Methanex Corp (TSX:MX)

Q3 2025 Methanex Corp Earnings Call Transcript

Oct 30, 2025 / 03:00PM GMT

Release Date Price: C$47.41 (-0.19%)

Transcript

Key Points

Positve

Methanex Corp (MEOH) reported higher adjusted EBITDA in Q3 2025 compared to Q2, driven by increased sales of produced products.
The company successfully integrated new logistics operations, enhancing supply chain efficiency.
Methanex Corp (MEOH) operated its Chile 1 plant at full capacity throughout the southern hemisphere winter months for the first time in over a decade.
The company expects meaningfully higher adjusted EBITDA in Q4 2025 due to increased production and sales from newly acquired assets.
Methanex Corp (MEOH) is focused on deleveraging, having repaid $125 million of its Term Loan A facility in Q3 2025, and plans to direct all free cash flow to further debt reduction.

Negative

Global methanol demand remained relatively flat in Q3 2025, with inventory builds in coastal markets in China due to increased supply from Iran.
Gas supply availability in New Zealand remains challenged, impacting production rates.
The company faces tight gas markets in Trinidad, limiting the potential for increased production.
Methanex Corp (MEOH) anticipates continued limitations on gas supply to its Egypt facility during peak summer demand.
The company does not anticipate significant growth capital over the next few years, focusing instead on maintaining a strong balance sheet.

Operator

Good morning. My name is Tina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Methanex Corporation third-quarter 2025 results conference call. (Operator Instructions)

Thank you. I would now like to turn the conference over to the Director of Corporate Development and Investor Relations at Methanex, Jessica Wood-Rupp. Please go ahead, Ms. Wood-Rupp.

Jessica Wood;Rupp

Methanex Corp - Director, Corporate Development and Investor Relations

Good morning, everyone. Welcome to our third-quarter 2025 results conference call. Our 2025 third-quarter news release, management discussion analysis, and financial statements can be accessed from the financial reports tab at the Investor Relations page on our website at methanex.com.

I would like to remind our listeners that our comments and answers to your questions today may contain forward-looking information. This information by its nature is subject to risks and uncertainties that may cause the stated outcome to differ materially from

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