中东地缘局势变化，甲醇价格大幅波动

1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - Due to the changing geopolitical situation in the Middle East, methanol prices have fluctuated significantly. The ongoing tension in the Middle East has led to a sharp rise in methanol prices during the day session, while the prices of the chemical sector have shown a peak - to - decline trend during the night session. The port is expected to continue de - stocking, and the inventory of inland factories is gradually falling from a high level [1][3] 3. Summary According to the Directory 3.1 Methanol Basis & Inter - period Structure - Figures include methanol Taicang basis and the main methanol contract, methanol spot - main futures basis in different regions, and the price differences between different methanol futures contracts [7][8][19] 3.2 Methanol Production Profit, MTO Profit, and Import Profit - Figures cover the production profit of coal - based methanol in Inner Mongolia, the MTO profit in East China, and the import price difference of Taicang methanol - CFR China, as well as the price differences between CFR Southeast Asia - CFR China, FOB US Gulf - CFR China, and FOB Rotterdam - CFR China [23][26][29] 3.3 Methanol Start - up and Inventory - Figures show the total methanol port inventory, MTO/P start - up rate (including integrated), inland factory sample inventory, and China's methanol start - up rate (including integrated) [31][36] 3.4 Regional Price Differences - Figures display the price differences such as Lubei - Northwest - 280, East China - Inner Mongolia - 550, Taicang - Lunan - 250, etc [34][43][46] 3.5 Traditional Downstream Profits - Figures present the production gross margins of Shandong formaldehyde, Jiangsu acetic acid, Shandong MTBE isomerization etherification, and Henan dimethyl ether [44][53]