Webinar

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

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

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