- RBC Capital Markets recently downgraded Methanex, citing doubts that methanol price gains linked to the Iran conflict can be sustained and highlighting heightened geopolitical, supply, and demand risks to the business.
- This reassessment underscores how sensitive Methanex’s earnings profile is to short‑term methanol price swings driven by regional tensions and gas availability.
- We’ll now assess how RBC’s downgrade, centered on the durability of methanol price increases, could reshape Methanex’s existing investment narrative.
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