Um decreto publicado no início deste ano pelo então governador de Minas Gerais e candidato à presidência, Romeu Zema (Novo), beneficiou a Cedro Mineração Mariana, empresa que faz parte do grupo Cedro, fundado por Lucas Prado Kallas. O empresário da mineração tem conexões com ministros do Supremo Tribunal Federal (STF) e com o ex-banqueiro Daniel Vorcaro, envolvidos no escândalo do Master.

O ato de Zema, publicado em de 6 de fevereiro, determinou que duas fazendas na cidade de Mariana podem ser usadas pela Cedro Mineração Mariana para atividades minerárias. O então governador cita nominalmente a empresa ao dizer que a medida é necessária “à expansão de atividades do empreendedor Cedro Mineração Mariana S.A”.

O decreto, porém, é alvo de ação na Justiça, segundo documentos obtidos pela Agência Pública, pois na área em disputa já existe alvará de pesquisa mineral em favor de outra empresa, a Rio Abaeté Minerais. Além disso, a ação judicial diz que a região “alcança ou tangencia outros 14 títulos minerários, todos submetidos ao regime federal da ANM [Agência Nacional de Mineração].”

As ligações com André Mendonça e Daniel Vorcaro

Lucas Kallas ganhou o noticiário nesta semana porque o grupo Cedro repassou, em 2024, mais de R$ 5 milhões ao instituto educacional ligado ao ministro do STF André Mendonça e contratou no início deste ano o escritório da mulher do também ministro Alexandre de Moraes. As informações foram confirmadas pela assessoria de imprensa do escritório Barci de Moraes à Pública e pelo CEO do instituto Iter à Folha.

Kallas também aparece mencionado em mensagens do grupo que atuava para proteger Vorcaro de investigações, o “A Turma”, segundo apuração do Metrópoles. Nas mensagens, Manoel Rodrigues, preso em maio por suspeita de ameaçar pessoas a mando de Vorcaro, chama Kallas de “sócio” do ex-banqueiro.

O megaempresário da mineração também tem conexões com Daniel Vorcaro. Em 2024, investimentos de Kallas e do ex-banqueiro foram para a farmacêutica Biomm, que disputa vender uma versão brasileira do Ozempic. Parte das ações da empresa estava nas mãos do Fundo Cartago ligado ao Master e que foi liquidado após a falência do banco. A Biomm admitiu, em comunicado no fim do ano passado, que o Cartago, do Master, passou a deter ações da farmacêutica em 2024, alcançando 25,9% de participação em dezembro de 2025.

Após o escalonamento das investigações sobre o Master e a rede de Vorcaro, o grupo Cedro vendeu sua participação na farmacêutica Biomm em abril deste ano. Três meses depois, Kallas também saiu da presidência do conselho de administração da Cedro Participações apesar de permanecer como acionista majoritário do grupo, que tem receita anual de R$ 2,5 bilhões. Ele anunciou sua mudança para os Estados Unidos para a expansão internacional de seus negócios depois de ter sido indiciado pela Polícia Federal por extração irregular de minério na Serra do Curral.

Antes dessas reviravoltas, no entanto, o empresário da mineração tinha bom trânsito entre autoridades e também no governo federal. Ele fez parte, por exemplo, do o chamado “Conselhão” (Conselho de Desenvolvimento Econômico Sustentável da Presidência da República) do governo Lula, e teve encontros com o presidente – que chegou a elogiá-lo publicamente em 2025.

Procurada, a Cedro disse que Lucas Kallas “não participou das negociações, não discutiu valores e não assinou o instrumento” com o Instituto Iter, do ministro Mendonça, e que o acordo foi celebrado entre duas pessoas jurídicas.

O grupo disse ainda que Kallas “jamais foi sócio de Daniel Vorcaro”, como vem sendo veiculado em algumas reportagens. “A aquisição de participações em companhias de capital aberto diretamente no mercado secundário — das quais diversos fundos e instituições, como BNDES e BDMG, também são acionistas – não configura sociedade comercial”, conclui a nota. Leia a nota na íntegra aqui.

A reportagem procurou a campanha de Zema e o governo de Minas Gerais para se posicionarem sobre o decreto que beneficiou a Cedro, mas não houve resposta. O espaço segue aberto.

