Key Points Higher methanol price regime sustainable on the back of cost curve considerations and tightening supply/demand fundamentals Attractive free cash flow story evolving; company could cumulatively generate over 65% of current...
Key Points Q3 EPS and EBITDA beat; outlook commentary and guidance positive Lower-than-forecasted volumes in Chile, Egypt, and New Zealand. G3 operating at full rates in October We rate Methanex shares Overweight, with...
Key Points OCI acquisition 11% dilutive to our 2025 EPS estimate but 9% accretive to our normal EPS and valuation See a boost to cash flow on a post-deal basis. Both debt...
Key Points Q2 EPS beat but EBITDA miss; global methanol demand grew q-o-q Lower-than-forecasted volumes in all geographies except Egypt and Medicine Hat. G3 start up ahead of schedule We rate Methanex shares...