After a Huge Setback in Local Elections, Which Way Forward Now for Türkiye’s Erdogan?

Two women sit near a campaign banner of Turkish President and leader of the Justice and Development Party, or AKP, Recep Tayyip in Istanbul, Türkiye, Monday, March 11, 2024. (AP)
Two women sit near a campaign banner of Turkish President and leader of the Justice and Development Party, or AKP, Recep Tayyip in Istanbul, Türkiye, Monday, March 11, 2024. (AP)
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After a Huge Setback in Local Elections, Which Way Forward Now for Türkiye’s Erdogan?

Two women sit near a campaign banner of Turkish President and leader of the Justice and Development Party, or AKP, Recep Tayyip in Istanbul, Türkiye, Monday, March 11, 2024. (AP)
Two women sit near a campaign banner of Turkish President and leader of the Justice and Development Party, or AKP, Recep Tayyip in Istanbul, Türkiye, Monday, March 11, 2024. (AP)

The huge gains made by the opposition in Türkiye’s local elections are raising the possibility that the long-serving President Recep Tayyip Erdogan and his ruling party could step back from some of the populist leader’s more polarizing policies ahead of the next round of voting in four years’ time.

There is no doubt that Sunday's local polls were a blow to both Erdogan and his Islamic-oriented Justice and Development Party, or AKP, which won last year’s presidential and parliamentary elections.

In the balloting, the main opposition center-left Republican People’s Party, or CHP, kept hold of Istanbul and the capital of Ankara by wide margins, but also added wins in conservative provinces — such as Adiyaman and Kilis in the south — to municipalities it gained in the 2019 balloting.

WHAT HAPPENS NOW? Some analysts said on Monday the outcome was a warning and that they expect Erdogan’s government will pursue a path of "normalization" that also includes soothing ties with NATO allies such as the United States and neighboring Greece — and adopting less antagonistic programs at home.

Erdogan, who has presided over Türkiye for more than two decades — as prime minister since 2003 and president since 2014 — acknowledged the electoral setback in a speech from the balcony of the presidential palace late Sunday, saying his party had suffered "a loss of altitude" across Türkiye.

The people delivered a "message" that AKP will "analyze" by engaging in "courageous" self-criticism, he said.

Seda Demiralp, a political science professor at Isik University in Istanbul, said she has already seen this pattern when Erdogan upset predictions of an opposition win in last May's elections after the devastating earthquake that killed more than 53,000 people in the country’s south.

Despite its demoralizing performance last year, the CHP won the popular vote in many major cities.

"This was a warning," Demiralp said. "I expect Erdogan to continue normalization ... or (the AKP) will keep losing further."

WHAT ABOUT RELIGIOUS AND FAMILY VALUES? Others who have been watching Türkiye closely don't see Erdogan making any radical U-turns or drastic changes in his conservative Islamist policies. But a toning-down may be on the cards.

Wolfango Piccoli, the co-president of New York-based consulting firm Teneo, suggests Erdogan may put a brake on his planned constitutional changes that would emphasize "family values" and safeguard, for example, the rights of women wanting to wear Islamic-style headscarves.

Still, "Erdogan will not move towards greater political accommodation, given his aversion to share power, and will not tone down his polarizing rhetoric due to this stinging defeat," Piccoli said.

Sunday’s elections saw the opposition CHP win 35 of Türkiye’s 81 provinces — including the country’s five most populous cities — while Erdogan’s AKP, took 24.

Ozgur Unluhisarcikli, director of the German Marshall Fund in Ankara, described the results as unprecedented for Erdogan.

Turnout was around 78%, according to the state-run Anadolu Agency, compared to 87% in last year's election. The results suggested it was mostly AKP supporters who failed to vote.

"We have never seen him lose like this," he said. "Now the CHP is leading the AKP in the polls for the first time ... This is a landslide for the CHP because they got more votes than the AKP for the first time."

"Türkiye is ready for change," said Unluhisarcikli.

