Methanol Futures in China Stabilize on Pre Holiday Logistics Tightness

MTO Sector Resilience

Demand from the Methanol-to-Olefins (MTO) sector in China remains the key anchor for global prices. Facilities are maintaining high utilization rates to build inventory before the February shutdown, absorbing domestic surplus.

2026 Capacity Outlook

Beyond the holiday, the 2026 outlook is bearish due to nearly 15 million tons of new global capacity coming online. Producers are expected to face margin pressure as this supply enters the market.