宝城期货甲醇早报-2026-01-28-20260128

1. Report Industry Investment Rating - Not provided in the content 2. Core View of the Report - The methanol futures market is expected to maintain a volatile and bullish trend. In the short - term (within a week), it will be volatile; in the medium - term (two weeks to one month), it will also be volatile, and intraday it is expected to be bullish [1][5]. 3. Summary According to Relevant Contents Price and Market Outlook - Methanol 2605 is expected to be volatile in the short - term, volatile in the medium - term, and bullish intraday, with a reference view of bullish operation [1]. - It is predicted that domestic methanol futures on Wednesday will maintain a volatile and bullish trend [5]. Driving Logic - The "hard contraction" of overseas supply is the strongest support for the upward movement of methanol prices recently. Iran, the main import source, is facing serious supply disruptions [5]. - The depletion of domestic port methanol inventories has led to the recovery of port spot prices, strengthening the basis, which has enhanced the confidence of long - positions in the futures market [5]. - The arrival of a US military aircraft carrier in the Middle East and Iran's strong statements may lead to an escalation of the US - Iran conflict, increasing the premium of crude oil [5].