Temas de relações internacionais, de política externa e de diplomacia brasileira, com ênfase em políticas econômicas, em viagens, livros e cultura em geral. Um quilombo de resistência intelectual em defesa da racionalidade, da inteligência e das liberdades democráticas.
O que é este blog?
Este blog trata basicamente de ideias, se possível inteligentes, para pessoas inteligentes. Ele também se ocupa de ideias aplicadas à política, em especial à política econômica. Ele constitui uma tentativa de manter um pensamento crítico e independente sobre livros, sobre questões culturais em geral, focando numa discussão bem informada sobre temas de relações internacionais e de política externa do Brasil. Para meus livros e ensaios ver o website: www.pralmeida.org. Para a maior parte de meus textos, ver minha página na plataforma Academia.edu, link: https://itamaraty.academia.edu/PauloRobertodeAlmeida.
sexta-feira, 18 de julho de 2014
A vida como ela e' (sem pretender ser Nelson Rodrigues): engarrafamentos sem fim - Cora Ronai
Parafraseando (mal) Nelson Rodrigues, a experiência de se dispor de uma "máquina" pessoal de transporte individual é bonitinha, mas muito ordinária, pelo menos nas condições atuais das grandes aglomerações urbanas brasileiras (mas de outros países também).
A jornalista tem saudade dos tempos em que podia circular "impunemente" pelo Rio de Janeiro, uma vez que sua renda lhe permitia integrar a minoria dos proprietários de carro de algumas décadas atrás.
Ela não se dá conta de que outras pessoas, cada vez com renda menor, já podem ter acesso a essas maravilhosas máquinas rodadoras, já que outra das maravilhas do capitalismo é o de baratear sempre (irremediavelmente, e a despeito da inflação) o preço dos bens manufaturados.
Como outros gostariam de gozar do mesmo direito que ela tinha, quase solitária, a vida virou o que ela é, ou parafraseando Jean-Paul Sartre, "o inferno são os outros"...
Qual solução?
Ela não aponta.
Transportes coletivos, apenas isso.
As pessoas precisariam dispor de metro, de ônibus, bicicletas, etc.
Parece que nossos políticos e planejadores governamentais, urbanistas e outros curiosos na matéria ainda não desceram de seus carros individuais para confrontar esse problema inadiável para todas as nossas cidades (e não apenas as brasileiras). Algumas cidades fazem melhor do que as outras.
Quando eu morei em Shanghai, por exemplo, podia dispor de 13 linhas de metro (agora parece que são 16, e cada vez mais longe...). Em SP e RJ quantas são?
Não sei, acho que nunca peguei, pois não vão a nenhum lugar que eu frequento...
Paulo Roberto de Almeida
ENGARRAFAMENTO: "A VIDA FICA MENOR"!
Cora Rónai
O Globo, 17/07/2014
1. Eu adorava passear de carro! Quando estava sozinha e tinha uma folga no trabalho, saía de casa sem destino definido, e ia aonde o dia me levasse. Explorava ruas que não conhecia, subia ladeiras, rodava por Santa Teresa, pela Muda, pelo Grajaú. Havia sempre uma surpresa interessante pelo caminho, uma casa simpática, uma árvore bonita. O Centro, engarrafado desde sempre, era um dos poucos lugares que não me atraíam: era impossível passear de carro onde o trânsito exigia tanta atenção.
2. Na sexta-feira retrasada peguei um táxi em frente de casa, na altura do Corte de Cantagalo, para ir à Fonte da Saudade — uma corrida boba que, normalmente, leva cerca de dez minutos, e custa uns R$ 12 ou R$ 13. Pois levei uma hora e meia e paguei R$ 40. Em vários momentos tive vontade de descer do carro e seguir a pé, mas fazia um calor insuportável, eu estava com uma roupa pouco apropriada para derreter ao sol e, além disso, seria covardia abandonar o motorista sozinho com o prejuízo.
3. Na segunda-feira passada tive que ir à Barra. A corrida, se é que se pode chamá-la assim, levou duas horas. O percurso, que antes me dava tanto prazer, há tempos se tornou um suplício; hoje só vou à Barra por absoluta necessidade, e faço o que posso para que essa necessidade seja cada vez menor. Não há comércio, restaurante ou espetáculo que justifique tanto tempo perdido.
