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Chempricehub Alert: Analysis of the Impact of Methanol Price Reduction in Inner Mongolia
Published on 2026-01-03
December 29th News Summary of methanol producer quotations in Inner Mongolia on December 29th: Inner Mongolia Xin'ao methanol ex-factory new price is 1,800 yuan/ton, with a planned volume of 6,000 tons, offering a discount of 10 yuan/ton for orders of 1,000 tons or more, and shipment conditions remain to be observed; Inner Mongolia Jiutai (Tuoxian) methanol ex-factory price decreased by 40 yuan/ton to 1,810 yuan/ton, with shipment conditions to be observed; Inner Mongolia Rongxin methanol starting auction price is 1,800 yuan/ton ex-factory cash payment, with a volume of 6,000 tons, and partial transactions were concluded at this price. Chempricehub Analysis on Methanol, Bull-Bear Score: -1 The article reports that multiple methanol producers in Inner Mongolia lowered their ex-factory prices on December 29th, including Inner Mongolia Jiutai reducing its methanol ex-factory price by 40 yuan/ton to 1,810 yuan/ton, Inner Mongolia Rongxin achieving partial transactions at a starting auction price of 1,800 yuan/ton, and Xin'ao offering methanol at 1,800 yuan/ton with accompanying discount measures. This indicates ample supply or weak demand in the spot market, leading to increased downward pressure on prices, and spot prices may face further pressure in the short term. Combined with the latest methanol futures data (December 26, 2025), the main contract MA2605 settlement price was 2,146 yuan/ton, with a daily decline of -19.00 yuan, and open interest decreased by 12,197 lots, indicating a downtrend in the futures market and capital outflow. The recent price reduction events may reinforce bearish market expectations, particularly affecting near-term futures contracts such as MA2605, as lower spot prices typically lead to an expansion of futures discounts, negatively impacting future prices. Score: -1.0 (Generally Bearish) based on explicit spot price reductions and bearish signals in futures data.