The Power of Agility - Methanex Capacity and Financials
16
IHS forecasts strong methanol demand growth over the next five years
M tonnes
Methanol demand growth outlook 2021-2025
100
+3% CAGR
+4% CAGR
82
+4% CAGR
10
26
15
22
42
+17M tonnes or 20% over
next five years
Global methanol demand growth forecast ~4% CAGR
Traditional chemical applications - steady growth
31
•
Demand growth linked to global economic growth
18
51
2020
2025
I Traditional chemical
MTO
Other energy
Sources: IHS Chemical Supply & Demand Fall 2021 Update
International Monetary Fund (IMF) World Economic Outlook, October 2021
IMF forecasts ~3-4% annual GDP growth post COVID-19 recovery
Methanol-to-olefins (MTO) - stable demand
•
Demand growth reflects start-up of two MTO plants in the near-term
(Tianjin Bohai, Qinghai Damei)
Historical operating rates resilient through different methanol/olefin
price cycles
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)
methanex
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