4. O horrendo trânsito do Rio, que já ultrapassou São Paulo como cidade mais engarrafada do Brasil — e que ostenta o tristíssimo título de terceira cidade mais engarrafada do mundo — acaba com a alegria de qualquer um. Não é só o tempo perdido, o estresse sem fim; ficamos cada vez mais confinados aos nossos bairros, perdemos o prazer de percorrer e de descobrir a nossa cidade. A vida fica menor.
sexta-feira, 13 de dezembro de 2013
Transportes publicos gratuitos: governo enlouqueceu de vez (ou talvez o IPEA), ou faz demagogia eleitoral
Segundo o técnico do Ipea, que explicou a maravilha ao repórter da rádio, o transporte não seria exatamente gratuito, pois teria custo, mas este não seria coberto pelos beneficiários, mas sim pelo "poder público".
Como todo mundo sabe, o "poder público" é aquela entidade mágica que tira dinheiro do ar, ou inventa dinheiro, sem que isso tenha qualquer custo para a sociedade...
Eu já deixei de me surpreender com as demagogias eleitorais desse governo, que está simplesmente destruindo a economia nacional, com esse tipo de medida demagógica e absolutamente irracional no plano econômico.
Poucos dias atrás, o "ministro" da Aviação Civil anunciou que todo brasileiro passará a poder viajar de avião pelo custo de uma passagem de ônibus, sendo que o governo (mais uma vez, esse monstro metafísico, tão bonzinho) cobriria a diferença, como ele pensa fazer com os transportes coletivos urbanos.
O governo enlouqueceu, ou apenas recrudesce na demagogia barata.
Tudo isso vai custar muito caro, não necessariamente em termos absolutos, mas em desorganização completa da economia nacional e, sobretudo, na psicologia popular. Todo mundo vai passar a acreditar que basta ter "vontade política" -- como disse o técnico do Ipea, que deve ser um completo idiota -- que se pode fazer.
Pobres brasileiros, pobre Brasil...
Paulo Roberto de Almeida
sexta-feira, 17 de maio de 2013
Containeres: mais globalizadores do que o livre-comercio
terça-feira, 5 de fevereiro de 2013
O governo e sua obsessao pelo trem de alta velocidade
Deve ser alguma mania não explicada... (mania de gastar dinheiro à toa...).
Paulo Roberto de Almeida
Governo pode assumir infraestrutura do trem-bala, diz EPL
Presidente da Empresa Brasileira de Planejamento e Logística defendeu o TAV como uma estrutura moderna necessária para comportar a movimentação futura de pessoas
"Não podemos deixar que o operador perceba um risco de não haver interessado na construção da infraestrutura", disse Bernardo, logo após participar de evento na capital paulista. Por isso, afirmou o presidente da EPL, o governo federal vai assumir as obras caso investidores privados não se mostrem interessados na segunda etapa de leilões do Trem de Alta Velocidade (TAV).
O presidente da EPL defendeu o trem-bala como uma estrutura moderna necessária para comportar a movimentação futura de pessoas no eixo Campinas-São Paulo-Rio de Janeiro. Segundo ele, sem o TAV seria necessário construir novas rodovias e aeroportos para atender a demanda dos próximos 20 a 40 anos. "Teríamos que construir mais duas ou três rodovias Dutra, assim como mais dois ou três aeroportos de Congonhas e Santos Dumont para dar conta (da demanda)", disse. "Isso não é sustentável."
Editais
Ele afirmou que os editais dos nove lotes de rodovias que o governo pretende conceder à iniciativa privada devem ser publicados entre o final de abril e o início de maio. Entre esse nove lotes estarão as BRs 040 e 116, que tiveram seus leilões adiados na semana passada.
A previsão inicial do governo é de que o leilão seja realizado 30 dias depois da divulgação. Mas, segundo Figueiredo, os investidores pedem mais tempo. "O mercado pede 60 dias. Nós vamos nos avaliar com eles", disse.
