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.

quinta-feira, 13 de fevereiro de 2025

É possível desenvolver uma nação de assistidos? - Paulo Roberto de Almeida

É possível desenvolver uma nação de assistidos?

Paulo Roberto de Almeida 

Leio isto a partir de uma fonte oficial:

Em janeiro de 2025, havia 20,5 milhões de famílias no programa social....

        A partir daí deduzo que quase metade, ou pelo menos 1/3, da população brasileira, se tornou dependente dos subsídios estatais para complementar a sua alimentação ou para suprir qualquer outra necessidade familiar. Supondo-se que o Bolsa Família — como é o seu propósito oficial — destina-se a atender famílias e não indivíduos isolados, e supondo-se que cada núcleo familiar se componha de três ou quatro pessoas, chega-se ao fantástico número de 75 a 100 milhões de pessoas dispondo desse benefício de assistência pública a brasileiros oficialmente carentes, ou seja, pobres ou miseráveis. 

        Autoridades governamentais devem olhar com orgulho esses números, e até repetem um presumido argumento do Banco Mundial segundo o qual o Bolsa Família se trataria do maior programa de redução da pobreza existente no mundo. É possível que seja, mas isso, para mim, não constitui nenhum motivo de orgulho, e sim de vergonha e desalento. 

        Creio que, na verdade, o BF representa, não um programa de redução, sequer de eliminação, da pobreza, e sim um expediente para sua manutenção, quiçá para sua “eternização” estrutural e institucional. É fácil deduzir isso, com base no histórico mundial de todos os programas mundiais de Assistência Oficial ao Desenvolvimento (AOD, em esquemas multilaterais ou nacionais).

        Todos esses programas — AID do Banco Mundial, CAD-OCDE, instituições nacionais do Norte desenvolvido — foram criados na sequência do grande movimento de descolonização do início dos anos 1960. De certa forma, eles se eternizaram e criaram toda uma estrutura complexa de ajuda pública a países mais pobres, supostamente dirigida à população mais carente. Como demonstrou William Clyne, que trabalhou nesse setor durante mais de dez anos para o Banco Mundial, os países que mais receberam ajuda foram os que menos se desenvolveram nos 50 anos seguintes, e continuam sendo os mais frequentes beneficiários da AOD ainda hoje. Seu livro White Man’s Burden demonstra claramente como a AOD pode deformar as estruturas econômicas e os próprios orçamentos públicos dos países beneficiários, levando à dependência estrutural, não à autonomia no processo de desenvolvimento econômico e social, quando não incentivos à corrupção de elites ou simples funcionários públicos.

        Não deve ser diferente com o BF, nosso orgulho nacional, que como já dito preserva a pobreza, não a elimina (e passa a representar spenas um subsídio ao consumo, alimentar ou outro, dos mais carentes. Se, por algum acaso — “tragédia” orçamentária ou outra — o programa desaparecer, haverá mais pobres e dependentes da ajuda oficial do que havia antes. 

        Não creio que esse tipo de subsídio ao consumo seja a melhor via para o desenvolvimento da nação. No mínimo ele repete o temor expresso numa velha canção de Luiz Gonzaga: “uma esmola, meu senhor, para o homem que é são, ou lhe mata de vergonha, ou vicia o cidadão”.

        Não há, contudo, qualquer temor de que isso acabe: ainda não nasceu o político que vai propor o fim do BF, assim que, como no caso dos programas de AOD, não se prevê o final da gigantesca máquina que vive em função do espírito que a anima: ajudar os mais pobres.

        Com muito poucas exceções, poucos países integrantes do hoje chamado Sul Global conseguiram saltar da barreira do desenvolvimento, ou seja, se tornarem autônomos de qualquer ajuda pública.

        Mesmo o Brasil, um país que se orgulha de seu status de representante do tal de Sul Global, mas que realizou um dos mais fantásticos processos de modernização agrícola e industrial ao longo das últimas seis ou sete décadas, ainda não se libertou da tragédia que é ter mais de um terço da população oficialmente na pobreza (e, portanto, oficialmente beneficiária da ajuda pública). Mais ainda: diplomaticamente, o Brasil é um dos líderes mundiais da preservação do status oficial, verdadeiro princípio da diplomacia multilateral, do “tratamento especial, diferencial e mais favorável, para países em desenvolvimento”. 

        Essa luta para preservar o status e o princípio vem praticamente dos anos 1960, e nunca deixou de figurar no menu oficial da diplomacia brasileira, ou seja, foi coincidente com a nossa grande arrancada para a modernização agrícola e o impulsionamento industrial. Ele até acompanhou a incorporação progressiva de mais estratos sociais ao indice de escolarização obrigatória: é certo que finalmente chegamos a uma taxa, mas apenas numérica, de alfabetização, próxima daquela exibida pelos países desenvolvidos, mas 150 ANOS DEPOIS. E isso apenas no conceito que se chama de enrollment rate (número de matrículas), não exatamente no que se refere à qualidade do ensino, em especial para os mais pobres, justamente. O “tratamento especial e mais favorável” para os mais pobres existe apenas para assegurar-lhe um nível de educação medíocre, que os impossibilita tornarem-se independentes de qualquer ajuda pública, exatamente como já ocorre na AOD mundial, que pouco mudou o perfil do mundo no último meio século ou mais.

        Volto à questão do título e simplesmente respondo: não creio que seja possível desenvolver uma nação de assistidos. Sou a favor de uma única, repito, única prioridade, para o Brasil e para qualquer outra nação oficialmente pobre (mas sempre com muitos ricos, embora vivendo com um oceano de pobreza ao redor de si): elevar dramaticamente o nível de educação elementar, e apenas elementar, de toda a população, carente ou não carente. Os níveis superiores de educação, e de desenvolvimento social, se ajustariam rapidamente à nova realidade. Seria pedir muito?

Paulo Roberto de Almeida

Brasília, 13/02/2025 


Leia mais no texto original: 

https://www.poder360.com.br/poder-governo/lula-reduz-bolsa-familia-em-67-das-cidades-que-recebiam-com-bolsonaro/ 

Putin’s Ukraine The End of War and the Price of Russian Occupation - Nataliya Gumenyuk (Foreign Affairs)

 Putin’s Ukraine

The End of War and the Price of Russian Occupation

Nataliya Gumenyuk

March/April 2025 (Published on February 12, 2025)

An apartment building struck by a Russian drone in Hlevakha, Ukraine, January 2025Thomas Peter / Reuters

NATALIYA GUMENYUK is a Ukrainian journalist, CEO of The Public Interest Journalism Lab, and Co-Founder of The Reckoning Project. She is the author of The Lost Island: Dispatches From Occupied Crimea.

