Loadshedding --
CT now
πŸ•’ --:-- 🌑️ --Β°C / --Β°F 🌬️ -- m/s

What is South Africa's relationship to Russian and Iran?

Dashboard

March 24, 2026

Photo courtesy of simisa, Wikimedia Commons, licensed under CC BY-SA 3.0 South Africa, Russia & Iran: The Tripartite Relationship Reshaping Africa's Geopolitics | 2025–2026 Analysis
Geopolitical Analysis Β· Cape Town Data

South Africa, Russia & Iran: The Tripartite Relationship Reshaping Africa's Geopolitics

South Africa says it doesn't pick sides, but its growing military ties with Russia and Iran are making that harder to believe. This analysis breaks down the key events, the trade deals at risk, and what it all means for ordinary South Africans.

BRICS+ Will for Peace 2026 AGOA ICJ Genocide Case Shadow Fleet
Updated 23 March 2026 Β· 22 min read

At a Glance

In January 2026, warships from China, Russia, Iran, and the UAE assembled in False Bay off Simon's Town for the "Will for Peace 2026" naval exercise β€” a BRICS+ event that became the most significant foreign policy crisis of Cyril Ramaphosa's coalition presidency. The exercise crystallised a set of overlapping geopolitical tensions that had been building since South Africa's genocide case against Israel at the ICJ in late 2023, and which now threaten to fundamentally reshape Pretoria's economic relationship with the United States while deepening its entanglement with sanctioned states.

30%
US Tariff on SA Exports
3
Iranian Warships at Simon's Town
75%
Drop in SA Auto Exports to US (2025)
0.2%
SA's Trade with Russia (% of Total)

The Will for Peace 2026 Naval Exercise: What Happened

Between 9 and 16 January 2026, South Africa's Simon's Town Naval Base β€” the headquarters of the South African Navy on the shores of False Bay β€” became the stage for one of the most diplomatically charged military exercises in the country's post-apartheid history. Exercise Will for Peace 2026, led by China and hosted by South Africa, brought together warships from five nations at the strategic junction between the Atlantic and Indian Oceans.

Originally planned as "Mosi III" β€” the third iteration of a biennial exercise series involving South Africa, China, and Russia β€” the event was postponed from its intended November 2025 date to avoid clashing with the G20 summit in Johannesburg. It was renamed under Chinese direction and expanded to include additional BRICS+ members. The expanded roster proved explosive: alongside the expected Chinese and Russian contingents, Iran dispatched three warships, including the IRGC Navy's expeditionary base ship IRIS Shahid Mahdavi, a vessel capable of launching ballistic missiles.

Key takeaway: What was originally a routine trilateral naval drill became a geopolitical flashpoint when Iran's participation collided with a simultaneous domestic uprising in Tehran, intense US scrutiny over AGOA renewal, and South Africa's own internal confusion about who authorised the Iranian presence.

The participating naval assets were substantial. China contributed the guided-missile destroyer Tangshan and replenishment ship Taihu from its 48th Naval Escort Task Force. Russia sent the corvette Stoikiy and fleet oiler Yelnya from the Baltic Fleet β€” both shadowed by NATO vessels during their transit through European waters. Iran deployed the corvette IRIS Naghdi, the massive forward base ship IRIS Makran, and the IRIS Shahid Mahdavi. The UAE contributed the corvette Bani Yas, marking the Emirates' first-ever warship visit to South Africa. South Africa's own frigate SAS Amatola rounded out the formation.

The exercise was structured in two phases: port and shore-based activities from 9–12 January, including ship tours and professional exchanges, followed by a sea phase from 13–15 January featuring formation manoeuvres, maritime strike drills, hostage rescue operations, and medical evacuation exercises. Indonesia, Ethiopia, and Brazil attended as observers. Notably absent were India β€” the current BRICS chair β€” Brazil as a full participant, and Egypt.

"BRICS is not a military alliance. It has no defence role, no joint command, no shared military plan. Calling these drills 'BRICS cooperation' is a political trick to soften what is really happening." Chris Hattingh, DA Defence Spokesperson

India's absence was particularly telling. New Delhi publicly distanced itself from the exercise, with the Ministry of External Affairs clarifying that it was "entirely a South African initiative" and "not a regular or institutionalised BRICS activity." This distinction undercut Pretoria's primary defence β€” that Will for Peace was a routine BRICS event rather than a deliberate alignment with sanctioned states.

