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| RUSSIAN METHANOL MARKET - EXECUTIVE SUMMARY |
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| ?? WORKBOOK OVERVIEW |
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| This workbook tracks Russian methanol production, exports, and domestic sales data from 2015-2026. |
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| Data Coverage: |
2015 - 2026 (12 years) |
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| Number of Producers Tracked: |
10 major producers |
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| Key Metrics: |
Production, Exports, Domestic Sales, Captive/Inventory |
| Units: |
Kilo tons (kt) |
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| Sheets in Workbook: |
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| • Excel Version: |
Detailed monthly data 2023-2026 by producer |
| • PDF Version: |
Similar data (imported from PDF source) |
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| • Summary 2015-2026: |
Annual summary statistics |
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| • Producer Breakdown 2020-2025: |
Producer-level annual totals |
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| ?? TOP 10 RUSSIAN METHANOL PRODUCERS (Ranked by 2025 Production) |
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| Rank |
Producer |
2025 Production (kt) |
% of Total |
| 1 |
Shchekinoazot |
1,193.40 |
30.20% |
| 2 |
Metafrax Chemicals |
1,089.30 |
27.50% |
| 3 |
Gazprom Methanol |
697.6 |
17.60% |
| 4 |
Tomet |
525.3 |
13.30% |
| 5 |
Ural/Novatek |
118 |
3.00% |
| 6 |
Azot Nevinnomyssk |
113.2 |
2.90% |
| 7 |
Akron |
104.6 |
2.60% |
| 8 |
Ammoni |
81.4 |
2.10% |
| 9 |
Angarsk PC |
32.7 |
0.80% |
| 10 |
Azot Novomoskovsk |
0 |
0.00% |
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| ?? KEY HIGHLIGHTS & TRENDS |
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| PRODUCTION TRENDS: |
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| • 2025 Total Production: 3,955.5 kt (↑3.6% vs 2024's 3,818.5 kt) |
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| • 2026 YTD (Jan-Mar): 1,003.8 kt produced |
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| • Peak production was in 2021: ~4,499 kt; industry has contracted since then |
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| EXPORT TRENDS: |
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| • 2025 Exports: 1,447.8 kt (36.6% of production) |
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| • 2024 Exports: 1,253.7 kt (32.8% of production) - lowest in recent years |
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| • 2026 YTD Export ratio: 33.4% (334.8 kt of 1,003.8 kt produced) |
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| • Exports have declined significantly from 2022 peak of 2,064 kt |
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| DOMESTIC MARKET: |
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| • 2025 Domestic Sales: 1,483.9 kt |
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| • Domestic demand has remained relatively stable (1,400-1,600 kt/year) |
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| • Captive use/Inventory: 934.9 kt in 2025 |
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| MARKET CONCENTRATION: |
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| • Top 3 producers (Shchekinoazot, Metafrax, Gazprom) = 75.3% of production |
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| • Azot Novomoskovsk appears to have ceased operations (0 production in 2025-2026) |
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| ?? YEAR-OVER-YEAR COMPARISON |
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| Metric |
2024 |
2025 |
Change |
| Production (kt) |
3,818.50 |
3,955.50 |
3.60% |
| Exports (kt) |
1,253.70 |
1,447.80 |
15.50% |
| Domestic Sales (kt) |
1,558.70 |
1,483.90 |
-4.80% |
| Export Ratio (%) |
32.80% |
36.60% |
+3.8pp |
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| ?? 2026 YTD STATUS (Jan-Mar) |
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| Metric |
Jan-Mar 2026 |
Jan-Mar 2025 |
Change |
| Production (kt) |
1,003.80 |
1,039.50 |
-3.40% |
| Exports (kt) |
334.8 |
403.3 |
-17.00% |
| Domestic Sales (kt) |
361.3 |
373.3 |
-3.20% |
| Export Ratio (%) |
33.40% |
38.80% |
-5.4pp |
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| ?? ACTION ITEMS & OBSERVATIONS |
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| 1. DATA COMPLETENESS: |
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| → 2026 data only available for Jan-Mar; Apr-Dec shows zeros - UPDATE NEEDED |
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| → Monitor for Q2 2026 data availability |
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| 2. PRODUCER CONCERNS: |
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| → Azot Novomoskovsk: Zero production since late 2024 - verify operational status |
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| → Metafrax Chemicals: Production dropped from 1,182 kt (2022) to 1,089 kt (2025) |
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| 3. EXPORT DECLINE INVESTIGATION: |
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| → Exports fell ~30% from 2022 to 2024 (2,064 → 1,254 kt) |
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| → 2025 shows partial recovery (+15.5%) - monitor trend |
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| → Likely impacted by geopolitical/sanctions factors |
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| 4. FORECAST CONSIDERATION: |
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| → If Q1 2026 pace continues: ~4,015 kt annual production (vs 3,955 kt in 2025) |
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| → Export ratio trending lower in 2026 - domestic market may be prioritized |
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Can Russia come out of this war without any loss of land?