 

From afar, the situation Ukraine faces after three years of full-scale war with Russia seems clear. Over the past 12 months, Moscow has intensified its assault on civilian populations, sending drones, missiles, and bombs in almost daily attacks on cities across the country. Infrastructure and power stations have been relentlessly targeted. Millions of people have been displaced, and millions more who fled the country after 2022 have been unable to return. Even as Ukraine has struggled to hold the frontlines, its soldiers continue to be injured and killed.

Given these mounting costs, and that Ukraine has, against all odds, managed to defend 80 percent of its territory, one might expect its citizens to support any effort to end the war. That would be sensible in the eyes of many Western analysts. Just as Russia seems unlikely to make major new advances, it will also be very difficult for Ukrainian forces, contending with an enemy that is prepared to burn through huge quantities of ammunition and manpower, to recapture all the territory now controlled by Russia. In this view, securing a cease-fire and bringing relief to the bulk of the country should be a top priority.

Yet that is not how Ukrainians see it. With U.S. President Donald Trump’s vow to quickly end the war—and even before that, the threat from the United States and its allies that they might reduce military aid in the future—Ukraine’s government and population have had to take seriously the discussion of a cease-fire. But such a scenario diverges sharply from the victory plan that Ukrainian President Volodymyr Zelensky outlined in the fall of 2024. And many Ukrainians themselves are deeply skeptical of a settlement, saying that no deal is better than a bad deal. Indeed, in Western eyes, Kyiv’s determination to keep fighting—sometimes in grueling months-long battles to defend ruined towns and villages—may seem irrational.

In part, Ukrainians’ continued support for the war can be explained by the country’s resilience. Despite intense pressure on civilian areas, Ukraine has managed to preserve and even rebuild a degree of normalcy in everyday life. Following the economic shock of the initial invasion, Western budgetary support, which now makes up 20 percent of Ukraine’s GDP, has allowed the economy to grow by an average of 4.4 percent over the past two years; there has been real household income growth, and inflation remains fairly low. Since the middle of 2023, when Ukrainian drones had effectively neutralized Russia’s Black Sea Fleet, maritime routes have been open again, with Ukrainian exports up by 15 percent over the past year. And according to the government in Kyiv, some 40 percent of the weapons Ukraine is using on the frontlines are now produced domestically, compared with hardly any in 2022. None of these changes take away from the extraordinary hardships of war, but they have helped give Ukrainian society a kind of adaptability and endurance that may not be fully visible to outsiders.

But even more central to Ukrainian thinking about the war are the powerful and complex effects of the Russian occupation. For Ukrainians, the occupation did not begin with the full-scale invasion in 2022 but has been an ongoing reality for more than a decade—ever since Moscow seized Crimea and parts of the Donbas region of eastern Ukraine in 2014. The horror of Russian military rule has been felt not only in areas of the south and east, where much of the war has been fought, but also near Kyiv in the opening weeks of the 2022 invasion, when Russian forces committed widespread atrocities in the capital’s suburbs. Just as important, Ukrainians understand that the threat goes well beyond the occupied areas themselves. In addition to the six million who are caught in these areas, it has affected millions of displaced people who had to move farther west, and many more, including members of the Ukrainian cabinet, who have relatives living under Russian domination.

As many Ukrainians recognize, what observers in the West have characterized as brutal excesses in occupied areas—human rights abuses, political repression, and war crimes—are in fact a central part of Russia’s war strategy. The issue is not merely what happens to those under Russian rule but how Moscow has used its control of significant numbers of Ukrainians to undermine the stability of the whole country, even without taking more territory. Nor is this a hypothetical threat: as Ukrainians know too well, the Kremlin, while pretending to negotiate, used the eight years of so-called frozen conflict with Ukraine after 2014 to create a launch pad for the larger invasion. Put simply, Russian control over any part of Ukraine subverts and corrodes Ukrainian sovereignty everywhere.

The Trump administration’s calls for a cease-fire have stoked speculation about negotiations to freeze the conflict along or near the current frontlines. Such a plan, of course, will need Russia’s participation—and as of early 2025, there was little sign that Russian President Vladimir Putin was prepared to enter such talks. But whether or not a deal is reached, the assumption that a cease-fire will end Russia’s primary threat to Ukrainians misunderstands the nature of the conflict. In the three years since the full-scale invasion, Ukrainians have overwhelmingly supported the Ukrainian army. They have done so out of a strong sense of patriotism but also because they know there is little chance of survival under Moscow’s rule. Even now, most Ukrainians see continuing to fight as incomparably better than the terror of Russian occupation. For the West, failure to recognize how Russia is using Ukrainian territory to undermine and destabilize the whole country risks making a cease-fire even more costly than war.

THE HORRORS TO COME

With its seizures of land in 2014, Russia gained around seven percent of Ukrainian territory, containing some three million people. Since 2022, Russia has nearly tripled the Ukrainian land in its control. At the start of 2025, this included about 80 percent of the Donbas and nearly 75 percent of the Zaporizhzhia and Kherson regions. There are no reliable statistics, but it is estimated that around six million people—more than one-tenth of Ukraine’s total population—are now living under Russian rule, among them 1.5 million children. And this is despite the fact that many more from these areas who were able have fled.

Within this large occupied territory are a variety of local situations. Areas of eastern Donbas that were occupied a decade ago have long been run by Moscow-controlled separatist militias and have been neglected and isolated. At the start of the 2022 invasion, local men from these areas were among the first to be mobilized by Russia, and they have suffered some of the highest casualty rates. Other areas close to the Russian border or to the southern coast, such as the Kherson, Luhansk, and Zaporizhzhia regions, were taken during the first weeks of the invasion almost without a fight, and Moscow was able to quickly establish military rule. People in these areas suffered less from bombings and mass destruction, but many of them have been physically and psychologically coerced. The Russian government also targeted these regions for large-scale resettlement by Russians, especially members of the military, their families, and construction workers, who have been brought to showcase Russian conquest. In turn, communities close to the frontlines have weathered the full brunt of the war. When Russian forces are unable to capture or occupy a town or village, they destroy it, forcing residents to flee and Ukrainian troops to withdraw, sometimes after months of brutal fighting. Thus, places such as Avdiivka and Bakhmut, which were the sites of devastating battles, are today under Russian rule, but they are ghost towns that have been largely reduced to rubble.

For Ukrainians, however, the main problem is not the amount of territory in Russian hands. Indeed, although Russia has made modest gains around the frontlines over the past year, the overall area under its domination has not changed much since late 2022. Instead, the threat comes from the way Russian forces and Russian authorities have imposed control over local populations and how they are using it to further Moscow’s war aims. From the outset, Russia has imposed a reign of terror on the towns and villages it has captured. In the aftermath of the initial invasion, in the south, in the east, and on the outskirts of Kyiv, residents in Russian-controlled areas were not allowed to leave their homes, and many of those who tried to flee were shot dead in their vehicles. Where there was active fighting, Russian forces often used Ukrainians as human shields, forcing civilians to stay in place so that the Ukrainian army wouldn’t shoot back.

