Guinea-Bissau
Key stats
The verdict
JudgementGuinea-Bissau holds a poor hand and plays it badly: about 2.3 million people, an economy of about US$2.9bn that rises and falls with the cashew harvest, and a coastline that traffickers use as a gateway from Latin America to Europe1,3,6,13. Its soldiers seized power in November 2025, three days after the general election, and in October 2026 the government said the 6 December vote would have to be delayed, with no new date11,9. The economy is better run than the state, growing about 5% a year with IMF targets met6,15. Its next decade turns on whether the army goes back to barracks, and whether the state or the drug trade controls the men with guns.
Where this lens is weakest: LKY's lens prizes order and decisive leadership, and a junta that meets its IMF targets can look like the firm hand a fragile state needs. That is where it misleads here. In Guinea-Bissau the army has been the main source of disorder, from the 1980 coup to the 2009 killing of a sitting president14, and a transition that delays elections and keeps rivals out9 repeats that pattern rather than breaking it. The lens also says little about consent: the transition's legitimacy rests on an election that has now been put off9. The statistics are weak, with population counts that differ by 0.4 million between sources1,6, so several scores carry low confidence.
Scorecard
| Model | Score | Trend | Confidence |
|---|---|---|---|
| 1. Givens | |||
| GeographyWhat does the map enable, and what does it threaten? | 2 Weak | Stable | Medium confidence |
| PeopleIs the population growing, skilled and staying? | 2 Weak | Stable | Low confidence |
| 2. Multipliers | |||
| CultureWhat habits does the society reward? | 2 Weak | Stable | Low confidence |
| LeadershipWho rules, how are they chosen, and are they competent? | 2 Weak | Stable | Medium confidence |
| OrderIs there rule of law, low corruption and predictability? | 1 Critical weakness | Stable | Medium confidence |
| CohesionWhere are the fault lines, and how stable are they? | 2 Weak | Stable | Low confidence |
| RelevanceWhy does the world need this country? | 1 Critical weakness | Stable | High confidence |
| 3. External game | |||
| Balance of powerWho are its patrons, rivals and hedges? | 2 Weak | Declining | Medium confidence |
| StrengthCan it deter, or does it depend on others? | 1 Critical weakness | Stable | Low confidence |
| 4. Filters | |||
| TrajectoryRising, stagnant or declining, and how fast? | 2 Weak | Stable | Medium confidence |
Model by model
Layer 1 · Givens
Geography
2 Weak Stable Medium confidenceWhat does the map enable, and what does it threaten?
The map gives Guinea-Bissau little and costs it much. It is a small coastal state wedged between Senegal to the north and Guinea to the south, with an Atlantic coast that includes the Bijagós archipelago of 88 islands6. Its economy rests on the land: growth in 2025 was driven by a strong cashew harvest6, and cashew marketing is one of its main export sectors15. The same coast and islands that could support fishing and tourism make it useful to traffickers: the United Nations describes it as a gateway for drugs from Latin America bound for Europe13. A modest position whose main strategic value has been to criminals.
People
2 Weak Stable Low confidenceIs the population growing, skilled and staying?
The population is small and very young: about 2.3 million people, with a median age of about 19.61,2. The World Bank counts fewer, approximately 1.9 million, and calls Guinea-Bissau one of the world's poorest and most fragile countries6; that the two counts differ so widely shows how weak the statistics are. More than a quarter of the population lived below the poverty line in 2023, by the World Bank's measure13. The ILO's modelled unemployment rate is 2.7%5, a figure that says little about work outside formal jobs. Recent, comparable data on schooling and skills is scarce, which lowers confidence. A young population with little evidence yet that it is becoming a skilled one.
