Grupa Azoty reduces production in March and April after difficult first quarter in 2023 - Issue 391 || PKN Orlen-petrochemical production Jan-Apr 2023 - Issue 391 || Central European styrene trade Jan-Apr 2023 - Issue 391 || Polish polyethylene production & trade Jan-Apr 2023 - Issue 391 || Polish polypropylene production & trade Jan-Apr 2023 - Issue 391 || Polish synthetic rubber trade, Jan-Apr 2023 - Issue 391 || Central European MDI trade Jan-Apr 2023 - Issue 391 || Central European methanol trade Jan-Apr 2023 - Issue 391 || Russian chemical industry-new terminals required to serve Chinese market - Issue 391 || Russian butadiene production Jan-Apr 2023 - Issue 391 || Russian plastics and polyethylene production Jan-Apr 2023 - Issue 391 || Russian polyethylene trade Jan-Apr 2023 - Issue 391 || PTA deliveries from China to Kaliningrad - Issue 391 || Russian methanol production Jan-Apr 2023 - Issue 391 || Russian methanol exports, Jan-Apr 2023 - Issue 391 || Methanol plant at Volgograd signs agreement with Chinese company - Issue 391 || Russian polyurethane raw materials 2023 - Issue 391 || Uzbek methanol island-Air Products - Issue 391 || Russian Methanol Production, exports and domestic sales 2023 - Issue 392 || Polish petrochemical production Jan-May 2023 - Issue 392 || Olefin 111 project outline - Issue 392 || Polimex Mostostal and Naftoremont-Naftobudowa-Olefin 111 project - Issue 392 || Hungarian propylene exports Jan-Apr 2023 - Issue 392 || Central European styrene trade Jan-May 2023 - Issue 392 || Czech petrochemical trade, Jan-May 2023 - Issue 392 || Polish rubber trade Jan-May 2023 - Issue 392 || Hungarian TDI-MDI exports Jan-Feb 2023 - Issue 392 || Russian propylene exports & sales Jan-May 2023 - Issue 392 || KPI polypropylene outage & exports - Issue 392 || Russian methanol producer operational balances 2023 - Issue 396 || Russian Methanol Exports October 2023 - Issue 396 || Polish Polyol Exports 2022-2023 - Issue 396 || Polish Polyol Imports 2022-2023 - Issue 396 || Central European isocyanate trade Jan-Sep 2023 - Issue 396 || Czech polyol imports Jan-Sep 2023 - Issue 396 || Polish polyol trade Jan-Sep 2023 - Issue 396 || Isocyanate/polyol imports from China into Russia - Issue 396 || Russian Methanol Market Analysis January to June 2024, including production and trade balances - Issue 405 || Polish synthetic rubber production and domestic market Jan-Jun 2024 - Issue 405 || Polish Methanol Trade Statistics - Issue 405 || Russian regional chemical production data - Issue 412 || Russian petrochemical production Jan-Jul 2025 - Issue 418 || Monitesing extra ethylene from Nizhnekamskneftekhim - Issue 418 ||
 
  

 

RUSSIAN METHANOL MARKET - EXECUTIVE SUMMARY
       
?? WORKBOOK OVERVIEW      
This workbook tracks Russian methanol production, exports, and domestic sales data from 2015-2026.  
       
Data Coverage: 2015 - 2026 (12 years)  
Number of Producers Tracked: 10 major producers    
Key Metrics: Production, Exports, Domestic Sales, Captive/Inventory
Units: Kilo tons (kt)    
       
Sheets in Workbook:      
• Excel Version: Detailed monthly data 2023-2026 by producer
• PDF Version: Similar data (imported from PDF source)  
• Summary 2015-2026: Annual summary statistics  
• Producer Breakdown 2020-2025: Producer-level annual totals  
       
?? TOP 10 RUSSIAN METHANOL PRODUCERS (Ranked by 2025 Production)      
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%
       
?? KEY HIGHLIGHTS & TRENDS      
PRODUCTION TRENDS:      
• 2025 Total Production: 3,955.5 kt (↑3.6% vs 2024's 3,818.5 kt)    
• 2026 YTD (Jan-Mar): 1,003.8 kt produced      
• Peak production was in 2021: ~4,499 kt; industry has contracted since then    
       
