The Power of Agility - Methanex Capacity and Financials
18
New industry supply and improved industry operating rates are
needed to meet growing methanol demand
M tonnes
18.0
Supply/demand outlook 2021-2025
Incremental
production required i
from existing
industry capacity
Source: IHS Chemical Supply & Demand Fall 2021 Update
Estimated supply growth reflects IHS estimates of incremental production based on:
Estimated capacity additions (capacity in M tonnes denoted below); and
Estimated operating rates for existing and new capacity.
•
- United States: Koch (1.7), Geismar 3 (1.8), other (0.8)
- Trinidad: Caribbean Gas Chemical Limited (1.0) started up in late 2020
- Iran: Sabalan (1.7)
- Russia (0.5)
- China: includes backward integration of two existing MTO facilities and stand-
alone capacity additions (5.5)
- Improved industry operating rates includes IHS estimates primarily for Chile,
Venezuela, Western Europe
16.0
Other
energy
14.0
12.0
China
MTO
10.0
8.0
Russia
Iran
6.0
Traditional
Trinidad
4.0
chemical
Geismar 3
2.0
0.0
Estimated demand growth
Other US
Estimated supply growth
methanex
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