Transnet's First Profit in Four Years Is an Asset Sale, Not a Turnaround
Transnet's R4.6bn profit — its first in four years — rests on the R12.5bn ICTSI terminal sale. Strip it out and the…
Read more →The 15% Trap Treasury Just Closed for SA's Private Terminals
Backdated to 1 April, Treasury and SARS now recognise licensed terminal operators for VAT zero-rating — closing a 15% trap sprung by…
Read more →AGOA Extended to 2028 — But SA's Car Exporters Get No Relief
Trump signed AGOA's extension to end-2028, but the 25% Section 232 tariff still overrides it for vehicles — the sector that was…
Read more →Durban's Backlog Is Now a Demurrage Bill — and Importers Are Paying
A software switch at Durban's biggest terminal has cut throughput by a quarter, and the cost of the delay is landing on…
Read more →Durban's 'Most-Improved' Terminal Chokes After Its Software Switch
A mid-August system cutover at Durban Gateway Terminal cut weekly throughput 26% and pushed vessel waits past 12 days — on the…
Read more →Port Tariffs Head Back to Hearing — Budget the Cap, Not the Ask
The Ports Regulator is hearing TNPA's 2027/28 and 2028/29 tariff case now, after 7.57% already landed in April. Here is the number…
Read more →Durban's Queues Return as the Natal Corridor Goes Dark for Nine Days
Transnet closes the Durban–Gauteng rail line for maintenance from 25 August just as vessel queues creep back to Durban — a squeeze…
Read more →A Saudi Bid for Cape Town's Fruit Quay Carries Chinese Equity
Saudi operator RSGT is weighing a 25-year Duncan Dock concession. COSCO owns a fifth of it — and nine of Cape Town's…
Read more →ITAC Targets China and Saudi Plasterboard as the 6809.11 Net Closes
ITAC has opened an anti-dumping probe into gypsum plasterboard from China and Saudi Arabia, leaving importers on 6809.11 with a contingent duty…
Read more →The Rand's Best Level in a Year Is Borrowed From Washington
The rand hit R16.17 to the dollar on 14 August, its strongest in over a year — trimming every import invoice. The…
Read more →The Rand's Five-Month High Is a Gift From the Fed — Spend It Deliberately
The rand hit 16.1350 on 12 August, its strongest since March. For importers it is the best landed-cost window of the year…
Read more →The Western Cape's Fishing Future Is Being Decided on Land
Courts, a penguin settlement and one ecolabel now shape Cape fishing more than stock assessments — and the ecolabel governs the 67%…
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