The Iran Crisis Within the Crisis

The exercise's timing could hardly have been worse for South Africa. As warships gathered in False Bay, Iran was experiencing its most severe wave of domestic unrest since the 1979 revolution. Protests that erupted in late December 2025 over inflation and currency collapse had escalated into a nationwide uprising, with Iranian security forces responding with lethal force. Supreme Leader Ayatollah Ali Khamenei acknowledged that thousands had been killed. Meanwhile, in Washington, legislation to renew the African Growth and Opportunity Act (AGOA) was making its way through Congress β€” and South Africa's continued access was far from guaranteed.

US Embassy Response: The US Embassy in Pretoria condemned Iran's inclusion, calling Tehran "a destabilising actor and state sponsor of terror" whose participation in any capacity "undermines maritime security and regional stability." The Embassy added that it was "particularly unconscionable" for South Africa to welcome Iranian forces while Tehran was shooting, jailing, and torturing citizens engaging in peaceful protest.

Is South Africa Still Non-Aligned? The Hollowing-Out Question

South Africa's official foreign policy doctrine rests on the principle of "non-alignment". In simple terms, this means refusing to permanently take sides β€” not joining Team USA or Team China, but keeping friendly relations with everyone and making decisions issue by issue. Think of it as the geopolitical equivalent of being an independent voter: you listen to all parties, you trade with everyone, and you don't let any single power tell you what to do. This was the cornerstone of the post-apartheid diplomatic posture articulated by Nelson Mandela β€” born from the experience of a country that had been isolated by the world for decades and wanted to engage with all of it once free.

But the gap between the theory and the practice has never been wider. Critics argue that South Africa's version of "non-alignment" has become a euphemism for siding with authoritarian states while claiming neutrality. The pattern is hard to ignore: abstaining on UN votes condemning Russia's invasion of Ukraine, declining to arrest Putin under the ICC warrant, hosting joint naval exercises with Iran and Russia, while simultaneously cancelling military cooperation with the United States and withdrawing its ambassador from Israel.

The criticism is multi-layered. Critics including the Democratic Alliance, defence analysts, and Western diplomatic observers point to a pattern that goes beyond a single exercise. The ANC's historical ties to the Soviet Union β€” which provided crucial support during the anti-apartheid struggle β€” have evolved into a contemporary affinity with Moscow that persists despite Russia's invasion of Ukraine. South Africa abstained from multiple UN General Assembly votes condemning the invasion, declined to enforce the ICC arrest warrant for Vladimir Putin (who was invited to the 2023 BRICS summit in Johannesburg), and has continued to expand military cooperation with Moscow.

Key takeaway: South Africa's trade with Russia amounts to just 0.2% of total exports β€” thirteen times smaller than trade with the US and forty-five times smaller than with the EU. The alignment appears ideological rather than economic, rooted in the ANC's Cold War-era solidarity rather than 21st-century national interest.

The relationship with Iran follows a similar trajectory but carries even sharper risks. Iran's addition to BRICS in 2024 gave the relationship an institutional framework, but the depth of military engagement has alarmed analysts. In August 2025, SANDF Chief General Rudzani Maphwanya visited Tehran and β€” according to Iranian state media β€” pledged "common goals" with Iran, endorsed its stance on Gaza, and called for deeper strategic alignment. Both the Department of International Relations (DIRCO) and the Defence Ministry publicly distanced themselves from his remarks, and Ramaphosa's spokesperson confirmed the president had neither known about nor authorised the visit.

Supporters Say

Non-Alignment Is Principled

South Africa's BRICS membership reflects legitimate Global South solidarity. The country engages with all major powers and refuses to be dictated to by any single bloc. Deputy Defence Minister Bantu Holomisa argued: "Those are not our enemies. Let's focus on cooperating with the BRICS countries."

Critics Say

It's Selective Alignment

Defence analyst Darren Olivier noted that "Iran and Russia offer very little of strategic value to South Africa β€” only downside by harming its relations with the countries on which South Africa's economy and national security are actually dependent." Joint US military exercises have been cancelled; cooperation with democratic allies is weakening.

