AGP Executive Report

Migration Crackdown: South Africa’s Cabinet backed a tougher migration approach after the June 30 anti-illegal immigration protests, praising peaceful demonstrations and stepped-up border enforcement, inspections and deportations. Border Logistics: Zimbabweans and other nationals are being processed through repatriation operations, with South Africa opening a new Musina centre to handle voluntary returns after Durban’s facility hit capacity. Road Freight Pressure: Kenya’s KeNHA urged courts to apply stiffer penalties for overloaded trucks, saying low fines undermine axle-load rules and accelerate road damage. Shipping & Food Security: Oman will subsidize 50% of fuel and insurance costs for eligible food cargoes on the India-Oman route, while Gulf shipping disruptions tied to Hormuz tensions are also pushing up fertilizer costs and threatening farm yields in Kenya and the wider region. Air Cargo Growth: Emirates SkyCargo debuted a converted 777-300ERSF freighter and added Accra flights to boost West Africa perishables capacity. Tech for Logistics: Kenya’s Fikra API launched an OpenAI-compatible AI inference service with M-Pesa payments for African developers, aiming to lower barriers to AI-powered supply chain tools. Trade & Ports: Egypt reported strong food exports and inbound consignments, while flooding in West Africa is disrupting fresh-produce logistics in Côte d’Ivoire and Ghana.

Lagos Rail Spotlight: A Lagos light-rail operator is being celebrated for safely moving commuters through gridlocked traffic, putting women in the driver’s seat of urban mobility. South Africa Migration Logistics: South Africa’s Beitbridge border operations report 35,000+ people processed as repatriation and deportation continue, while Nigeria’s evacuation flights bring 271 returnees to Lagos, adding to 593 already evacuated. Aviation Finance Pressure: Nigeria’s air navigation agency NAMA says foreign airlines and others owe it over N67bn in unpaid charges, raising the risk of industrial action and disrupting payments across the sector. Maritime Security: Somalia piracy remains a humanitarian and operational headache as the IMO reports deteriorating conditions for hijacked crews, including reduced food and unsafe water. Rail Governance Debate (Liberia): Liberia’s push for a National Railway Authority is gaining traction, with commentary arguing regulation should come first, not a new operator. Energy & Transport Costs (Nigeria): Fuel prices stay above N1,000/litre despite crude easing, and a potential lubricant supply squeeze is flagged for West Africa. Ports & Trade Tech: NPA and ANLCA partner to ease Apapa/Tin Can congestion, while digital delivery of traffic notices is set to begin.

Road Safety: South Africa’s Eastern Cape saw a deadly bus crash on the Cape Town–Idutywa route, killing at least 16 and injuring 20, with fog and winter road conditions flagged as factors. Border & Migration Logistics: South Africa’s repatriation drive hit a major milestone at Beitbridge, with biometric checks now used to prevent wrong repatriations and stop fugitives; authorities also say 525 buses have been processed and a new Musina hub is planned. Aviation & Cargo Ground Handling: SAL Logistics won a ground-handling and air cargo services deal with Singapore Airlines at Riyadh’s King Khalid International Airport, aiming to lift operational reliability. Port & Logistics Infrastructure: DP World launched Egypt’s first fully integrated Logistics Distribution Centre at Sokhna Logistics Park, offering end-to-end warehousing, customs facilitation and distribution from a single hub. Industrial Transport Demand: Zimbabwe’s AVM Africa says it’s operating far below capacity as duty-free imported buses undercut local production, threatening jobs and fleet supply. Health Emergency: Congo’s Ebola outbreak has surpassed 400 deaths, with a new case reported in Kisangani and burial practices cited as a key transmission risk.

