00 and 630.00 respectively. Sichuan - Chongqing liquefied gas price stayed at 4450.00. International natural gas price increased from 11.45 to 12.59, a rise of 1.14. Methanol prices in some regions changed: in Taicang, it dropped from 2325.00 to 2295.00; in Inner Mongolia, it decreased from 2120.00 to 2050.00; in Shandong, it went down from 2280.00 to 2260.00. Methanol prices in China, Southeast Asia, Northwest Europe, and the US remained stable. MTBE price increased from 4880.00 to 4920.00, while other related product prices such as formaldehyde, dimethyl ether, glacial acetic acid, and methane chloride remained unchanged [1]. Supply - Domestic methanol production decreased by 500.00 to 281465.00. Domestic methanol operating rate remained at 87.43, while international operating rate dropped from 69.33 to 67.60, a decrease of 1.73 [1]. Inventory - Both enterprise inventory and port inventory of methanol remained unchanged at 303910.00 and 561870.00 respectively [1]. Demand - Order backlog remained at 237780.00. The operating rates of various methanol - related downstream industries such as MTO, secondary chemical plants, formaldehyde, acetic acid, chloride, MTBE, etc., remained stable [1].