The academic framing is instructive. Research published in Contemporary Security Policy identifies two competing interpretations of non-alignment within the ANC itself: an ideological version that equates non-alignment with anti-Western imperialism, and a strategic version that sees it as a tool for maximising autonomy. Under the ideological reading, Russia's invasion of Ukraine is filtered through the lens of NATO expansion and Western hypocrisy. Under the strategic reading, alienating the US and EU β€” which together account for 30% of South African exports β€” makes no rational sense.

"South Africa is now perceived not as a principled non-aligned state, but as a willing host for military cooperation with authoritarian regimes." Democratic Alliance Statement, January 2026

AGOA & the Economic Consequences: What South Africa Stands to Lose

The economic dimension of South Africa's tripartite entanglement centres on the African Growth and Opportunity Act (AGOA) β€” a US trade preference programme that has been the backbone of duty-free African exports to the American market since 2000. For South Africa specifically, AGOA has been enormously consequential: the country was the top supplier of non-crude oil AGOA imports, with passenger vehicles and parts alone accounting for 64% of its eligible products in 2024.

The programme's recent history reads like a slow-motion crisis. AGOA expired on 30 September 2025 after the Trump administration showed no inclination to renew it. Combined with the sweeping "reciprocal" tariffs imposed in April 2025 β€” which hit South Africa with a 30% rate, among the highest globally β€” the lapse devastated trade flows. South African auto exports to the US plummeted nearly 75% in 2025, falling from 25,544 vehicles to just 6,530.

$3.6bn
SA Exports Under AGOA (2023)
32%
Drop in AGOA Exports (2025)
Dec 2026
AGOA Extension Expiry
300k
Jobs at Risk (CSIS Est.)

Congress eventually passed a one-year AGOA extension through December 2026, signed by Trump on 3 February 2026 as part of a broader spending package. But the extension was dramatically shorter than previous renewals β€” nine years less than the last one β€” and came loaded with conditions. USTR Jamieson Greer stated the administration's intention to "modernise the program to align with President Trump's America First Trade Policy," signalling that future access would require reciprocal concessions on market access, critical minerals, and strategic alignment.

The AGOA Paradox: Even with renewal, AGOA's benefits are largely theoretical. The 30% reciprocal tariff on South African goods β€” later replaced by a 10–15% surcharge after the US Supreme Court struck down the original IEEPA tariffs in February 2026 β€” overrides AGOA's duty-free provisions. Analysts note that paying 30% instead of a 33% MFN rate does little to restore competitiveness.

South Africa's annual eligibility for AGOA is decided by the US president based on statutory criteria β€” and the upcoming December review is expected to be contentious. The combination of the naval exercises, the genocide case against Israel, Trump's baseless claims about persecution of white South Africans, and Ramaphosa's public criticism of Trump as "truly uninformed" has created an unusually hostile political environment.

Key takeaway: South Africa faces a potential "cliff edge" at the end of 2026 β€” AGOA's one-year extension may not be renewed, and even if it is, reciprocal tariffs have already gutted its practical value. Meanwhile, China has stepped in, with a new zero-tariff policy for 53 African countries taking effect on 1 May 2026, covering all tariff lines.

The trade diversification strategy is already underway. South Africa signed a new agreement in early 2026 aimed at securing duty-free entry for select agricultural exports into China's consumer market. China is already Pretoria's largest trading partner, with more than $13.5 billion in South African exports β€” largely minerals and metals β€” flowing to China in 2025. As one analyst put it, Trump is "making China great again" in Africa.

The Shadow Fleet Question: Are South African Ports Being Used?

The question of whether sanctioned Russian or Iranian "shadow fleet" vessels are using South African ports β€” particularly Simon's Town β€” to bypass international sanctions is one of the most sensitive and least publicly documented aspects of the tripartite relationship. The shadow fleet, an armada of aging, poorly maintained tankers of opaque ownership, now numbers over 1,000 vessels β€” at least one in every five oil tankers worldwide β€” and facilitates roughly 65% of Russian seaborne oil trade.

