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Methanex says continued operations in NZ 'not sustainable' due to ‘continued decline in domestic natural gas availability and the lack of a clear pathway to meaningful new supply’

Business / news
Methanex says continued operations in NZ 'not sustainable' due to ‘continued decline in domestic natural gas availability and the lack of a clear pathway to meaningful new supply’
[updated]
Methanex operations in Taranaki.
Methanex operations in Taranaki. Image source: Supplied

Methanex, the country’s only methanol manufacturer, says it has struck a deal to sell all of its natural gas contractural entitlements and expects to “indefinitely idle” its production facilities in Taranaki.

Methanol is a clear liquid chemical used in products like plastics, paints, cosmetics and fuels. On its website, Methanex said approximately 95% of its production in New Zealand is exported to customers in the Asia-Pacific region. The company is also NZ's largest user of natural gas

“Given the continued decline in domestic natural gas availability and the lack of a clear pathway to meaningful new supply, Methanex has determined that continued operations in New Zealand are not sustainable and as such has taken steps to optimise value from its remaining New Zealand gas position," Methanex said on Wednesday.

“As a result of this agreement, the Company expects to indefinitely idle its New Zealand production facilities during the first quarter of 2027 and will work closely with employees, contractors, suppliers, customers and government stakeholders during this transition period.”

On the company’s natural gas contractual entitlements, it said it had entered into an agreement to “sell substantially all” of these commencing in the first quarter of 2027, continuing through the end of the decade when entitlements expire.

Methanex president and chief executive Rich Sumner said its NZ production facilities had operated for more than four decades and its people had made “significant contributions” to the company and NZ’s energy sector.

“However, we have also been preparing for the eventuality of this day given the declining gas availability in the country,” Sumner said.

“For several years we have actively contributed to managing New Zealand’s declining gas environment by matching our operating rates to available supply and, when appropriate, selling gas into the New Zealand energy markets.

“We are now focused on supporting our team members during this transition period, safely operating the plant over the next several months and then safely idling and preserving the facility for long-term optionality should future circumstances support a restart of operations.”

The company did not expect to incur material cash costs as a result of this decision.

LNG plans back in the spotlight, National blames Labour

Speaking to reporters on Wednesday afternoon, Energy Minister Simeon Brown said: "This is devastating news for Taranaki but this is exactly what Labour planned for when they decided to ban oil and gas in New Zealand." 

Brown, who is also National's campaign chair, said some of gas will become available to the electricity sector.

"But it's not going to be enough in the long term because ultimately, the decline that is happening because Labour banned oil and gas exploration is having a huge impact on our energy sector in New Zealand, and that's why we're continuing with our plans for an LNG (liquefied natural gas) importation terminal."

The Government first announced its plans for an LNG import facility in February.

Labour leader Chris Hipkins said NZ hasn't had a significant find of new natural gas for over 20 years. 

"The oil and gas ban didn't change that reality. It was only in place for a couple of years at that time. There were people out there looking for gas, they couldn't find it. That's why Methanex have made this decision."

He said the LNG import terminal "never stacked up" and the Government "should admit that they've got this wrong and not throw potentially billions of dollars at a project that will be a failure". 

The Green Party said with Methanex leaving, this “shuts the door on any arguable reason for the Government to build an LNG import terminal” and called for these plans to be cancelled.

"Methanex leaving takes the country's largest gas user out of the market and frees up gas supply through to the end of the decade for electricity generation,” Green Party co-leader Chlöe Swarbrick said.

"If they're not going to do the rational thing and cancel their plans, at the very least, [Christopher] Luxon must return to the drawing board before signing any daft deal."

"New Zealanders deserve real energy independence, cheaper bills, local manufacturing and jobs and a resilient economy. An LNG terminal was never going to deliver that, and today's news makes that reality even more stark," Swarbrick said.

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32 Comments

Exploit resources, profit, leave with profit. Classic humans.

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What were you going to do with gas champ? 

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I have solar, battery, fireplace, plenty wood, a cheap-running woodsplitter. No need for gas

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Not running a frozen veg export operation then? At least you will have plenty cheap labour on tap to split the wood.

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And continuing the notion of limits to growth.....

Discover, extract, exploit for profit, near exhaust supply, shut down and move on.

Upside, avoid LNG and keep some greenhouse vegetable operations going for a while longer.

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Don't worry Chloe, NZ will forgo the $1 billion in export revenue and import 120,000 tonnes of methanol from overseas. 

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The gas will still be used by someone for something. I presume the announcement is linked to Genesis announcing they acquired a bunch more gas for 2027-2029 yesterday, in which case it will displace coal imports rather than generating export revenue. 

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But if the gas is not available in reliable volume to sustain the Methanex processing, where does the export revenue come from that you are suggestingis foregone?

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where do you get the 120,000 tonnes for domestic consumption from? methanex used to export 95% of production.

 

We'll be importing a small amount of methanol, which is easy to transport, instead of building a $1.5b LNG import terminal.

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Can you explain? We use methanol (relatively small scale) for production of resins, glues and some other chemicals in NZ. LNG was never going to be used to produce methanol.

Any future methanol will need to be imported at a much higher cost than now. Some companies will not be able to absorb that cost.

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Sure we'll need to import methanol. But better to keep domestic gas for local consumption, and import methanol than to export gas in the form of methanol, run out, then have to import both gas and methanol. 

