Episode
How Africa Is Becoming the Next Trade War Manufacturing Hub
- Published
- Jul 9, 2026
- Duration seconds
- 667
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Summary
This episode of Trade and Tariffs with Fexingo examines how global trade wars are accelerating Africa's emergence as a manufacturing alternative to Asia. With the US-China tariff rate exceeding 60 percent on many goods and the US trade deficit widening to $77.6 billion in May 2026, multinationals are diversifying supply chains. We focus on Kenya and Ethiopia, where textile and electronics exports to the US surged 34 percent year-over-year in the first half of 2026. Lucas and Luna discuss the role of the African Growth and Opportunity Act (AGOA), the competitive wages—averaging $0.50 per hour versus $3.50 in Vietnam—and the infrastructure bottlenecks that still limit scale. They also connect the trend to the weakening US dollar (trade-weighted index down to 120.7) and the rise in emerging-market ETFs like EEM and VWO. A concrete, data-driven look at whether Africa can truly become the 'next China' in global manufacturing. #Africa #Manufacturing #SupplyChain #TradeWar #AGOA #Kenya #Ethiopia #Textiles #Electronics #Diversification #Reshoring #EmergingMarkets #USTradeDeficit #WeakDollar #Globalization #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo