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Methanex shares rose 14% to $71.57 after the company reported third-quarter EPS of $3.69, well above the $2.84 expected, on $1.36 billion in sales. The company realized $510 per tonne on methanol amid Middle East supply disruptions that have cut regional output to roughly 5-10% of normal levels.
Methanol is a feedstock for fertilizer and chemicals, so the Middle East supply loss supports higher input costs, while the article notes a resolution of the conflict could reverse the premium. For feed buyers the direct grain or meal price link is weak, but the story reflects the broader energy and fertilizer squeeze.
ainvest.comNov 1, 2026After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
