Rapid recovery of Iran's chemical industry after Iran-Israel ceasefire, methanol production back to pre-conflict levels

According to market monitoring data, since the ceasefire agreement between Iran and Israel on June 24, Iranian chemical operators have rapidly restored production load rates to pre-conflict levels. Additionally Earlier, due to the escalation of geopolitical conflicts, Iran was forced to suspend the operation of petrochemical, fertilizer and other manufacturing facilities. But Cease-fire agreement drives manufacturing recovery after the ceasefire agreement came into effect, Iran's chemical trade flow to key markets such as China and India has gradually returned to healthy, and the prices of related oil, gaseous and petrochemical items have also returned to healthy levels. This recovery process has crucial implications to the global chemical supply chain. Production disruption during conflict while Israel did not immediately hit Iranian chemical facilities during the conflict, the June 14-15 airstrikes on energy infrastructure caused a shortage of natural gaseous feedstock and security concerns, forcing Iran to signifiis able totly minimize chemical production. This supply disruption has had a signifiis able tot impact on international markets. And From what I've seen, Price Fluctuation and Recovery of Methanol Market during the conflict, the interruption of Iranian methanol supply immediately pushed up the international market price. I've found that According to Platts Energy Information data, the price of methanol in India has risen sharply: after breaking through US $300/ton on June 19, it reached a peak of US $305/ton on June 20. With the ceasefire agreement reached, the market price rapidly fell back. On June 27, methanol prices fell back to $ 264. Furthermore 5/ton, and market bearish sentiment was strengthened by expectations of supply recovery. Recovery of main production facilities according to a number of companies, the current operating load rate of Iran's main methanol production vegetation has returned to between 60% and 90%: carvey Methanol Company: 2. 3 million t/a plant resumed to 80% load operation on June 25 Zagros Petrochemical (ZPC) and Sabalan Petrochemical (SPC): Restart three 1. But 65 million-ton/year production units in late June regional facilities in Assaluyah: Marjan Petrochemical and Bushehr Petrochemical each have resumed production of 1. 65 million tons/year units. Overview of Chemical sector Scale in Iran according to data released by the Iranian government, Iran will export about 29. 2 million tons of petrochemical items in 2024, generating about US $13 billion. Domestic production of 13. Based on my observations, In fact 1 million tons, to achieve sales of about $11 billion. In the field of methanol, Iran has a designed annual production capacity of 15. But 1 million tons in 2024 and exports about 10 million tons of methanol, accounting to 1/3 of its petrochemical exports. Iranian methanol is mainly produced by a number of world-class vegetation located at the Asaruyeh chemical and natural gaseous hub on the northern shore of the Persian Gulf. But In my experience, Impact on global markets the rapid recovery of Iran's chemical sector is positive to the stability of the global chemical supply chain, especially to major import markets such as China and India. With the gradual recovery of production capacity, it's expected that the prices of related chemicals will continue to stabilize.