This Week In Brazil

Global supply chains have become much more fluid in the past year, and some of this itinerant money is making its way to Latin America. Mexico has benefitted, but how have other countries, such as Colombia, Chile, Argentina, Bolivia and Brazil fared? In this episode, Shannon K. O'Neil, author of The Globalization Myth: Why Regions Matter, discusses Mexican President Andrés Manuel López Obrador’s policies, what industries and countries hold most potential when it comes to trade and nearshoring, what the challenges are for further progress and what the U.S. could do to encourage more investments.

The Colombian political world has been shaken by the eruption of a scandal that led the country's attorney general to launch an investigation into reports of alleged illegal financing of President Gustavo Petro's election campaign. In this episode, Laura Lizarazo, a senior analyst at Control Risks, evaluates the consequences of this to Petro's leadership and his proposed reforms to healthcare, labor laws and more. She also takes stock of changes to Colombia's energy sector, discusses the challenges to paz total and assesses the state of Colombia's economy more broadly.

The race to replace President Andrés Manuel López Obrador in Mexico is starting to heat up. While his party, Morena, is in good position to win, a competition has begun for who its candidate will be. In this episode, political scientist Carlos Bravo Regidor analyzes the stakes, the favorites, the state of the opposition and what it all mean for Latin America’s second-largest economy. He also discusses what he expects from AMLO, as the president in known, in his last 18 months in office.

It’s been two decades since China started to trade and invest heavily in Latin America, and in that time, the terms of the relationship have changed.  There has been a move into clean energy and more long-term investments in infrastructure, including electrical grids. In this episode, Brian Winter and Rebecca Ray look at where the relationship is at and where it’s headed. They discuss Chinese and Latin American goals, what the latest numbers on trade and investment mean, as well as potential stumbling blocks for the development of the partnership. Ray is Senior Academic Researcher at the Boston University Global Development Policy Center. She produces the annual China-Latin America Economic Bulletin series and the China’s Overseas Development Finance Database.

Migration in the Americas is not a new story, but it is evolving fast. Countries that used to be senders of migrants are now also becoming recipients – Chile, Peru, Colombia, Brazil. Traditionally Latin America has had mostly welcoming policies towards migrants, but there are signs that could change in some countries. In the episode, AQ's Brian Winter speaks with Andrew Seele, President of the Migration Policy Institute, about migration trends and the countries where this has become a politically salient issue. Seele argues that there has been a hardening of positions, but there have also been successful attempts at integration.

From the outside looking in, it’s hard to understand what is happening in Venezuela these days. On the one hand Nicolás Maduro seems stronger than he’s been in years. The Venezuelan economy seems to have bottomed out, after years of terrible crisis. And the opposition is divided and struggling to connect with the Venezuelan people. On the other, the opposition and the Maduro government are back at the negotiating table and there is a sense that elections scheduled for 2024 might improve the political climate, even if those involved know that those elections won’t be free and fair. On this week's episode, AQ's Brian Winter spoke to The Washington Post's Ana Vanessa Herrero about how Venezuelans are faring economically, how most people see the Maduro regime and the latest developments in the Venezuelan opposition as they prepare for primaries and elections.

Chile’s politics have been turned upside down once again, as an election last Sunday gave the political right almost full control over the writing of a new Constitution. A little more than a year ago, the country seemed to be undergoing a progressive transformation, after waves of protests, the arrival of a left-wing, young president, Gabriel Boric, and plans for what was supposed to be an expansive new Constitution. In this episode, political scientist Patricio Navia explains why the electorate’s mood seems to have shifted and what these developments mean for the political and economic future of Chile. Navia is a professor at both New York University and at Universidad Diego Portales, and a member of Americas Quarterly’s editorial board.

 What happens in Paraguayan politics matters not only to people who live there, but for the rest of the region and the world. It’s a member of Mercosur, at a time when that bloc’s future is in flux, and a key part of the rising strategic competition between the U.S. and China in the region — Paraguay remains one of a few nations who still recognize Taiwan. In recent elections, the country went against a regional wave of anti-incumbency sentiment by choosing a candidate of the ruling Colorado party, which has been in power for almost all of the past seven decades. In this episode, we do an overview of Paraguay, looking at the consequences of elections to the rest of Latin America, how it fits into the growing U.S.-China competition, and why Paraguayan voters bucked a 5-year-long regional trend by voting for more of the same. Our guest is Julieta Heduvan, a Paraguayan foreign policy analyst and author of Paraguay, Política Exterior e Integración Regional. 

The return of Brazil's President Luiz Inácio Lula da Silva is a potential game-changer for Latin America. No other leader in the region is as experienced and has such a large global profile. Lula is in a position to lead on key issues such as climate, regional trade integration and the growing confrontation between the U.S. and China. However, the path to an influential international role is full of obstacles. In this episode, Brian Winter and Oliver Stuenkel discuss what to expect on foreign policy from Lula's third term as president. In the process, they analyze the meaning and the consequences of Lula's recent comments about the war in Ukraine. 

In Guatemala, economic growth has done little to improve poverty and inequality. Violence continues to drive people to leave the country. Democracy is also in decline, as successive governments have undermined institutions, jailed journalists and forced independent prosecutors and judges into exile. In these conditions, one might expect candidates in upcoming presidential elections to stand for change. Yet the leading ones share similarities with the current president. What explains this? In this episode, investigative journalist Claudia Méndez Arriaza describes how elites control  the political and judicial systems in order to maintain power in their own hands. She also talks about hopes for change. Méndez Arriaza currently works with ConCriterio.

