It is reported that Shabib has a total of 4.8 million tons/year methanol unit operating at full capacity, while the other units are running normally. PriceSeek analyzes methanol, giving a bullish rating of 1 and a bearish rating of 2. The Shabib's methanol unit, with one set of 4.8 million tons/year, has been out of operation for an extended period, leading to a decrease in supply expectations, which may support the spot market prices and potentially push up market quotes. Combining futures market data, the main methanol contract 2605 (closed at 2161 yuan/ton on December 26, 2025, and settled at 2146 yuan/ton, down by 19 yuan) has shown a downward trend in recent days, with a decrease in open interest indicating bearish sentiment in the market. However, the news of the outage might alleviate the downward pressure, supporting a rebound in futures prices. Therefore, it is rated as a generally positive development.
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