The concern is not abstract. South Africa's strategic position at the junction of the Atlantic and Indian Oceans makes it a natural waypoint for vessels circumnavigating Africa β€” a route that has become increasingly important as Red Sea disruptions (first from Houthi attacks, now from the Iran war) have forced shipping away from the Suez Canal. Western enforcement authorities have dramatically escalated their crackdown: in 2025 alone, 623 vessels were added to sanctions lists, compared to 225 the previous year. Since December 2025, at least 14 shadow fleet ships have been seized, detained, or boarded by US, Indian, and European authorities.

Context: The shadow fleet is not exclusively Russian. It is a shared sanctions-evasion ecosystem serving Russia, Iran, and Venezuela β€” three states whose vessels increasingly form an interwoven network run through a web of shell owners, facilitators, and ship-management companies. The fleet predates the Ukraine war; Iran pioneered the model, and Russia rapidly expanded it after 2022.

The precedent that heightened this concern was the Lady R affair of December 2022, when a US-sanctioned Russian cargo vessel docked at Simon's Town Naval Base under cover of night. US Ambassador Reuben Brigety publicly accused South Africa of loading weapons onto the ship destined for Russia β€” an allegation that triggered a diplomatic crisis, caused the rand to plummet, and prompted Ramaphosa to appoint an independent panel of inquiry. The panel found no evidence of arms being loaded for export; it concluded the ship had been delivering military equipment ordered by South Africa's arms procurement agency Armscor under a pre-COVID contract.

Whether shadow fleet tankers are actively using South African ports to transfer, refuel, or conduct ship-to-ship transfers remains unclear. The January 2026 exercise, which brought Russian and Iranian naval vessels into Simon's Town harbour, has intensified scrutiny. Western maritime intelligence services are monitoring South African waters more closely than at any point since the Cold War.

The Moral Consistency Paradox: ICJ Idealism Meets Geopolitical Pragmatism

South Africa's genocide case against Israel at the International Court of Justice β€” filed in December 2023 β€” stands as perhaps the most consequential act of international legal advocacy by any Global South state in a generation. The ICJ found the case plausible, ordered provisional measures, and the proceedings continue. Countries including Iceland, the Netherlands, Spain, and Ireland have since filed interventions. The case has given South Africa enormous moral credibility in much of the world β€” particularly across the Global South, the Muslim world, and among international human rights communities.

But this moral authority sits in uncomfortable tension with South Africa's relationships with Russia and Iran β€” both states accused of their own systematic human rights violations.

Russia

The Ukraine Question

South Africa abstained on multiple UN votes condemning Russia's invasion of Ukraine. It declined to enforce the ICC's arrest warrant for Putin. Russia's own alleged war crimes β€” including the abduction of Ukrainian children, confirmed by a recent UN inquiry β€” receive no public condemnation from Pretoria. Ukraine brought its own genocide case against Russia at the ICJ under the same convention South Africa invokes against Israel.

Iran

The Repression Contrast

As South Africa hosted Iranian warships in January 2026, Tehran was killing thousands of its own citizens in a crackdown on protests. Ramaphosa called for "restraint and dialogue" but did not condemn Iran. South Africa abstained on a UN Human Rights Council resolution condemning the crackdown. Following Khamenei's death in the US-Israeli strike of 28 February, the ANC sent a delegation to the Iranian embassy to pay respects.

"South Africa can't lecture the world on 'justice' while cosying up to Iran." US Embassy in Pretoria, January 2026

The counter-argument from the ANC and its supporters is that the West's own moral consistency is equally questionable β€” the United States is now intervening in the ICJ case on Israel's behalf, and Western nations armed and supported numerous authoritarian regimes when it suited their strategic interests. The South African Communist Party has described criticism of the Iran relationship as an attempt by "Western imperialist forces" to compromise South Africa's sovereign right to formulate its own foreign policy.

Key takeaway: The moral consistency question is not a binary β€” most countries' foreign policies are rife with contradictions. But for South Africa, which has explicitly positioned itself as a champion of international law and human rights through the ICJ case, the contradictions are more visible and the stakes higher. The question is whether the ICJ case's moral authority can survive the weight of the Iran and Russia relationships.

Who Is in Charge? The SANDF Civilian Oversight Crisis

Perhaps the most alarming dimension of the Will for Peace saga is what it revealed about civilian control over the South African military. The sequence of events raises fundamental constitutional questions about whether the SANDF is operating as an instrument of elected civilian authority β€” or pursuing its own foreign policy agenda.

