MTO Plant Utilization
Several coastal Methanol-to-Olefins (MTO) plants have signaled they will resume full operating rates this week. This expected demand surge is being balanced by the arrival of multiple Middle Eastern cargoes at Chinese ports.
Logistical Recovery
Truck driver availability is returning to normal, which should ease the localized logistics premiums seen before the holiday. Traders expect price discovery to accelerate over the next 48 hours.