EXPORT TRENDS:      
• 2025 Exports: 1,447.8 kt (36.6% of production)      
• 2024 Exports: 1,253.7 kt (32.8% of production) - lowest in recent years    
• 2026 YTD Export ratio: 33.4% (334.8 kt of 1,003.8 kt produced)    
• Exports have declined significantly from 2022 peak of 2,064 kt    
       
DOMESTIC MARKET:      
• 2025 Domestic Sales: 1,483.9 kt      
• Domestic demand has remained relatively stable (1,400-1,600 kt/year)    
• Captive use/Inventory: 934.9 kt in 2025      
       
MARKET CONCENTRATION:      
• Top 3 producers (Shchekinoazot, Metafrax, Gazprom) = 75.3% of production    
• Azot Novomoskovsk appears to have ceased operations (0 production in 2025-2026)  
       
?? YEAR-OVER-YEAR COMPARISON      
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
       
?? 2026 YTD STATUS (Jan-Mar)      
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
       
?? ACTION ITEMS & OBSERVATIONS      
       
1. DATA COMPLETENESS:      
   → 2026 data only available for Jan-Mar; Apr-Dec shows zeros - UPDATE NEEDED    
   → Monitor for Q2 2026 data availability      
       
2. PRODUCER CONCERNS:      
   → Azot Novomoskovsk: Zero production since late 2024 - verify operational status  
   → Metafrax Chemicals: Production dropped from 1,182 kt (2022) to 1,089 kt (2025)  
       
3. EXPORT DECLINE INVESTIGATION:      
   → Exports fell ~30% from 2022 to 2024 (2,064 → 1,254 kt)      
   → 2025 shows partial recovery (+15.5%) - monitor trend      
   → Likely impacted by geopolitical/sanctions factors      
       
4. FORECAST CONSIDERATION:      
   → If Q1 2026 pace continues: ~4,015 kt annual production (vs 3,955 kt in 2025)    
   → Export ratio trending lower in 2026 - domestic market may be prioritized    

 

 

 

 

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.

Russian chemical industry news, including production, drone attacks, etc 
Russian fertiliser capacity restricted from increasing sales 
Russian petrochemical industry-payment arrears 
Russian isocyanate consumption 2026 
Russian fertiliser capacity restricted from increasing sales 
Russian production of ammonia and ammonium nitrate 
Russian petrochemical production Jan-Feb 2026 
Russian petrochemical industry-payment arrears 
Russian polymer production Jan-Feb 2026 
Russian naphtha exports March 
Russian ethylene production Jan-Feb 2026 
Russian propylene production Jan-Feb 2026 
Russian butadiene production Jan-Feb 2026 
Russian benzene-toluene-styrene production Jan-Feb 2026 
Russian plastics production Jan-Feb 2026 
Russian polethylene production Jan-Feb 2026 
Russian polyethylene trade Jan-Feb 2026 
Russian polypropylene production Jan-Feb 2025 
Russian polypropylene trade Jan-Feb 2026 
Russian PVC production and trade Jan-Feb 2026 
Russian PVC market Jan-2026 
Russian PX-PTA production Jan-Feb 2026 
Russian PET production Jan-Feb 2026 
Russian PTA-PET-MEG imports Jan-Feb 2026 
Russian synthetic rubber production Jan-Feb 2026 
Russian Chinese rubber trade Jan-Feb 2026 
Russian methanol production Jan-Feb 2026 
Russian methanol domestic sales Jan-Feb 2026 
Russian butanol production Jan-Feb 2026 
Russian solvent production Jan-Feb 2026 
Russian polyacrylate production Jan-Feb 2026 
Russian isocyanate consumption 2026 
Russian chemical production Jan-Feb 2026

 

 

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

Russian Organic and Petrochemical Production Broken Down By Region 2025

Russian Production of Petrochemicals and Polymers Summary

Russian Methanol Production and Trade 2025 

Russian Methanol Exports by Destination 2025

 
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