sexta-feira, 20 de dezembro de 2013

The Economist e uma Primeira Guerra para a atualidade

The first world war: Look back with angst

A century on, there are uncomfortable parallels with the era that led to the outbreak of the first world war

The Economist, December 20. 2013

AS NEW YEAR approached a century ago, most people in the West looked forward to 1914 with optimism. The hundred years since the Battle of Waterloo had not been entirely free of disaster—there had been a horrific civil war in America, some regional scraps in Asia, the Franco-Prussian war and the occasional colonial calamity. But continental peace had prevailed. Globalisation and new technology—the telephone, the steamship, the train—had knitted the world together. John Maynard Keynes has a wonderful image of a Londoner of the time, “sipping his morning tea in bed” and ordering “the various products of the whole earth” to his door, much as he might today from Amazon—and regarding this state of affairs as “normal, certain and permanent, except in the direction of further improvement”. The Londoner might well have had by his bedside table a copy of Norman Angell’s “The Great Illusion”, which laid out the argument that Europe’s economies were so integrated that war was futile.

Yet within a year, the world was embroiled in a most horrific war. It cost 9m lives—and many times that number if you take in the various geopolitical tragedies it left in its wake, from the creation of Soviet Russia to the too-casual redrawing of Middle Eastern borders and the rise of Hitler. From being a friend of freedom, technology became an agent of brutality, slaughtering and enslaving people on a terrifying scale. Barriers shot up around the world, especially during the Great Depression of the 1930s. The globalisation that Keynes’s Londoner enjoyed only really began again in 1945—or, some would argue, in the 1990s, when eastern Europe was set free and Deng Xiaoping’s reforms began bearing fruit in China.

The driving force behind the catastrophe that befell the world a century ago was Germany, which was looking for an excuse for a war that would allow it to dominate Europe. Yet complacency was also to blame. Too many people, in London, Paris and elsewhere, believed that because Britain and Germany were each other’s biggest trading partners after America and there was therefore no economic logic behind the conflict, war would not happen. As Keynes put it, “The projects and politics of militarism and imperialism, of racial and cultural rivalries, of monopolies, restrictions and exclusion, which were to play the serpent to this paradise, were little more than the amusements of [the Londoner’s]…daily newspaper.”

Playing your role
Humanity can learn from its mistakes, as shown by the response to the economic crisis, which was shaped by a determination to avoid the mistakes that led to the Depression. The memory of the horrors unleashed a century ago makes leaders less likely to stumble into war today. So does the explosive power of a modern conflagration: the threat of a nuclear holocaust is a powerful brake on the reckless escalation that dispatched a generation of young men into the trenches.

Yet the parallels remain troubling. The United States is Britain, the superpower on the wane, unable to guarantee global security. Its main trading partner, China, plays the part of Germany, a new economic power bristling with nationalist indignation and building up its armed forces rapidly. Modern Japan is France, an ally of the retreating hegemon and a declining regional power. The parallels are not exact—China lacks the Kaiser’s territorial ambitions and America’s defence budget is far more impressive than imperial Britain’s—but they are close enough for the world to be on its guard.

Which, by and large, it is not. The most troubling similarity between 1914 and now is complacency. Businesspeople today are like businesspeople then: too busy making money to notice the serpents flickering at the bottom of their trading screens. Politicians are playing with nationalism just as they did 100 years ago. China’s leaders whip up Japanophobia, using it as cover for economic reforms, while Shinzo Abe stirs Japanese nationalism for similar reasons. India may next year elect Narendra Modi, a Hindu nationalist who refuses to atone for a pogrom against Muslims in the state he runs and who would have his finger on the button of a potential nuclear conflict with his Muslim neighbours in Pakistan. Vladimir Putin has been content to watch Syria rip itself apart. And the European Union, which came together in reaction to the bloodshed of the 20th century, is looking more fractious and riven by incipient nationalism than at any point since its formation.

I have drunk and seen the spider
Two precautions would help prevent any of these flashpoints sparking a conflagration. One is a system for minimising the threat from potential dangers. Nobody is quite clear what will happen when North Korea implodes, but America and China need to plan ahead if they are to safeguard its nuclear programme without antagonising each other. China is playing an elaborately dangerous game of “chicken” around its littoral with its neighbours. Eventually, somebody is bound to crash into somebody else—and there is as yet no system for dealing with it. A code of maritime conduct for the area is needed.

