Though not directly targeted by these tariffs, African countries are likely to feel ripple effects through the realignment of global trade flows and shifting investor interests. For Eastern and Southern Africa, this presents a rare and valuable chance to attract fresh capital, deepen regional trade, and assert their relevance in a system where economic power is increasingly being redistributed. As traditional supply chains face disruption, Africa’s growing industrial potential, demographic advantage, and wealth of natural resources become more attractive than ever.
The potential for strategic recalibration is most visible through the lens of the African Continental Free Trade Area (AfCFTA), which promises to create a single market of over a billion people. In this new environment, regional integration is not merely a political ambition—it becomes a practical economic necessity. Countries across the region now have added motivation to strengthen value chains, invest in infrastructure, and harmonise policies to enhance trade efficiency and investor confidence.
Meanwhile, global companies and investors looking to sidestep U.S.-imposed tariffs on traditional manufacturing hubs like China, Japan, or the European Union may begin to shift attention toward African markets with untapped labour pools and favourable production conditions. This potential relocation of manufacturing and processing hubs could bring new industries and jobs to countries like Kenya, Tanzania, Zambia, and Mozambique, while encouraging higher levels of technological transfer and skills development.
