甲醇日报：美伊地缘局势，带动甲醇盘面上涨-20260107

1. Report Industry Investment Rating No relevant information provided. 2. Core View of the Report The report indicates that the geopolitical situation between the US and Iran has driven up the methanol futures market. The current state of the methanol market is characterized by a weak reality and strong expectations in ports, while downstream demand is in a seasonal off - peak in inland areas. The report also provides strategies for unilateral, inter - period, and cross - variety trading [1][3]. 3. Summary According to the Directory I. Methanol Basis & Inter - period Structure - The report includes multiple figures showing methanol basis in different regions (such as methanol basis in Taicang, Lunan, Inner Mongolia North Line, etc.) and inter - period spreads of different methanol futures contracts (such as methanol 01 - 05, 05 - 09, 09 - 01 futures contracts) [7][9][21] II. Methanol Production Profit, MTO Profit, and Import Profit - The report presents figures on Inner Mongolia coal - based methanol production profit, East China MTO profit (PP&EG type), Taicang methanol - CFR China import price difference, as well as price differences between CFR Southeast Asia - CFR China, FOB US Gulf - CFR China, and FOB Rotterdam - CFR China [25][26][30] III. Methanol Start - up and Inventory - Figures show methanol port total inventory, MTO/P start - up rate (including integrated), inland factory sample inventory, and China's methanol start - up rate (including integrated) [32][39] IV. Regional Price Differences - Figures display regional price differences such as Lubei - Northwest - 280, East China - Inner Mongolia - 550, Taicang - Lunan - 250, etc. [36][44] V. Traditional Downstream Profits - The report includes figures on production gross profits of traditional downstream products like Shandong formaldehyde, Jiangsu acetic acid, Shandong MTBE isomerization etherification, and Henan dimethyl ether [46][54]