Insights

Perspectives on supply markets, sourcing and supplier performance.

  • Supply-base risk belongs on the board agenda

    A category that depends on one country, one region or one supplier is a risk whether or not it has failed yet. Resilience starts with knowing where your concentration sits and building credible alternatives before a disruption forces the decision.

  • Second sources closer to Europe

    As European buyers look for alternatives nearer to home, Türkiye is on the shortlist for many of them, particularly in defence. Turning that into reliable supply takes more than a supplier directory: it takes appraisal, site audits and, often, a development plan.

  • Price is not cost

    In inflationary and volatile currency markets, the quote is only the starting point. Freight, duties, payment terms, quality failures and the cost of switching suppliers decide what an item really costs over its life.

  • The specification decides the outcome

    Many costly contracts are set on their course long before the tender, by a specification that described the wrong thing, or described the right thing in a way the market could not price.

  • When AI demand becomes a cost driver

    Through 2025 and 2026, demand from AI data centres has drawn memory and storage capacity towards AI hardware, and the prices of ordinary servers, PCs and storage have followed. For technology buyers, last year's price is no longer a guide. The question is which part of a quote reflects the market and which part is margin, which is what a should-cost model is built to answer. We are developing an AI-assisted method to support this kind of estimate, with every output subject to professional review.

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