Industrial production in the UK fell by 2% month-on-month in September 2025, reversing a downwardly revised 0.3% gain in the previous month and coming in worse than market expectations of a 0.2% drop. This marked the sharpest fall since January 2021, as manufacturing output (-1.7% vs 0.6% in August) decline, led by a notable drop in the manufacture of motor vehicles, trailers, and semi-trailers (-28.6%). At the same time, production slipped for both electricity, gas, steam, and air conditioning supply (-3.4% vs 0.2%) and water supply, sewerage, and waste management (-0.7% vs 0.5%), while continuing to fall in mining and quarrying (-3.4% vs -2.4%). On a yearly basis, industrial activity decreased by 2.5% in September, following a downwardly revised 0.5% fall in August and well above market expectations of a 1.2% decline.