What Western observers characterize as brutal excesses are a central part of Russia’s strategy.

Once Russian forces established control, many local populations struggled to survive. Searching for medicine, water, and food or simply trying to avoid bombs, few could think about rebellion. The occupiers cut off Ukrainian Internet and cellular networks and replaced them with Russian ones; it is one of the fastest ways to prevent people in occupied territory from contacting and getting information from the rest of Ukraine. They also set up a so-called filtration process to “register” Ukrainians—a practice Russia had introduced in the first Chechen war 30 years ago. Officially, the purpose was to check documents, but in practice, Russian forces used the process to identify and detain, often in extremely harsh circumstances, potentially “disloyal” people—especially men of military age who had tried to flee. For much of the war, Russian forces have continued to use filtration in occupied towns and regions and along the Russian border. In many cases, they have detained Ukrainians based on nothing more than flimsy allegations about their allegiances or political views, their posts on social media, or a lack of data on their cellphones, accusing them of having deleted compromising information.

In areas whose population centers have remained more intact, residents have faced a different kind of coercion. In the early weeks of the invasion, Ukrainians heard reports that Russian officials had compiled lists of people who were to be detained and executed; Russian actions soon proved that the lists were real. Particularly targeted are Ukrainians who have served in the military and members of their families, as well as civil servants, volunteers, activists, patriotic businesspeople, and local journalists. Also at risk are mayors or community leaders, whom the occupiers see as key sources of local information. When mayors do not collaborate, which is often the case, the Russians have turned to possible collaborators or simply created a regime of fear. Take the village of Sofiivka and its surrounding area, an administrative district near the Sea of Azov that the Russians controlled for the first year and a half after the invasion. About 40 of its residents have been detained by the Russian occupying authorities; one was allegedly tortured to death, and three are still being held: two since November 2022 and the third since June 2023. The mayor of the district spent 34 days in a nearby Russian detention center before managing to flee.

 

But virtually any person suspected of having pro-Ukrainian views or even just past connections to Ukrainian institutions may be fair game. As of the beginning of 2025, the Prosecutor General’s Office of Ukraine has registered more than 150,000 violations of the Geneva Conventions by Russian forces since 2022. The Reckoning Project, an initiative I co-founded that researches war crimes in Ukraine, has gathered more than 500 testimonies of such crimes since the war began, many of them describing the systematic practice of abduction, arbitrary detention, and torture, including beating and electrocution. These forms of violence have been documented in all areas seized by Russian troops from the initial phases of the war up to the past year. The consistent pattern suggests these are not a result of excesses by particular Russian units but rather Russian state policy. In one detention center in Berdyansk, a city of some 100,000 people in the Zaporizhzhia region that was taken in the opening weeks of the war, Russian forces held a handyman, farmers, a retired police officer, the owner of a travel agency, teachers, and local councilors—all but a few were over 50, and half were women. Even the slightest past affiliation with the Ukrainian state can have extreme consequences.

These accumulating horrors are not just a problem for those who have fallen under Russian rule. They stand as a warning to the populations of the Ukrainian cities of Odesa and Kharkiv, Chernihiv and Sumy, Dnipro and Kyiv: it could happen to them, too. Although most of Ukraine’s largest cities did not fall under Russian control, Russian forces were extremely close to the capital at the start of the war, and almost everyone has relatives, colleagues, or friends who were caught up in the occupation. Even in western Ukraine, after three years of fighting, during which more than 4.6 million people have been internally displaced, it is hard to find someone who does not have relatives or friends who experienced filtration or fled Russian-controlled areas. Given how visceral the experience of occupation is for the general population, it is unsurprising that many Ukrainians feel that fighting is still better than the kind of peace likely on offer in any negotiation with Russia.

THE CRIMEAN METHOD

Ukrainians also know that Russia’s current war was in crucial ways enabled by its annexation of Crimea and occupation of eastern Ukraine in 2014. Reporting on life in Crimea after the Russian takeover, I observed how Moscow employed policies, rules, and laws to further much larger military and strategic aims. Ukrainians who refused to take a Russian passport were denied medical aid, and Russian authorities would not recognize their ownership of private property. To remain on the peninsula, residents needed to demonstrate a particular level of income, and they had to have authorized jobs, which often required Russian citizenship. People faced numerous penalties for minor infractions, such as failing to renew an identification document, parking in a prohibited spot, offending a public official, or drinking in the wrong place. In Russia, such administrative violations can be designated as criminal offenses and can lead to the revocation of residency permits. The overall effect was to make anyone in Crimea who retained a Ukrainian passport suspicious, and many were forced to leave.

Meanwhile, a region that had for decades served as a subtropical tourist resort was, year by year, slowly transformed into a vast military base. Russia poured huge investments into “civilian” infrastructure but clearly had other purposes in mind. The highway from the administrative capital of Crimea, Simferopol, to the seashore was built without exits: it didn’t help the residents from nearby towns get to the beach, but it was well suited for moving military vehicles. The lavish, 12-mile Kerch Strait bridge, on which Moscow spent nearly $4 billion, was ostensibly designed for civilians traveling between the newly annexed peninsula and Russia, but it was even more important as a way to send tanks, military units, and war materiel into Crimea. (It was for this reason that Ukraine’s attacks on the bridge since 2022 have been a crucial part of the war effort.)

Systematic efforts were also made to militarize the Crimean population. Education became increasingly controlled, and any references to the Ukrainian past were erased. Established in 2016, the All-Russian Military Patriotic Social Movement, known as “the Young Army,” became a way to indoctrinate Crimean youth and prepare them for military service. (Later, the movement was used to “reeducate” Ukrainian children who had been abducted and transferred to Russia after 2022—a process that led the International Criminal Court to issue an arrest warrant for Putin and a member of his government in 2023.) Although the Geneva Conventions forbid drafting an occupied population for military service, Russia mobilized the residents of Crimea, just as it did those of Donbas territories, at the time of the 2022 invasion. Crimean Tatars—members of an indigenous Muslim minority known for its resistance to Russian rule—were targeted disproportionately for obligatory military service.

