Capital Allocation And DeleveragingAnalyst highlights management's focus on deleveraging and prioritizing debt reduction with the intention to resume shareholder returns through potential buybacks once leverage targets are met.
Free Cash Flow ProfileAnalyst notes attractive long-term fundamentals and a solid free cash flow profile after the company's transformation to a lower-cost, more predictable production portfolio.
Supply-demand OutlookAnalyst expects structurally tightening methanol markets as limited new capacity meets rising demand from core Chinese chemical and energy applications, supporting price stability.