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It is to combat inflation and show the market that CB won't give an inch at all costs. IMHO %45 is the sweet spot. I don't think CB will stop the interest rate increase before seeing any meaningful improvement in the 1-year forward rate.

That is not a good comparison. Those engines are designed with the tech of the 80s, 90s, and 2000s. TF35 is in design with the tech of 2020. This is not true. TEI can manufacture any engine with its current machine shop capabilities.

1 million $ is a very competitive export price for a system like Aselflir-500. Most countries can't even get an export license from Western countries for a laser designator with a power output similar to that of Aselflir-500. Customers will get a camera with better image performance, a...

Karaok showed excellent performance in tests. It has up to 2.5km in top attack mode and a 4km ballistic flight range. Interest in Karaok is really high. Multiple contracts already signed or in the signing process.

Turkiye will smash defense export records in the coming years. Exports will surpass 10 billion really soon.

Aselflir-500 serial production will start in February 2024. I expect an initial production rate of 8 per month probably doubled to 16 after some time. The Aselflir-500 project moved really smoothly thanks to experiences gained from the CATS project.

The new economy admin is doing well. I expect the rate increase to stop at %45.

Possible TF6k TF10k timeline. The first ignition of TF6k: by the end of this year or Q1 next year. The first ignition of TF10k: by the end of next year or Q1 2025. (it might be quicker as I'm suspicious that they are designing both in parallel and those 2 are only 6 months apart) The first...

Erdogan will try everything not to respect the reelection limit. Unfortunately, this will also block people like Selçuk Bayraktar.

Commander of the Naval Forces Admiral Ercüment Tatlıoğlu: "We aim to get delivery of the TB3 by the end of this year".

Processing the gas is the current bottleneck of the Blacksea gas project. Current land facilities are enough for 10 million cubic meters per day. TPAO is drilling wells fast and soon TPAO will reach 10 million per day. We need to quadruple processing capacity but it will take time. This ship...

BTW 1000 Altays = roughly 15 billion $

As President Erdogan said second LHD that will be designed as a drone mothership is a go. The Navy wants additional OPVs. The OPV requirement involves a total of 10 Hisar class OPVs but those might be ordered in batches the first batch of 2 vessels are in construction second batch might be 4...

Well if it is guaranteed that we will get 35 F-16 Özgür with MURAD and Gökhan ready with full operational capability I think it is worth the wait. 36 months is not a long time.

Nope, no need to go there. Upgrading existing tanks and +250 new Altays will be enough for the foreseeable future. 250 Altays+300+ upgraded Leo2s+150+ existing M-60TM Sabra+ 300 M-60TR (national upgrade for M-60A3). Total 1000 frontline tanks with APS.

Hopefully after 250 tanks we completely stop the production other than possible exports and move on to a next-generation tank with hybrid propulsion and a 3-man crew.

This is an absurdly low amount of production capacity. Small gun workshops in the Blacksea region can reach better figures than this.

Other than Smart-S it looks good. We should have installed the required power generation/delivery systems and done EMI/ECM tests for the CENK-S. The Navy should have made plans to switch CENK-S from the SMART-S in a few years and install Smart-S on other platforms like TCG Bayraktar and some of...

The new president of Brazil is friendly to Turkiye and Erdogan so a deal might be reached if not it is already in motion.

The rumours about the Reis project are true but let's not get ahead of ourselves cancelling the Reis project is a big move and I doubt Germans will take that step so until Germany acts on its veiled threat we should not make it bigger than it seems. Having said that, Germans are acting like...