Air Cargo & Trade Policy: Ethiopian Airlines is expanding cargo network and China airport partnerships, banking on growing China–Africa trade and Beijing’s zero-tariff access for African imports. Port & Road Logistics: Nigeria’s Lagos–Okokomaiko–Badagry corridor is under enforcement as Lagos State removes illegal structures to protect the rail-mass-transit median. Maritime Reform & Inclusion: Nigeria’s marine minister urges faster removal of barriers limiting women in shipping, calling for skills, tech and regional cooperation. Freight Performance Boost: A Nigerian Ports Authority truck transit system (Ètò) is credited with Lagos Apapa and Tincan’s World Bank “most improved” container performance gains. Safety & Disruption: Floods and landslides in Ivory Coast have killed at least 59, while a US Navy MH-60S helicopter made an emergency water landing in the Arabian Sea with one crew member missing. Security & Enforcement: NDLEA took custody of 6,778.5kg of Canadian “Loud” seized at Lagos Apapa port, highlighting maritime smuggling routes. Digital Trade Push: Nigeria and AfCFTA back faster cross-border trade in digitally delivered services, noting only 5% is currently traded within Africa. Regional Stability: Angola’s military chiefs reaffirm commitment to peace and security at ACHOD26.

Port Disruption: South Africa’s Port of Cape Town was flagged as the world’s worst container terminal for the 2025/26 export season, pushing table grape exporters to divert about 55,000 tonnes via Eastern Cape ports and driving estimated logistics losses of around R3.2bn (US$175m). Road Safety & Repatriation: A repatriation bus overturned near Musina/Beitbridge on the N1, killing the driver and injuring 11 Malawian passengers, as South Africa processes voluntary returns after anti-immigration protests. Logistics Expansion: DP World launched Egypt’s first integrated Logistics Distribution Centre at Sokhna Logistics Park, offering end-to-end services from freight forwarding and warehousing to customs facilitation and order fulfilment. Maritime Business Support: Abu Dhabi’s Maritime Hub released a guidebook aimed at helping international maritime firms set up and scale in the emirate, highlighting multimodal connectivity across Africa and beyond. Aviation Connectivity: Emirates added a third daily service to Nairobi, boosting passenger links and adding 280 tonnes of cargo capacity weekly for Kenyan exporters. Policy & Enforcement: South Africa’s Aarto demerit system rollout is moving ahead in many metros and municipalities after a court challenge failed, with implementation confusion still reported. Ebola Impact: UNDP warned the DRC Ebola outbreak could cost Africa up to US$3.6bn and push nearly one million more people into poverty, with major knock-on effects on jobs, trade, and services. AI in Cargo Sales: Saudia Cargo deployed cargo.one AI workers to automate inbound RFQs and cut quote turnaround times by 68%.

South Africa Anti-Immigrant Protests: Thousands marched in Johannesburg, Durban, Cape Town and Pretoria, with shops shuttered and transport hubs quiet as police and security forces mobilised ahead of a June 30 deadline for undocumented foreigners. Border & Repatriation Logistics: Nigeria airlifted 271 returnees via Air Peace, while Zimbabwe and Malawi also reported bus and border processing efforts around Musina/Beitbridge. Ebola Response in DRC: Confirmed Ebola cases in eastern provinces rose to 1,333, with health authorities tracing possible spread into new areas. Maritime Investment: MSC agreed to buy a 49% stake in Adani’s Vizhinjam Port for about $1.397bn, boosting transshipment capacity and regional shipping links. Aviation & Fuel Watch: IATA and S&P warned jet fuel supply challenges may persist despite recent price drops tied to Hormuz uncertainty. Ghana Industrial Push: President Mahama broke ground on the Tema Integrated Industrial Park near Tema Port to drive manufacturing and logistics under AfCFTA. Satellite Connectivity: Qatar and Türkiye signed to develop the Es’hail-3/Turksat-Biruni satellite for broadband and aviation/maritime communications across Africa and beyond.