The second precaution that would make the world safer is a more active American foreign policy. Despite forging an interim nuclear agreement with Iran, Barack Obama has pulled back in the Middle East—witness his unwillingness to use force in Syria. He has also done little to bring the new emerging giants—India, Indonesia, Brazil and, above all, China—into the global system. This betrays both a lack of ambition and an ignorance of history. Thanks to its military, economic and soft power, America is still indispensable, particularly in dealing with threats like climate change and terror, which cross borders. But unless America behaves as a leader and the guarantor of the world order, it will be inviting regional powers to test their strength by bullying neighbouring countries.

The chances are that none of the world’s present dangers will lead to anything that compares to the horrors of 1914. Madness, whether motivated by race, religion or tribe, usually gives ground to rational self-interest. But when it triumphs, it leads to carnage, so to assume that reason will prevail is to be culpably complacent. That is the lesson of a century ago.

Diplomatas e a moderna escravidao: India vs EUA


Fury in India Over Diplomat’s Arrest in New York

Public flag burnings. The removal of security barriers around the United States Embassy in New Delhi. Diplomatic overtures amid talks of sanctions.
The outrage was remarkable, not merely for its proportion, but also for what provoked it: the arrest of an Indian diplomat in Manhattan last week on charges that she fraudulently obtained a work visa for her housekeeper, forced her to work longer hours than agreed to and paid her far less than the minimum wage.
Much of the furor over the arrest of the diplomat, Devyani Khobragade, the deputy consul general in New York, stemmed from reports of her treatment in custody.
Indian officials have been quoted as saying she was arrested and handcuffed as she was leaving her daughter at school, and the Indian news media have run accounts saying she was strip-searched and cavity-searched, and then held with drug addicts before her release on $250,000 bail.

Devyani Khobragade
REUTERS

The latest development in the case came as American officials expressed concern that relatives of the victim, Sangeeta Richard, might be subjected to intimidation in India, where they lived.
Preet Bharara, the United States attorney in Manhattan, whose office is prosecuting Ms. Khobragade, said in a written statement on Wednesday that it became necessary to “evacuate” the victim’s family, which has been brought to the United States. He said the family “reportedly was confronted in numerous ways regarding this case.”
The State Department on Thursday confirmed, without offering details, that the government had “taken steps to reunite” the family and was aware of “allegations that the family was intimidated in India.”
A person close to Ms. Richard’s family described several episodes that frightened family members. In one case, Ms. Richard’s husband, while bicycling with one of his children, was confronted by a man with a gun who demanded that his wife return home.
Ms. Richard’s husband said he had been called more than once by Ms. Khobragade’s father, who asked him to make his wife return to India, the person said. Yet another time, Ms. Richard’s husband was interrogated by the police in India about his wife’s whereabouts in the United States.
Ms. Khobragade’s lawyer, Daniel N. Arshack, said he had no information concerning Ms. Khobragade’s father. Mr. Arshack called the charges against Ms. Khobragade “false and baseless,” and said she would plead not guilty and was protected from prosecution “by virtue of her diplomatic status.”
“This entire prosecution represents a significant error in judgment and an embarrassing failure of U.S. international protocol,” Mr. Arshack said, adding that he hoped the matter would be resolved promptly.
Mr. Arshack also disputed Mr. Bharara’s characterization that legal action had been brought in India against Ms. Richard, “attempting to silence her.” Mr. Arshack said his client, who had initiated the legal action there, did so in response to a legal complaint Mr. Richard filed about his wife’s treatment and then withdrew. A Delhi high court then ordered that Ms. Richard not take legal action against Ms. Khobragade outside of India.
In India, the furor over Ms. Khobragade’s arrest continued to grow on Thursday, dominating India’s political discussion despite an expression of regret by Secretary of State John Kerry.
“How would the U.S. react if one of their diplomats were subjected to this treatment in India?” said Ravi Sankar Prasad, a spokesman for the Bharatiya Janata Party, the main opposition party in India.
The prosecutor, Mr. Bharara, dismissed such complaints on Wednesday and said Ms. Khobragade was discreetly detained and afforded courtesies “beyond” those accorded United States citizens. He also said she was “fully searched by a female deputy marshal” in a private setting, the standard procedure.
Mr. Bharara’s statements were widely criticized in India, and Foreign Minister Salman Khurshid said he would ignore them and demanded the immediate dismissal of all charges against Ms. Khobragade.
“We are not convinced there is a legitimate legal ground for pursuing this case,” he said. “The worst that can be said about her is that she did not comply with the amounts that were supposed to be paid under your law. I don’t think that justifies treating her like a common criminal.”
From November 2012 until about this past June, the complaint said, Ms. Richard worked for Ms. Khobragade “far more than 40 hours a week” and was paid about $3.30 an hour, despite a contract that stated a higher rate.
Ms. Richard’s lawyer, Dana Sussman of Safe Horizon, a victim services agency, said on Thursday: “My client is frustrated with how the media has portrayed this story and the response from the Indian government. The victim in this case is not the criminal defendant. The victim is the person who worked incredibly long hours and was severely underpaid.”
Ms. Khobragade is the third Indian diplomat stationed in New York City in recent years to be accused of exploiting a domestic worker. Domestic servants in India routinely work from dawn to dusk and six or seven days a week for minuscule wages. Their presence is ubiquitous in Indian middle-class homes.
Asked why Indian diplomats seem to run afoul of United States wage-and-hour laws, Mr. Khurshid said that India might not pay its diplomats as much as United States diplomats were paid.
“We try to ensure that they have enough to serve with dignity,” Mr. Khurshid said. “If there is a problem with your law and our settled wage scales, that’s something we need to talk about with your government.”
Benjamin Weiser reported from New York, and Gardiner Harris from New Delhi. Hari Kumar and Malavika Vyawahare contributed reporting from New Delhi, and Neha Thirani Bagri from Mumbai.