Layer 2 · Multipliers
Culture
2 Weak Stable Low confidenceWhat habits does the society reward?
The habits that matter here are institutional, and they are poor. Guinea-Bissau scored 21 on Transparency International's 2025 index, unchanged, ranking 161st of 1827. The army has treated politics as its business since 1980, when João Bernardo Vieira took power in a coup14; mutinous soldiers killed the head of the armed forces in 2004, and renegade soldiers shot Vieira dead as president in 200914. Drug money has seeped into public life: senior military figures and top civil servants have repeatedly been implicated in the drug trade13. Survey data on trust, saving and work norms is limited, hence low confidence. This score is about institutions and social habits, not about any group.
Leadership
2 Weak Stable Medium confidenceWho rules, how are they chosen, and are they competent?
Judged by deeds, the transitional government under General Horta Inta-A (also written N'Tam) manages money better than it manages power6,8. IMF staff found all end-March 2026 targets met, after several had been missed in late 202515,17, and the World Bank expects the fiscal deficit to narrow to 5.0% of GDP in 2026 from 6.8%6. Politically, the record is of a junta extending its hold. It held an August 2026 referendum, boycotted by the PAIGC, that strengthened the presidency and cut parliament from 102 seats to 6510. It blocked the ousted president's return, and in October said the December elections would have to be delayed, without setting a new date9. Careful book-keepers, unproven stewards of a handover.
Order
1 Critical weakness Stable Medium confidenceIs there rule of law, low corruption and predictability?
Order is the critical weakness. Soldiers seized power on 26 November 2025, three days after the general election, closing the borders and suspending the electoral process11; the country has had five coups and numerous attempted putsches since independence in 19748. The rule of law is thin: Guinea-Bissau ranks 161st of 182 on Transparency International's index7. The drug trade runs through the state. The coup leaders themselves justified the takeover by alleging a plot involving national drug lords, and GI-TOC reported in August 2025 that Bissau's cocaine market was booming once again13. Civil society activists say the government has used fear to crush dissent; the government denies a role in the killing they cite9. The threat to order comes from inside the state.
Cohesion
2 Weak Stable Low confidenceWhere are the fault lines, and how stable are they?
Guinea-Bissau is home to a large variety of ethnic groups, languages and religions6, but its crises have run through the army and the parties14. Those divisions are sharp now. The PAIGC, the party of independence, called for a boycott of the August 2026 referendum10. Opposition leader Domingos Simões Pereira was imprisoned on the day of the coup, and ECOWAS leaders demanded the release of political opponents16. The junta says the new constitution will stabilise institutions before the elections; the opposition says it concentrates power8,10. Even the security forces are divided: members of the presidential guard, seen as loyal to the ousted president, were disarmed in October8. Held together, for now, by the army that divides it.
Relevance
1 Critical weakness Stable High confidenceWhy does the world need this country?
The world needs Guinea-Bissau for very little. The IMF puts its 2026 GDP at about US$2.9bn3, and its export earnings rest on cashew6,15. Its one form of global significance is unwelcome: the United Nations describes it as a gateway for drugs from Latin America bound for Europe13. US operatives arrested a former navy chief on drug-trafficking charges in 2013, and Washington has accused a former army chief of plotting to traffic cocaine14. That makes it a concern for European and American law enforcement, not a partner they depend on. Small, poor and noticed mainly for what passes through it.
Layer 3 · External game
Interests
Described, not scoredWhat does it need, want and fear?
Need: concessional money. The World Bank says its fiscal targets depend on continued concessional external financing and grants6, and the IMF programme runs only to 29 December 202617. It also needs a good cashew campaign, which the IMF warned could be disrupted by production and logistical constraints15. Want, for the junta: a transition on its own terms, with a stronger presidency10 and the ousted president kept out9. Want, for the country: readmission to ECOWAS, which has suspended it until constitutional order is restored12. Fear: further regional pressure if the elections slip12, fuel-price shocks from the Middle East6, and a split in the security forces8.