Local people who spoke against this process were silenced. In Crimea, more than 220 people have been detained for political reasons since 2014, of which at least 130 were Crimean Tatars, who were charged with extremism following Moscow’s crackdown on Islamic fundamentalism. Among them is Nariman Dzhelyal, the deputy chairman of the Mejlis of the Crimean Tatar People, a representative body for Crimean Tatars that was officially outlawed by Moscow in 2016. Dzhelyal is known as a careful and law-abiding intellectual, but six months before Russia’s full-scale invasion, he was arrested on trumped-up charges of being involved in a conspiracy to blow up a gas pipeline in a village near Simferopol. By February 2022, hardly anyone left in Crimea could oppose Russia’s preparations for military invasion. Citizen activists, journalists, human rights defenders, and other independent members of civil society were all behind bars.

For years after 2014, the Russian government was equally adept at manipulating the outside world. By participating in the Minsk agreements, the negotiations that were supposedly aimed at a peace settlement for the Donbas after 2014, Russian officials could distract from Moscow’s activities in Crimea and eastern Ukraine. Pavlo Klimkin, Ukraine’s foreign minister at the time, who from 2014 to 2019 led the negotiations with Russia, recalls a meeting in which Russian Foreign Minister Sergei Lavrov, in the presence of French and German diplomats, said that, despite what was written in the agreement and what they were ostensibly negotiating, “Moscow would never allow having really open elections in the occupied territories, as Ukrainians would choose whom they want, and that’s not what the Kremlin wants.” In retrospect, Klimkin says, there was never a point when Putin truly wanted a peace deal. The diplomatic process was a trap.

RUSSIANS IN THE RUINS

Since the 2022 invasion, Russia has rapidly imposed the occupation strategies it perfected in Crimea, but this time, its rule is far more severe. In areas such as the Zaporizhzhia region, the Kremlin quickly drew on its Crimean toolkit, imposing rules governing access to health care and jobs and regulating taxes, private property, and education. Russia has even imposed Moscow time, despite the area’s location in the Eastern European Time zone. By requiring occupied populations to accept Russian passports, the Kremlin has also exerted a form of psychological coercion: if they try to go back to Ukraine, residents are falsely warned, they may face criminal charges for working for Russian companies, studying in Russian schools, and getting Russian passports. (In fact, Ukraine may prosecute its citizens for serving an occupying administration or Russian militia but not for receiving services from occupation authorities. But the Kremlin has used new jewel in Putin’s crown, received billions of dollars of Russian subsidies to showcase the annexation. (In reality, much of the funding went to vast state projects and to people who were dispatched from Russia. Local businesses fared less well, and some were seized.) disinformation to spread the fear of punishment.)

In 2014, the Kremlin promised new prosperity for occupied lands: better wages and pensions and free health care and higher education. And Crimea at least, as the Since 2022, the Kremlin is no longer promising any wealth. If you are a Ukrainian under occupation, simply avoiding arrest or having your property expropriated is now considered lucky. In a situation in which the economy has been destroyed, banning the use of Ukrainian currency (and hence often cutting people off from the bulk of their savings) is another form of pressure. For many, the only thing they have left are their houses, and they may feel compelled to remain under occupation to keep them. In 2024, in the occupied Kherson, Luhansk, and Zaporizhzhia regions, Russian authorities seized numerous apartments and houses of people who had fled.

Moscow has also sent tens of thousands of Russians to settle in occupied cities and towns, once again following the Crimean template. According to the Ukrainian government, between 2014 and the 2022 invasion, as many as 800,000 Russians were relocated to Crimea, and these settlers now constitute a full third of the population there. Since 2022, this kind of relocation has been happening in numerous other areas, providing a glimpse of the future. As in Crimea, the purpose of sending in these settlers is not merely to provide resources for Russia’s war effort but also to integrate these towns into Russia and erase any traces of Ukrainian identity.

Consider Sievierodonetsk, a city in the Luhansk region that was seized by Russian forces in the summer of 2022. A major twentieth-century industrial center, it was founded in 1958 around one of the largest chemical plants in Europe and had a population of around 100,000 when the war began. In the weeks after Russia took control, just a few thousand residents remained. According to the Sievierodonetsk Media Crisis Center, however, the current population has risen again, to 30,000 or 40,000, although only about half the people are locals. Destroyed buildings have been demolished, but those that were less damaged have been repainted in bright colors. The energy grid, water supply, and sewer system have been partially rebuilt; the fixed-up areas are now home mainly to Russian workers and members of the Russian military and their families. The city’s privately owned real estate has been re-registered, and if no owners come forward, it is handed to Russian citizens.

Unlike the Crimean Peninsula, with its pleasant climate and attractive landscape, partially destroyed towns such as Sievierodonetsk offer comparatively few attractions. Local services are limited: the Russian authorities offer free Russian satellite TV, but after two and a half years of occupation, the Internet and cellular networks have not yet been restored, requiring residents to use street pay phones. The local hospital lacks doctors, and in the summer of 2024, the pinewoods surrounding the town burned down in a wildfire because of a shortage of firefighters. Although the authorities have talked about reopening the town’s chemical plant, much of its equipment has been stripped and taken as scrap material or transferred to Russia. (The practice of harvesting metal from Ukrainian factories and equipment became common across the entire Donbas region after 2014.)

A police officer inspecting a Russian rocket shell in the Zaporizhzhia region, Ukraine, January 2025Stringer / Reuters

Even more bleak is the case of Mariupol, the once thriving port city on the Sea of Azov that until the invasion began boasted a population of 540,000. From February to May 2022, Russian forces unleashed an exceptionally brutal siege on the city, surrounding it by land and sea, laying waste to apartment complexes, schools, hospitals, theaters, and other buildings, driving out anyone who could escape, and forcing all who remained into basements, often with almost no access to heat, food, or water. By the end of the ordeal, some 95 percent of the city had been destroyed and, according to an investigation by Human Rights Watch, more than 10,000 civilians killed. Ukrainian officials estimate that as few as 90,000 of the city’s residents remained.

Yet over the past year, Moscow has heavily promoted the destroyed city to Russian settlers, claiming that the population has risen again to 240,000. In January 2024, clips from a Russian state television documentary about Mariupol’s new real estate market went viral. Designed as a PR film to promote the Russian reconstruction of the city, the documentary shows a Russian journalist casually walking through a residential unit in a bombed-out building—what the documentary refers to as a razrushka, “little wrecked apartment”—and talking with local real estate agents, who offer her the chance to invest in the abandoned ruins. The film crew walks through the debris, stepping over the belongings left behind by fleeing Ukrainians, while a cheerful voice speaks about a marvelous view from the balcony.

VIP apartments that have already been repaired, the film announces, are being sold for up to $50,000, and only people coming from “Greater Russia” can afford them. One agent complains that “there are not many survivors per square meter,” and those locals who have survived can’t afford new housing, even with a mortgage. The compensation paid by Russia to a Mariupol resident for the destruction is $350 per square meter. But people who lived downtown and whose houses were demolished won’t have a chance to move back, even if a new building is being constructed on the same site.