Brasil: annus horribilis em comercio exterior - Mansueto Almeida

2013? Ainda não.
2014? Certamente...
Paulo Roberto de Almeida 

Saldo da Balança Comercial em 2014: projeções

by mansueto, 19/12/2013
Desde o ano passado muita gente errou nas previsões. Quem deu muito peso ao passado recente dos indicadores, esperava uma melhora significativa do crescimento em decorrência dos estímulos que o governo deu ao longo de 2012. O Credit Suisse, que ficou muito perto de acertar o baixo crescimento do PIB de 2011, no início deste ano esperava um crescimento do PIB de 4%, ante a média de 3% esperada pelo mercado, e o Bradesco e a LCA consultores apostavam em crescimento de 3,5% em 2013.
Algumas consultorias colocavam que a chance de o Brasil crescer 2,5% ,em  2013, como o cenário pessimista que tinha uma baixa probabilidade de ocorrer: 25%. O mais provável era um crescimento perto ou acima 3%. Por que todo mundo errou? Porque todo mundo supervalorizou as medidas de estimulo à demanda e os modelos que olhavam para o passado indicavam um maior crescimento fruto dessas medidas.
Em 2012, um dos economistas mais pessimistas sobre o crescimento do PIB era o Alexandre Schwartzman que fazia uma conta simples sem se basear em modelos: PIB iria crescer este ano perto de 3% que seria uma combinação do crescimento da força de trabalho com o aumento da produtividade.
Ao que parece, houve uma “quebra estrutural” na nossa economia. O crescimento menor (média de 2% ao ano) no governo Dilma não decorre de problemas do lado da demanda, mas problemas do lado da oferta que reduziram o crescimento do PIB potencial. Assim, a aposta do mercado agora é que literalmente estamos presos em uma trajetória de baixo crescimento – algo em torno de 2,5% ao ano.
As projeções que me chegam as mãos são em geral pessimistas, mas há uma enorme variância em relação a alguns indicadores específicos. Em especial, entra nesse rol as projeções para o saldo da balança comercial, em 2014.
O IBRE-FGV aposta em uma saldo de US$ 5 bilhões. A CNI aposta em um número maior: US$ 9 bilhões. O Credit Suisse aposta em US$ 13 bilhões e outros trabalham com um saldo ainda maior: US$ 16 bilhões. A mediana do mercado é um saldo da balança comercial, em 2014, de US$ 7,8 bilhões para uma taxa de câmbio (R$/US$) em torno de 2,40.
No próximo ano, teremos elevada volatilidade da taxa de câmbio, mais um ano seguido de déficit no balanço de pagamentos e uma conta corrente deficitária em torno de 3,5% do PIB ou um pouco menos. Mas está difícil fazer projeções e mesmos o cenário mais otimista é pior do que o cenário pessimista do início do ano.
O Brasil hoje é pior do que há dez anos? Claro que não. É muito melhor. Não há como ganhar dinheiro no Brasil? claro que há excelentes oportunidades de investimentos em setores e empresas que crescerão muito acima da média. Mas estamos preso em um equilíbrio medíocre:  crescimento do PIB perto de 2,5% ao ano, déficit em conta corrente entre 3% e 3,5% do PIB, tendência de aumento do gasto público, queda adicional do resultado primário e crescimento da divida publica. E para piorar a expectativa do mercado é que a inflação fica próxima a 6% ao ano, ajudada pelo controle dos preços administrados.
Em resumo, o cenário econômico piorou e as pessoas no mercado que sabem ganhar dinheiro confirmam esse cenário. Não será fácil sair desse imbróglio com o tipo de medida que adotamos nos últimos três anos. Ao que parece, com exceção da taxa de desemprego, todos os indicadores e projeções econômicas pioraram.
A dúvida que fica é se tudo isso ainda vaio piorar ainda mais. Aqui os economistas se dividem. mas posso garantir pelas reuniões que tive nas últimas semanas é que mesmo um grupo de economistas que conversa com o ex-presidente Lula e que participou do seu governo não anda otimista. Até esse grupo tem dúvidas da "curva de reação" da equipe econômica.
============
Confirmando as projeções pessimistas, economistas de bancos rebaixam todos os indicadores...

