16/03/2009 - 17:11h Porque Obama deveria apostar no Brasil

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Robert Amsterdam
The Huffington Post

Why Obama Should Bet on Brazil

Despite the well worn campaign slogan, so far Washington’s new foreign policy under President Barack Obama and Secretary of State Hillary Clinton seems to embody a blend of both continuity and change, depending on the situation. By and large we have seen a reactionary series of policies, as the new president has been thrust into a game with the cards already dealt. However, with the visit to Washington on Saturday March 14 of Brazilian President Luiz Inácio Lula da Silva — the first Latin American head of state to be received by Obama at the White House — a fresh hand is being dealt, giving the president a chance to define his administration and mark a clear departure from the policies of the past.

For years Latin America has been waiting for its day in the sun as a privileged partner of the United States; to be treated fairly, with respect, and joined in action toward the fulfillment of mutual goals for the Western Hemisphere. With the visit of Brazil, now graduated to the status of a true regional and global power, the administration should seek to support and enhance its role of responsibility, proving to the skeptics that we don’t need or want a unipolar hemisphere, but rather a multi-lateral and institutional framework for stable and prosperous relations.

There are many compelling reasons for Obama to seek a close relationship with Brazil and establish a new partnership, one that would bring immediate benefits to both parties (while carrying very low risk and political costs). Despite being diplomatically stretched thin by Mideast conflicts, Brazil is a sure bet that Obama should not pass up.

The first reward of a new partnership with Brazil would be felt in terms of regional security. This South American nation of 196 million citizens is enjoying the benefits of four consecutive successful democratic governments, making it one of the top BRIC economies with a decade of growth and strong forecasts for the future, despite suffering the current woes of the crisis along with everyone else. The economic growth has been matched by proactive diplomacy, as Brazil has grown into a much stronger regional leadership role over the past 10 years.

In terms of military and defense matters, they are an essential player, having just overseen the historic first meeting of the NATO-like South American Defense Council of UNASUR (Union of South American Nations). When incidents arise between Latin American countries, such as the recent Colombia-Ecuador conflict, it is Brasilia, not Washington or the OAS, that is called in first as the trusted mediator.

The second imperative for Obama to give the Brazilians a red carpet welcome is economic. Amid the uncertain breakdown of global financial institutions, where governments find themselves learning how to be bankers, Brazil is ironically ahead of the curve. As noted by a recent article in the Economist, analysts such as Goldman Sachs have praised Brazil’s state involvement in the banking sector, which combined with lower public sector debt and responsible fiscal policy has prepared the country for a better survival than most. Mohamed El-Erian, chief executive at Pimco, has even been quoted by Reuters as saying that China and Brazil offer better stock investments for the future than the United States: “The case for optimism comes from the fact that these countries entered today’s global crisis with better initial conditions.”

In terms of trade, the partnership is a natural fit with room to grow. The United States imports the most from Brazil and exports the most (about 15.7% and 16.1% respectively for 2007). Furthermore, if the Obama administration has any hopes of beating back a worldwide return to protectionism, Brazil’s cooperation is essential. According to a new report from the Inter-American Dialogue, Brazil is now one of the most influential participants in the Doha talks and shares many U.S. objectives: “By eliminating critical stumbling blocks that have frustrated regional negotiations, a breakthrough in Doha on agriculture could facilitate U.S.-Brazilian bilateral trade discussions and perhaps set the stage for reviving hemispheric trade talks.”

Energy and climate cooperation could also revolutionize the U.S.-Brazil relationship, however I am not confident that the Obama administration has the political will at this juncture to recognize that Brazil is the solution to energy independence — at the cost of cutting tariffs and U.S. farm subsidies for ethanol. It is notable that Brazil is in the position of lecturing the United States on protectionism, and it would be a helpful first step for Obama to show that he is listening.

Nevertheless, if the security, economic, and trade benefits of this relationship were not motivation enough, there is also the fact that Lula is ideally positioned to help Obama handle the most challenging and dangerous threat to the hemisphere: President Hugo Chavez of Venezuela. After more than a decade in power and several constitutional revisions to consolidate power and weaken democratic and legal institutions, developments in Venezuela are rapidly worsening. Private property seizures are accelerating (not just oil, but food companies), crackdowns against the opposition and media are intensifying, the state increasingly tolerates violent attacks against the student movements and the Jewish community, and President Chavez is holding a growing number of political prisoners beyond the reach of law (disclosure: I represent one such political prisoner, Eligio Cedeño).