As Ibrahim Olabi, a British international human rights lawyer who has testified before the UN Security Council on abuses in Syria and who serves as chief legal counsel for The Reckoning Project, has argued, Russian occupation practices follow a deliberate strategy. Russian rule is designed to instill fear among local residents, compelling them to either flee or support Moscow. In addition to indoctrination, the occupiers enforce policies that are aimed at altering the demographic and societal fabric of these regions, paving the way for more land grabs in the future. They also push forward Putin’s larger project of progressively eroding the foundations of Ukraine itself: not only by damaging the economy and blocking crucial supply chains but also by separating families, creating new social fractures, and continually destabilizing the rest of the country with the threat of new invasion.

WAR BY OTHER MEANS

In comments and social media posts during his campaign and in the run-up to his inauguration, Trump called for a rapid agreement between Russia and Ukraine to end the war. Western experts have also argued that Kyiv should agree to freeze the frontline and accept the loss of the territories and people now under Russian control. Ukraine’s government and military leadership respond that if they were simply given more sophisticated weapons, including ones that would allow strikes against Russian command-and-control centers, Ukraine might not be able to restore its full territorial integrity, but it could push Russian forces farther away. Still, even many of those who view Ukraine’s ambition to restore its full territorial integrity as a matter of upholding international law and principle see the goal as out of touch with reality.

Putin doesn’t care about Mariupol, Sievierodonetsk, or the villages his forces have occupied in the Kherson and Zaporizhzhia regions. He doesn’t see why the United States should care who controls such places; in his view, Russia is bigger and stronger than Ukraine, and that settles the matter. But just as annexing Crimea and invading eastern Ukraine in 2014 didn’t prevent a further Russian invasion, nor will granting Moscow formal control of the territories it has gained since 2022. After the Soviet victory in World War II, Joseph Stalin made a speech hailing the “screws of the immense machine of the government.” The screws were the Soviet people, which in Stalin’s eyes were replaceable material at the state’s disposal. For Putin, controlling the land, erasing the slightest traces of Ukrainian statehood, and indoctrinating the people through propaganda and terror are ways to create more “screws” for his permanent war.

Yet people are not things, empires are not invincible, and no one can control everything. In Crimea before 2022, almost any form of resistance was impossible because of the pervasive presence of agents of the FSB, Russia’s internal security service. It seemed as if the local population had completely embraced annexation. Today, by contrast, activists regularly spread yellow ribbons, symbols of Ukrainian resistance, in Yalta and Sevastopol. These remarkable acts of defiance show that the opposition is conditioned not only on the strength of Russia’s security apparatus—in fact, the Russian state has become even more oppressive since the war began—but also on the extent to which people themselves believe that the current state of affairs is not permanent and that things might change. Although Russian forces occupied the Ukrainian city of Kherson for nine months, they were eventually forced to retreat, and it became clear that the occupying institutions they had set up had utterly failed to Russify the local population.

Allowing Moscow to make its occupation permanent will make the war even more violent.

But many more Ukrainian areas remain firmly in Russian hands, and Ukraine has few positive messages to deliver to the people in these areas beyond hoping for the best. Ukraine, as well as its allies, must understand that allowing Russia to occupy and rule over a huge area of Ukraine that it has taken by force is not just a violation of every international norm but also dangerous to global stability. Allowing Moscow to make its occupation permanent as the price for stopping the current fighting would simply make the war even more violent in the future.

Polling by the Kyiv International Institute of Sociology found that between early October and December of last year, the share of Ukrainians who said they were ready to make some territorial concessions to end the war has increased from 32 to 38 percent. But 51 percent still opposed any such concessions, despite the relentless pressure of war. In fact, focusing on this question misses the point that for most Ukrainians, the amount of land that Putin controls matters less than the way Russia has turned the occupation into a weapon of war. The crucial issue is about the security guarantees that will be required to neutralize this weapon and preserve Ukrainian sovereignty.

Ukraine might be able to consider a deal to end the war if, for example, it were offered membership in NATO, given enough sophisticated weapons to defend itself in the future, joined the European Union, and received from the West all the financing it needed for reconstruction. But until Washington and its European allies provide those kinds of guarantees, and until the West recognizes that Russia’s occupation is really aimed at the rest of Ukraine, Ukrainians are likely to stay committed to the war, however high the costs. And if a cease-fire is reached that does not address this continuing Russian threat, lasting peace and stability will remain elusive.

 

O declínio imperial nunca é glorioso; costuma ser ridículo - Paulo Roberto de Almeida

 O declínio imperial nunca é glorioso; costuma ser ridículo

Paulo Roberto de Almeida

O registro histórico, em diferentes épocas, demonstram que os grandes impérios não perecem por ataques externos de outros impérios. Geralmente se trata de uma decadência auto-infligida, um declínio construído pelos próprios dirigentes. Isso ocorreu com o Império do Meio, com o Império Otomano, com os Impérios russo, dos Habsburgos, dos Hoehzollern, o improvisado império de Mussolini, até o próprio Império nazista, que cometeu erros sobre erros, e sobretudo, o caso do Império Romano, e seus imperadores delirantes e demenciais.
Parece que chegou a vez do Império americano, sob Trup, o próprio idiota no comando de um grande império, qie está sendo destruido não pela oposição chinesa ou russa, mas pelas iniciativas delirantes do próprio Trump.
Acho que é uma forma ridícula de decair, mas os americanos escolheram um idiota para governar...

Paulo Roberto de Almeida
Brasília, 13/02/2025

quarta-feira, 12 de fevereiro de 2025

The Future of Russia and the World Order - Stephen Kotkin in India, with Prof. Pratap Mehta (24 Dec 2024)

The Future of Russia and the World Order

Stephen Kotkin in India (24 Dec 2024)

https://www.youtube.com/watch?v=_2AeQb39Tf4

=========

The Economist, Feb 12, 2025

Jaw-jawing at Yalta, 80 years ago

The neglect of Asia was the great failure of Yalta, writes Stephen Kotkin

Black grouse and caviar helped Stalin get much of what he wanted, but his Red Army counted for more, says a notable historian of Russia

Europe shifts Ukraine strategy as Trump pushes to end war - JACK DETSCH and ROBBIE GRAMER (Politico)

 Europe shifts Ukraine strategy as Trump pushes to end war

This year’s gathering of defense leaders could portend the future of the embattled country.


The strategy for Ukraine is quietly shifting in Europe to match the changing tone of the United States — from a promise of unyielding support to an effort to bring Kyiv to the bargaining table with a strong hand.

That new strategy will play out most clearly this week at the Munich Security Conference, one of the biggest gatherings of defense leaders in the world.

