While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
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Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
Using sectoral production data from Oxford’s Global Industry Service, we have been able to quantify which countries and sectors have...
Research Briefing
In 2026, we anticipate global industrial value-added output to grow just 1.9%, the slowest pace of growth since the global...
Our modelling suggests the main beneficiaries of the spending will be a highly concentrated subset of capital-intensive subsectors, mainly in...
Executive Summary
In 2025, we are expecting a deceleration in global pumps demand to 1.0% as the global economy contends with new...
Research Briefing
For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate...
Research Briefing
Japan's industries, which are exposed more to international demand than to tepid domestic demand, are often concentrated in certain cities....
Research Briefing
The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry, though...
Research Briefing
Electronics, electricals, motor vehicles, pharmaceuticals and machinery are most exposed globally to US-imposed tariffs.
Research Briefing
The sectors most exposed to mass deportations are construction, agriculture, parts of manufacturing and several service sectors.
Trump has moved swiftly to advance a trade agenda that goes beyond what was promised in the campaign. This will...
Research Briefing
Our baseline forecast now assumes that European defence spending will rise to 3% of GDP by the end of the...
Research Briefing
The new US tariffs add an additional layer of drag on Asian manufacturing activities. India will be one of the...
Research Briefing
Despite the recent uptick in wholesale electricity prices, we expect to see industrial electricity prices in Europe fall slightly through...
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Research Briefing
The potential damage to large swathes of industry in Mexico and Canada from blanket US tariffs could be devastating and...
The German and Italian automotive industries stand out as the most exposed to Trump's tariff threat. Our estimates suggest that...
We expect the chemicals sector to benefit in the short run from Trump’s re-election but face challenges over the longer...