Brasil
Deutsche Bank
Para el 2014, el banco rebajó la expansión prevista de Brasil a un 1,9% desde el 2,1% estimado previamente. La firma citó las tasas de interés en alza, la desaceleración del empleo, el espacio limitado para el estímulo fiscal, la fuerte intervención en la economía y la incertidumbre política.

Nomura Securities
En general, la opinión local sigue siendo bastante negativa pese a que vemos señales recientes de mejoría en la política. El pesimismo contempla la economía y, más importante, cómo la dinámica de la política electoral condicionará a la política monetaria.
Las expectativas para el 2014 se concentran en un rango estrecho: un crecimiento de 1,5%-2%; una inflación Ipca de 5,8%-6,2%.
La relativa inacción de política debido a las próximas elecciones e impulsores negativos de la demanda agregada cíclica se encuentran detrás de las expectativas pesimistas: la política monetaria se está endureciendo y eso se sentirá mayormente en 2014; temores de una rebaja en la calificación restringirán la política fiscal, las condiciones financieras se han endurecido y los bancos del sector público están recortando el préstamo.
Sólo la demanda externa, vía crecimiento global, sería más positiva, pero la mayoría piensa que será insuficiente para contrarrestar los factores negativos.

Citi FX Wire
El gobernador del Banco Central, Alexandre Tombini, anunció que esta semana se conocerán los detalles del programa de intervención para el próximo año. El anuncio debe hacerse antes de fin de año, cuando expira el viejo programa, con el objetivo de evitar volatilidad. Pero el encuentro de la Reserva Federal (FED) en diciembre también es un factor para el esperado anuncio.

Barclays
El banco proyecta que el real caerá a 2,45 por dólar para fines del 2014, comparado con un cierre del año en curso en 2,35. Pero advierte que el nivel de 2,45 podría ponerse a prueba ante el “escenario adverso” global y local, que plantea el riesgo de una nueva ronda de depreciación cambiaria.

Eurasia
La consultora cree que dos eventos podrían alentar al gobierno a ser más “coherente” antes de las elecciones del 2014 para reforzar su credibilidad financiera: una potencial rebaja de la nota por parte de Standard & Poor’s o un posible fallo de la Corte Suprema contra los bancos.

quinta-feira, 19 de dezembro de 2013

Uruguay: country of the year! Felicitaciones, by The Economist

The Economist’s country of the year: Earth’s got talent

Resilient Ireland, booming South Sudan, tumultuous Turkey: our country of the year is…

HUMAN life isn’t all bad, but it sometimes feels that way. Good news is no news: the headlines mostly tell of strife and bail-outs, failure and folly.

