JPA Pulse — Sub-Saharan Africa: Sahel & Gulf of Guinea | May 2026

• Region: Sahel & Gulf of Guinea

• Category: Strategic Intelligence

• Published: May 2026

The consolidation of military-led governance across Mali, Niger and Burkina Faso has produced a new institutional architecture in the Sahel that operates outside legacy multilateral frameworks. French strategic withdrawal and the partial substitution of Russian and Chinese security presence have altered the political economy of resource access, investment protection and operational continuity for corporations with exposure to the region.

In the Gulf of Guinea, Senegal and Mauritania's emerging LNG position is reshaping West African energy geopolitics at a moment of elevated European demand for non-Russian gas supply. Nigeria's domestic fiscal and regulatory environment continues to condition upstream investment decisions. Angola and Mozambique present divergent trajectories — one consolidating institutional stability, the other managing a residual insurgency that directly affects infrastructure security in Cabo Delgado.

Resource nationalism — expressed through revised fiscal frameworks, local content requirements and state equity claims — is the dominant structural variable across the Gulf of Guinea basin. JPA Pulse Sub-Saharan Africa tracks the structural geopolitical, institutional and geoeconomic conditions shaping board-level decisions for organisations with operational or investment exposure to this region.

→ Request the current issue — info@joseparejo-asociadosai.com