China commodity futures close: methanol limit up, PX & marine fuel up 5%

The broad-based surge across energy-linked contracts, with methanol locking limit-up, points to a coordinated repricing rather than isolated momentum. The breadth—PX, LSFO, fuel oil, PTA, LPG, crude, propylene, asphalt all up over 4%—suggests a common driver, likely supply-side or macro sentiment, that is lifting the entire downstream chain. Polysilicon's divergence as the sole decliner underscores that this is not a blanket risk-on move, but sector-specific pressure. What warrants watching is whether the limit-up in methanol sustains follow-through or signals exhaustion, and if the energy complex can hold these gains without confirmation from external benchmarks.