The invasion of Ukraine was supposed to give Putin control over Ukraine and ultimately more land, but the longer the war continues the only prospect that seems to be emerging is one of losing land and even a break-up of the Russian Federation. This may seem far-fetched from the outside, but the Russian empire was expanded through strength and that strength is quickly evaporating.
The longer Putin remains in power and engaged in war against Ukraine, Russia will continue to go backwards in every sphere of social, economic and technological life. Prior to the Treaty of Brest-Litovsk in 1918 Germany considered plans to separate Russia into four separate states in order to suppress it as a military threat. Whether some of those ideas could resurface is not clear but the difference these days is that China would want a say and would probably the greatest beneficary.
Should such a break-up occur, there are many questions over petrochemical assets, under what country they would trade under and who would actually control these assets?
US intelligence last year identified two Russian regions which are being monitored by China, one in the Amur Oblast and the other Vladivostok. These two regions were once part of China’s Qing Empire. In the 19th century, the Qing dynasty handed them over to the Russian Empire. There are no existing chemical plants operating in these areas but there are two huge projects close to completion, including the Nakhodka Mineral Fertiliser Plant and the Amur Gas Chemical Complex.
This is purely speculative at this stage but with Putin cornered, unable to win the war and facing political suicide through retreat, the prospects for Russia are simply bleak. Future historians will quite possibly see Putin as the man who destroyed Russia.
| Attacks on Russian Chemical Plants |
| Date |
Plant |
Location |
| 25-Apr |
Apatit |
Cherepovets |
| 14-Apr |
Phosagro |
Cherepovets |
| 04-Apr |
Togliattikaucuk |
Samara Oblast |
| 04-Apr |
Kuibyshevazot |
Samara Oblast |
| 29-Mar |
Togliattiazot |
Togliatti |
| 21-Mar |
Kuibyshevazot |
Samara Oblast |
| 19-Mar |
Azot Nevinnomyssk |
Stavropol Krai |
| 11-Mar |
Kuibyshevazot |
Samara Oblast |
| 08-Mar |
Akron |
Novgorod |
| 17-Feb |
Metafrax Chemicals |
Perm Oblast |
| 10-Feb |
Bryansk Chemical Plant |
Bryansk, Western Russia |
| 10-Feb |
The Redkinsky Experimental Chemical Plant |
Tver Oblast |
| 02-Jan-26 |
Kazanorgsintez |
Tatarstan |
| 01-Jan |
Bryansk Chemical Plant |
Bryansk, Western Russia |
| 24-Dec |
Efremov Synthetic Rubber Plant |
Tula Oblast |
| 23-Dec |
Stavrolen |
Budyennovsk, Stavropol Krai |
| 19-Dec |
Togliattiazot |
Togliatti |
| 18-Dec |
Sintez OKA |
Dzerzhinsk, N Novgorod |
| 14-Dec-25 |
Shchekinoazot |
Tula Oblast |
| 12-Dec-25 |