It’s a dramatic departure from the Biden era, when the meeting reinforced the U.S. and its allies had Ukraine’s back for, as former President Joe Biden often said, “as long as it takes.” And while Europe still insists it will support the country three years into Russia’s invasion, the conversations this weekend could signal the direction of the embattled country’s future.

“How [Europeans] position themselves… to be at the table rather than being on the menu,” said Camille Grand, a former NATO assistant secretary general. “That’s the whole debate.”

European leaders — in a sign they’re adapting to President Donald Trump’s desire to end the war — are flaunting hard power credentials to show they would play a leading role in peace talks.

French President Emmanuel Macron in January told a group of his ambassadors, “if we decide to be weak and defeatist, there’s little chance of being respected by President Trump’s United States of America.” U.K. Prime Minister Keir Starmer, days after Trump took office, signaled he was open to sending British peacekeeping forces to Ukraine in the event of a ceasefire. Other European allies also are saying they’re open to such a plan.

Trump’s campaign vow to end the war in a day — and his administration’s promise to do so in his first 100 days in office — sets up high stakes for the conference. Vice President JD Vance is expected to meet with Ukrainian President Volodymyr Zelenskyy there, according to two people familiar with the planning.


But the former Ohio senator has been skeptical of U.S. support for Kyiv and did not join a bipartisan Senate delegation meeting with Zelenskyy last year at the conference. He instead used its final day to insist the U.S. focus on the Indo-Pacific.

“We can’t support Ukraine and the Middle East and contingencies in East Asia,” Vance told the conference in February 2024. “It just doesn’t make any sense.”

Vice President Kamala Harris, on the other hand, went to Bavaria to meet with Zelenskyy three times, including just days before Russia invaded Ukraine in 2022.

“We will, for the moment, take the lead if the Americans don’t,” said one European military official. The individual, like others, was granted anonymity to speak about private deliberations.

The United Kingdom has temporarily taken over the Ukraine Defense Contract Group, which former Defense Secretary Lloyd Austin created to coordinate how dozens of nations deliver military aid to Ukraine. And NATO has started a security and training mission that locks in alliance support for Ukraine’s military to hedge against the U.S. reducing its backing.

The rhetorical shift from NATO allies has one important caveat: They continue to insist Kyiv should decide when it wants to negotiate.


“It’s always been important that Ukraine come to the decision, because it’s their country,” said Bill Blair, the Canadian defense minister. “We’re looking for a way to have a ceasefire, to restore some peace and security, but with longer term security arrangements for Ukraine.”


The U.S. and Ukrainians have discussed longer-term security guarantees heading into the conference, according to a person familiar with the negotiations. These include weapons and intelligence capabilities such as satellites that the Europeans can’t provide. Trump has also floated trading some of Ukraine’s valuable mineral resources for U.S. aid.

Russia and Ukraine’s battle lines have remained largely static for more than a year. Ukraine has held territory in Russia’ s Kursk region for nearly six months. But Russia has slowly chipped away at Kyiv’s position, and the Kremlin is reportedly preparing to receive a new tranche of North Korean troops to replenish its battered frontlines. Pyongyang last year agreed to send thousands of forces to the conflict zone to support the Russian military.

The Trump team will need to convince skeptics that a peace deal doesn’t simply allow Putin’s army to rest and prepare for a future invasion.

Putin “wants help in getting up off the mat,” said H.R. McMaster, who served as Trump’s national security adviser in his first administration. “Right now, because he’s in a profoundly weak position, we should not help him get up off the mat.”


Zelenskyy also wants up to 200,000 peacekeepers to patrol a demilitarized zone. And some officials still hope for new pledges of aid, including upgraded air defenses.

“Without weapons deliveries from the U.S., I think we will have huge problems on the battlefield,” said Yehor Cherniev, a Ukrainian lawmaker from Zelenskyy’s Servant of the People party.

Ukrainian officials were tight-lipped ahead of the conference, although they spent many hours talking to American and European officials. Andrii Yermak, the head of the presidential office, spoke with both national security adviser Michael Waltz and Keith Kellogg, Trump’s envoy for Russia and Ukraine, according to Heorhii Tykhyi, a Ukrainian foreign ministry spokesperson.

Officials in Kyiv expect less of a breakthrough moment in Munich than a chance to stress Ukraine’s thinking.

“This Munich is not so important because of the potential presentation of some plans, but as an opportunity to convey Ukraine’s position on this issue at the highest level,” Tykhyi told reporters in Kyiv.

Moscow also remains circumspect. Russian Deputy Foreign Minister Mikhail Galuzin said officials were waiting for specific proposals from the Trump administration.


“It is important that words are supported by practical steps that take into account Russia’s legitimate interests, demonstrate a willingness to root out the root causes of the crisis and recognize new realities,” Galuzin told reporters on Monday. “No specific proposals of this nature have been received yet.”

The meetings with Vance will also be feeling-out sessions for the Ukrainians, according to the person familiar with the negotiations, as officials try to figure out who is useful in the Trump administration.

“I just want to think that the Trump administration clearly understands that if Ukraine will stop, the war will not stop,” said Cherniev. “If Russia will stop, the war will end.”

Veronika Melkozerova and Daniel Lippman contributed to this report.






A BRIEF HISTORY OF TARIFFS (Forbes)

A BRIEF HISTORY OF TARIFFS
Forbes, Feb, 12, 2025
Tariffs have been a trade weapon in the United States’ arsenal since the country’s very beginning. One of Congress’ first acts was to pass the Tariff Act of 1789, which was aimed at protecting domestic industry and raising revenue for the new government. In fact, tariffs actually constituted the majority of the federal government’s revenue until the creation of the income tax in 1913.

With more money flowing into the government’s coffers from the income tax, along with the spoils of major industrial expansion in the late 1800s, import duties became less critical. 

Still, after the stock market crashed in 1929, Congress approved the Smoot-Hawley Tariff Act, which raised already high tariff rates and angered the country’s trading partners. Trade between Europe and the U.S. fell by two-thirds, worsening the Great Depression. Some experts also say it helped give rise to extremist ideologies in Europe.

But after World War II, the world rejected “protectionist” trade policies like tariffs, and 23 countries signed onto the General Agreement on Tariffs and Trade in 1947, which later became part of the World Trade Organization.

And we remained in that era of free trade for decades, amid rising globalization and corporations “offshoring” manufacturing to lower-cost countries like China. U.S. manufacturing employment peaked in 1979 at 19.6 million, according to the Bureau of Labor Statistics, but by 2019, that had fallen to 12.8 million, a 35% drop.

Americans’ anxieties over the loss of such blue-collar jobs had been brewing long before Donald Trump, as the manufacturing sector was particularly hard hit by the 2008 Great Recession.

