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QAV America 21 – MEOH: Diving Deep into the Methanol Market
QAV America (free feed)
38 minutes 25 seconds
2 months ago
QAV America 21 – MEOH: Diving Deep into the Methanol Market
We discuss the latest U.S. economic slowdown, then pivot to a detailed portfolio update (US portfolio vs S&P 500). After a rapid recap of recent stock picks — from ZEPP to ZIM — we dive into a comprehensive analysis of Methanex (MEOH): its global footprint, methanol market dynamics, e-methanol shipping prospects, the Geismar 3 outage governance risk, and key valuation metrics.
