Methanex (MX) Corporate presentation summary

Q3 performance and outlook

• Q3 adjusted EBITDA was $543M, down from $577M in Q2, mainly on lower realized methanol prices; higher sales volumes partially offset the decline. Costs increased QoQ.

• Q4 adjusted EBITDA was expected to be higher, primarily on an October-November average realized price of $525-$550/MT versus $510/MT in Q3; produced sales were expected to be similar.

• FY2026 production guidance was ~9,000 KMT of methanol and ~300 KMT of ammonia, including a full year of OCI ownership.

• Integration and synergy realization were on track to be substantially complete by end-2026.

Market outlook

• Global methanol demand was forecast to grow at ~3% CAGR over the next five years; 2026 demand was forecast at ~100M MT.

• Demand growth and limited capacity additions point to a projected 2-4 MMT supply shortfall over the five-year outlook; market balancing may require demand rationalization and/or higher operating rates.

• Limited firm additions were expected in the Atlantic market; greenfield projects typically take 4-5 years from FID to commercial production.

• Methanol demand spans traditional chemicals, energy-related uses and MTO; emerging marine-fuel demand adds potential upside.

Portfolio and operating capabilities

• ~75% of operating capacity was in North America on a pro forma basis, with low-cost regional gas exposure, reliable operations and exits from structurally challenged assets.

• North American assets represented 67% of methanol production on a TTM Q3-26 basis, up from 9% in 2011; Titan was indefinitely idled in Q3 2026.

• Global capabilities included production and sales in major regions, ~30 marine vessels, 25 leased terminals and ~20% share of the internationally traded market.

• The fleet included 19 methanol dual-fuel vessels; 130+ methanol vessels were operating or on order in 2026.