Webinar

2026— a year of divergent fortunes across industry

12 December 2025

3 sessions:

12 December 2025 – 10.00am GMT (London)
12 December 2025 – 10.00am HKT (Hong Kong)
12 December 2025 – 12.00pm EST (New York)

online

Prospects appear solid for industry in 2026 at an aggregate level, but we expect activity to remain regionally and sectorally divergent.

Some factors that insulated global industry from rising tariffs and uncertainty this year—like order front-loading—have subsided. But at the same time, there are a host of factors that should offer support through 2026, including still-strong AI equipment spending and a more growth-friendly policy mix in the US. Chinese manufacturing will retain strength, but this creates downside risk for Europe and advanced Asian economies.

Join Sean Metcalfe and Nico Palesch as they discuss the key industry calls for 2026.

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Speakers

Sean Metcalfe

Sean is an Associate Director on the Industry team, where he forecasts the utility sector, helps shape the team’s views on the Global Industrial outlook and oversees the climate-related enhancements being made to the Global Industry Model.

Prior to joining Oxford Economics, Sean spent two years working for RBB Economics as a competition economist. At RBB he was involved in the economic assessment of competition cases across a range of industries, including antitrust investigations in the telecommunications sector.

Sean holds an MSc in Economics from the London School of Economics and a BSc in Economics from the University of York.

Associate Director

Nico Palesch

Nico is a Senior Economist within Oxford Economics’ Global Industry Service where he is responsible for monitoring and forecasting developments in the transportation & logistics sector, writing industry-related reports and research notes on sector-specific and cross-sector themes and issues, overseeing and expressing the house-view on industrial developments in our monthly publications, and working on bespoke consulting projects.

Nico holds a BSc Joint Honours Political Science and Economics from the University of Ottawa and an MSc Economics from the London School of Economics and Political Science, achieved with distinction.

Senior Economist

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