A simple one carbon alcohol used as a solvent, cleaning agent, and denaturant. With the shale oil revolution in the US, new "low-cost" methanol plants are opening in the US to take advantage of inexpensive feedstocks.

Market Dynamic:

Methanol is used overseas as a fuel additive to gasoline (much like the US uses ethanol). High gasoline prices usually drives higher methanol prices globally.

Upstream Materials/Building Blocks:

Primary :

  • Coal* (China)
  • Natural Gas (US)

*Note: Much of China's coal comes from Australia; in the past, flooding in Australia has impacted coal availability in China.

Other Building Blocks:

  • Naphtha
  • Refinery Light Gas
  • Syngas

Down Stream Consumer of Methanol:

Top three*:

  • Acetates
  • Acetic Acid*
  • Acetic Anydride
  • Diketene and Derivatives
  • Dimethyl Ether
  • Formaldehyde*
  • Ketene
  • Methyl Acetates
  • Methyl Tertiary Butyl Ether (MTBE)*
  • Polyvinyl Acetate
  • Polyvinyl Alcohol
  • PVA
  • Urea Formaldehyde Resins
  • VAM (Vinyl Acetate)

* Demand fluctuations i can impact pricing and availability of the other materials.

Other materials:

  • Chloromethanes
  • Dimethyl Ether (DME)
  • Dimethyl Terephthalate (DMT)
  • Gasoline (Fuel Blending)
  • Glycol Ethers
  • Methanol-to-Olefins (MTO)
  • Methanol-to-Propylene (MTP)
  • Methyl Methacrylate (MMA)
  • Methylamines