European Union's Carbon Regulation Causes Delays in the Cement Sector
The failure to appoint an auditing firm yet under the EU's CBAM regulation is causing order delays and customer losses in the Turkish cement sector.
The failure to appoint an auditing firm within the framework of the European Union's Carbon Border Adjustment Mechanism has led to order disruptions and customer losses for the Turkish cement sector exporting to Europe.
Uncertainty in the CBAM Process
With the Carbon Border Adjustment Mechanism implemented by the European Union on January 1, 2026, a carbon cost has been introduced to greenhouse gas emissions in the production of carbon-intensive products.
Postponement of Auditing Firm Appointments
The European Commission's failure to designate an auditing firm yet for measuring carbon emissions is causing order delays and uncertainties in the cement sector exporting to Europe.
It is stated that audits have been postponed to the final quarter and it is quite difficult to complete them by January 2027.
Customer Losses and Risks
Due to these ongoing uncertainties, many customers have been lost, and buyers who do not want to take risks have reportedly turned directly to companies within the European Union.
Costs and Competitive Conditions
While conflicts in the Middle East and the situation in the Strait of Hormuz push oil prices and maritime freight rates upward, coal prices have also increased by 40 percent over the past three months.
Search for Alternative Markets
Thanks to Turkey's geopolitical position and strong infrastructure, canceled contracts have been redirected to newly opened markets such as Syria to achieve balance.
Future Expectations
In the upcoming period, post-war reconstruction activities in Syria and Ukraine rank among the most promising markets, while a significant increase has also been recorded in orders from Libya.