De acordo com ele, editais dos 10 mil quilômetros de ferrovias serão publicados até o final do primeiro semestre. Figueiredo disse que a malha ferroviária a ser construída nos próximos anos prevê, além do transporte de carga, a possibilidade de circulação de trens de média velocidade para o transporte de passageiro.
quarta-feira, 28 de março de 2012
Transportes e comunicacoes: uma historia global
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n ancient times, transportation technology was basic and the cost of moving goods was an important determinant of the production and distribution of a product. Thus, goods were put together close to the source of raw materials. Then, these products made their way in a largely linear chain to their end consumer.
The production and consumption of most items was local. This meant that producer and consumer could directly communicate with each other, and the customer could specify exactly what he or she wanted. This was the world of the village weaver, potter, blacksmith and cobbler. The bulk of pre-industrial artisan manufacturing, therefore, was customized to the needs of the end consumer. It was only in the 18th century that shipping technology improved enough to allow the large-scale functioning of an international production network. Interestingly, the first product to be put together with a truly global supply network was rum. Slave labor was imported from West Africa to the Caribbean in order to grow sugarcane (a plant originally from India). Sugarcane molasses were then shipped to New England where distilleries in Massachusetts, Rhode Island and Staten Island turned it into rum. Some of the drink was consumed locally, but much of it was then sold in bottles and barrels in Europe and all over the Atlantic. It is said that the distillation of rum was the single biggest industry in colonial America — although its importance is now all but forgotten except in popular tales about pirates. Shipping to the worldAs the Industrial Revolution took shape in the late 18th century, production networks took on a totally different scale. The cotton industry was the center of this shift. Prior to the technological innovations of the Industrial Revolution, India was the cotton manufacturing center of the world and exported its textiles all over the world. Competition from imported cotton was a major cause of resentment for the traditional wool industry in Britain.
By the end of the 18th century, however, technological shifts dramatically changed the cotton industry. The spinning jenny patented by James Hargreaves in 1770 increased the amount of yarn spun by a worker by several orders of magnitude even as the flying shuttle revolutionized the speed of weaving the yarn into cloth. Meanwhile, the American inventor Eli Whitney invented the cotton gin that mechanized the process of separating cotton wool from the seeds. All these changes were complimented by improvements in ship design and, by the mid-19th century, the introduction of steamships. As a result of all these innovations, a global supply network emerged that involved shipping cotton grown in the southern United States (often using slave labor) to the cotton mills in England. The finished cloth was then shipped out to the rest of the world. Over the next century, transportation technology witnessed major breakthroughs that included the railways, trams, bicycles and the Suez Canal. By the time of World War I, we also had the Panama Canal, automobiles and even early airplanes. As a result, the cost of transporting goods dropped sharply. Ocean freight rates, for instance, fell 70% between 1840 and 1910. The improvements in transportation also improved communications — steamships and railways could also carry letters — but there were few independent improvements in communications with the single exception of the telegraph. In other words, communications was the poor cousin of transportation until World War I.
As mass manufacturing was ramped up, it was no longer possible for individual customers to specify requirements. The supply chain responded by standardizing products. Ultimately, even downstream distribution networks succumbed to standardization. This shift is best summarized by Henry Ford's famous comment, "Any customer can have a car painted any color that he wants so long as it is black." Retailing shifted in favor of large department stores that could house a large selection of standardized products, with price and variety substituting for customization. Postwar technological changesThe Second World War witnessed the pinnacle of the Fordist production system. By 1950s, a new generation of technological changes began to alter the structure of global supply networks. As a break from the past, communications began to influence developments independently of transportation. The telephone was patented by Alexander Graham Bell in 1876, but it would be well into the 1920s before phones were commonplace in the United States. The first transatlantic call between London and New York took place in 1926, and another two decades would pass before long-distance telephony was common in the rest of the world. Meanwhile, transportation also went through another major innovation — containerization. Most people tend to ignore the importance of this innovation, but it was a radical idea. Until the 1950s, ships had to be manually loaded piece-by-piece. Industrial cables had to be carefully stacked next to boxes of delicate porcelain and perhaps a basket containing fruit.