WHERE IS THE ECONOMY GOING? The elections took place against the backdrop of an ongoing cost-of-living crisis, with voters facing annual inflation that rose to 67% in February. Meanwhile, Erdogan has allowed borrowing costs to rise to 50% in a bid to combat soaring prices.

Erdogan has long been a proponent of an unorthodox policy of cutting interest rates to fight inflation and had fired central bank governors who resisted his rate-slashing policies. That runs counter to traditional economic thinking, and many blame Erdogan’s unusual methods for Türkiye’s economic turmoil.

Commentators said that although the economic crisis left Erdogan’s popularity largely unaffected in last year’s national polls, AKP voters felt more inclined to express discontent when his name was not on the ballot paper.

"I think Turkish voters sent the clear message to Erdogan that enough is enough," said Berk Esen, associate professor of political science at Istanbul’s Sabanci University.

"If Erdogan does not get his act together and change his ruling party, this ... decline that we have experienced vis-a-vis AKP’s vote share is going to continue," Esen added.

HOW HAS THE POLITICAL LANDSCAPE CHANGED? Although Istanbul, where Erdogan was born and raised and where he began his political career, was seen as the main battleground in the election and where the opposition retained its hold on the city, in the southeast, the pro-Kurdish Equality and Democracy Party took 10 provinces — despite years of repression that have seen Kurdish mayors removed and replaced with government appointees, and thousands of political activists arrested.

The Erdogan-allied Nationalist Movement Party, or MHP, won eight scattered across the country. The New Welfare Party, or YRP, which largely competed with the AKP over the support of conservative voters, took two provinces.

It was the third biggest party in terms of nationwide votes, taking 6.2%. The IYI Party and the Great Unity Party won the remaining two provinces.

Those who had expected the opposition to perform poorly in Sunday’s election were stunned.

A change in the leadership in the CHP after last year's elections — from the 75-year-old Kemal Kilicdaroglu to Ozgur Ozel, 49 — appeared to have revitalized the party and paved the way for incumbent CHP mayors and other candidates to secure conclusive victories.

Analysts contrasted the strong candidates fielded by the opposition — such as Ekrem Imamoglu in Istanbul and Mansur Yavas in Ankara — to those for the AKP, who were largely overshadowed by Erdogan during the campaign.

Imamoglu won by a margin of more than 11 points while Yavas secured a gap of nearly 29 points on his AKP rival.

The results could position Imamoglu as a potential challenger for the presidency in 2028, despite an outstanding legal case that could see him banned from politics.

"Leadership is becoming more important than parties and ideologies," Demiralp said. "Especially in a country like Türkiye where institutions are weak, people connect to leaders rather than parties and other institutions."

WHAT IS THE WORD ON THE STREET? Sentiments were mixed on Monday on the streets of Istanbul, where many lauded the opposition's victory but others expressed concerns amid the economic crisis and their daily struggles.

"We woke up to a good day," said opposition supporter Ayse Poplata, adding the results "will be beneficial for our country."

Hicabi Pekdemir, 54, said he voted against Erdogan's AKP, citing a six-fold increase in his rent over the last two years.

"I live by myself and I have two kids," he said. "How do I make ends meet?"

Fatma Hanedar, 40, said she was "devastated and very upset" by the outcome and said the voters showed "such ungratefulness" for Erdogan's leadership through Türkiye’s recovery from the COVID-19 pandemic and rebuilding efforts after last year’s earthquake.

"Thank God our president is still at the helm," said another AKP supporter, Husamettin Ezer, 52.