The Timeline of Confusion

  • August 2025

    SANDF Chief Visits Tehran

    Gen. Maphwanya travels to Iran without Ramaphosa's knowledge, pledges "common goals" with Tehran. DIRCO and Defence Ministry publicly distance themselves. Ramaphosa's spokesperson calls the visit "ill-advised."

  • 30 Dec 2025

    Will for Peace Announced

    SANDF confirms the renamed exercise (from Mosi III) will take place 9–16 January, led by China, with Iranian and Russian participation.

  • 9 Jan 2026

    Ramaphosa Orders Iran's Exclusion

    After reportedly being alerted by the US Embassy about the damage Iran's participation would cause, Ramaphosa convenes a meeting with key ministers and orders Iran's withdrawal or downgrade to observer status.

  • 12 Jan 2026

    Iran Reportedly "Withdraws" β€” Then Doesn't

    Daily Maverick reports that Iran will not join the sea phase. However, all three Iranian warships remain in False Bay throughout the exercise.

  • 14 Jan 2026

    SANDF Posts β€” Then Deletes β€” Confirmation

    The SANDF posts on Facebook that the Iranian corvette IRIS Naghdi participated in the sea phase alongside four other warships. The post is later deleted.

  • 16 Jan 2026

    Board of Inquiry Established

    Defence Minister Motshekga announces a Board of Inquiry with seven days to report. She confirms the president's orders were "clearly communicated to all parties."

  • 28 Jan 2026

    Inquiry Panel Named

    Three retired judges and a retired rear admiral appointed to investigate, chaired by Judge Bernard Ngoepe.

  • 27 Feb 2026

    Probe Moved to Presidency

    After more than a month of no progress from the SANDF side, Ramaphosa relocates the inquiry to his office "to ensure an independent and timeous probe." The panel is given one month to report.

The explanations offered have been contradictory and unsatisfying. The Presidency claimed the drills were "facilitated and led by China, not South Africa" and that Beijing handled invitations β€” implying Pretoria had limited control. Defence analyst Helmoed-RΓΆmer Heitman mapped the chain of command: the Navy Chief (Vice Admiral Monde Lobese) would have been outside the direct operational line, which ran from the Chief of Joint Operations (Lt Gen Siphiwe Sangweni) through the SANDF Chief (Gen Maphwanya) to the Commander-in-Chief (Ramaphosa).

The Deeper Question: As defence analyst Darren Olivier observed: "Given that China is leading the exercise, it's possible that SA faced so much resistance that it was felt impossible to actually implement the decision to exclude Iran." If true, this implies that China β€” not South Africa β€” had effective operational control over a military exercise in South African sovereign waters. Either the SANDF defied its commander-in-chief, or South Africa was unable to exercise sovereignty over its own naval base. Both interpretations are deeply troubling.

The Iran War Complicates Everything

On 28 February 2026 β€” barely six weeks after the Will for Peace exercise concluded β€” the United States and Israel launched coordinated strikes on Iran, killing Supreme Leader Ayatollah Ali Khamenei and dozens of senior military and political officials. The operation, described by Washington as "anticipatory self-defence" targeting Iran's nuclear capabilities, triggered an ongoing conflict that has fundamentally altered the geopolitical landscape in which South Africa's tripartite relationships operate.

Pretoria's response has been characteristically careful β€” and characteristically criticised from all sides. Ramaphosa described the strikes as an act of "anticipatory self-defence" that is "not permitted under the United Nations Charter," language widely read as a critique of the US and Israel. But South Africa stopped short of condemning the operation outright. Zane Dangor, director-general of the foreign ministry, declared that South Africa has "no reason to cut ties with Iran" β€” even as the ANC dispatched a delegation to the Iranian Embassy to pay respects following Khamenei's killing.

The economic consequences for South Africa are severe and immediate. Iran's blockade of the Strait of Hormuz β€” through which 20% of global petroleum liquids pass β€” has spiked energy costs and disrupted supply chains. The South African Reserve Bank has announced it will redraft its economic risk scenarios in response. The rand hit a three-month low in early March. For a country whose economy grew just 0.6% in 2025, any additional headwinds are potentially devastating.

Risk: AGOA Exclusion

Trade Relationship

South Africa's refusal to distance itself from Iran during an active US military operation against Tehran makes exclusion from AGOA's December 2026 eligibility review more likely. US Ambassador Brent Bozell has stated that "an association with Iran is an impediment to good relations with the United States."