In the 1950s, entrepreneurs like Malcolm McLean began to revolutionize shipping — and logistics in general — by introducing standardized containers that could not merely be sealed and loaded into ships, but also could be seamlessly passed on to the truck and rail network. Both ships and ports were redesigned to handle containers. Ships purchased in the early 1970s could carry four times the cargo capacity of traditional ships. Their faster speeds and turnaround time in port allowed them to make six round trips a year between Europe and the Far East, compared to three-and-a-half for the older ships. Interestingly, western countries persisted with building old style ports well into the 1970s. They already had large existing fleets and other infrastructure from the pre-container age and could not easily adopt full containerization. Bureaucratic persistence and political pressure from port workers' unions also slowed the shift. Thus, it was Asia that wholeheartedly adopted containerization and built large new facilities. Hong Kong and Singapore asserted themselves as major ports and clearinghouses for containerized shipping. These two ports had established themselves as the world's largest container ports by 1990 — and Asian ports continue to dominate to this day. Communications revolutionThe combination of containerization and telephones (and related technologies like the fax) caused the next shift in supply networks. Improved communications meant that it was possible to exactly specify components and products. Containerization meant that these components could be transported cheaply and be delivered "just-in-time."
Although the technologies and practices related to the new supply chains originated in the United States, it was Japan that leveraged them to fundamentally change production systems. Dubbed "lean production," the Japanese production system was both more flexible as well as able to sharply reduce the need to carry inventory. It made the vertically-integrated Fordist assembly line obsolete. Many of the elements of the new system evolved originally in the automobile industry, but they were soon being applied in other sectors too. The electronics industry turned out to be especially well-suited to the decentralized production process. By the late 1980s, the whole world was trying to copy the Japanese system. Nonetheless, it was East Asia that best internalized the network-based production system. There were many reasons for this. First, much of the infrastructure in the region was new. In many cases, the infrastructure was specifically created to support supply chains for Japanese companies. Second, geography helped since most of the key economic hubs could be linked by sea. This was a key advantage since transportation by ship is much cheaper than by rail or road. Third, East Asia had a very heterogeneous mix of skills and wages. This meant that different countries could specialize into different parts of the modular production chain. The addition of Southeast Asia and China's special economic zones to the supply chain meant that the production network could remain within the region even after wages began to rise in Japan, Hong Kong, Singapore, Taiwan and South Korea.
The cost of real-time international communications had been prohibitive in the 1930s and barely affordable in the 1960s, but became irrelevant by the end of the 1990s. This not only made lean manufacturing ever more efficient, but allowed the creation of international production networks in a completely new area — services. Around 1993, the management of American Express noticed that the cost of running their credit card operations in India was significantly lower than that for comparable businesses elsewhere. So when the bank decided a year later to consolidate their finance functions in three locations around the world, India was chosen to anchor the Asia-Pacific operations. Very soon companies like British Airways and GE Capital were setting up large outsourcing units in India. Thus was born the global services outsourcing business. Meanwhile, the efficiency gains of "just-in-time" and lean production were making their way downstream and being applied to distribution networks. One of the results of this change was the rise of hyper-markets like Walmart and Carrefour. By leveraging scale, logistics and lean inventories, they were able to bring down retail prices as well as provide consumers with unprecedented choice. Into the cloudThe lean production model was the result of innovations in containerization and fixed-line telephony. Although production was decentralized, we are still dealing with a pyramid of rigid industrial relationships (such as the Japanese keiretsu). The communications revolution fundamentally changed this environment by making it possible for everyone to contact everyone, specify a requirement and negotiate a price. This model retained most of the advantages of lean production, but was far more flexible and adaptable. The supply chain was no longer a chain but a cloud — an evolving ecosystem where economic agents could collaborate in one sphere and complete in another. The production of Apple's iPhone and iPad are good examples of this new production network. The iPhone is made up of inputs sourced from around the world that are then assembled together by Foxconn in China. The product never passes through an Apple facility during its production. Yet, Apple receives 66% of the price of an iPhone while Foxconn, the final assembler, receives a paltry 2.5%. Moreover, it is also worth noting that Samsung is a major supplier of the iPhone's components, even though it completes directly with Apple in the mobile phone and tablet markets. Now watch as the distribution end of the chain also dissolves into a cloud. Editor's note: This article was adapted from "Transportation Versus Communications: What is Next?" from the Wide Angle series published by Deutsche Bank. |