Enter Trump, who tapped into those frustrations with an “America First” pitch.

terça-feira, 11 de fevereiro de 2025

Lei da selva no comércio internacional - Rubens Barbosa (O Estado de S.Paulo)

 Opinião:

Lei da selva no comércio internacional

Governo brasileiro deveria promover estudos para definir legislação que defenda os interesses do agro e da indústria
Por Rubens Barbosa
O Estado de S.Paulo, 11/02/2025 | 03h00

O mundo se transformando rapidamente, tanto na economia como na ordem política. O livre comércio está sendo substituído pelo nacionalismo, pelo protecionismo e por medidas que enfraquecem a globalização. O comércio exterior já está sofrendo fortes impactos.
Considerações de poder, com base na segurança nacional, passaram a influir na aplicação de restrições comerciais como arma política, como as sanções e restrições. Medidas americanas (tarifas, chips, nuvem) e chinesas (área de mineração). O início do governo Trump nos EUA é uma clara indicação de que poderá haver uma escalada nessas medidas restritivas levando a uma guerra comercial envolvendo os EUA, a China e a Europa, com fortes consequências para os países em desenvolvimento, como o Brasil.
As medidas tomadas agora pelos EUA foram precedidas por restrições unilaterais adotadas pela União Europeia (UE), no contexto da política de meio ambiente (Green Deal), barrando a entrada de produtos agrícolas oriundos de áreas desmatadas e industriais que não possam compensar suas emissões de gás de efeito estufa.
A UE, antecipando-se a eventuais políticas restritivas contra os países-membros, se adiantou e produziu legislação, já em vigor, para defender os produtos da região, a chamada lei contra medidas restritivas comerciais e de investimento (lei anticoerção – Regulamento 2.675 do Parlamento Europeu e do Conselho, 22/11/2023).
A lei anticoerção europeia determina que a restrição econômica existe quando um país não europeu aplica ou ameaça aplicar medidas afetando o comércio ou o investimento a fim de evitar ou obter a cessação, modificação ou adoção de uma medida por parte da UE ou de algum Estado-membro, assim interferindo na decisão legítima e soberana da UE ou de um Estado- membro.
A comissão preliminarmente deverá explorar com o país que impõe a coerção as opções negociais baseadas na boa-fé para a suspensão das medidas ou obter reparação pelo dano.
As medidas poderão ser tomadas pela UE quando três condições estejam presentes: os esforços de negociação não produzam resultados depois de um período razoável de tempo (as medidas não foram suspensas nem houve compensação pelo dano); as medidas de reposta da UE são necessárias para proteger os interesses europeus e os direitos em algum caso particular; as medidas de resposta são de interesse na UE.
Se os entendimentos e negociações com a parte agressora não conseguirem eliminar a medida ou a ameaça de medida restritiva, será possível aplicar, na defesa do interesse europeu, determinadas medidas. Essas medidas, que terão de ser equivalentes na natureza e na quantidade, poderão incluir: imposição de tarifas novas ou aumentadas; restrições de exportação ou importação, incluindo controles de exportação; bens ou medidas internas aplicadas a bens; bens ou serviços de compras governamentais ou licitação de bens ou serviços; medidas afetando comércio de serviços; medidas afetando o acesso de investimento direto na UE; restrições sobre proteção de direitos de propriedade intelectual e sua exploração comercial; restrições no sistema bancário, seguro, acesso ao mercado de capital europeu e outras atividades do serviço financeiro.
No caso do Brasil, não há legislação que permita a tomada de medidas contrárias à imposição de sanções, medidas restritivas ou tarifas unilaterais, em desrespeito às regras negociadas internacionalmente. O Brasil sempre defendeu que os direitos afetados na área comercial deveriam ser defendidos multilateralmente na Organização Mundial de Comércio (OMC). Nos últimos anos, a OMC, como a instituição que julga diferenças comerciais entre países, foi esvaziada pela não aprovação pelos EUA de juízes para o órgão de apelação do mecanismo de solução de controvérsias, e com isso perdeu a força e a influência que beneficiava os países em desenvolvimento, sem outro recurso para contrapor às medidas unilaterais sem base legal. Para superar essa dificuldade, em 2022, a OMC aprovou decisão que autoriza os países que aderiram (inclusive o Brasil) a tomar medidas de retaliação após decisão de primeira instância.
A lei da selva no comércio internacional, nos últimos anos, ampliada com as novas políticas do governo Trump, ameaça todos os países com medidas restritivas e a imposição de tarifas unilaterais. Nesse contexto, o governo brasileiro deveria promover estudos para definir legislação que defenda os interesses do agro e da indústria, com a aprovação de contramedidas que respondam à imposição por outro país de restrições ao comércio exterior brasileiro, sem uma base legal.
A legislação brasileira de defesa comercial tem um caráter defensivo e existe há muitos anos. As novas circunstâncias do cenário internacional e a perspectiva de uma escalada na aplicação de medidas restritivas generalizadas demandam uma legislação adicional, atualizada, para evitar prejuízo aos interesses do governo e do setor privado. A legislação da UE poderia ser adaptada às circunstâncias e características do agro e da indústria nacionais.
Governo e Congresso têm de agir de forma coordenada para analisar e aprovar essa legislação o mais rapidamente possível.

PRESIDENTE DO INSTITUTO DE RELAÇÕES INTERNACIONAIS E COMÉRCIO EXTERIOR (IRICE), É MEMBRO DA ACADEMIA PAULISTA DE LETRAS

https://www.estadao.com.br/opiniao/rubens-barbosa/lei-da-selva-no-comercio-internacional/

O fim de uma era, e o início das Trevas: autoritarismo competitivo, o governo de Trump, segundo Steven Levitsky

 Acadêmicos respondem a uma realidade com conceitos: 

Rather than fascism or single-party dictatorship, the United States is sliding toward a more 21st-century model of autocracy: competitive authoritarianism.” 

Steven Levitsky

Na verdade, o nome exato importa muito pouco. O fato é que Trump está destruindo os fundamentos da democracia americana, ou da própria República, e arrastando para o abismo as bases institucionais do multilateralismo contemporâneo, lançando o mundo numa turbulência jamais vista desde os anos 1930 ou da Guerra de Trinta Anos. 

O que resultará de seus ataques e ameaças a aliados e parceiros? Como responderão os seus inimigos?

Dificil dizer, quando se trata de uma mente insana e de um demente perigoso.

Congressistas experientes apenas assistem inertes a um espetáculo inédito nos anais da política americana e das relações internacionais.

Quo Vadis America?!?!