Mineradora quer triplicar capacidade de produção em Minas Gerais

Uma publicidade do grupo de Kallas publicada na Folha de S.Paulo em abril afirma que a Cedro Mineração tem capacidade de produzir atualmente cerca de 7 milhões de toneladas de minério de ferro por ano, principalmente em Minas Gerais. Mas que, “sob a liderança de Kallas, a meta é ambiciosa: saltar para 12 milhões de toneladas em Nova Lima, atingir 3 milhões em Mariana e chegar a 20 milhões de toneladas anuais até 2030”. O cenário também é repetido em comunicado da própria empresa feito neste ano.

Dentro desta meta de crescimento, a ampliação da área de atuação em Mariana, respaldada por decreto de Zema, enfrenta questionamentos e sobreposições que estão sendo debatidas na Justiça.

Ação judicial com pedido de liminar ingressada pela Rio Abaeté Minerais, detentora de alvará de pesquisa mineral na região em disputa, processa a Cedro, o governo de Minas e a ANM. A advogada da empresa diz que “sem a preservação dessas áreas, o título federal [da ANM] permanece formalmente existente, mas perde utilidade prática”.

O processo destaca ainda que “é importante registrar a desproporção material do ato [de Zema]”. Isso porque, segundo o documento, a Cedro possui área de exploração estimada em 47 hectares em Mariana, “mas o decreto coloca ao seu alcance área mais de dez vezes maior, próxima de 300 hectares, sob a justificativa formal de disposição de detritos, apoio operacional ou expansão”.

A história se complica porque servidores da ANM da gerência regional de Minas Gerais emitiram, em maio, um laudo que reconheceu a necessidade técnica de acesso à área para explorar a mina, conforme demanda da Cedro. Entretanto, os servidores inseriram a ressalva de que a utilização efetiva da área dependeria de acordo amigável ou judicial com os proprietários do solo e com os titulares dos direitos minerários – o que não teria sido cumprido, segundo a Rio Abaeté.

Por conta disso, a mineradora Rio Abaeté acionou a ouvidoria da agência em Brasília pedindo investigações de dois servidores da ANM em Minas Gerais. O Ministério Público Federal também foi acionado e pediu, em junho, explicações formais à ANM, bem como apurações sobre suposta ingerência indevida do estado de Minas Gerais em direitos minerários que são da União.

O pedido de liminar foi aceito, em 9 de julho deste ano, pelo juiz de primeira instância, que estabeleceu multa de R$ 50 mil por dia em caso de descumprimento. Determinou ainda que o estado de Minas Gerais e a Cedro Mineração Mariana não tomem, nas áreas em disputa, nenhuma medida que impeça, limite ou atrapalhe o uso do alvará de pesquisa, “como entrar no terreno, instalar estruturas, desmatar, abrir acessos, registrar restrições no cartório ou limitar a circulação”. O juiz pede também que a ANM seja notificada.

A Cedro recorreu, pedindo segredo de Justiça no processo e também a suspensão da liminar. Ambos foram negados pelo juiz em 13 de agosto.

Em nota, a Cedro Participações disse que “o decreto está em consonância com o posicionamento da ANM , que também concedeu a servidão minerária na mesma área.” E que a declaração de utilidade pública pela administração estadual seguiu “estritamente todos os ritos legais, regulatórios e ambientais, fundamentada no interesse público e na relevância socioeconômica do empreendimento para a região”. O grupo acrescentou que a companhia “respeita a Justiça e cumpre toda decisão transitada em julgado.”

Após a publicação da reportagem, a Agência Nacional de Mineração disse que “não concedeu à Cedro Mineração autorização de pesquisa ou de lavra sobre essa mesma área. O ato praticado pela Agência foi a aprovação de laudo técnico destinado a possibilitar eventual acordo, amigável ou judicial, para posterior constituição de servidão minerária”. A entidade afirmou ainda que o título minerário da Rio Abaeté permanece ativo.

A mineradora Rio Abaeté não foi encontrada.

As irregularidades na Serra do Curral

Neste ano, a Polícia Federal pediu indiciamento do empresário da mineração Lucas Kallas por irregularidades na extração de minério de ferro na Serra do Curral, patrimônio histórico de Belo Horizonte, conforme revelou a Pública em abril, informação depois confirmada por outros veículos. Deflagrada em março, a Operação Parcours apura irregularidades nas atividades da Empresa de Mineração Pau Branco (Empabra), ligada a Kallas.

