Added to YB: 2026-03-09
Pitch date: 2026-03-05
CE [bullish]
Celanese Corporation
+2.97%
current return
Author Info
No bio for this author
Company Info
Celanese Corporation produces and sells engineered polymers worldwide. It operates through Engineered Materials and Acetyl Chain segments.
Market Cap
$6.1B
Pitch Price
$52.42
Price Target
N/A
Dividend
0.22%
EV/EBITDA
9.63
P/E
-5.66
EV/Sales
1.86
Sector
Chemicals
Category
value
Celanese: The Hidden Winner of the Global Methanol Shock
CE: Iran/Qatar methanol disruption removes 10M+ tonnes annually (93% exported), tightening acetic acid feedstock. CE is world's largest acetic acid producer, vertically integrated w/ long-term methanol contracts insulating costs while competitors face spot price squeeze. Gets margin expansion on both sides: input costs stable, output prices rising. Sell-side missing methanol chain vs ethylene focus. Iran's 19.6M tonne buildout frozen, multi-year supply gap ahead.
Read full article (2 min)