1、 Price trend

According to the Commodity Market Analysis System of Shengyi Society, as of January 30th, the average quotation price of domestic high-quality DMF enterprises was 3940 yuan/ton. Currently, the DMF market demand is weak, downstream market demand is insufficient, and the overall market is fluctuating at a low level, lacking favorable support.
2、 Cause analysis
Market wise: The DMF market is mainly operating steadily, with oversupply leading to price pressure, equipment maintenance, high industry concentration, and some manufacturers reducing production due to environmental policies or equipment issues, resulting in temporary supply shortages.
Regarding methanol: In the upstream methanol market, traditional downstream demand (such as MTO) is weak, and emerging demand (such as fuel) is still being cultivated, resulting in high inventory and price pressure. Price trend: Prices will fluctuate downward in 2025, with the average spot price at the end of the year falling by more than 15% compared to the beginning of the year.
3、 Future forecast
DMF analysts from Shengyi Society believe that in the short term, DMF prices will mainly remain stable, with insufficient downstream demand and narrow price fluctuations.