À época, o empresário disse que sua inclusão no inquérito era “completamente descabida”. Ele ressaltou que a operação “tem como principais fundamentos fatos relacionados aos anos de 2023-2025”, oito anos após ter encerrado sua relação com o Grupo empresarial Green Metals/Empabra.

A PF relatou que a Empabra, sob o subterfúgio de recuperação ambiental, retirou minério da área sem autorização prévia, causando impactos irreversíveis ao meio ambiente, com prejuízo estimado de R$ 832 milhões. Além disso, a empresa deixou de arrecadar cerca de R$ 11 milhões em Compensação Financeira pela Exploração Mineral (CFEM). O caso é descrito no relatório pela PF como uma “distopia ambiental”.

Além do empresário, a PF investigou dois servidores da ANM em Minas Gerais – mesma superintendência envolvida no embate sobre a expansão da Cedro em Mariana. Ambos foram exonerados do cargo.

Desde que assumiu o governo de Minas em janeiro de 2019, Romeu Zema triplicou o uso de dois instrumentos, os termos de ajustamento de conduta (TACs) e os termos de compromisso (TCs), que permitem que mineradoras flagradas operando sem licença ambiental continuem funcionando mediante acordo com o estado, em vez de serem suspensas.

Conforme revelou a Pública em abril deste ano, esses acordos favoreceram diretamente as quatro mineradoras que atuavam irregularmente na Serra do Curral: Tamisa, Empabra, Fleurs e Gute Sicht (todas com TACs ou TCs assinados entre 2020 e 2022).

Kallas admitiu ter investido em empresas que fizeram negócios com a Empabra. Já a Tamisa tinha ligações com o Banco Master de Vorcaro. A mineradora tinha entre suas acionistas a WJ Consultoria, administrada pelo cunhado de Vorcaro, Fabiano Zettel. Além disso, o Victoria Falls Fundo de Investimento, controlado pelo Banco Master, é sócio majoritário da mineradora.

Problem

European Commission president Ursula von der Leyen’s offer this week of “associate membership” for Canada was received rapturously in the European Parliament. But member states, noting that the EU treaties say nothing about “associate membership”, have already tempered expectations, as has the Canadian ambassador to the EU. Make no mistake, “associate membership” does not mean that Canada will join the single market or become bound by EU directives anytime soon. The offer is currently a rhetorical gesture that, without a legal definition, risks meaning nothing at all, or becoming an expanded version of CETA, the EU-Canada trade deal in force since 2017, rather than a genuine new form of partnership.

Solution

As the United States estranges its allies, the EU has an opportunity to position itself as an alternative geopolitical anchor. New forms of association could help the EU build the capacity to act as a genuine world power. But to succeed, “associate EU membership” must be narrow but deep. Narrow in that it stops short of single market access or freedom of movement (not because it is undesirable but because it is currently unworkable); deep in that it can provide the basis for a unique alliance on security, defence and resilience—and offer a template for co-operation with other allies.

To prevent the proposal from landing dead on arrival, the commission should quickly define what associate membership means, with a timetable and clear objectives. This would also reassure candidate countries that others are not jumping the queue, and distinguish the offer from the “associate membership” Friedrich Merz, Germany’s chancellor, has pitched for Ukraine as a waiting room for accession.

To carry real weight, associate membership must address the pressures driving Canada into the EU’s arms in the first place. Security, defence and resilience are where both sides depend the most on America, where both sides face similar threats, and for which they can get public buy-in. Easy wins exist in low-friction defence-institutional steps, such as deeper Canadian participation in PESCO, the EU’s defence-cooperation scheme; an administrative arrangement with the European Defence Agency; and a role in future EU security missions.

But the boldest step would be to make Canada a full member of the EU’s defence technological and industrial base. This would bind Canada into Europe’s security architecture and give EU members access to Canadian expertise and industrial capacity for joint development and procurement. France’s protectionist zeal will be an obstacle; its EU ambassador this week pushed for tougher “Made in Europe” rules that would restrict non-EU firms’ access to defence funding. However, if Germany, the Nordics and the Baltics put their combined weight behind associate memberships, they might just bring the French on board.

