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Industry forecast update—No collapse yet, but threat of Hormuz lingers

11 June 2026
    3 sessions:
  • 11 June 2026 – 10.00am BST (London)
  • 11 June 2026 – 10.00am HKT (Hong Kong)
  • 11 June 2026 – 12.00pm EDT (New York)
online

Global industrial growth and our forecasts for 2026 have taken a hit since the onset of the US/Israel war with Iran. However, outside of the the Middle East and directly downstream chemical producers and refiners in Asia, negative impacts have been relatively muted so far.

Join our top industry economists to hear about our just-updated outlook for industry globally, how it is coping with the war, the spiking costs of energy, and continued geopolitical uncertainty. We will also lay out which sectors are most exposed to price spikes and shortages of industrial inputs like helium, aluminium, petrochemicals, and sulphur if the crisis drags on.

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

Nico Palesch
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
Jai Patel
Jai Patel

Jai is an Economist within Oxford Economics’ Global Industry Service, where he monitors and forecasts developments in the consumer goods sector, produces sector-focused research, delivers bespoke consulting projects, and contributes to model development and enhancement initiatives.

Jai graduated with First Class Honours in BSc Economics from the London School of Economics and Political Science.

Economist

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11 June 2026