Methanex(MEOH) - 2023 Q2 - Earnings Call Transcript

So a 10% increase is going to be in the 1 million to 1.5 million tons of annualized supply. That certainly was led to part of the shift on – in supply into the market. We would also say there's some risk to them being able to maintain that given the dynamics you just described. And then the further out you get through Q3 and into Q4, thereÂ'll be likely a shift as well away into cooling. So theyÂ're under meaningful pressure and we know that it is difficult for them to keep their gas system supply just beca ...