Market intelligence

Insights

Practical intelligence for Türkiye–Africa and China–Africa trade: freight mathematics, Incoterms in practice, compliance and corridor knowledge from ITG's operating desks.

Tariffs

Maersk revises South Africa port dues from 1 August 2026 following Transnet fuel-neutrality policy

Maersk announced revised Port Additional / Port Dues Export (PAE) and Import (PAI) charges for South Africa, effective for a Price Calculation Date of 1 August 2026, following Transnet Port Terminals' Fuel Neutrality Implementation advisory published 1 July 2026. Earlier in the cycle, PAE/PAI charges rose from ZAR 52 to ZAR 78 (about US$2.90 to US$4.35) per container, with the Fuel Neutrality Charge applying to all containers and reviewed monthly by TPT. Reporting noted deterioration in the South African port cluster, including high reefer-plug utilisation during citrus peak and inconsistent truck turnaround.

ITG interpretation: South Africa-bound and origin cargo now carries a recurring, monthly-reviewable terminal cost pass-through, so ITG should treat the fuel-neutrality component as a moving line item rather than a one-off. Continued landside congestion means quoted transit times should carry a buffer.

Sources: Port Technology International – Maersk revises South Africa port charges from August · Maersk – South Africa Port Dues update (August 2026)

Tariffs

China's zero-tariff regime for 53 African countries shows early export gains three months in

Since 1 May 2026 China has applied zero-tariff treatment to imports from all 53 African countries with which it has diplomatic relations (excluding Eswatini), covering 100% of tariff lines; for 20 non-LDC states the measure runs through 30 April 2028. Reporting on 15 August 2026 stated that three and a half months in, African exporters were reporting stronger sales and new market access, citing Chinese customs data and industry accounts, including Zimbabwe's first blueberry consignment to China in July. Bilateral trade in the first half of 2026 reached about 1.41 trillion yuan (roughly $209 billion). Analysts note that lasting success depends on whether African producers can meet Chinese quality, packaging and certification standards.

ITG interpretation: The duty-free window materially improves the economics of African-origin sourcing into China and strengthens the return-leg / triangular trade case for ITG on China–Africa lanes. The recurring constraint is certification and quality compliance, which is exactly the advisory and documentation gap a sourcing intermediary can monetise.

Sources: Top Africa News · Global Times (Customs Tariff Commission of the State Council)

Tariffs

China–Africa trade hits record $197bn in H1 2026 as zero-tariff policy lifts African imports 23.5%

China's Foreign Ministry reported that China–Africa two-way trade reached a record US$197 billion in the first half of 2026. During May and June, the first two months after China's zero-tariff treatment for 53 African countries took effect on 1 May, China's imports from Africa rose 23.5% year on year to around US$27 billion. Around three quarters of Chinese exports to African markets consist of capital and intermediate goods such as machinery, industrial equipment, components and production materials.

ITG interpretation: Duty-free access is accelerating African raw and processed exports into China and reinforcing China's dominance in supplying capital/intermediate goods to Africa, tightening the competitive space for Türkiye-origin machinery and industrial inputs. ITG can position on the export leg by helping African suppliers access the Chinese green channel.

Sources: Global Times · TV BRICS / DNE Africa