We need to understand that Chavez is neither a dictator nor a model democrat, and any effort to improve the situation cannot be carried out alone. As Chavez has already empowered Lula to serve as an interlocutor to Washington, Brazil has the opportunity to become the most effective and pragmatic voice to speak to the Chavez government, helping to reign in the more destructive trends, if not subtly assisting the U.S. effort to isolate the world’s foremost petrocrat (though friendly with Chavez, the Brazilians aren’t thrilled about $6 billion in Russian arms coming into the region). Dealing with the regional problems presented by Venezuela is not about punishing Chavez or causing collateral damage to its citizens, but rather seeking engagement with Bolivia, opening the door to the new government in Cuba, and encouraging economic initiatives from Central America to the Andes. If Washington is able to run from the same playbook as Brasilia, Chavez will have a much more difficult time dismissing these efforts to promote stability and democracy as a malicious neoliberal agenda.

Lastly, there is an important synergy to the social context and visionary ambition of these two presidents. When Lula first became president in 2003, there were wild accusations and pessimistic predictions of the damage his “socialist” leanings would bring to the economy, a tone of criticism that is mimicked in the United States today.

For what it is worth, like Obama, Lula has risen to the country’s highest office from very humble origins, riding a narrative of hope, possibility, and the sudden sense of enfranchisement of politically excluded groups. Overcoming the odds to reach the presidency, both Lula and Obama have sought to conquer fears of radicalism with measured pragmatism. Lula has successfully surrounded himself with capable advisors able to maintain good relations with countries as different as Venezuela and the United States, such as Minister of Strategic Affairs, Roberto Mangabeira Unger, who upon observing Chavez’s attempt to use Moscow as a lever against the United States, told the New York Times “Unlike other South American countries we don’t go around buying things, and we are not interested in some kind of balance-of-power politics to contain the United States.”

So far the Brazilian strategic approach has been successful and constructive, and one that the United States should want to see replicated across the region. Among the young democracies of Latin America and beyond, two alternatives are currently on offer — the traditional, lackluster offer from the United States, and the alternative coalition led by authoritarian petroleum exporters (Russia, Venezuela, Iran, and others), united mainly by anti-Americanism, and vaguely pursuing some form of non-institutional multilateralism. It should be no surprise that the latter is winning over many converts, especially in light of the fact that Venezuela is pouring three times the amount of aid into the region than the United States, whose paltry contributions to humanitarian projects outside of the war on drugs is negligible.

The time is now for Obama to launch a new partnership with Latin America’s biggest and best democracy, and for once in history make the region a top priority for U.S. foreign policy. Unlike dealing with Moscow over Iran or meting out carrots and sticks in the Mid-East, with Brazil efforts are much more likely to be met with a serious and genuine response to achieve progress. It is certainly a bet worth taking.

29/04/2008 - 09:07h FT Interview: Celso Amorim, Brazil’s foreign minister

celsoamorim.jpg

By Jonathan Wheatley and Richard Lapper, FT.com site

Published: Feb 21, 2007

Jonathan Wheatley and Richard Lapper, speak to Brazil’s foreign minister Celso Amorim who insists Brazil is not about to adopt 21st century socialism.

(mais…)

15/04/2008 - 10:19h Etanol brasileiro não é feito com milho

Liane Cary/GAMMA

Aux Etats-Unis, la culture de maïs destiné à la fabrication de biocarburants est subventionnée, ce qui n’est pas le cas du maïs destiné à l’alimentation. Au Brésil l’ éthanol est produit avec de la canne à sucre et n’ affecte pas la production de nourriture.

Nos Estados-Unidos o cultivo do milho para produzir biocombustivel é subvencionado, mas não o milho destinado a alimentação . No Brasil o etanol é fabricado utilizando cana de açucar e não afeta a produçao de alimento. 

 

25/06/2007 - 14:53h Chemical and biological engineering: One for the road

From The Economist print edition

A new biofuel made from fruit sugars promises more oomph than traditional ethanol

REPLACING carbon-rich fossil fuels with more environmentally friendly alternatives should slow global warming. As part of that drive, both America and Europe have embraced biofuels—liquids derived from plants that can be used to power cars and other vehicles. By their very nature, biofuels cannot be carbon-free because carbon is essential to life on Earth. Burning biofuels does indeed release carbon dioxide, a greenhouse gas. The attraction is that the volume of gas released exactly matches that taken up by the plant when it was growing. So overall (and with the huge proviso that you do not count the fossil fuel used to farm the stuff) biofuels are carbon-neutral.