Space & Connectivity: Qatar’s PM attended the signing of a Qatar–Türkiye strategic partnership between Es’hailSat and Türksat to jointly develop the Es’hail-3/Türksat-Biruni satellite, with Thales Alenia Space contracted to design and build it—aimed at boosting high-throughput broadband and mobile links for aviation, maritime, and VSAT across MENA, Europe, Central Asia and Sub-Saharan Africa. Logistics Infrastructure: DP World and Arcapita’s Lintara Properties broke ground on a 20,000 sqm Grade A logistics centre in Jebel Ali Free Zone (Jafza), with construction due to finish in Q1 2027 and plans for 12-metre clear-height storage plus temperature-controlled and dangerous-goods areas. Road & Transport Disruption: SANRAL says N3 westbound traffic toward Pietermaritzburg will shift onto newly built lanes between EB Cloete Interchange and the Pavilion/Spine Road off-ramp from July 2 to support widening works, with lane changes and temporary markings for about a year. Migration & Urban Mobility: South Africa braced for June 30 anti-immigrant protests as thousands marched in cities including Johannesburg and Durban, with reports of looting incidents and shuttered shops affecting local transport and access. Energy & Refining: Ghana’s President cut sod for the second phase of the Sentuo Oil Refinery expansion in Tema, targeting an additional 60,000 bpd capacity and further reducing reliance on imported refined products.

South Africa Migration Crisis: South Africa’s repatriation drive is accelerating ahead of the June 30 anti-immigrant ultimatum, with the national intelligence structure saying over 25,000 foreign nationals have already been sent home, as buses, taxis and flights strain under safety fears. Road Transport & Border Pressure: Zimbabwean return travel is surging by road via Beitbridge, and operators are doubling fares and luggage charges as queues and limited seats push costs sharply higher. Aviation Connectivity: United Nigeria Airlines has been admitted as a full member of AFRAA, expanding West African airline integration and domestic-to-regional connectivity. Maritime & Security: A U.S. Marine missing from the USS Anchorage has been declared dead, while wider regional shipping risk remains in focus amid Strait of Hormuz tensions. Logistics & Infrastructure (East Africa): Kenya and Rwanda have agreed to route more fuel transit through Kenya Pipeline Company, aiming to shift Rwanda away from Tanzania’s corridor. Transport Safety (Africa): Liberia’s police have stepped up highway enforcement to curb deadly crashes involving commercial trucks.

Aviation Cargo Outlook: IATA says global air cargo demand rose 6.0% year-on-year in May 2026, with Africa among regions showing above-trend growth, while West Asia faces war-related contraction. Baggage Handling: SITA reports Africa still has the highest mishandled luggage rates—12.1 per 1,000 passengers overall, and 15.0 on international routes—despite a global 23% drop. EVs & Mobility in West Africa: Côte d’Ivoire ride-hailing drivers are switching to Chinese EVs, cutting daily operating costs by 30–40%, though charging infrastructure gaps are slowing wider adoption. Regional Energy & Ports: Kenya and Rwanda sign deals to move Rwanda’s bulk fuel imports via the Port of Mombasa and the Kenya Pipeline Company, boosting the Northern Corridor. Cross-Border Disruption Risk (Transport): South Africa braces for June 30 anti-migrant protests; SAHRC urges lawful, peaceful action and notes June 30 is a normal working day, with transport operators expected to keep running. Border Security at Beitbridge: A Malawian bus driver was remanded after explosives were allegedly found hidden in rice bags at the Beitbridge border post. Trade & Logistics Capacity: A commentary flags that Nigeria’s port performance gains may mask deeper constraints on the Eastern Corridor, where shallow channels limit access for large vessels. Industrial Push: Tanzania’s President meets Dangote on expanding investments spanning ports, roads, power, fertiliser and regional trade.

