Acquisition ImpactThe acquisition of OCI’s methanol and ammonia assets in the US and Europe is anticipated to benefit Methanex by potentially increasing its EBITDA by $150-200 million.
Long-term DemandLonger-term, new applications, particularly in the marine sector, are likely to support structurally higher methanol prices over the next few cycles.
Stock ValuationMethanex currently trades at 38% of replacement value, suggesting a potential double in share price, at least, by the next peak.