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Record-low China methanol stocks curb export arbitrage

Source: Mysteel Jul 20, 2026 15:43
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Methanol Global Import/Export Inventory
US-Iran tensions open China methanol export arbitrage, yet record-low coastal stocks limit large shipments, while August shipping and futures factors add market risks.
US-Iran tensions boosted CFR India prices, creating China methanol export arbitrage for global buyers. Yet thin domestic tradable stocks bar large shipments, with monthly exports unable to rebound to March-May highs. August import uncertainties from Persian Gulf shipping snags, weak local demand and volatile futures widen spot-futures spreads, requiring

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