BAI: Kz 100,500 ▲ 5.8% | BFA: Kz 118,000 ▲ 138.4% | USD/AOA: 914.60 ▲ 0.2% | Oil (Brent): $74.50 ▲ 3.2% | Gold: $2,920 ▲ 12.1% | BT 91d Yield: 14.8% | Inflation: 15.7% YoY | BNA Rate: 17.5% | BAI: Kz 100,500 ▲ 5.8% | BFA: Kz 118,000 ▲ 138.4% | USD/AOA: 914.60 ▲ 0.2% | Oil (Brent): $74.50 ▲ 3.2% | Gold: $2,920 ▲ 12.1% | BT 91d Yield: 14.8% | Inflation: 15.7% YoY | BNA Rate: 17.5% |

GDP by Sector: Oil vs Non-Oil Breakdown

Angola’s $115.2 billion economy (2024, IMF) has undergone a quiet structural transformation. Non-oil sectors now account for more than 70% of GDP, a reversal from the mid-2000s when oil alone represented over 50% of output. However, this shift in GDP composition has not been matched by a corresponding transformation in export earnings or fiscal revenue, where oil still dominates at 90-95% and 50-60% respectively.

Sectoral Composition (2024)

Sector GDP Share Trend
Services 41.1% Expanding – retail, telecoms, financial services driving growth
Industry (incl. oil) 34.6% Stable – oil decline offset by construction, manufacturing
Agriculture 22.1% Growing slowly – subsistence dominant, low productivity
Oil & Gas (subset of industry) ~27-28% Declining from 45%+ peak (2008)
Non-oil GDP >70% Expanding as a share of total output

Services Sector (41.1% of GDP)

The services sector is the largest and fastest-growing component of the economy, driven by:

  • Telecommunications: Angola’s mobile penetration has expanded rapidly, with Unitel and Movicel as the primary operators. Data services and mobile money platforms are growth frontiers
  • Financial services: The banking sector (26 commercial banks) and emerging insurance market contribute an expanding share of value-added, supported by BNA regulatory modernization
  • Wholesale and retail trade: Urban consumption in Luanda (population ~9 million) and secondary cities drives domestic commerce
  • Transport and logistics: Port modernization and road rehabilitation are improving logistics infrastructure
  • Real estate: Construction activity has revived from the 2016-2020 contraction, though largely concentrated in Luanda

Industry Sector (34.6% of GDP)

Industry encompasses both extractive (oil, diamonds, other mining) and transformative (manufacturing, construction) activities:

  • Oil and gas: Still the largest single industrial subsector at approximately 27-28% of GDP, though production has declined from 1.9 million bpd (2008 peak) to approximately 1.03 million bpd. TotalEnergies-led projects are stabilizing output
  • Mining: Diamond production (~9 million carats annually) makes Angola the world’s fourth-largest producer
  • Construction: Recovering from the infrastructure boom-bust cycle, now focused on public works under the budget’s capital expenditure program
  • Manufacturing: Small but growing, focused on beverages, cement, steel, and food processing. PRODESI import substitution policies aim to accelerate this sector

Agriculture Sector (22.1% of GDP)

Despite employing the majority of the labor force (particularly in rural areas), agriculture remains the most underproductive sector:

  • Subsistence farming dominates, with limited commercial-scale production
  • Coffee was historically a major export (Angola was Africa’s largest producer pre-independence) but production has collapsed to a fraction of historical levels
  • Fisheries contribute an important but underreported share of value-added
  • Climate variability, poor rural infrastructure, and limited access to credit constrain agricultural productivity
  • Government programs target cassava, maize, rice, and livestock production expansion

The Diversification Paradox

The headline statistic – non-oil now exceeding 70% of GDP – masks a fundamental vulnerability. Oil’s declining GDP share is partly involuntary, driven by production declines and price volatility rather than purely by non-oil sector dynamism. Meanwhile, oil continues to generate over 90% of export earnings and 50-60% of government revenue, meaning the economy’s external and fiscal exposure remains acutely commodity-dependent.

True economic diversification requires not just a rising non-oil GDP share, but the development of non-oil export capacity and non-oil tax revenue – both of which remain at early stages.

Outlook

The IMF projects continued gradual rebalancing, with services and agriculture growing faster than the oil sector. Sustained GDP growth above 3% will require accelerating non-oil productivity through investment, infrastructure, and human capital development in a population with a median age of just 16.7 years and youth unemployment exceeding 40%.

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