Risk: Energy Costs

Strait of Hormuz

Prolonged disruption to shipping through the Strait would disproportionately impact South Africa, which is heavily dependent on imported fuel. The Reserve Bank's governor has described previous adverse scenarios as "outdated" in light of the conflict.

The broader African context adds another dimension. Most African countries have been conspicuously cautious about the Iran war. The African Union called for "restraint, urgent de-escalation, and sustained dialogue." Even South Africa could only issue a muted critique. As the Council on Foreign Relations observed, African countries have "refused to side with Iran" β€” a significant disappointment for Tehran given its diplomatic and military initiatives across the continent. Horn of Africa states have generally aligned with Gulf monarchies; only South Africa and Senegal have invoked international law to criticise the strikes.

Key takeaway: The Iran war has made South Africa's tripartite balancing act dramatically harder. Maintaining warm relations with a state under active US military attack β€” while simultaneously trying to preserve trade access to the US market β€” is a contradiction that no amount of diplomatic finesse can fully resolve.

Outlook: What Comes Next

South Africa enters the second half of 2026 navigating the most complex foreign policy environment of its democratic era. Several key inflection points will shape the trajectory of the tripartite relationship and its consequences.

Pending

Ngoepe Panel Report

The investigative panel led by Justice Ngoepe β€” probing whether the SANDF defied Ramaphosa's order to exclude Iran from the naval exercise β€” is expected to report within weeks. Its findings could trigger military disciplinary action, ministerial accountability, or reveal deeper institutional dysfunction.

Critical

AGOA Eligibility Review

The annual determination on which countries qualify for AGOA β€” typically issued in December β€” could exclude South Africa entirely. The political environment in Washington is hostile, and officials have linked eligibility to alignment with US strategic priorities, including distancing from Iran.

Developing

Iran War Trajectory

The duration and outcome of the US-Iran conflict will determine how much pressure South Africa faces over its refusal to condemn Tehran. A protracted war with sustained Hormuz disruption would compound economic damage; a negotiated end could ease the squeeze.

Opportunity

China Trade Pivot

China's zero-tariff policy for 53 African countries (effective May 2026) and South Africa's new bilateral agriculture agreement offer partial insulation from US trade volatility. But China cannot fully replace the US market, and deepening Beijing dependence carries its own strategic risks.

The fundamental strategic question for South Africa has not changed since the end of apartheid: how to balance principled independence with economic interdependence. What has changed is the cost structure. In the 1990s and 2000s, non-alignment was relatively cheap β€” the US and Europe valued South Africa as a democratic success story and extended generous trade terms with few geopolitical strings. In the 2020s, the world has fragmented, blocs have hardened, and the price of sitting between them has risen sharply.

The Broader Shift: As Oliver Stuenkel of the Carnegie Endowment observed, the world is moving away from an order shaped by alliances toward one of "ad hoc coalitions, issue-based cooperation, and Trumpian transactional dealings." South Africa's tripartite entanglement is not unique β€” even NATO and the G-7 are divided on the Iran war. But South Africa, with its outsized moral ambitions and undersized economic leverage, is more exposed than most.

The Rosatom dimension adds a further complication. In March 2026, the South African Nuclear Energy Corporation signed a memorandum of understanding with Russia's Rosatom β€” recalling a controversial 2014 deal struck shortly after Russia's annexation of Crimea. If Pretoria proceeds toward Russian-built nuclear power, it would deepen the structural dependency on Moscow at precisely the moment when the costs of that relationship are becoming most apparent.

For South African business leaders, the message is increasingly blunt. FirstRand CEO Mary Vilakazi urged the government to adopt "a much more neutral stance" to prevent international investors from associating the country with geopolitical risk. Donald MacKay of XA Global Trade Advisors said the Supreme Court's tariff ruling was welcome but insufficient: "Everyone has to diversify from the US." The paradox is that diversification toward China and the BRICS+ bloc is precisely what Washington views as alignment against its interests.