Yet, like every year, 2013 has witnessed glory as well as calamity. When the time comes for year-end accountings, both the accomplishments and the cock-ups tend to be judged the offspring of lone egomaniacs or saints, rather than the joint efforts that characterise most human endeavour. To redress the balance from the individual to the collective, and from gloom to cheer, The Economist has decided, for the first time, to nominate a country of the year.

But how to choose it? Readers might expect our materialistic outlook to point us to simple measures of economic performance, but they can be misleading. Focusing on GDP growth would lead us to opt for South Sudan, which will probably notch up a stonking 30% increase in 2013—more the consequence of a 55% drop the previous year, caused by the closure of its only oil pipeline as a result of its divorce from Sudan, than a reason for optimism about a troubled land. Or we might choose a nation that has endured economic trials and lived to tell the tale. Ireland has come through its bail-out and cuts with exemplary fortitude and calm; Estonia has the lowest level of debt in the European Union. But we worry that this econometric method would confirm the worst caricatures of us as flint-hearted number-crunchers; and not every triumph shows up in a country’s balance of payments.

Another problem is whether to evaluate governments or their people. In some cases their merits are inversely proportional: consider Ukraine, with its thuggish president, Viktor Yanukovych, and its plucky citizens, freezing for democracy in the streets of Kiev, even though nine years ago they went to the trouble of having a revolution to keep the same man out of office. Or remember Turkey, where tens of thousands protested against the creeping autocracy and Islamism of Recep Tayyip Erdogan, the prime minister-cum-sultan. Alas, neither movement has yet been all that successful.

Definitional questions creep in, too. One possible candidate, Somaliland, has kept both piracy and Islamic extremism at bay, yet on most reckonings it is not a country at all, rather a renegade province of Somalia—which has struggled to contain either. As well as countries yet to be, we might celebrate one that could soon disintegrate: the United Kingdom, which hasn’t fared too badly, all things considered, since coming into being in 1707, but could fracture in 2014 should the Scots be foolhardy enough to vote for secession.

And the winner is
When other publications conduct this sort of exercise, but for individuals, they generally reward impact rather than virtue. Thus they end up nominating the likes of Vladimir Putin, Ayatollah Khomeini or, in 1938, Adolf Hitler. Adapting that realpolitikal rationale, we might choose Bashar Assad’s Syria, from which millions of benighted refugees have now been scattered to freezing camps across the Levant. If we were swayed by influence per head of population, we might plump for the Senkaku (or Diaoyu) islands, the clutch of barren rocks in the East China Sea that have periodically threatened to incite a third world war—though that might imply their independence, leading both China and Japan to invade us. Alternatively, applying the Hippocratic principle to statecraft, we might suggest a country from which no reports of harm or excitement have emanated. Kiribati seems to have had a quiet year.

But the accomplishments that most deserve commendation, we think, are path-breaking reforms that do not merely improve a single nation but, if emulated, might benefit the world. Gay marriage is one such border-crossing policy, which has increased the global sum of human happiness at no financial cost. Several countries have implemented it in 2013—including Uruguay, which also, uniquely, passed a law to legalise and regulate the production, sale and consumption of cannabis. This is a change so obviously sensible, squeezing out the crooks and allowing the authorities to concentrate on graver crimes, that no other country has made it. If others followed suit, and other narcotics were included, the damage such drugs wreak on the world would be drastically reduced.

Better yet, the man at the top, President José Mujica, is admirably self-effacing. With unusual frankness for a politician, he referred to the new law as an experiment. He lives in a humble cottage, drives himself to work in a Volkswagen Beetle and flies economy class. Modest yet bold, liberal and fun-loving, Uruguay is our country of the year. ¡Felicitaciones!

OMC: UE reclama contra Brasil (era inevitavel)

Os companheiros, que são perfeitos amadores em política econômica (o que já era esperado), e imperfeitos improvisadores em políticas setoriais, com destaque para a comercial e a industrial, podem ficar surpresos, mas quem conhece as regras do comércio internacional poderia prever que isso fosse ocorrer.
O governo acha que pode fazer discriminação abusiva contra a produção estrangeira.
Deu no que deu: os companheiros obrigam o Brasil a passar vergonha numa organização presidida por um brasileiro.
Paulo Roberto de Almeida

