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The removal of tariffs is opening a new pathway for African exports into China. In this episode of RMB Africa Focus, Crystal Orderson speaks to RMB China’s Erwin Pon about how this shift could support local processing, unlock investment and reshape trade between Africa and one of the world’s largest consumer markets.
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What was discussed
A shift in trade policy is creating a new set of opportunities for Africa, as zero tariffs open access to one of the world’s largest consumer markets. This episode explores what this change means in practice, and what it will take for African economies to respond at scale.
A new trade dynamic
From 1 May 2026, African exports can enter China without tariffs, removing a cost barrier that previously ranged between 8% and 15%. Early shipments of apples, citrus and avocados from countries like South Africa, Egypt and Kenya are already clearing ports, showing that this shift is happening in real time.
From raw exports to processed goods
A key opportunity lies in moving beyond raw commodity exports. With improved margins, African producers are in a stronger position to invest in processing capacity, including smelters and refineries, making it more viable to export higher-value goods.
Scaling up for demand
Access to China’s consumer market creates an opportunity to export at scale, but it also requires capacity. The discussion highlights the need to build the systems that support this, from production to logistics, to ensure that African businesses can meet increased demand.
Energy demand and Africa’s role
China’s rapid shift toward renewable energy and electric vehicles is driving demand for critical minerals such as cobalt, copper and manganese. Africa plays a key role in supplying these resources, creating an opportunity to strengthen its position in global supply chains.
Connecting infrastructure and supply chains
Infrastructure remains a critical constraint. For trade to work efficiently, power, transport, processing facilities and ports need to be connected. The conversation points to the importance of developing these systems together, rather than in isolation.
Managing risk and unlocking investment
While the opportunity is significant, it comes with risk considerations. Chinese lenders are increasingly focused on sustainability and repayment, creating a need for better risk management. Local banks can play a role here, helping structure deals and provide insight into local market conditions.
RMB’s role on the ground
With teams in both Africa and China, RMB plays a role in connecting the different parts of the trade ecosystem. By understanding both markets, the bank supports clients in navigating opportunities, managing risk and building relationships that can deliver long-term value.