"South Africa's entry into BRICS was for purely economic purposes and not to challenge or undermine the rules-based international order through blatant and armed antagonism." Democratic Alliance Statement on Will for Peace 2026

Latest Developments

20 March 2026
South Africa Refuses to Cut Ties with Iran as War Rages

Foreign ministry director-general Zane Dangor declares South Africa has "no reason to cut ties with Iran," while the ANC previously sent a delegation to the Iranian Embassy to pay respects following Khamenei's killing. The Rosatom nuclear cooperation MOU adds further strain to US relations.

Foundation for Defense of Democracies
4 March 2026
SA Scrambles to Mend US Trade Ties as Iran War Reshapes Global Order

Ramaphosa's special investment advisor Alistair Ruiters travels to Washington for trade negotiations following the Supreme Court's tariff ruling. The Ngoepe panel investigation into the naval exercise probe is relocated to the Presidency.

Foreign Policy
27 February 2026
Ramaphosa Moves Naval Exercise Probe to Presidency

After six weeks of inaction by the SANDF, the president relocates the investigative panel to his office to ensure independence. The panel includes three retired judges and a rear admiral, with one month to report.

TimesLive / The Presidency
20 February 2026
US Supreme Court Strikes Down Reciprocal Tariffs

The Supreme Court rules Trump exceeded his authority under IEEPA. Trump responds by imposing a 10–15% surcharge under Section 122 of the 1974 Trade Act, effective for 150 days. South Africa's competitive burden eases but does not disappear.

ISS Africa / Semafor
3 February 2026
Trump Signs One-Year AGOA Extension

AGOA is retroactively renewed through 31 December 2026 as part of a broader spending bill. The one-year extension is nine years shorter than the last renewal, creating a "cliff-edge" environment for investment decisions.

USTR / AP
16 January 2026
Defence Minister Orders Board of Inquiry into SANDF Defiance

Motshekga confirms Ramaphosa's orders were "clearly communicated to all parties" and establishes a Board of Inquiry to determine why Iranian warships continued to participate in Exercise Will for Peace despite the presidential directive.

Daily Maverick / SANDF

Frequently Asked Questions

Is South Africa still non-aligned?

Officially, yes β€” South Africa maintains a policy of strategic non-alignment and engages with all major powers. In practice, critics including the Democratic Alliance and Western analysts argue that hosting joint military exercises with sanctioned states like Russia and Iran, while cancelling cooperation with the US, amounts to "selective alignment." The ANC frames its position as principled Global South solidarity rooted in anti-colonial history, but trade data shows South Africa's economic interests are overwhelmingly tied to Western markets (30% of exports go to the US and EU), not to Russia (0.2%).

What was the "Will for Peace 2026" naval exercise?

Will for Peace 2026 was a China-led multinational naval exercise held at Simon's Town Naval Base, Cape Town, from 9–16 January 2026. Originally planned as "Mosi III" (a trilateral South Africa–China–Russia exercise), it was expanded to include Iran and the UAE under the BRICS+ banner. The exercise featured warships from all five participating nations conducting maritime strike drills, formation manoeuvres, and hostage rescue operations. It became a major diplomatic crisis when Iran participated despite a reported presidential order to exclude it.

Why did South Africa host Iranian warships?

South Africa agreed to host the exercise as a BRICS+ activity, with China leading the invitations. Iran, which joined BRICS in 2024, was invited by China. When the political sensitivity became apparent β€” with Iranian protests and US pressure over AGOA renewal β€” President Ramaphosa reportedly ordered Iran's exclusion on 9 January. However, three Iranian warships remained in False Bay and at least one participated in sea-phase operations. A Board of Inquiry was established to investigate whether the SANDF defied the presidential directive. The probe, now seated in the Presidency under Justice Ngoepe, is ongoing.

Will the US sanction South Africa or revoke AGOA?

AGOA was extended through December 2026 only β€” the shortest renewal in its history. South Africa already faces a 30% reciprocal tariff (later reduced to 10–15% after the Supreme Court struck down the original IEEPA tariffs). The annual AGOA eligibility review, typically issued in December, could exclude South Africa β€” especially given the naval exercise fallout, the ICJ case against Israel, Ramaphosa's public criticism of Trump, and continued ties with Iran during the US-Iran war. Full exclusion would threaten an estimated 300,000 direct jobs and up to 1 million indirect jobs linked to AGOA exports.

Is South Africa's military (SANDF) operating independently of the President?

