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MEOH

Methanex Corp

OPPORTUNISTIC BUY Analysis generated 2026-10-28 Market data as of 2026-11-12 Market data 3 days old USD 70.11 Basic Materials - ChemicalsREDUCE ZONE
ACTIONABLEMethodology gates passed
53

Position levels

Currenttoday
USD 70.11
Buy <=wait / entry
USD 49.33
Trim >=take some off
USD 64.00
Thesis breakFurther material Trinidad impairment, failure to secure viable Titan natural gas...
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Scenario-weighted conviction

ProbabilityScoreContribution
Bull case18%100 / 10018.0
Base case52%62 / 10032.2
Bear case30%10 / 1003.0
Weighted conviction53 / 100 - OPPORTUNISTIC BUY

Top risks

  • OCI Acquisition closed June 27 2025 for $2.05B including 910k MT methanol capacity and 50% Natgasoline interest
  • Q2 2026 net income $198M Adjusted EBITDA $577M and average realized price $529 per tonne vs $351 prior quarter
  • Record North American production exceeding 1M tonnes at Geismar site with total output 2.213M tonnes
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Research is for informational purposes only. Not financial advice. All analysis reflects the date of publication.

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