Cost-competitive Production FootprintTransformation to a higher-quality, lower-cost production portfolio concentrated in low natural gas regions provides a durable cost advantage and improves margin stability.
Free Cash Flow And Capital AllocationManagement emphasizes a stronger free cash flow profile with capital allocation focused on debt reduction and resumption of share buybacks, which could enhance shareholder returns.
Supply-demand DynamicsCompany outlook points to demand growth outpacing limited new methanol capacity, creating structurally tighter market conditions that should support prices and margins.