Expand Your Reach in the Global Methanol and Acetyls Markets
The global methanol and acetyls industries are evolving at a vigorous pace. Methanol market dynamics are quickly changing with capacity expansions, disparate production economics worldwide, increasing challenges to long-term demand growth, and a shifting focus to methanol’s role in the path toward energy transition. Meanwhile, the acetyls industry continues to thrive on the back of economic recovery but with equally challenging conditions stemming from volatility in pricing and supply.
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Syngas Chemicals Strategic Insights
Iranian Sanctions
Iranian sanctions and the potential impact on project progress, production output, trade flows, and prices. If the sanctions continue, Iran will remain restricted to selling to China and India, and prices in these countries may be lower than in other regions.
Russia/Ukraine conflict
Sanctions and the potential impact on project progress, production output, trade flows and prices. Russia has become restricted to exporting to India or to local eastern and central European markets with little to no logistics alternative – at a price.
The recent explosion of interest in
methanol as a marine bunker fuel
There have been many recent announcements of orders of methanol-ready vessels, by major shipowners such as Maersk. Methanol may have a more mainstream role in the shipping industry than previously anticipated. Demand for methanol as a marine fuel is now forecast to reach 15 million metric tons by 2050.
China’s Environmental Pollution Controls
How consistently will these be applied –all over the country or just in the north? Will China relax these in an effort to stimulate its chemical industry if the US-China trade war continues and particularly if China’s GDP growth falls below desired levels? Implication: This could have a major impact on the operating rates of derivative units
Sustainable Methanol Production
We are likely to see more low-carbon projects being announced, especially in Europe. Also, existing units could be reconfigured, perhaps with an associated carbon capture and storage scheme in order to minimize their carbon
footprint.
Methanol demand into important
fuels sectors changing with global
environmental initiatives.
Large demand into biodiesel and MTBE is increasingly threatened by growing capacity for non-methanol-based renewable diesel, restrictions of feedstock for FAME biodiesel, and a shift towards electric vehicles.
Near-Term Solutions
Long-Term Solutions
- Long-term supply-demand database updated bi-annually
- Real-time global capacity database
- Detailed country-level trade grids updated bi-annually
- 10-year forecasts for the price, cost and margin updated quarterly
- Upside and downside sensitivities
- Strategic market assessments
- Long-term supply-demand database updated bi-annually
- Real-time global capacity database
- Detailed country-level trade grids updated bi-annually
- 10-year forecasts for the price, cost and margin updated quarterly
- Upside and downside sensitivities
- Strategic market assessments
- Long-term supply-demand database updated bi-annually
- Real-time global capacity database
- Detailed country-level trade grids updated bi-annually
- 10-year forecasts for the price, cost and margin updated quarterly
- Upside and downside sensitivities
- Strategic market assessments
Syngas Chemicals Global Team
Julian Ahlers
Director, Acetyls Chemical Market Analytics by OPIS
Read BioAndrei Akzhigitov
EMEA Methanol Director Chemical Market Analytics by OPIS
Read BioLeshan Hou
Director, Asia Acetyls Chemical Market Analytics by OPIS
Read BioShreya Kansara
Principal Analyst Chemical Market Analytics by OPIS
Read BioXiaomeng Ma
Director, Asia Methanol Chemical Market Analytics by OPIS
Read BioMike Nash
Vice President, Global Syngas Team Lead | Americas Acetyls Lead Chemical Market Analytics by OPIS
Read BioJavier Ortiz
Director, North & South America Methanol Chemical Market Analytics by OPIS
Read BioCarl Roache
Director, Ammonia and Urea Chemical Market Analytics by OPIS
Read Bio