Context

The war in Ukraine, America’s treatment of its allies and rising global instability have prompted EU states to explore association models that offer their neighbours and allies closer ties without watering down EU membership itself. In her State of the European Union speech, von der Leyen invited Canada to become the bloc’s first “associate member”, but the commission has yet to explain what that would mean in practice.

Source

This week, Mark Leonard is joined by Jana Kobzova, co-director of ECFR’s European Security programme, to discuss the mounting pressures facing Ukraine as it enters another wartime winter. Despite Ukraine’s success in disrupting Russian logistics and energy infrastructure, Russia has intensified its attacks on cities, energy networks and civilian targets, while Kyiv faces growing domestic political and economic strains.

Jana explains how shortages of air-defence interceptors, political infighting, corruption investigations and economic challenges are converging at a particularly difficult moment for Ukraine. She also examines Russia’s escalating hybrid attacks across Europe and how Europeans can strengthen their resilience—and Ukraine’s defences.

Together, Mark and Jana assess Ukraine’s ability to withstand these overlapping crises, the future of European support and the role Ukraine could play in Europe’s long-term security architecture. As Russia raises the pressure both on and off the battlefield, can Ukraine and its allies maintain the unity needed to hold the line?

This podcast episode was recorded on September 16th 2026.

Bookshelf
Motherland: A Feminist History of Modern Russia, from Revolution to Autocracy, by Julia Ioffe.

Source

A bombed-out building in Gaza sheltering around 100 people collapsed, and there are hundreds more like it that could, too

It is rarely a good sign when European politicians open their speeches by quoting Charles Dickens. So alarms should have sounded the moment European Commission President Ursula von der Leyen declared this to be the best and the worst of times at the start of her State of the European Union address on September 16.

Things went downhill from there: the EU leader painted a picture of the region that stands in complete contrast to the general experience of its people, amounting to a summary of the bloc’s worst achievements.

“Von der Leyen has achieved the feat of not mentioning a single measure to help Europeans cope with the soaring cost of living across Europe, at a time when an ever-growing number of people are now forced to choose between housing, food and transport,” said Manon Aubry, Co-President of The Left in the European Parliament.

“Fiscal sustainability” and concern for businesses

In the lengthy address, von der Leyen laid out what she considered the EU’s successes, including raising military spending by almost 80% over the past five years and “reducing dependence” on Russian fossil fuels. However, this interpretation does not correspond to what people are experiencing, as outlined by The Left in a dedicated dossier. Growing military spending benefits only the arms industry. And attempts to replace cheaper Russian gas have essentially boiled down to committing to more expensive and environmentally devastating US LNG imports.

While recognizing growing energy prices, von der Leyen offered no tangible response to this problem plaguing EU households. On the other hand, she demonstrated notable concern for businesses, signaling the continuation of eroding labor and environmental protections along the lines implemented by right and far-right parties at the EU level.

Read more: Peter Mertens: “Don’t be afraid, seize the opportunities of 2026 with both hands”

The likelihood of maintaining the status quo was also noticeable when von der Leyen turned to the deadly wildfires that hit Europe this summer, devastating communities from Belgium and France to Spain and Greece. Trade unions and progressive analysts have warned for years that fire preparedness is severely impaired by a lack of planning and, specifically, shortages of firefighters. Yet there was no commitment in the address to invest more in essential public service workers. Instead, the EC President referred to the ongoing need for overall “fiscal sustainability” – meaning Europeans should expect no relief from austerity programs.

“The best of times is clearly reserved for billionaires, multinational energy companies, and war profiteers,” remarked Member of the European Parliament Marc Botenga from the Workers’ Party of Belgium (PTB-PVDA). “The other side of the coin for workers: austerity and rising prices.”

The EU’s failed foreign affairs policy

Based on the vision tabled by von der Leyen, there is also little to look forward to in Europe’s international and trade policy. “It’s hard to think of an area where the EU has been more inactive and less effective than in foreign affairs,” The Left wrote, referring to the union’s ongoing disregard of international law in relation to the genocide in Gaza and its approach to the Trump administration. 

“The President has praised Saudi Arabia’s war on Yemen, she has stood with Trump as he bombed Tehran and the European Commission has sided with the USA as they brought the global economy to a standstill in the Strait of Hormuz,” the progressive bloc warned.

