Anchor Capital sees modest economic impact from South Africa’s AGOA exclusion

• South Africa’s planned AGOA exclusion from January 1, 2027, is expected to have a modest aggregate economic impact.
• The US absorbs only 7%-8% of South Africa’s merchandise exports, limiting economy-wide exposure to the loss of preferential access.
• Exports facing 12.5% reciprocal tariffs could incur combined duties of about 15.9%, assuming an average 3.4% most-favored-nation tariff.
• Automotive, fresh fruit and wine exporters face competitiveness risks where higher tariffs cannot be passed on without losing market share.
• Agricultural exports to the US totaled roughly US$504 million in 2025, down just 3% despite reciprocal tariffs of approximately 30%.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Anchor Capital (Pty) Ltd published the original content used to generate this news brief on November 03, 2026, and is solely responsible for the information contained therein.