Investor Presentaiton
19
0
Competitive position on attractive industry cost curve
Illustrative methanol industry cost curve
($/tonne)
Methanex's asset portfolio
low-to-mid on
industry cost curve
10
20
Global production (million tonnes)
30
4.0
550
50
60
70
7.
T
Global
methanol
demand
Methanex assets competitive across a wide range
of methanol prices due to position on cost curve
We estimate that our assets are positioned on
the low-to-mid portion of the industry cost curve
Marginal producers on the high end of cost
curve are high-cost coal and natural gas-based
production in China
Other higher cost regions are Russia, Europe,
and India
High energy prices shifting cost curve higher
Global energy shortages and higher energy
prices have shifted the cost curve and
provide firm methanol price support
80
90
methanex
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