The EU’s relationship with the US has continued to be one of submission, with elected regional leaders going to great lengths (unsuccessfully) to appease Donald Trump. Even when the region announced it would stand firm against US threats – in Greenland or on tariffs – this did not translate into practice.

In the context of von der Leyen’s speech, this boiled down to announcing Canada would become the “first associate member of the EU” and listing trade agreements signed with India, Mercosur, and Indonesia – met by the people of these countries with understandable concern.

Read more: Indian left opposes free trade agreement with EU, calls it “wholesale surrender” of country’s economic interests

Von der Leyen’s speech showed no sign of breaking with disdain towards nations outside the West. In addition to continuing animosity toward China, it offered a glimpse into plans involving countries rich in critical materials. The EC President announced the launch of a European Corporation on Critical Raw Materials – designed to secure and stockpile supplies for Europe’s industry and defense – with obvious implications for mineral-rich territories like Ukraine, Greenland, and several African countries. For the more skeptical listeners, this also carried weird echoes of the East India Company.

The State of the EU’s vision, it goes without saying, comes with further promises of an even stricter migration framework – on the pretext of situations like the one experienced in Ceuta earlier this year – that allow the erosion of basic human rights like asylum. Von der Leyen’s speech pledged even more finances for Frontex and suggested that outsourcing migration enforcement to third countries will continue, as endorsed by recent EU legislation.

“This policy of externalizing migration control has contributed to grave human rights violations, arbitrary detentions and systematic violence against people on the move,” The Left warned, calling for a union rooted in solidarity rather than violence and militarization.

The left’s capacity to build knowledge, organization, and struggle was a central theme at this year’s ManiFiesta, introduced during a discussion of Peter Mertens’ new book, “The Last Days of the Old Normal“. In the context of Europe’s ongoing armament, these questions are crucial not only for progressive movements in core countries but also for those building alternatives in Central and Eastern Europe.

The festival featured several sessions examining developments in Central and Eastern Europe, including an intervention by Ukrainian sociologist Volodymyr Ishchenko on the class character of the Ukraine war. Another session – “East of the former wall: the AfD, the industrial crisis, and the war economy” – brought together Markéta Juřicová of the Czech party Levice, Orsolya Haboczki from the Hungarian progressive movement Szikra, German Bundestag representative Cem Ince from Die Linke, and Member of the European Parliament Marc Botenga from the Workers’ Party of Belgium (PTB-PVDA). 

They discussed how the growth of the far right in core EU countries is interacting with events eastwards – and what lessons Western left movements can learn from their Eastern counterparts.

Read more: ‘Ukraine is no longer a sovereign country,’ says sociologist Volodymyr Ishchenko

As Juřicová and Haboczki pointed out, while movements in the West are worried about the popularity of parties like the Alternative for Germany (AfD), many nations in Central and Eastern Europe already have experience with far-right participation – even leadership – in government. More than 15 years of Viktor Orbán’s rule in Hungary, Haboczki noted, offers an important lesson on far-right governments’ economic agendas and tactics. As the Orbán administration used identity issues to capture opposition parties’ attention, it channeled resources into the hands of the local bourgeoisie and served transnational capital by securing huge state subsidies, she said. 

Right-wing parties in Eastern Europe also look to their international peers for inspiration. In the Czech Republic, Juřicová said, the far right “loves” the AfD, picking and choosing many of the same topics the German group campaigns on. The discussion signaled this is particularly important to recognize as the growth of extreme right parties is fueled largely by popular dissatisfaction with mainstream parties’ programs. 

Read more: Far-right victory in German state elections shocks the center

Ince emphasized this was the case in Germany, where a large share of AfD votes came from those believing the party would bring upheaval compared to the status quo, marked by massive job losses and cuts to welfare. But while European progressives recognize this, they still struggle to incorporate it into their programs, recent experiences show. Instead, many of them ponder attempts to prevent the far right from seizing institutional power by providing support to establishment parties, failing to shape a concrete alternative to both the mainstream and the extreme right.

In Central and Eastern Europe, the work of progressive parties is further complicated by the need to rebuild credibility after decades of vilification of socialism and austerity measures implemented by liberal options, Haboczki added. 