Balance of power
2 Weak Declining Medium confidenceWho are its patrons, rivals and hedges?
Guinea-Bissau has no patron, only creditors and neighbours. ECOWAS suspended it from all decision-making bodies after the coup, while ordering its stabilisation mission to keep protecting state institutions12. Senegal, which borders it to the north6, has been closely involved: President Faye joined the ECOWAS chair on a mission that called for a short, structured and transparent transition and the release of opponents16. Its money comes from the IMF and the World Bank15,6. The outside force that shapes it most is the drug trade: the military's own justification for the coup cited a plot by drug lords13. Suspended by its region, yet dependent on it for its security.
Strength
1 Critical weakness Stable Low confidenceCan it deter, or does it depend on others?
Guinea-Bissau's armed forces are a political force more than a fighting one. SIPRI puts military spending at 0.89% of GDP in 20254, on an economy of under US$3bn3. The army's record is of coups, mutinies and assassinations rather than defence of the borders: it toppled governments in 1980, 1999, 2003 and 201214. ECOWAS still keeps a stabilisation mission in the country to protect state institutions12, a sign that its own soldiers cannot be relied on to do so. Data on the size and readiness of its forces is scarce, hence low confidence. It cannot defend itself, and its army is the main danger to its own state.
Layer 4 · Filters
Trajectory
2 Weak Stable Medium confidenceRising, stagnant or declining, and how fast?
Judged by results, the economy grows and the state does not. Real GDP rose 5.8% in 2025 on a strong cashew harvest, and the World Bank expects 4.9% in 2026, only 2.7% per head, and an average of 5.0% in 2027–20286. Inflation is low, at 0.9% in 20256. The IMF projects public debt falling from 82.4% of GDP in 2024 to 73.9% in 20263. But the fiscal deficit is still 5.0% of GDP, the current-account deficit is widening to 7.1%6, and the political transition has stalled, with the December elections to be delayed and no new date set9. Growth without a working state to build on it.
Power map
- Patrons: None recorded
- Partners: Senegal
- Rivals: None recorded
- Hedges: None recorded
- Top trade partners:
History that shaped it
13 events · facts cited, meaning is judgement- 1446–1915
Portuguese arrival and conquest
The first Portuguese arrived in 1446–47 and the area became important in the slave trade; it became a separate colony in 1879, but Portuguese control of the interior was not effectively achieved until 191514.
Why it matters Five centuries of extraction left a coastal trading post rather than a state, with no administration capable of governing the interior.
- 1956
PAIGC founded
Amílcar Cabral established the African Party for the Independence of Guinea and Cape Verde (PAIGC) in 195614.
Why it matters The party that won independence dominated the state for decades, and its fusion with the army set the pattern of politics by force.
- 1963–1974
War of independence
The PAIGC launched a war of independence in 1963; Cabral was assassinated in 1973, the PAIGC declared independence that year, and Portugal granted it in 197414.
Why it matters Independence was won by arms, which gave the fighters, and later the army, a claim to rule that civilian institutions never displaced.
- 1980
Vieira coup
Luís Cabral was ousted in a military coup led by João Bernardo Vieira in 1980, and plans for unification with Cape Verde were dropped14.
Why it matters The first coup made the army the arbiter of power and ended the union with Cape Verde, which went on to build a stable state alone.
- 1994
First free election
Vieira was chosen as president in Guinea-Bissau's first free election in 199414.
Why it matters Multiparty rule arrived without a professional army or independent courts to sustain it, so the vote changed the form of power more than its source.
- 1998–1999
Army mutiny topples Vieira
The army mutinied in 1998 after Vieira sacked his army commander, General Ansumane Mané, and soldiers led by Mané toppled Vieira in May 199914.
Why it matters The mutiny wrecked the state and showed that a dismissed commander could bring down an elected president.
- 2003
Coup ousts Yala
A military coup ousted President Kumba Yalá in September 2003, and an interim civilian administration took over pending elections14.
Why it matters A second coup in four years confirmed that soldiers, not voters, decided when a president's time was up.
- 2007
Drug cartels arrive
The UN and the IMF warned in June 2007 that donors had one last opportunity to save Guinea-Bissau from chaos and to combat Latin American drug cartels14.