Aarto showdown in South Africa: Municipalities, via SALGA, have asked a court to stop the next phase of Aarto, with less than two days to go before the 1 July rollout—raising fresh uncertainty for road enforcement and logistics planning. Aviation connectivity boost (Nigeria): United Nigeria Airlines has been admitted as a full AFRAA member, strengthening its domestic network and regional ambitions. Energy-to-logistics shift: Analysts warn that disruptions around the Strait of Hormuz and rising maritime insurance are forcing a more permanent realignment in international energy logistics, with more procurement attention turning toward African refining capacity. Zimbabwe solar push: Zimbabwe is moving toward a US$400m, 500MW floating solar project on Lake Kariba, targeting financial close by October. Maritime education (Ghana): Ghana’s transport minister reaffirmed support for the Regional Maritime University as a West and Central Africa centre of excellence, with 417 graduates celebrated. Road safety response (Lagos): LASTMA launched a toll-free hotline (3367) for traffic emergencies to improve incident response and traffic management.

Maritime Training Boost (Ghana): Ghana’s Regional Maritime University graduated 417 professionals, as the Transport Minister pledged to turn the school into a globally competitive maritime training hub. Port Operations & Compliance (South Africa): Transnet Port Terminals says new Durban truck-driver documentation is a safety system, not linked to an illegal-immigration crackdown, with tighter requirements rolling out from July. Border Flow Update (South Africa): Border Management Authority reports 8,230 foreign nationals processed at Beitbridge (June 12–24), but warns some buses are delayed for missing Emergency Travel Certificates and cross-border permits. Migration Evacuation (Uganda): Uganda plans to evacuate 746 nationals from South Africa amid anti-migrant violence, using special charter flights. Digital Disruption (West Africa): Subsea cable damage off Abidjan is disrupting internet/data services across Ghana and parts of West Africa. Security & Logistics (Nigeria): A KZN transport employee was arrested in a diesel theft syndicate tied to fuel losses affecting road projects. Maritime Connectivity (Africa/India): India’s PM Modi told Seychelles defence and security are “inextricably linked,” reinforcing Indian Ocean cooperation. EV/Trade Context: Ethiopia opens its logistics sector to foreign ownership, aiming to widen capacity and investment.

Border & Biosecurity: Cebu (Philippines) activated African Swine Fever task forces and tightened border checks, including seaports, to protect its P20bn hog industry after outbreaks elsewhere in the Visayas. Urban Rail Push: Zimbabwe approved a US$3bn Harare Light Rail PPP to link the CBD with suburbs, Chitungwiza, RGMIA and Mt Hampden—aimed at reshaping mobility ahead of the 2029 Intra-African Trade Fair. Cross-Border Transport Disruption: South Africa’s Beitbridge repatriation flow processed thousands of Zimbabweans and Malawians, but buses were held up for missing Emergency Travel Certificates and cross-border permits, worsening border congestion. Logistics & Trade Finance: Nigeria’s FX access remains a major hurdle for importers, with reforms narrowing gaps but scarcity and distrust lingering. Maritime Security: Fresh US strikes near the Strait of Hormuz escalated tensions around a vital oil route, raising risks for shipping and fuel logistics. Aviation Safety: A light aircraft crash in Fochville, Gauteng killed two occupants; authorities are investigating.

Migration & Border Logistics: South Africa is ramping up migration management ahead of 30 June anti-illegal immigration demonstrations, with an Inter-Ministerial Committee saying 15,162 Malawians have been processed for deportation and repatriation and logistics activated in Musina, while eThekwini moves people from the Durban Drive-in site to a new Musina processing centre to speed verification and reduce pressure. Road Safety: South Africa’s pedestrian deaths fell 13% in the first five months of 2026, but pedestrians still make up the biggest share of road fatalities, with winter road-safety messaging urging drivers and walkers to “see and be seen.” Labour Enforcement: South Africa’s Department of Employment and Labour is deploying 10,000 inspectors, raising the stakes for logistics and other labour-intensive firms to prove workers’ legal status. Localisation vs Procurement: South African manufacturers say buy-local localisation is being undermined by procurement gaps and uneven compliance, with the furniture sector warning policy is not translating into real factory-floor opportunities. Ethiopia Trade & Supply Chains: Ethiopia has opened its logistics sector to full foreign ownership, removing the 49% cap to attract investment and improve trade and supply-chain performance. Aviation/Trade Disruption: Heathrow says Middle East conflict is hitting global travel demand, cutting profit forecasts by nearly £150m as Middle East passenger numbers drop.