Read more: “We cannot eat grenades once the grains no longer grow:” European peace movements organize against militarization

While recognizing workers’ material concerns in Central and East Europe is imperative for building local alternatives, the panel showed, it will also be necessary to build region-wide partnership to challenge topics dominating the narrative in Germany, Belgium, and other core countries.

Militarization stands out among these topics, Botenga and Ince outlined in their interventions, though its implementation might differ by sub-region. Botenga added that German industry stands to gain the most from European armament, yet these gains will not trickle down to the working class – meaning the left in the region can find in anti-militarism a common cause to rally around. 

Ince echoed these observations by emphasizing that, even as their profit lines stand to gain from billions of euros directed towards rearmament, German companies continue to shift significant parts of their operations to countries including Poland, Slovakia, and the Czech Republic – making most of eroded workplace protections and labor rights. This shows that the left across Europe must work together to protect workers’ interests everywhere, building a joint struggle for peace and civilian industry, he indicated.

Kazakhstan is developing Alatau City near Almaty as a new regional centre for manufacturing, logistics, technology and finance. Its investment pipeline has expanded to 67 projects worth nearly $6.9 billion, with the potential to create around 55,000 jobs. Projects involving PepsiCo, Sunny Paper, Mars Petcare KZ and several logistics companies are already at different stages of implementation. The project is supported by a special legal regime, but experts say its long-term success will depend on sustained investment, effective governance and the development of a competitive economic ecosystem.

https://astanatimes.com/2026/09/alatau-city-can-kazakhstan-build-regional-economic-hub-from-scratch

Leaders of pro-independence parties in Ireland, Scotland, and Wales met in Cardiff on Monday to sign a memorandum of understanding laying out a plan for strengthened cooperation. The document commits Sinn Féin, the Scottish National Party (SNP), and Plaid Cymru to deepen exchanges on renewable energy, economic policy, and, notably, “supporting the right of each nation to determine its own future.”

“For the first time ever, people across these islands have First Ministers in Scotland, in Wales, and in the North of Ireland who are all committed to independence from the United Kingdom,” the memorandum states. “For people watching across these islands – for people watching around the world – there could be no clearer sign that Westminster’s time is coming to an end.”

Read more: Welsh by-election shows far right isn’t the only alternative to establishment parties

The agreement includes commitments to break with the economic policy shaped in London and to build a different approach that would “create good jobs, tackle inequality and ensure that wealth and opportunity are spread more fairly.” It also outlines an energy strategy promising to leverage the three regions’ renewable resources to bring more affordable energy to communities.

However, the provision that has attracted most attention is the commitment to realize the three nations’ right to self-determination. “We call for the British Government to prepare for, plan and facilitate constitutional change in each jurisdiction,” the party leaders wrote. “No Westminster government has the right to block democracy or undermine the principle that our people will decide their own future,” they added.

The meeting followed comments by British Prime Minister Andy Burnham on the possibility of independence referendums in Scotland and Ireland. Burnham ruled out – in different terms – such public votes, drawing criticism from independence-oriented parties. 

In Ireland, his remarks were called out for contradicting Good Friday Agreement provisions that foresee a path to the island’s unity. “It is not an option that the British government can choose whether or not to exercise based on what is politically convenient, but a legal obligation that plays a critical role in underpinning the relative peace achieved since 1998,” the Workers’ Party of Ireland wrote.

Read more: On anniversary of Easter Rising, calls for Irish unity are strengthened

The SNP insisted their ongoing efforts for achieving independence must be contextualized as a response to the aftermath of the 2014 referendum, where unionist parties argued that staying in the UK provided more stability and predictability. Following that vote – where a majority of Scots opted for remaining in the UK – British authorities failed to live up to such arguments, the party said, including when it comes to the protection of public services. “Westminster blocked legislation designed to protect the NHS from being opened up to US healthcare corporations in post-Brexit trade deals, treating our public health service like a garage sale item,” the SNP wrote.

Pro-union critics suggested the memorandum’s commitments risk diverting public attention from everyday issues toward lengthy constitutional discussions. However, Sinn Féin, the SNP and Plaid Cymru contrasted this with a different approach, insisting that independence would allow more space for challenging harmful policies imposed by the British government and for realizing a different vision of society.