Minudobreniya |
Rossoh |
| 11-Dec-25 |
Akron |
Novgorod |
| 05-Dec-25 |
Azot Nevinnomyssk |
Stavropol Krai |
| 04-Nov-25 |
Sterlitamak Petrochemical Plant |
Sterlitamak |
| 29-Oct-25 |
Stavrolen |
Budyennovsk, Stavropol Krai |
| 23-Oct-25 |
Bryansk Chemical Plant |
Bryansk, Western Russia |
| 15-Oct-25 |
Ufaorgsintez |
Ufa, Bashkortostan |
| 06-Oct-25 |
Sverdlov Chemical Plant |
Dzerzhinsk, N Novgorod |
| 03-Oct-25 |
Azot Berezniki |
Perm Oblast |
| 25-Sep-25 |
Evrokhim Belorechensk |
Krasnodar |
| 23-Sep-25 |
Gazprom neftekhim Salavat |
Bashkortostan |
| 17-Sep-25 |
Gazprom neftekhim Salavat |
Bashkortostan |
| 14-Sep-25 |
Metafrax Chemicals |
Perm Oblast |
| 29-Aug |
Aleksin chemical plant |
Tula Oblast |
| 11-Aug-25 |
Orenburg Helium Plant |
Orenberg Oblast |
| 02-Aug-25 |
Korund |
Dzerzhinsk, N Novgorod |
| 25-Jul-25 |
Azot Nevinnomyssk |
Stavropol Krai |
| 22-Jul-25 |
Novokuibyshevsk Petrochemical Company |
Samara Oblast |
| 17-Jul-25 |
Shchekinoazot |
Tula Oblast |
| 07-Jul-25 |
Krasnozavodsk Chemical Plant |
Krasnozavodsk, Moscow area |
| 02-Jul-25 |
Saratovorgsintez |
Saratov Oblast |
| 14-Jun-25 |
Novokuibyshevsk Petrochemical Company |
Samara Oblast |
| 14-Jun-25 |
Novokuibyshevsk Catalyst Plant |
Samara Oblast |
| 14-Jun-25 |
Azot Nevinnomyssk |
Stavropol Krai |
| 08-Jun-25 |
Azot Novomoskovsk |
Tula Oblast |
| 07-Jun-25 |
Plastic and Polymer Processing Plant |
Rostov |
| 26-May-25 |
Dmitrievsky Chemical Plant |
Kineshma, Ivanovo Oblast |
| 24-May-25 |
Azot Novomoskovsk |
Tula Oblast |
| 17-Apr-25 |
Sverdlov Chemical Plant |
Dzerzhinsk, N Novgorod |
| 05-Apr-25 |
Promsintez |
Chapayesvsk, Samara |
| 22-Mar-25 |
Promsintez |
Chapayesvsk, Samara |
| 03-Mar-25 |
Ufaorgsintez |
Ufa, Bashkortostan |
| 28-Jan-25 |
SIBUR Kstovo |
Kstovo, N Novgorod |
| 24-Jan-25 |
Krasnozavodsk Chemical Plant |
Krasnozavodsk, Moscow area |
| 14-Jan-25 |
Kazanorgsintez |
Kazan, Tatarstan |
| 13-Jan-25 |
Bryansk Chemical Plant |
Bryansk, Western Russia |
| 13-Jan-25 |
Aleksin chemical plant |
Tula Oblast |
| 10-Jan-25 |
Limpek Solvents Plant |
Gatchina, St Petersburg |
| 06-Jan-25 |
Kamensk Chemical Plant |
Kamensk, Rostov |
| 30-Dec-24 |
Voronezhsintezkaucuk |
Voronezh, Western Russia |
| 18-Dec-25 |
Kamensk Chemical Plant |
Kamensk, Rostov |
| 07-Nov-24 |
Aleksin chemical plant |
Tula Oblast |
| 21-Oct-24 |
Efremov Synthetic Rubber Plant |
Efremov, Tula Oblast |
| 16-Oct-24 |
Sverdlov Chemical Plant |
Dzerzhinsk, N Novgorod |
| 15-Apr-24 |
Gazprom neftekhim Salavat |
Bashkortostan |
| 17-Apr-24 |
Kamensk Chemical Plant |
Kamensk, Rostov |
| 17-Jan-24 |
Shakhtinsky Polyester Plant |
Shakhty. Rostov |
Data Section
Russian Petrochemical Production
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