Industrial production in the UK fell 0.2% month-on-month in June 2026, defying market expectations of a 0.1% increase, albeit easing from a 0.7% drop in the previous month. Mining and quarrying output rebounded sharply (5.1% vs -5.1% in May), supported by a strong recovery in crude petroleum and natural gas extraction (6.2% vs -5.5%). In addition, declines eased in water supply, sewerage, and waste management activities (-1.5% vs -3.1%). On the other hand, manufacturing output remained under pressure (-0.5% vs -0.2%), weighed down primarily by production of basic pharmaceutical products and preparations (-5.1% vs 0.2%) and computer, electronic, and optical products (-0.9% vs 2.1%). On a quarterly basis, industrial production showed no growth. On a yearly basis, industrial output fell 0.2%, defying forecasts of 0.2% rise and reversing May’s 1% gain. It also marked the first annual decline since February.