In January 2026, the Dalian Institute of Chemical Physics, Chinese Academy of Sciences, announced a breakthrough in CO₂ hydrogenation to methanol technology, extending catalyst lifespan to 5,000 hours and reducing the cost per ton to 3,500 yuan/ton. The institute has already established collaborations with Ningxia Baofeng and Zhejiang NHU, with a 100,000-ton/year pilot project set to commence in 2026.
PriceSeek Analysis on Methanol:
Bull-Bear Score: -2
The article reports a breakthrough in CO₂ hydrogenation to methanol technology, with catalyst lifespan extended to 5,000 hours and cost per ton reduced to 3,500 yuan/ton, significantly lowering production costs. This will enhance production efficiency and increase future supply potential, exerting significant downward pressure on methanol spot prices. The launch of pilot projects further strengthens expectations for supply growth, warranting a strongly bearish rating.
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