US-Ukraine Minerals Deal: What We Know

In this handout photograph posted on the official Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko late on April 30, 2025, US Treasury Secretary Scott Bessent (L) and Ukraine's Deputy Prime Minister Yulia Svyrydenko (R) sign a minerals deal in Washington DC, amid the Russian invasion of Ukraine.  (AFP photo / Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko)
In this handout photograph posted on the official Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko late on April 30, 2025, US Treasury Secretary Scott Bessent (L) and Ukraine's Deputy Prime Minister Yulia Svyrydenko (R) sign a minerals deal in Washington DC, amid the Russian invasion of Ukraine. (AFP photo / Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko)
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US-Ukraine Minerals Deal: What We Know

In this handout photograph posted on the official Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko late on April 30, 2025, US Treasury Secretary Scott Bessent (L) and Ukraine's Deputy Prime Minister Yulia Svyrydenko (R) sign a minerals deal in Washington DC, amid the Russian invasion of Ukraine.  (AFP photo / Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko)
In this handout photograph posted on the official Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko late on April 30, 2025, US Treasury Secretary Scott Bessent (L) and Ukraine's Deputy Prime Minister Yulia Svyrydenko (R) sign a minerals deal in Washington DC, amid the Russian invasion of Ukraine. (AFP photo / Facebook account of Ukraine's Deputy Prime Minister Yulia Svyrydenko)

Washington and Kyiv have signed a new minerals deal that will see the United States invest in Ukraine's rare earth and other deposits as it seeks to reduce military aid to the war-torn country.

The deal came together after US President Donald Trump demanded compensation for US aid given to Ukraine under his predecessor Joe Biden's administration, and follows weeks of delays following a spat in late February between Trump and Ukrainian leader Volodymyr Zelensky.

Here's what we know about the agreement -- which lacks any explicit security guarantees for Ukraine:

- What's in the deal? -

Under the terms of the deal announced on Wednesday, Ukraine and the United States will establish a joint Reconstruction Investment Fund.

The fund will be controlled by a company with "equal representation of three Ukrainian and three American board members," the US Treasury Department said in a statement.

The agreement covers 57 types of resources, including oil and gas.

If the United States decides to buy the resources, they will be given "first choice to either acquire them or designate the purchaser of our choice," the Treasury Department said.

The new fund "will receive 50 percent of royalties, license fees, and other similar payments from natural resource projects in Ukraine," according to the US Treasury.

Its profits will be invested exclusively in Ukraine for the first 10 years, after which profits "may be distributed between the partners," Kyiv said.

- What resources does Ukraine have? -

Ukraine holds about five percent of the world's mineral resources and rare earths, according to various estimates.

But work has not yet started on tapping many of the resources and a number of sites are in territory now controlled by Russian forces.

Ukraine also has around 20 percent of the world's graphite, an essential material for electric batteries, according to France's Bureau of Geological and Mining Research, and is a major producer of manganese and titanium.

It also says it possesses one of the largest lithium deposits in Europe, which is yet to be extracted.

Kyiv says "rare earth metals are known to exist in six deposits" and an investment of $300 million would be needed to develop a deposit at Novopoltavske, which it claimed was one of the world's largest.

- Does Ukraine have to repay the US? -

Trump demanded compensation for US aid given to Ukraine under his predecessor Joe Biden's administration.

But under the terms of the deal signed this week, Ukraine will not be asked to pay back the billions of dollars it has received from the United States since Russia's invasion of the country in February 2022.

New military aid from Washington will be counted as its contribution to the fund, according to the text of the agreement.

Ukraine said it will maintain full control over its subsoil, infrastructure and natural resources throughout the process.

Kyiv noted that the agreement does not impact its bid for integration with the European Union.

- What does US support mean for Ukraine? -

Ukraine has said any deal would need to include long-term and robust security guarantees that would deter Russia from attacking again.

But the text does not place any specific security obligations on the United States.

It simply says that the United States "supports Ukraine's efforts to obtain the security assurances necessary to build a lasting peace."

However, a US Treasury statement notably mentioned Russia's "full-scale invasion" of Ukraine -- diverging from the Trump administration's usual formulation of a "conflict" for which Kyiv bears a large degree of responsibility.

"This is win-win for both sides," US Treasury Secretary Scott Bessent told Fox Business on Thursday.

"I think this is a strong signal to the Russian leadership," he said.