Paulo Roberto de Almeida 

segunda-feira, 10 de fevereiro de 2025

Baixo crescimento na UE destaca desempenho dos países meridionais - Deutsche Welle (Revista IstoÉ)

 

‘Primos pobres’: Portugal e Grécia agora são amparo da zona do euro

Com a economia estagnada na zona do euro, principalmente pelo desempenho ruim da Alemanha, países do sul da União Europeia apresentam números animadores. Mas como isso ocorre?

Há apenas alguns anos, Portugal, Itália, Espanha e especialmente a Grécia eram as crianças-problema da União Europeia (UE) e da zona do euro. Recentemente, no Fórum Econômico Mundial em Davos, o primeiro-ministro espanhol, Pedro Sánchez, disse estar convicto de esse não ser mais o caso: “Nós, do sul, também podemos contribuir com soluções para os problemas comuns”.

Ele falou sobre a possibilidade de produzir e exportar mais energia limpa – na Espanha, principalmente energia solar – em meio à crise energética gerada após a invasão russa da Ucrânia. Dessa forma, segundo Sánchez, seu país deverá se tornar a “melhor economia do mundo”.

Alemanha cria divisão sul-norte

Da perspectiva pan-europeia, no entanto, a situação não parece nada animadora: a economia na zona do euro está estagnada. O Produto Interno Bruto (PIB) da região permaneceu no nível do terceiro e quarto trimestres de 2024, informou no fim de janeiro o escritório de estatísticas da UE Eurostat. No segundo trimestre, houve um crescimento de 0,4%.

Muitos especialistas concordam que a principal razão para isso é o persistente mau desempenho econômico da maior economia da Europa. Na Alemanha, o PIB encolheu 0,2% no quarto trimestre, assim como durante todo o ano de 2024. “A Alemanha está ficando cada vez mais para trás”, disse Alexander Krüger, economista-chefe do banco privado Hauck Aufhäuser Lampe, à agência de notícias Reuters.

A maior economia da zona do euro está enfraquecendo, e os países antes considerados problemáticos estão decolando. Será que as nações do sul poderão assumir o papel da locomotivas da Europa no futuro? O diretor do Instituto Austríaco de Pesquisa Econômica (WIFO), Gabriel Felbermayr, é cético: para tal, esses países “simplesmente são pequenos demais economicamente”.

Alemanha e França “já respondem por mais de 50 por cento do PIB da zona do euro; esse bloco industrialmente forte do norte inclui países como Áustria, Eslovênia, Eslováquia e também a Holanda”, de acordo com o economista. Eles não são os únicos afetados: “Países da UE não pertencentes à zona do euro, especialmente a República Tcheca e, até certo ponto, a Polônia, também sofrem com a fraqueza do núcleo industrial da UE.”

Preços elevados da energia

O que torna os meridionais tão fortes, e os demais parecerem tão frágeis? Para o economista Hans-Werner Sinn, ex-chefe do Instituto Ifo de Munique, isso se deve a razões externas e também a decisões políticas: “Nos últimos anos, a Alemanha sofreu muito com a crise energética, causada por uma combinação da guerra [na Ucrânia] com a escassez de energia autoinfligida.”

Ele lamenta particularmente a pretendida transição dos combustíveis fósseis para fontes de energia verde. Ao fazer isso, “a UE e a Alemanha perderam o senso de proporção e equilíbrio”. “Devido a essas intervenções, nosso país tem agora os preços de eletricidade mais altos do mundo.”

Segundo Sinn, a indústria química, em particular, sofre com isso. O principal setor da Alemanha, o automobilístico, também está sob forte pressão: “As regras de consumo para frotas, definidas pela UE, roubaram a competitividade da indústria automotiva.”

Vantagens geográficas

Felbermayr vê a situação de forma semelhante. Nos países do sul, o turismo e a agricultura desempenham um papel maior, onde há “uma participação industrial significativamente menor no total da cadeia de valor. Os preços mais altos da energia em toda a Europa, as guerras comerciais, os desafios da descarbonização: tudo isso simplesmente afeta menos o sul do que o norte.”

Além disso, os meridionais têm uma vantagem que eles próprios conquistaram: desde 2010, suas taxas de inflação são mais baixas do que as do norte. “Isso impulsionou sua competitividade. As iniciativas de reforma após a crise de endividamento da zona do euro deram frutos. O mesmo pode ser dito para Grécia, Espanha e Portugal.”

Não há luz à vista no fim do túnel econômico. Na melhor das hipóteses, estaria surgindo um movimento ascendente anêmico, comentou o economista-chefe do Commerzbank, Jörg Krämer, à agência de notícias Reuters: “A profunda crise estrutural do setor, e as ameaças tarifárias de Donald Trump estão arrastando tudo para baixo.” O presidente dos EUA também ameaça a Europa com sobretaxas, o que afetaria particularmente a Alemanha, dependente das exportações.

Perigo reconhecido, perigo evitado?

“Até agora, não há sinais de recuperação”, confirma Sebastian Dullien, diretor do Instituto de Macroeconomia e Pesquisa de Ciclos Econômicos (IMK). Ele cita várias razões para a atual crise da economia alemã, incluindo “a política industrial agressiva da China, que pressiona as exportações”: “Além disso, as taxas de juros do Banco Central Europeu, que ainda estão altas, dada a atual situação econômica, estão desacelerando os investimentos.”

Enquanto isso permanece a esperança de essa tomada de consciência seja o primeiro passo para uma melhoria. O ministro da Economia alemão, Robert Habeck, parece ter chegado a essa conclusão. No Fórum Econômico Mundial, afirmou que “de certa forma, ignoramos o fato de que esta não é uma crise de curto prazo, mas uma crise estrutural”.

Isso é particularmente evidente na indústria, que enfrenta dificuldades com os altos preços da eletricidade. O comércio exterior, importante para a Alemanha, enfraquece, e o clima entre os consumidores está se deteriorando. “Temos que reinventar nosso modelo de negócios”, exigiu Habeck.

O que é necessário agora

No entanto, a Comissão Europeia espera uma ligeira recuperação econômica da zona do euro e um crescimento de 1,3% em 2025. O Banco Central Europeu, que especialistas acreditam estar próximo de cortar as taxas de juros, provavelmente tomará novas medidas de redução ao longo do ano.

Gabriel Felbermayr, não considera incomum o atual equilíbrio de poder entre os países setentrionais e meridionais. “Às vezes, o norte, forte em indústria, está na liderança, e outras vezes os países do sul, fortes em serviços. Não é diferente em outras grandes economias, como os EUA.”

Para o chefe da WIFO é crucial que “o norte impulsione as reformas necessárias para maior competitividade, mas que o sul não desista”: “Também é importante o mercado interno – que também é um veículo para equilibrar as regiões individuais – voltar a se fortalecer.”