Selling half our gas reserves to methanex at 6c/kW to export, only to run out and spent 1.5b on a terminal to import the stuff is madness.

It's been decades since there was a big find. No forward planning. Well Labour were belatedly doing a bit but national cancelled it all in their 100 day blitzkrieg of anything the last lot had touched.

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2

I think you would find without a big user like Methanex our gas prices would be extremely high. 

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I think scarcity will be the bigger influence on price than any economies of scale we get from consuming the stuff fast.

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So, where are the funds for remediation sitting currently? Indefinitely idle sounds like leave 'leave it behind for someone else to sort' long after Methanex has wound up any entities which could be on the hook

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Ecotard policy shuts down local natural gas derived methanol - to be replaced with Chinese coal derived methanol. Another environmental own goal by the virtue signalling do gooders. 

An own goal that costs us export receipts, employment and sends the global environment backwards.

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Policy isn't at fault for the lack of gas found underground and known dwindling reserves. 

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Not just policy. White anting by the public service.

"… they have to fight with the difficulties of getting permits to explore. Over the last ten years or so many applications have been made by small companies for prospecting licenses which have been turned down by the ministry, as so nobody nobody knows about them. Fifteen to my certain knowledge knowledge.

We could have a very bright energy future if we do the right things?

Yes, that’s totally possible …there are a number of targets in the onshore which could bring gas to market in the relatively near future.

…even onshore Taranaki by world standards not heavily drilled. The Taranaki Basin both on and offshore has had 400 wells drilled, which sounds like a lot but the equivalent area in the North Sea has had 12,500 wells drilled. …The Taranaki Basin is a good basin, per well its discovery rate is good [1 in 6 for onshore] and its production level per well is very good. It just lacks that investment capital …and political certainty …we are waiting for the bureaucracy to grant the permits so the explorers can get going.

…Taranaki has very good pipeline infrastructure and production stations. If you are in a position to link in to that into that infrastructure from time of discovery to production could be less than one year."

David Bennett, an experienced oil and gas geophysicist, about New Zealand’s vulnerability at the end of global fuel supply chains. David explains that while current reserves may cover several weeks, future access is uncertain, with diesel posing the greatest risk to the economy. However, a topping refinery in Taranaki could be made a reality to refine local crude in about a year if the political will could be found.

https://rcr.media/episodes/dave-bennett-oil-gas-exploration-veteran-exp…

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It's a finite resource. Period. 

Nothing as big as Maui, exists. 

And I remember it starting...

I suspect the cranial retardation is your own. 

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Classy response PDK.  Someone provides some facts that don't fit in your silo and you resort to abuse.

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Facts?

Guess it depends how much you need to believe. Profile gets info which is so-so-so-so selective, that it has to emanate from a spin-source. Not necessarily untrue, but it might as well be - which is why it is cherry picked in the first place.

Others fall for stuff by predilection - Lomborg is a similar source. 

So you go back to base-line facts - one being that if there were a field as big as Maui, we'd have found it (it's like the old game of battleships). We haven't. And we all know how long Maui lasted. Join the dots.

Then there is the obligation to future generations - both to hand them on a livable planet, and to hand them the same resource chances we had (sustainability is a hard piece of science). 

Yes, I have less than zero respect for Profile - I need to sleep easy with my conscience, and I have one. But facts...   are facts. 

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The Green Party said with Methanex leaving, this “shuts the door on any arguable reason for the Government to build an LNG (liquefied natural gas) import terminal” and called for these plans to be cancelled.

LNG importation never had anything to do with Methanex. 

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She will have a reason for saying that and that relies on her fan club swallowing  whatever she says regardless of whether it is correct or incorrect.

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But it does. Methanex reduced consumption to make supply available to higher priority users. 

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Lou is right, Foxy. 

:)

The CEO said as much. 

Only prolongs, though. 

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Good riddance.

They were a massive drain on our limited gas reserves, with 95% of their product benefiting consumers overseas... and their shareholders - also likely 95% or more of them being overseas as well.

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Nevermind the $266m paid to employees and suppliers as per their 2025 financial on companies office? 

Virtue signalling nonsense won't pay Kiwi wages or suppliers.

There will be thousands of kiwis hurting from this announcement but "good riddance" eh. 

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7

Yep.

If thousands are sucking on a temporary tit, they either should have done some research (it doesn't take an Einstein) or caveat emptor. 

Given that we built the whole global societal structure on a one-off stock of compressed sunlight, methinks you are looking at it from the wrong angle. The whole of modernity - was always temporary. By some margin. 

Can Modernity Last? | Do the Math

Give yourself the intellectual respect to read it (most with your attitude reject at the pre stage...)

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Tappity tap tapping away on your electricity powered computer and submitting your thought bubbles via the dirty, filthy power-hungry internet. Do us all a favor and power down your computer eh, and go live your energy free lifestyle while the world solves problems on your behalf.  

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It's doing such a great job too...

Oh wait

What caused all the problems that add up to the human predicament? 

Um, us doing what we've done so far. 

Good luck with that 

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No one is coming to drill for piddling domestic users in a country of 5 mill. Without scale industrial offtakers there is no economy of scale for domestic users.

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I seem to remember some drilling hereabouts. 

Dry, as I recall. 

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Consider...Methanex exported 95% of its output in an economy that demands more gas...we may suggest that we shouldnt need that gas but if we do why are we exporting it when we need it?

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