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AJC's latest published thinking across strategy, market signals, and the structural shifts shaping the chemicals industry.

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Geopolitics | Mar 19, 2026

Crude Oil Price Forecast 2026–2027

Ajay Joshi

Ajay Joshi Chemicals maintains a high-conviction forecast that Brent crude will reach $105–$110 (+-5) per barrel in the near term underpinned by the effective closure of the Strait of Hormuz and a hardening geopolitical stance from Iran’s new Supreme Leader.

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Geopolitics | Mar 15, 2026

China Has an Iran Problem, and the Chemicals Market Has Barely Noticed

Ajay Joshi

Oil traders watch Hormuz and crude. The deeper risk is China's dependence on Iranian celestite, methanol, sulphur and crude - a chemical vulnerability with consequences far beyond energy

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