AGOA: What’s Next for U.S.–Africa Trade Relations?

Loading player...
GUEST – Donald MacKay, CEO of XA Global Trade Advisors

The African Growth and Opportunity Act (AGOA) officially expired on 30 September 2025, ending more than two decades of duty-free access for African exports to the U.S. market. The lapse has sent shockwaves through key industries from South Africa’s automotive and citrus exporters to Kenya and Lesotho’s textile manufacturers, all of which built their competitiveness around the trade preferences AGOA offered.

With the agreement now lapsed, many African exporters are confronting steep tariff increases some as high as 30 and an immediate hit to orders, pricing, and margins. South African vehicle exports to the U.S. have already fallen sharply this year, while agriculture producers warn that higher costs could squeeze out smaller farmers and threaten thousands of jobs across the citrus value chain. Across the continent, apparel factories are reporting cancelled contracts and looming layoffs.

Although there is bipartisan support in Washington for a short-term renewal, no firm agreement has been reached. In the meantime, African exporters are in limbo facing rising costs, cautious buyers, and fading competitiveness. In this interview, we look at how businesses are coping in the post-AGOA environment, what the expiry means for trade, jobs, and investment, and how the region might reposition itself in a world where preferential access to the U.S. is no longer guaranteed.
6 Oct 2025 4PM English South Africa Business News · Investing

Other recent episodes

Corporate Shake‑Ups: What SPAR, PIC & SAA Reveal About Leadership

Leadership advisor Andrew Woodburn joins us in studio to unpack the wave of executive and board instability across corporate South Africa — from SPAR’s sudden resignations to governance pressure at the PIC and ongoing turbulence at SAA. We explore succession gaps, interim CEO challenges, board accountability, investor confidence, and the…
20 Aug 1PM 30 min

Inside Exxaro’s 20% HY’26 Earnings Dip: Costs, Coal & the Road Ahead

Exxaro CEO Ben Magara unpacks the miner’s mixed half‑year performance: revenue up 7% and production up 11%, but headline earnings down 20% amid cost pressure and currency effects. We explore record safety results, stronger export volumes, the manganese acquisition, and Exxaro’s long‑term shift toward energy and future‑facing metals.
20 Aug 12PM 16 min

Rustenburg mayor raises alarm over rise in illegal mining

Rustenburg Executive Mayor Sheila Mabale-Huma has raised concerns over the growing threat of illegal mining in the North West town. Her warning follows the deaths of 14 illegal miners and injuries to scores of others at a disused mine in Nkaneng near Rustenburg. The incident has again highlighted the dangerous…
19 Aug 2PM 10 min

South Africans Under Pressure: Inside the Q2 2026 Debt Index

DebtBusters’ Benay Sager breaks down the latest Debt Index, revealing consumers still using 64% of their income to service debt, with high earners needing 103% just to stay afloat. We unpack the surge in unsecured credit, cost‑of‑living shocks, multi‑lender borrowing, and why debt counselling outcomes are improving despite rising financial…
19 Aug 1PM 8 min

DRDGOLD’s Big Year: Earnings Surge & Vision 2028 Takes Shape

DRDGOLD CEO Niël Pretorius unpacks a standout FY2026 performance, with revenue up 42%, operating profit up 83%, and major Vision 2028 infrastructure coming online. We explore production stability, the company’s debt‑free position, dividend uplift, and how new assets like the Daggafontein TSF and DP2 expansion reshape future output.
19 Aug 1PM 15 min