In America the Department of Energy has set a target for 30% of the 2004 gasoline demand for vehicles to be met by biofuels by 2030. The European Union wants 25% of transport fuels to be derived from biofuels by the same date. At present, the most widely used substance is ethanol, which can be made from sugar cane, sugar beet and maize (or corn, as it is called in America). But ethanol does not pack a particularly powerful punch. It is also susceptible to absorbing water, further diluting its oomph. It takes days to ferment the stuff. A biofuel that did not suffer from these limitations would be welcome.

That is what a team led by James Dumesic of the University of Wisconsin-Madison claims to have developed. The researchers think they have devised a biofuel that has a 40% higher energy density than ethanol, that repels water and that can be made relatively speedily.

One of the most frustrating aspects of biofuels is the stark contrast between what exists in nature and what you can put in the tank. Plants are rich in carbohydrates, a group of organic compounds based on carbon and water, itself a combination of hydrogen and oxygen. These carbohydrates take the form of chains of thousands of sugar units; each unit contains six carbon atoms and a similar number of oxygen atoms. An ideal fuel, on the other hand, should lack oxygen. Its molecules should also be small, that is, they should contain few carbon atoms. Creating an efficient fuel from plants thus presents a headache. More…

25/06/2007 - 13:03h Revolução à vista

Consumidores brasileiros serão atingidos em cheio pelo choque energético que está se formando

Por Raul Pilati
raul.pilati@correioweb.com.br

Duas linhas de evolução econômica do planeta conspiram a favor do Brasil. A crescente demanda por energia está ampliando um mercado já bastante aquecido. Some-se ao consumo em alta o desafio de atendê-lo reduzindo as emissões de poluentes que alimentam o efeito estufa. Os segmentos da área de biocombustíveis não poderiam estar mais entusiasmados.

Como o Brasil é o maior exportador de álcool do planeta, está em posição privilegiada. Não resta dúvida de que uma grande mudança de paradigma está a caminho. Junto com as oportunidades de negócios, porém, vem uma polêmica: os efeitos sobre os demais produtos agropecuários. Não é uma falsa discussão, como tentam apresentar alguns especialistas. Começou com os artigos de Fidel Castro, que questionou a destinação de terras e o trato aos trabalhadores. A iniciativa causou estranheza. Mas veio então a FAO (Organização das Nações Unidas para a Agricultura e Alimentação) e fez um alerta parecido.

Pressões
A demanda por biocombustíveis, segundo o organismo, vai fazer subir os preços dos alimentos a níveis recordes ainda em 2007. A elevação deve ser de 5%, com custo adicional de US$ 400 bilhões, segundo estudo recente. Principalmente devido às cotações do milho e dos óleos vegetais, como o de soja. Os mais afetados, afirma a FAO, serão os países em desenvolvimento, que gastarão este ano 9% a mais com importação de alimentos. Em relação a 2000, a alta será de 90%.

O Brasil respondeu por 42,5% da produção mundial de etanol em 2005 e os Estados Unidos, com o uso do milho, por 44,5%. A produção de biodiesel respondeu por 3,8 bilhões de litros. Segundo artigo da Foreign Affairs, para produzir 95 litros de etanol a partir do milho são necessários 200 quilos de grãos, o suficiente para alimentar uma pessoa por um ano.

Efeitos internos
Mesmo para os consumidores brasileiros, o movimento trará múltiplos efeitos. A popularização mundial do etanol como combustível implica mais concorrentes pelo mesmo produto. A inexpugnável lei do mercado vai levar usineiros e plantadores a optar pelo melhor preço — seja interno ou externo —, o que é um risco adicional de abastecimento.

Existem muitos investimentos em novas usinas em andamento. A produção brasileira pode atingir 38 bilhões de litros em 2012, mais do que tudo que foi produzido no mundo em 2005 (36,5 bilhões de litros). Bilhões de dólares estão sendo carreados para o segmento. Só a Petrobras está colocando US$ 2,5 bilhões. Mas até as novas usinas terão conseqüências. Avançando sobre áreas ocupadas por outras culturas, estão estimulando sua conversão em canaviais. O plantio de grãos e a criação de gado estão sendo empurrados mais para o interior do país, para fronteiras ainda incipientes. Portanto, mais distantes das estruturas de transporte e dos centros consumidores, o que leva a fretes mais caros.