The Will for Peace episode raised serious questions about civilian oversight. SANDF Chief Gen. Maphwanya visited Iran in August 2025 without presidential knowledge and made political statements. During the January exercise, the SANDF posted β€” then deleted β€” confirmation that Iran participated in the sea phase, despite Ramaphosa's order to exclude it. Defence Minister Motshekga acknowledged the presidential instruction was "clearly communicated." Possible explanations include: the SANDF defied orders; China (as exercise lead) resisted the exclusion; or the instruction was miscommunicated. The Ngoepe panel is investigating.

Are Russian or Iranian "shadow fleet" ships using South African ports?

There is no publicly confirmed evidence that shadow fleet tankers are regularly using South African ports for sanctions evasion. However, the 2022 Lady R incident β€” when a US-sanctioned Russian cargo vessel docked at Simon's Town β€” demonstrated that such activity is possible. South Africa's strategic position at the Atlantic-Indian Ocean junction makes it a natural waypoint for vessels circumnavigating Africa. Western maritime intelligence services are monitoring the area with increasing intensity, particularly after the January 2026 naval exercise brought Russian and Iranian warships into Simon's Town harbour.

How does the ICJ genocide case relate to the Russia and Iran relationships?

Critics point to a moral consistency paradox: South Africa champions international law by pursuing a genocide case against Israel at the ICJ, but simultaneously maintains warm relations with Russia (which has its own ICJ case for alleged violations in Ukraine and an ICC arrest warrant for Putin) and Iran (which killed thousands of its own protesters in January 2026). Supporters argue that most countries' foreign policies contain contradictions, and that the West's own selective application of international law undermines its criticism. The tension is real and affects South Africa's credibility as a principled actor.

How does the 2026 Iran war affect South Africa?

The US-Israeli strikes on Iran (from 28 February 2026) have made South Africa's balancing act dramatically harder. The Strait of Hormuz blockade has spiked energy costs and disrupted supply chains β€” the SA Reserve Bank has had to redraft economic risk scenarios. Pretoria's refusal to condemn Iran, combined with the ANC sending a delegation to the Iranian Embassy after Khamenei's death, deepens the rift with Washington at a critical moment for AGOA renewal. The rand has weakened and business leaders are urging a more overtly neutral stance to protect investor confidence.

Explore Our Full Cape Town Crime Map Analysis

Data-driven safety guides, neighbourhood comparisons, and property market insights across greater Cape Town.

View the Crime Map β†’

Discover All Cape Town Neighbourhoods

In-depth safety, lifestyle, and property guides for every suburb β€” from the City Bowl to the Northern Suburbs and beyond.

Browse All Guides β†’

Sources & References

News & Analysis: Daily Maverick (multiple articles, Jan 2026); Al Jazeera (Jan–Mar 2026); Foreign Policy Africa Brief (Mar 2026); The Globe and Mail (Jan 2026); The Moscow Times (Jan 2026); DefenceWeb (Dec 2025–Jan 2026); USNI News (Jan 2026); TimesLive (Feb 2026); The Citizen (Feb 2026); Semafor (Feb 2026); Kyiv Post (Jan 2026); The Conversation (Mar 2026); Foundation for Defense of Democracies (Jan–Mar 2026).

Institutional: The Presidency of the Republic of South Africa; SANDF official statements; US Embassy Pretoria; Democratic Alliance official releases; ISS Africa; Observer Research Foundation (ORF); Congressional Research Service (CRS); Council on Foreign Relations (CFR); Carnegie Endowment for International Peace.

Academic: Contemporary Security Policy (Taylor & Francis, 2024) β€” "Ukraine, the 2023 BRICS Summit and South Africa's non-alignment crisis"; Minnesota Journal of International Law Vol. 34 (2025) β€” "South Africa's Genocide Complaint Against Israel."

Trade Data: Trade Law Centre (TRALAC); USTR; Congress.gov (CRS Report IF10149); German Institute of Development and Sustainability (IDOS); XA Global Trade Advisors; Absa Corporate and Investment Banking.

Maritime & Shadow Fleet: Kyiv School of Economics (KSE) Russian Oil Tracker; Windward maritime intelligence; Kharon sanctions compliance; S&P Global; CBC News visual investigations.

Was this article helpful?

View Discussion