Podcast appearances · Radar

Maya Dolan

Director of Methanol – Americas at Chemical Market Analytics by OPIS; chemical engineer with 16+ years in petrochemical market analysis and methanol market intelligence.

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APPEARANCES

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PODCASTS

Jul 21, 2026

Global Methanol Markets: Sanctions, MTO Economics and Low-Carbon Fuels

Jul 21 · 15m

Mariana Santos MoreiraHOST

1:39

So Maya, how are tightening US sanctions, especially those related to Iran, but also Russia and, and India, how are these reshaping regional arbitrages for methanol?

Maya DolanGUEST

1:50

For the last couple of years, tightening US sanctions have shifted trade flows.

Maya DolanGUEST

1:55

Let me give you an example by looking at Russia.

Maya DolanGUEST

1:58

Russian producers were forced to kind of redirect their stranded European methanol cargos towards China and India.

Maya DolanGUEST

2:06

At the same time, US exporters stepped right in and, uh, partially substituted these Russian volumes.

Maya DolanGUEST

2:13

We're talking roughly around two million metric tons per year directly into Europe, and it didn't stop there.

Maya DolanGUEST

2:20

US exporters also found a growing market in India.

Mariana Santos MoreiraHOST

5:03

How do you expect this will shift China's MTO economics, and will it disrupt CTO and/or MTO plant capacity? What are your views about these themes in China?