The Logistical Lag Squeeze

It will take at least 15 more days for the first Iranian methanol tankers to reach Chinese ports. In the meantime, coastal Methanol-to-Olefins (MTO) plants are being forced to pay extreme premiums for limited inland supply.

Derivative Margin Squeeze

Plastics and synthetic rubber producers are seeing their margins evaporate as feedstock costs outpace finished product prices. This is creating a 'price ceiling' that may eventually trigger run-rate reductions by early June.