Companies / MEOH
NASDAQMethanex Corporation (MEOH) in our theses
Methanex Corporation appears in one of our theses. Below is why it entered the basket and how it has done since publication.
Hormuz is not just oil: a quarter of the world's methanol trade flows through the strait
An escalation around Hormuz will hit chemicals first, not oil: the Gulf is a quarter of seaborne methanol and close to one third of urea exports.
Why this company: The largest merchant methanol producer without a single plant in the Persian Gulf. The methanol price feeds through to its results almost one for one, and the acquisition of the OCI assets increased that leverage.
Where these numbers come from
The reference price is recorded on the thesis publication date and never changed afterwards. The current price is refreshed several times a day. Returns are in the listing currency and exclude dividends, so for dividend payers the real total return was somewhat higher.
This is not a recommendation to buy or sell. A company enters a basket as a beneficiary of the mechanism described in the thesis, and the full argument is on each thesis page.
See all of our theses
Each with a publication date, a causal map and a score assigned before the market ruled.
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