South Africa has expressed discontent regarding Iran’s participation in recent BRICS naval drills, a move that highlights the complex geopolitical positioning of our continent. The drills, which commenced on January 23, 2026, underscore the growing influence of the BRICS economic bloc, but also reveal potential fractures within the group as nations navigate competing international relationships. This situation presents both challenges and opportunities for African trade and investment, particularly as we strive for greater economic independence.

US Tariffs and South African Concerns

According to SEARXNG BING, a key driver of South Africa’s unease stems from existing trade tensions with the United States. Currently, the US levies tariffs on South African exports reaching up to 40 percent. The inclusion of Iran, a nation also facing significant US sanctions, in these joint military exercises is perceived by South African officials as potentially exacerbating these existing trade difficulties. This is a critical concern for our exporters, who rely heavily on access to the US market, generating billions of ZAR in revenue.

China’s Role and BRICS Dynamics

The situation is further complicated by China’s prominent role within BRICS. The source indicates China’s influence is a significant factor, though details remain limited. For us in Africa, understanding the dynamics between China and other BRICS members is crucial. China is already a major investor across the continent, funding infrastructure projects like the Lagos-Kano railway in Nigeria and the expansion of the port of Mombasa in Kenya. These investments, often facilitated through loans, shape our economic landscape.

Implications for African Trade Routes

The BRICS naval drills, and the associated political tensions, could impact vital African trade routes. South Africa serves as a crucial gateway for goods flowing between Africa and the rest of the world. Disruption to these routes, whether through increased security concerns or altered trade policies, would have a ripple effect on economies across the continent. We’ve seen how disruptions to global supply chains, like those experienced during the COVID-19 pandemic, can severely impact businesses, particularly SMEs reliant on just-in-time delivery.

Strengthening Intra-African Trade by 2028

Despite these challenges, this situation reinforces the urgent need to strengthen intra-African trade. The African Continental Free Trade Area (AfCFTA) offers a powerful pathway to reduce our reliance on external markets and build more resilient economies. Companies like Flutterwave are already facilitating cross-border payments, making it easier for businesses in Lagos to trade with those in Nairobi. With continued investment from firms like TLcom and Partech, and a focus on digital infrastructure, we can achieve the AfCFTA’s ambitious goals by 2028, fostering a more prosperous future for all Africans.