3 Nov 2026 11:53
AGOA is gone: what it really costs South Africa? (It's not 500k jobs)
South Africa has been removed from AGOA from 1 January, and the headlines say disaster. Simon Brown looks at the real numbers: a lost preference worth about US$60 million a year, tariffs on covered goods rising from 12.5% to roughly 15.9%, and job-loss claims that do not hold up. The national impact is a rounding error, but some towns, like Citrusdal, will feel it badly.
Topics: AGOA's history and why South Africa never fit, the tariff stack, winners and losers by sector, Pretoria's response and the BEE red line, the 576,000 jobs fact check, diversification, the JSE angle, gold's weakening chart, a MediRite correction, and upcoming JustOneLap events.
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