Europa exige fim de redução de IPI nos carros e leva Brasil à OMC

Jamil Chade, de Genebra
O Estado de S.Paulo, 19/12/2013
No primeiro processo contra o Brasil em anos, Bruxelas acusa Brasil de protecionista e de dar apoio “proibido” às indústrias nacionais 
O principal pilar da estratégia industrial e de exportação do governo Dilma Rousseff sofre um duro abalo. Hoje, a União Europeia anunciou que acionou os tribunais da Organização Mundial do Comércio contra a política de incentivos fiscais dados pelo Brasil, acusando as medidas adotadas de serem protecionistas e afetando os interesses das montadoras europeias.
Há anos os governos europeus e de outras regiões do mundo atacam as barreiras estabelecidas pelo Brasil. Mas, agora, esse será o primeiro questionamento nos órgãos legais da OMC contra o País desde o início da crise mundial, que eclodiu em 2008.
A disputa aberta é contra as políticas de incentivos fiscais dados pelo Brasil a diversos exportadores, como isenção tributária em vários setores. Para a Europa, essa ajuda é “proibida” pelas regras internacionais do comércio e quer que o governo Dilma retire essas iniciativas. Mas é setor automotivo que está no centro da nova crise.
O governo brasileiro insistiu por anos que suas medidas eram legais. Mas, agora, o governo Dilma tem o centro de sua política industrial questionado.
“Nos últimos anos, o Brasil aumentou o uso de um sistema de impostos que é incompatível com suas obrigações na OMC, dando vantagens a indústrias domésticas e isolando elas da concorrência”, declarou a UE. “Isso é feito principalmente por isenções e redução de impostos”.
Em setembro de 2011, o governo estabeleceu um isenção de IPI para carros de montadoras que se comprometam a investir no País e comprem peças locais. Em 2012, o plano foi renovado por mais cinco anos, o que deixou Bruxelas, Washington e Tóquio irritados. Governos de países ricos alertavam já nos últimos meses que o discurso original do governo brasileiro em 2011 era de que esses incentivos seriam temporários. Agora, irão durar até 2017. Incentivos fiscais também foram dados para computadores, smartphones e semicondutores.
O governo brasileiro sempre alegou que as medidas beneficiavam montadoras europeias, justamente contra a concorrência asiática. Mas, segundo Bruxelas, as medidas adotadas por Dilma tem afetado as exportações do bloco. Em 2011, 857 mil carros foram importados ao mercado brasileiro. Em 2013, esse número caiu para 581 mil até outubro.
Num primeiro momento da disputa, europeus e brasileiros tentarão encontrar uma solução sem a participação de árbitros da OMC. Os governos terão 60 dias para chegar a uma “solução pacífica”. Mas, tradicionalmente, casos abertos em Genebra dificilmente são resolvidos nesse período.

Brazilian Journal of International Relations - Vol. 2, No 3 (2013)

Transcrevendo:

Brazilian Journal of International Relations acaba de publicar seu último número em http://www2.marilia.unesp.br/revistas/index.php/bjir.

Brazilian Journal of International Relations
Vol. 2, No 3 (2013)

Sumário

Apresentação
--------
Apresentação (432-434)
Marcelo Fernandes Oliveira, Rafael Salatini

Colaboradores
--------
Colaboradores (435)
Laila Monteverde

Artigos
--------
A Energia e seu Controle Histórico: A Questão do Etanol como Recurso
Energético Alternativo (436-462)
José Alexandre Altahyde Hage

Desenvolvimento Pacífico Chinês frente à estratégia de “um século
americano no Pacífico” (463-482)
Marcos Cordeiro Pires

Threat Perception in International Relations: The Realist and the Liberal
Accounts (483-509)
Felipe Mendes Sozzi Miguel

A Efetivação do Direito Ambiental no Século XXI Através de um Estado
Transnacional Ambiental (510-532)
Charles Alexandre Souza Armada

O Multilateralismo Amazônico, entre êxitos geopolíticos e entraves
executivos: trajetória do processo de cooperação de 1978 a 2012.
(533-559)
Rodolfo Ilario Silva

Sete globalizações? (560-570)
Michelangelo Bovero

Resenhas
--------
Book review: The Crisis of American Foreign Policy: Wilsonianism in the
21st Century (571-574)
Oliver Stuenkel

Resenha da Obra "America at a Crossroad: Democracy, power and the
Neoconservative Legacy" (575-581)
Helvisney Reis-Cardoso