Why it matters Cocaine money gave officers and politicians an income independent of the state, deepening the incentive to seize and hold power.
- 2009
President assassinated
President Vieira was shot dead by renegade soldiers in March 2009, hours after a bomb attack killed the army chief of staff, General Tagme Na Waie14.
Why it matters The killing of a sitting president and his army chief showed how far the security forces had slipped beyond civilian control.
- 2012
Coup and drug surge
Soldiers toppled the government in April 2012, and in July the UN Security Council said drug trafficking had increased since the coup14.
Why it matters The coup tied military rule and the drug trade together and cost the country years of aid and reform.
- 2020
Embaló takes office
Umaro Sissoco Embaló took office in February 2020 after winning the presidential election, ending 46 years of PAIGC or military rule14.
Why it matters A change of ruling camp by election raised hopes of normal politics, but the institutions around the president stayed as weak as before.
- 2025
November coup
Military officers declared total control on 26 November 2025, closing the borders and suspending the electoral process three days after general elections11.
Why it matters Another coup on the eve of election results showed that the army still holds the final say over who governs.
- 2026
Presidential constitution
In an August 2026 referendum, 70 percent of votes cast backed a new constitution that increases the president's power and cuts parliament from 102 seats to 6510.
Why it matters The junta reshaped the system before handing it on, concentrating power in the office its transition is meant to fill.
Watchlist
Change log
- Full review First assessment. Credit rating: not rated by S&P, Moody's or Fitch. Top trade partners: no reliable recent source found, left for the facts agent.
Sources
17 cited- UN World Population Prospects 2024, population with projections, Guinea-Bissau (via Our World in Data) Accessed 1 Nov 2026 · archived copy
- UN World Population Prospects 2024, median age, Guinea-Bissau (via Our World in Data) Accessed 1 Nov 2026 · archived copy
- IMF World Economic Outlook, October 2026: Guinea-Bissau (DataMapper) Accessed 1 Nov 2026
- SIPRI Military Expenditure Database, 1949–2025 (share of GDP) Accessed 1 Nov 2026 · archived copy
- ILO modelled estimates, unemployment rate, Guinea-Bissau (via Our World in Data) Accessed 1 Nov 2026
- World Bank, Guinea-Bissau country overview Accessed 1 Nov 2026 · archived copy
- Transparency International, Corruption Perceptions Index 2025: Guinea-Bissau Accessed 1 Nov 2026 · archived copy
- AFP (via eNCA), "G.Bissau moves towards postponement of December general election", 8 Oct 2026 Accessed 1 Nov 2026 · archived copy
- Reuters (via Internazionale), "Guinea-Bissau to delay elections following last year's coup", 8 Oct 2026 Accessed 1 Nov 2026
- Al Jazeera, "Guinea-Bissau referendum nods to expansion of presidential powers", 1 Sep 2026 Accessed 1 Nov 2026 · archived copy
- AFP (via EWN), "Guinea-Bissau rocked by coup d'etat, arrest of president", 26 Nov 2025 Accessed 1 Nov 2026 · archived copy
- ThisDay, "Coup: ECOWAS Suspends Guinea-Bissau", 28 Nov 2025 Accessed 1 Nov 2026 · archived copy
- AFP (via Arab News), "Global drug trade fuels instability in coup hit Guinea-Bissau", 29 Nov 2025 Accessed 1 Nov 2026 · archived copy
- BBC News, "Guinea-Bissau profile - Timeline" Accessed 1 Nov 2026 · archived copy
- Ecofin Agency, "IMF Approves Guinea-Bissau Review, Warns of Economic Risks Ahead", 7 May 2026 Accessed 1 Nov 2026 · archived copy
- Al Jazeera, "Guinea-Bissau sets election date following last year's coup", 22 Jan 2026 Accessed 1 Nov 2026 · archived copy
- Ecofin Agency, "Guinea-Bissau: IMF approves $3.2 mln disbursement, extends credit program to end-2026", 21 Mar 2026 Accessed 1 Nov 2026 · archived copy