Acquisition BenefitsThe 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.
Market ValuationMethanex currently trades at 38% of replacement value, suggesting a potential double in share price, at least, by the next peak.
Sales Mix And PricingThe sales mix is expected to shift from lower-priced Asia/China to the higher-priced Americas and Europe markets.