Pareceristas do Volume
--------
Pareceristas do Volume (582-583)
Laila Monteverde
_______________________________________
Brazilian Journal of International Relations

Avioes de combate para a FAB: os franceses choram o seu Rafale recusado (muito caro)

Après l'échec brésilien, quelles chances pour le Rafale ? 
 Le 19 Décembre 2013 à 07h par Emmanuel Cugny
France Info
 
 Dassault ne vendra pas son avion de combat Rafale au Brésil, la Présidente Dilma Roussef a fait son choix en faveur de l'avion Grippen du suédois SAAB. Un nouveau coup dur pour l'avion de combat français qui n'a toujours pas trouvé preneur à l'étranger. 
 

Pour l'instant, le Rafale équipe uniquement l'armée française. A ce jour, 126 appareils ont été livrés sur les quelques 180 commandés. A raison de 100 millions d'euros l'unité, cela commence à faire une somme rondelette. 
Il faut au moins 4 ans pour construire un Rafale. Le temps que Dassault trouve preneur à l'étranger, il faut financer le programme. Ce que fait l'Etat en vertu d'un contrat dont une clause prévoit une renégociation en 2016. D'ici là, il faut assurer. Entre alternances politiques et crise financière, le Brésil ne sera pas l'opportunité tant attendue. Lors de sa récente visite à Dilma Roussef, le Président François Hollande n'avait pas manqué de rappeler les accords qui lient déjà les deux pays dans les hélicoptères de transport militaire ou les sous-marins d'attaque... en vain.

Pourquoi le Brésil a-t-il choisi l'avion suédois ?


Le coût d'abord. Ce contrat s'élève entre 3 milliards et demi et 4 milliards d'euros et on verra ce qu'il ressort des négociations finales. 
Mais comparaison n'est pas raison. Dassault affirme que son mono réacteur léger est beaucoup plus sophistiqué (ce qui est vrai) et donc nettement plus cher : 100 millions d'euros l'unité contre une quarantaine pour le Grippen. 
L'entretien ensuite, moins cher (les coûts de maintenance sont un facteur important).
Enfin, le transfert de technologie pour lequel SAAB serait moins "embêtant".

Donc raisons financières... mais aussi géopolitiques ?


Sur le plan financier, il est vrai que le Brésil est engagé dans une autre course budgétaire : celle de l'organisation des Jeux Olympiques d'été à Rio en 2016. Le pays ne peut mener plusieurs chantiers lourds de front.
D'autant qu'en matière de défense, le Brésil n'a pas les mêmes contraintes que d'autres pays dans le monde : il n'a pas d'ennemis aux frontières et il est moins engagé dans les grandes opérations militaires internationales. 
Enfin, il y a le poids des Etats-Unis. Le F18 américain a lui aussi été écarté de la compétition, mais tout n'est pas perdu pour Washington car le Grippen est composé de beaucoup de pièces américaines dont le moteur Général Electric. Ce qui veut dire que le transfert de technologie est, de toute façon, soumis au congrès américain. L'administration Obama conserve donc un droit de regard dans cette affaire.

Qu'en est il des espoirs du Rafale à l'étranger ?


Deux gros espoirs : les Emirats-Arabes Unis et l'Inde. Les Emirats ne sont pas pressés car déjà équipés de Mirage 2000-9 performants (également de Dassault) et puis de F-16 américains dernier cri. Ils prennent donc leur temps pour négocier. 
Avec l'Inde, c'est différent. L'urgence opérationnelle est plus forte. Le Rafale avec l'Inde, c'est comme le Grippen avec le Brésil : nous sommes dans la phase des négociations exclusives et le plus gros des discussions porte sur le transfert de technologie. Le contrat avec New Dehli porte sur quelque 110 appareils... pour chaque pièce du Rafale, il faut identifier les partenaires locaux capables de fabriquer les pièces correctement. Cela veut dire certifier et sécuriser la partie industrielle pour éviter les déconvenues couteuses et devoir récupérer en urgence le service après-vente. Un travail titanesque. 
Mais le jeu en vaut la chandelle. Sur le Rafale, outre Thales et Safran, Dassault fait travailler pas moins de 500 entreprises sous-traitantes... ce sont bien sur des milliers d'emplois.

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