Methanex's Natgasoline bond refinancing defers mandatory amortization, boosting cash-flow flexibility as third-quarter EBITDA is expected to fall.
The average of price targets set by Wall Street analysts indicates a potential upside of 30.9% in Methanex (MEOH). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Methanex NASDAQ: MEOH reported second-quarter 2026 adjusted EBITDA of $577 million and adjusted net income of $300 million, supported by higher methanol prices and strong production from its North American operations.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 248,471 | $9.8M | $13.24M | $3.43M | 35.01% |
| RB Richard Britnell Guardian Capita LLP | 1.34M | $57.34M | $75.01M | $17.67M | 30.82% |
| JM John Malone Amundi | 66,982 | $2.95M | $3.64M | $683,505.55 | 23.16% |
Point72 Asset Management LP Point72 Asset Management LP | 929,018 | $43.18M | $52.14M | $8.96M | 20.75% |
Joseph Castro Nuveen LLC | 66,176 | $2.93M | $3.59M | $659,602.52 | 22.5% |
| Chemicals Industry | Materials Sector | Richard W. Sumner CEO | NASDAQ (NGS) Exchange | 59151K108 CUSIP |
| CA Country | 1,649 Employees | 16 Sep 2026 Last Dividend | - Last Split | - IPO Date |
Methanex Corporation, a leader in the global methanol industry, has an expansive footprint across many key regions including China, Europe, the United States, South America, South Korea, Canada, and other parts of Asia. This geographic diversity allows Methanex to effectively cater to the demand for methanol worldwide. The company's operations extend beyond production; they are also involved in the purchase of methanol produced by other entities through offtake contracts and the spot market. Additionally, Methanex Corporation emphasizes the importances of logistics and storage, owning and leasing a variety of storage and terminal facilities to ensure efficient distribution. A notable aspect of their operational infrastructure is the ownership and management of approximately 30 ocean-going vessels, which underscores their commitment to a seamless supply chain. Founded in 1968 with its headquarters located in Vancouver, Canada, Methanex Corporation has established a robust presence in the global market, serving a wide array of industries, particularly chemical and petrochemical producers.
Methanex Corporation specializes in the production and supply of methanol, a key raw material used in various chemical and petrochemical manufacturing processes. The company's global production capabilities enable it to meet the large-scale methanol requirements of industries across the world.
In addition to its own production, Methanex engages in strategic efforts to augment its supply chain by purchasing methanol produced by other entities. This is done through offtake contracts, which provide a consistent supply over a fixed period, and on the spot market, which allows Methanex to leverage market dynamics to meet additional demand.
Methanex Corporation owns and leases a constellation of storage and terminal facilities. These assets are critical in ensuring the efficient distribution of methanol to their clients worldwide, enabling Methanex to maintain its reputation for reliability and responsiveness in supply delivery.
The ownership and management of approximately 30 ocean-going vessels highlight Methanex's comprehensive approach to logistics. This fleet allows for the flexible and timely delivery of methanol products to global destinations, ensuring that customer needs are met with the utmost efficiency.