El Salvador’s Nayib Bukele's hard-line security policies have contributed to a decline in homicides and extortion in El Salvador, but at a very high cost to human rights and democratic freedoms. Despite that, many in the region see this as a model to emulate and are vowing to implement similar policies. Is Bukelismo the wave of the future throughout the region? How should those who disagree with Bukele's strategy react and provide an antidote within the boundaries of the rule of law? Tamara Taraciuk Broner, deputy Americas director at Human Rights Watch, answers these and other questions in this week's episode.

Argentina is approaching October elections with an annual inflation above 100%, poverty levels at around 40% and the possibility of tipping into recession again. However, the political class is mostly united in trying to avoid the worst, according to our guest, political risk consultant Juan Cruz Diaz. Juan also argues that there is a sense of opportunity for the medium term, as a gas pipeline comes online probably sometime this year and interesting energy projects move forward.

Latin America’s transition away from fossil fuels is well underway, with an average 60% of renewables in its power mix. If the region can continue down this road, and incorporate new technology in areas like green hydrogen, it can become a true leader in the global energy transition and unlock a new era of green jobs and economic growth. But there are barriers, and politics can get in the way. In this episode, we get an overview of the status of different countries in the energy transition and where the challenges and best opportunities are. Our guest, energy analyst Luisa Palacios, argues that investing in clean energy is important for environmental reasons, but it is also a crucial tool for economic development.

 Luiz Inácio Lula da Silva’s third term as president of Brazil will soon reach its 100-day mark. The specters of Jair Bolsonaro’s constant attacks on institutions and the insurrection in Brasília on January 8 still loom. The economy is fragile. And there are disputes inside Lula’s party regarding how to address these and other issues. In this episode, we take a long view to try to understand Lula’s recent actions and what they mean for Brazil. Our guest is Celso Rocha de Barros, author of PT, uma história, a history of Lula’s Workers' Party. Rocha de Barros is a sociologist and a columnist for Folha de S.Paulo. The book is yet to be translated into English. 

 At a moment when Nicolás Maduro commemorates 10 years in power in Venezuela, the opposition has agreed to participate in presidential elections in 2024, marking a change to their previous strategy of boycotting them. The United States has spent the past decade trying different measures to remove the Maduro dictatorship for office, most notably in 2019 recognizing opposition leader Juan Guaidó as the country’s interim president, a tactic that did not succeed. Now that the opposition is united, the U.S. should support their decision to move forward with elections, even if they are not ultimately free and fair. That’s what this week’s guests argue, and they call for a bipartisan approach to this support. Juan Cruz was the top official on Latin America at the White House at the beginning of the Trump administration and Mark Feierstein held that same job at the end of the Obama years. 

Colombia's president, Gustavo Petro, is going through a rocky period in his administration. There have been challenges on the security front. The handling of a proposed healthcare reform has created fissures in his cabinet, most significantly the departure of Alejandro Gaviria, a minister for education, who represented the technocratic faction of the cabinet. In the meantime, Petro's family members are being accused of corruption. A slower economy and inflation of above 13% a year are not helping – Petro’s popularity levels have fallen below 50%. Critics say the president could turn more intolerant of dissent moving forward. What Petro should we expect to see from now on? In this episode, we discuss this with journalist and policy analyst Mariana Palau. Palau also shares her analysis of the government’s paz total program and changes to energy policy.

More than 100,000 Mexicans protested last weekend against President Andrés Manuel López Obrador's proposed changes to the country's electoral institute. The marches highlight the leader's relative vulnerability, despite his enduring approval ratings above 60%. Indeed, while the path may seem open for AMLO, as the president is known, to overhaul the country's electoral institute and bring to power a candidate of his choosing in the 2024 elections, there are judicial and political obstacles to AMLO's plans, argues this week's guest. In this episode, Luis Rubio, chairman of the think tank México Evalúa, discusses AMLO’s current situation and the consequences for Mexico’s economy, 2024 presidential elections, and its relationship with the United States. 

Organized crime has shaped people's lives in places like Mexico, Colombia and Brazil for decades. Recently, historically calmer places like Chile, Ecuador and even Uruguay have started seeing a rise in violence. What is driving this trend? In this episode, we do a broad overview of what's happening in transnational crime in the region and look at the individual dynamics in a number of countries. Our guest is Jeremy McDermott, one of the founders of InSight Crime, a think tank and publication that produces in-depth reports and analysis on international crime in Latin America.

Ecuador's conservative president Guillermo Lasso had his work cut out for him when he came into office in 2021. Elected partly because of a split in the Ecuadorean left, he had a weak mandate from the start. Last year, Lasso's government survived a major challenge from protests across the country. Now, another blow: voters defeated a referendum of constitutional amendments proposed by Lasso. Also, opposition candidates won municipal elections in key cities. Will Lasso finish his term? What does the crisis mean for Ecuador's economy? What do Ecuadorians want from their government?  In this episode, Brian Winter and political analyst Sebastián Hurtado assess the outlook in Ecuador and how it relates to events elsewhere in the region. 

In many ways, Uruguay is in a class of its own in Latin America. The country has the region's highest per capita income, its lowest poverty rate and among its lowest levels of inequality. Uruguay’s energy matrix is the region’s greenest and its economy is forecast to grow a healthy 3.6%. In a time of extreme polarization in Latin America and the rest of the world, its political culture is marked by civility. The new issue of Americas Quarterly is about Uruguay and what we can all learn from what is arguably Latin America’s greatest modern success story. In this episode, Brian Winter and journalist Martín Aguirre, head of El País, discuss how Uruguay got there, the limitations of this success and where the country is headed.