Market DemandGlobal methanol demand is expected to grow at approximately 4% CAGR through 2030, with marine demand contributing significantly to this growth.
PricingLonger-term, new applications, particularly in the marine sector, are likely to support structurally higher methanol prices over the next few cycles.
ValuationMethanex currently trades at approximately 44% of replacement value, suggesting potential for a significant increase in share price by the next peak.