Americas Methanol Outlook: 2026 Market Expectations
Supply Conditions: A Long Market Heading Into 2026
The Americas’ methanol market enters 2026 with a decisively long supply base, subdued derivative demand, and structurally soft spot pricing, making another year of margin pressure likely unless significant supply or demand shocks occur. The restart and stable operation of large U.S. Gulf units—including Geismar-3, Fairway, and Natgasoline—ensure that the region begins the year with robust production capability.
