Investor Presentation March 2024
12
Methanol is difficult to substitute
based on its unique chemistry,
scale, ease of transport and cost
Traditional chemical
applications expected
to grow with GDP
Essential building block used in formaldehyde
and acetic acid to make raw materials for
building and automotive parts, paints, paper,
plastics, pharmaceuticals and silicone products.
FEEDSTOCK
Coal
~40%
Natural Gas
~59%
<1%*
*Green Feedstocks
Including: renewable
natural gas, biomass,
renewable electricity.
2023 DEMAND ~91 MMT
Traditional
Methanol
Energy
Methanex | The Global Methanol Leader | Investor Presentation March 2024
MTO
Over
15%
Over
50%
of global methanol
demand
Over
30%
Energy-related
applications have
significant
demand upside
of global methanol
demand
Used in Methyl tert-butyl ether (MTBE)
for blending in gasoline, in Dimethyl
ether (DME) to replace liquified petroleum gas
(LPG), and in the production of biodiesel.
A cleaner burning fuel for kilns, cooking stoves,
boilers, and cars and heavy trucks in China.
Emerging demand from methanol as a marine
fuel.
Methanol-to-Olefins
(MTO) demand is
expected to be stable
of global methanol
demand
Comprised of 13 plants in China with capacity to
consume 20 mmt of methanol. Economics for
each plant varies depending on downstream
integration.
Operating rates have been resilient through
methanol and olefin price cycles.
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