甲醇数据日报-20251106

Group 1: Core View - Methanol prices have been falling due to high operating rates, weak downstream MTO demand, and high port inventories. Positive supply news stimulated the futures market to rise twice today, and the trading was mainly characterized by short - covering and profit - taking [7] Group 2: Market Data Spot Market - In the spot market, the current prices in Taicang, Inner Mongolia North Line, Shaanxi Guanzhong, Xinjiang, Shandong Linyi, and Henan are 2082, 1957, 1950, 1550, 2155, and 2020 respectively. The previous prices were 2082, 1967, 1990, 1550, 2155, and 2030 respectively. The price changes were 0, - 10, - 40, 0, 0, - 10 respectively [3] Futures Market - For futures contracts MA2601 and MA2605, the current prices are 2141 and 2236 respectively, the previous prices were 2115 and 2225 respectively, and the price increases were 0.49% and 1.23% respectively [3] Group 3: Supply News - Domestically, Inner Mongolia Jiutai New Materials' 2 million tons/year methanol plant unexpectedly stopped on November 5 and is planned to be overhauled for about 15 days. Abroad, the upstream natural gas supply of Iran's Sabalan and Kimia methanol plants will be cut off from November 22 [7] Group 4: Policy News - The State Council Tariff Commission will adjust the additional tariff measures on imported goods from the United States starting from 13:01 on November 10, 2025. The 24% additional tariff rate on the United States will continue to be suspended for one year, and the 10% additional tariff rate will be retained [3] Group 5: International News - The Trump administration has formulated multiple military action plans against Venezuela, including direct strikes on President Maduro's troops and seizing control of oil fields. Trump has not decided whether and how to proceed. Senior White House advisers are pushing for tougher measures such as ousting Maduro. The US federal government shutdown has entered its 36th day, breaking the previous record [4]