甲醇数据日报-20250731

Report Industry Investment Rating - Not provided Core View of the Report - In the short term, methanol prices will fluctuate within a range, and in the medium to long term, the methanol spot market may shift from strong to weak and fluctuate [1] Summary by Relevant Catalogs Spot Price - On July 30, 2025, the price of Sichuan and Chongqing liquefied gas increased by 107 to 4450, international natural gas increased by 0.35 to 11.34, Taicang methanol increased by 10 to 2400, and Shandong methanol increased by 30 to 2290. The prices of MTBE increased by 50 to 5000. Other products' prices remained unchanged [1] Supply - On July 30, 2025, domestic methanol production decreased by 1500 to 276685, and domestic methanol operation rate decreased by 0.46 to 85.66. International operation rate remained unchanged at 69.71 [1] Inventory - On July 30, 2025, the arrival volume at the port, enterprise inventory, and port inventory of methanol remained unchanged, at 17.38, 339830, and 725800 respectively [1] Demand - On July 30, 2025, the order backlog of methanol remained unchanged at 244832 [1] Cost - On July 30, 2025, the cost of Inner Mongolia coal - based methanol increased by 4.2 to 1881.5, Shandong coal - based methanol increased by 4.2 to 2131.5, and Shanxi coal - based methanol increased by 4.6 to 1984.5. Other products' costs remained unchanged [1] Operating Rate - On July 30, 2025, the operating rates of various methanol downstream products remained unchanged, with the MTO operating rate at 84.95, dimethyl ether at 5.19, formaldehyde at 37.19, wax fragrance at 92.69, chloride at 75.79, and MTBE at 69.01 [1] Associated Product Prices - On July 30, 2025, the prices of formaldehyde (Shandong), dimethyl ether, acetic acid, and methane chloride remained unchanged, at 925, 3330, 2250, and 2060 respectively. The price of MTBE increased by 50 to 5000 [1]