Insights & Briefings

What's moving between Türkiye and the world.

Short, sourced commercial notes for owner-led companies selling abroad, buying from Türkiye, or watching a market move before competitors do. Energy, industrial manufacturing, supply chains, regulation, procurement and trade.

6 Oct 2026Commercial operating note

Why export sales activity does not turn into orders

The failure usually sits between stages: buyer fit, problem ownership, qualification, quotation, negotiation and follow-through.

Export salesPipelineCommercial ownership
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15 Sep 2026Commercial note

What your EU customer actually needs from you for CBAM

The information flow across product, installation, emissions, upstream inputs, carbon-price evidence and independent verification.

CBAMEU buyersExporter data
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15 Sep 2026Commercial guide

CBAM exposure for Turkish exporters — and how to use it as a sales argument

A worked buyer-side explanation of defaults, actual emissions, benchmarks, certificate prices and Türkiye ETS.

CBAMExportTürkiye
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12 Sep 2026Strategic Brief

The Invisible Shortlist

Industrial buyers increasingly rank suppliers before the first sales conversation. What that changes about discoverability, evidence, trust, and the job of sales.

B2B SalesIndustrial BuyingBusiness Development
24 Jun 2026Brief #10

Türkiye–Germany: Platform, Not Just Supplier?

The 19 June JETCO protocol, its $60B target, and the significance of “cooperation in third-country markets” for Türkiye’s role as a co-production and launch platform.

GermanyTrade policyValue chains
17 Jun 2026Brief #09

Proximity Is a Premium, Not a Discount: Türkiye's Apparel Corridor

Türkiye is the EU’s nearest large apparel supplier, yet it is losing share to more distant factories. Where proximity still creates commercial value — and where it no longer covers the price gap.

Textile & apparelNearshoringEU market
16 Jun 2026Brief #08

Türkiye Built a Record Car-Export Engine. Europe Decides How Fast It Runs.

Türkiye’s auto exports reached a record in 2025, with roughly 72.5% going to the EU. The same concentration that powers the sector also defines its exposure.

AutomotiveExport concentrationEU demand
11 Jun 2026Corridor Brief

The Concentration Print — Türkiye's Trade Tilts Into a Tightening EU

Türkiye’s trade remains heavily exposed to Europe while the EU tightens steel, carbon and procurement rules. The brief tracks where concentration still holds and where it is already breaking.

Trade policySteelCBAM
4 Jun 2026Corridor Brief

The Electricity Corridor: Türkiye's Bid for Europe's Power Transit

A gas contract, a four-country green-power corridor and a $30B grid programme landed in one week. The commercial question is which parts are bankable now and which remain infrastructure ambition.

EnergyGridCorridors
3 Jun 2026Brief #07

EU Steel: Two Instruments, One Door

The EU’s tighter steel quota and CBAM apply through different mechanisms and stack on the same shipment. Turkish exporters have to price both.

SteelCBAMTrade defence
28 May 2026Corridor Brief

Istanbul's Hub Position: What the 2026 Traffic Data Says

Passenger traffic, transfer connectivity and fleet data show what Istanbul’s hub position means for companies routing people, services and commercial activity through Türkiye.

AviationConnectivityCorridors
25 May 2026Corridor Brief

Turkish Cement, Four Directions in 20 Months

Four Turkish-linked cement platforms took different routes out of the same market. Ownership, international expansion and the real 2026 CBAM cost on Turkish clinker sit in the same frame.

CementCBAMOwnership
14 May 2026Brief #06

CBAM 2026: Four Months In — Implementation Status & Türkiye's Exposure

Türkiye can produce below CBAM default emissions values and still pay against the default. The commercial issue is whether EU buyers turn emissions data into a supplier-qualification gate.

CBAMCarbonProcurement
7 May 2026Corridor Brief

The Failure-Mode Map — Türkiye When Corridors Break

A stress test of routing options through Türkiye when chokepoints close, tariffs escalate and reciprocity tightens.

CorridorsManufacturingTrade policy
30 Apr 2026Corridor Brief

The BESS Valuation Trap — Türkiye Edition

Türkiye has a large pre-licensed storage pipeline but little commissioned capacity and no transparent market-based BESS price benchmark. That gap matters when projects reach credit committee.

Energy storageProject financeValuation
23 Apr 2026Brief #05

Turkey's Defense Export Pivot: From $2.3B to $10B in Five Years

European procurement is changing as Türkiye’s defence exports expand. The question is where Turkish industrial suppliers can enter European procurement chains — and where the window is narrowing.

DefenseEuropean procurementIndustrial
14 Apr 2026Brief #04 · v2.0

The Ceasefire Didn't Hold. The Map Has Hardened.

An update to the 10 April aviation hub-shift brief, reflecting the US naval blockade of Iranian ports, failed talks and the operational divergence between Gulf hubs and Istanbul.

AviationGulfCorridors
10 Apr 2026Brief #03 · v2

A Ceasefire Was Announced. The Strait Is Still Closed.

Hormuz, Bab al-Mandeb, ceasefire risk and the reordering of business geography when a strategic shipping route cannot be treated as schedulable.

HormuzMaritimeCorridors
8 Apr 2026Brief #02

Istanbul Is Not Plan B. It's Already Plan A.

Financial services, aviation, corporate mobility, trade and investment — and why some companies stopped debating contingency and started executing it.

Financial servicesAviationTrade
30 Mar 2026Brief #01

Impact of the Middle East Conflict on the Turkish Economy

Supply-chain disruption, raw-material shortages and strategic options following the 28 February operation and the de facto closure of the Strait of Hormuz.

MacroEnergySupply chain