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Investor Presentaiton

Strong methanol demand growth forecasted over the next five years Global methanol demand growth forecast to grow at ~3% CAGR or +14 mmt over next five years Methanol demand 2021: 88 mmt 28 mmt 16 mmt Energy-related demand - significant upside potential Growing market for methanol supported by clean energy policies and commercialization of methanol as a lower emission fuel (e.g., marine fuel) 44 mmt Traditional chemical applications - steady growth Demand growth linked to global economic growth IMF forecasts ~3-4% annual GDP growth post COVID-19 recovery 9 Sources: IHS 2022 World Analysis, Fall 2021 Update, International Monetary Fund (IMF) World Economic Outlook, January 2022 Methanol-to-olefins (MTO) - stable demand Demand growth reflects start-up of new MTO plant (Tianjin Bohai) in the near-term Historical operating rates resilient through different methanol/olefin price cycles High oil prices and slowdown in olefin capacity additions support MTO affordability leading to stable demand methanex the power of agility
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