É inevitável que o setor sucroalcooleiro brasileiro se beneficie da onda que está apenas começando. O choque de combustível, como descrito pelo presidente Luiz Inácio Lula da Silva, é real e está só no início. Há uma revolução em curso. Mas não será indolor, nem neutra. É preciso responsabilidade dos produtores e bom senso do governo para não ficarmos apenas deslumbrados com a oportunidade que se abre. Leia a integra da coluna de Raul Pilati, no Correio Braziliense (para assinantes)

23/06/2007 - 09:59h Biofuelled

Grain prices go the way of the oil price

From The Economist print edition

EVERY morning millions of Americans confront the latest trend in commodities markets at their kitchen table. According to the United States Department of Agriculture, rising prices for crops—dubbed “agflation”—has begun to drive up the cost of breakfast. The price of orange juice has risen by a quarter over the past year, eggs by a fifth and milk by roughly 5%. Breakfast-cereal makers, such as Kellogg’s and General Mills, have also raised their prices. Underpinning these rises is a sharp increase in the prices of grains such as corn (maize) and wheat, both of which recently hit ten-year highs. Analysts are beginning to ask, as they have of oil and metals, whether higher prices are here to stay.

On the face of it, that is an odd question. After all, if the world runs short of corn or wheat, farmers can simply grow more, weather permitting. That is exactly what they have been doing. In the coming year, the International Grains Council, an industry group, estimates that global production of grains will reach a record of 1,660m tonnes, well above last year’s figure of 1,569m. But demand for grain is growing even faster. The council reckons it will reach 1,680m tonnes this year. In three of the past four years, demand has exceeded supply.

The culprit is the growing use of grains to make biofuels, such as ethanol. Most grains are used as food either for people or for livestock. But the increase in human consumption has been slowing for decades as population growth moderates. Demand for animal feed, meanwhile, has grown steadily, as more people in booming countries such as China grow rich enough to afford meat.Demand for biofuel feedstocks, by contrast, is soaring. The amount of corn used to make ethanol in America has tripled since 2000; ethanol distilleries now consume a fifth of the country’s corn crop. And America is only one of 41 countries where governments are encouraging the use of biofuels to reduce oil consumption.

As a result, demand for grains has accelerated. During the 1990s, when oil was cheap and biofuels unheard of, demand grew by 1.2% a year, according to Goldman Sachs. But in recent years, it has increased by 1.4%, and over the next decade, Goldman projects, it will rise by 1.9% annually.

Farmers are struggling to keep up. The Economist Intelligence Unit, a sister company of The Economist, projects that demand for corn, at least, will continue to exceed supply until at least 2009. Moreover, even to produce as much corn as they are now, farmers are growing less soya and wheat, and so pushing up the prices of those crops too. With all the main grains to feed poultry and livestock becoming more expensive, the cost of meat and eggs is rising, and so it goes on.

When demand was growing more slowly, farmers could meet it through gradual improvements in their yields. But to cope with today’s boom, yields will have to rise much faster, or farmers will have to bring more land into production.

Both are possible. Greater adoption of genetically modified strains of corn and wheat, for example, could improve yields. But they are expensive and politically controversial. There is also quite a bit of fallow land to be sowed, especially in developing agricultural powers such as Brazil and Ukraine. But those countries are far from the biggest markets and their idle land tends to be found in areas with poor transport links. A strong price signal will be needed to overcome such obstacles and induce extra supplies. More…

13/06/2007 - 11:29h Oops, what I meant to drive was…


Barack Obama showed up for a sparsely-attended news conference in Brentwood Tuesday to outline his plans to reduce greenhouse gases. The scene was a gas station that sells fuel made from vegetable oils. Good so far.

Trouble was he drove up in one of those big hulking SUVs that political campaigns (and the Secret Service) are so fond of driving. “When I’m president,” Obama said, “any vehicle purchased by the federal government” will have a flexible fuel system that can run on ethanol. “Government should lead the way,” he said.

His stop in Brentwood, meant to underline his green credentials, came on a day when Obama quietly backtracked on his longheld support for a controversial plan to promote the use of coal, as Peter Wallsten explains in a Times story this morning.

According to The Times’ Seema Mehta at the Brentwood gas station, Obama acknowledged he is behind Hillary Clinton by double-digits in this weeks Times Poll. “These polls are going to fluctuate and gyrate,” he said. But he predicted a good showing in next month’s quarterly campaign fundraising reports.

“We haven’t gotten into the guts of this campaign,” Obama said. “That will happen after Labor Day.”

Whatever happened to starting campaigns after Labor Day of the election year, not the year before?

–Andrew Malcolm

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