Public Transport Crisis: In Bujumbura, Burundi, commuters are stuck in hours-long waits and delays as a chronic bus shortage—linked to long-running fuel supply problems—keeps vehicles immobilised and disrupts work, school and daily life. Cross-Border Health Fears: In Kajaga on Lake Tanganyika, fishermen near the DRC border fear Ebola could spread across the water amid frequent boat traffic and damaged local water points that make hygiene harder. Regional Trade & Logistics: South Africa’s Cyril Ramaphosa used the 9th SACU summit to stress progress on trade facilitation, logistics and AfCFTA implementation, while Botswana’s incoming SACU chairmanship pledges to push the Trans-Kalahari Railway to Walvis Bay. Aviation Integration: Aviation experts met in Windhoek to advance air navigation upgrades across Eastern and Southern Africa, aiming for safer, more interoperable systems. Ebola Response & Transport: The US activated its highest Ebola response level for the DRC and announced shipment of experimental treatments, as the outbreak continues to spread regionally. Migration Enforcement: South Africa’s Ramaphosa warned the government will not tolerate disruption ahead of June 30 anti-migrant demonstrations, as authorities ramp up security and coordination.

Aviation & PPP: Nigeria’s Federal Government has officially handed over Akanu Ibiam International Airport in Enugu to concessionaires Aero Alliance Limited under a PPP, with the private operator set to finance, rehabilitate, expand, run and manage the airport as a regional aviation, logistics and commercial hub. Health & Transport Risk: Ebola is surging in DR Congo, with cases reported above 1,000 and France confirming its first imported case from the outbreak; the spread raises pressure on cross-border movement controls and safe transport of patients and supplies. Roads & Works: Oman is expected to award the Sohar Link Road upgrading and dualisation contract in Q3 2026, targeting completion in Q4 2027—another signal of continued regional infrastructure delivery. Security & Mobility Disruptions: South Africa’s June 30 anti-migrant protests are still planned, with authorities saying June 30 will remain a normal working day and warning of enforcement and route/safety measures that could affect major transport corridors. Trade & Shipping Costs: Tunisia warns that higher global sea freight costs and insurance premiums—linked to wider shipping-route disruptions—could lift import/export costs, feeding inflation pressures. Market Watch (Logistics Tech): DHL says e-commerce shoppers are shifting toward retailer websites, marketplaces, apps and AI-assisted buying, underlining the growing need for faster, smarter delivery networks.

Aviation & Connectivity: Angola is pushing regional air access, with SADC ministers backing an aviation implementation team under “open skies,” aimed at easing intra-regional barriers like restrictive bilateral deals and high taxes. New Route: TAAG Angola Airlines has started regular flights between Angola and Guangzhou, initially weekly, using a Boeing 787 Dreamliner to strengthen business travel and cargo links. Maritime Risk: Iran attacked a cargo ship in the Strait of Hormuz, damaging its bridge, as the dispute over potential tolls and fees continues to threaten shipping stability. Oil Trade Watch: China’s state refiners are considering resuming Iranian oil purchases after a US waiver, but financing, insurance, and shipping capacity may limit deals. Logistics & Trade Infrastructure: Mozambique’s $7.2bn Coral North FLNG project has awarded an EPCIC contract to a Technip-led consortium, targeting LNG output by 2028. Digital Trust for Transport Networks: Cameroon’s ANTIC is intensifying efforts to secure the Domain Name System with DNSsec to protect users from fraudulent redirections. Public Health Disruption: Nigeria’s digital health push needs about N500bn over five years to scale beyond pilots, a key enabler for future logistics of care.