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L’Europe revient au charbon alors que les prix du gaz explosent

La crise énergétique européenne n’est pas terminée.

La crise énergétique européenne n’est pas terminée. Les prix du gaz restent obstinément élevés sur tout le continent alors que les Européens affrontent un long hiver.

En réponse à une crise énergétique découlant de la dépendance continue de l’Europe aux importations de gaz naturel liquéfié, sur fond de volatilité géopolitique mondiale persistante, les dirigeants européens poussent à diversifier le mix énergétique du bloc. Si cela signifie que l’Europe développe rapidement ses capacités en énergies renouvelables, cela marque aussi un retour significatif au combustible fossile le plus polluant du monde – le charbon.

Plus tôt cette année, lorsque les États-Unis et Israël ont lancé une offensive en Iran, provoquant ainsi la perturbation d’un cinquième des échanges mondiaux de pétrole et de gaz, l’Europe s’est réveillée pour réaliser qu’elle s’était laissée aller, en somnambule, à une nouvelle crise énergétique – sa troisième en seulement quatre ans. « Nous avions juré d’apprendre. Nous avions promis que les choses changeraient, mais nous voilà », a récemment déclaré un « diplomate européen très frustré », cité anonymement par la BBC.

« Au lieu de se concentrer sur des plans à long terme indispensables – sur la manière de rendre l’Europe plus compétitive dans ce monde de plus en plus instable, les premiers ministres et présidents [européens] sont maintenant pris de panique face aux prix [de l’énergie], inquiets des électeurs en colère et à la recherche de solutions à court terme », poursuit la source. « Exactement comme lors de la crise après l’invasion à grande échelle de l’Ukraine par la Russie. Conflit différent. Mêmes divisions européennes ; mêmes dilemmes énergétiques. Nous ne pouvons pas continuer à tourner en rond comme ça. Il va falloir que quelque chose cède. »

Aujourd’hui, six mois après le déclenchement de la guerre en Iran et la fermeture initiale du détroit d’Ormuz, l’Europe continue d’en subir les conséquences, les prix du gaz restant brutalement élevés. Rien que ce mois-ci, les prix du gaz ont atteint leur plus haut niveau en trois ans, dépassant les 80 € (90,98 $) par mégawattheure.

Les prix sont si élevés, en fait, que l’électricité produite au charbon est devenue moins chère que celle produite au gaz en Europe pour la première fois depuis des années. Cela a poussé de nombreux pays européens, et en particulier la plus grande économie de l’Union européenne, l’Allemagne, à revenir au charbon. Et, inquiétant, les experts affirment que cette tendance se poursuivra pendant des années encore.

« Le charbon devrait rester moins cher que le gaz pour la production d’électricité jusqu’à l’année prochaine, et potentiellement jusqu’en mars 2028 », rapportait Reuters plus tôt cette semaine, citant une conversation avec Marta Wroniszewska, analyste chez Veyt. « Les prix du gaz à plus long terme indiquent que les traders s’attendent à ce que les contraintes d’approvisionnement persistent. »

Cependant, le potentiel de croissance du charbon en Europe comporte des limites notables. Des années de politiques visant à réduire puis à éliminer progressivement le charbon ont laissé au continent beaucoup moins de centrales à charbon qu’auparavant. En 1990, l’Union européenne tirait plus d’un tiers de sa production d’électricité du charbon. En 2025, cette part était tombée à seulement 9,2 %, selon les données d’Eurostat. Ainsi, même si les centrales à charbon restantes en Europe bénéficieront d’une aubaine grâce aux prix actuels du gaz, le potentiel de rebond du charbon dans la région a un plafond.

Hors d’Europe, cependant, c’est une autre histoire. À l’échelle mondiale, le charbon reste la plus grande source unique de production d’électricité. Et tandis que l’Europe ferme ses capacités à charbon, de nombreuses économies émergentes continuent de développer les leurs, avec une croissance particulièrement forte aux Philippines, en Indonésie et dans d’autres pays en développement rapide d’Asie. Ce n’est pas un hasard si c’est aussi la région la plus durement touchée par la fermeture du détroit d’Ormuz.

Si le charbon est bon marché, abondant et considéré comme un outil essentiel pour permettre le développement économique des pays pauvres, la prolongation continue du règne du charbon présente des compromis qui l’emportent largement sur les bénéfices. Le charbon est le principal moteur du réchauffement climatique, responsable d’environ 40 % de toutes les émissions de gaz à effet de serre. Cependant, tout n’est pas négatif – le retour du charbon se produit en parallèle d’une augmentation mondiale majeure des ressources en énergie propre. De plus en plus, les énergies renouvelables sont adoptées pour leur rôle dans un avenir plus sûr sur le plan énergétique, et sont considérées comme un rempart essentiel contre la prochaine crise énergétique mondiale.

Contrairement au gaz naturel, au pétrole et au charbon, « l’éolien et le solaire ne peuvent pas être soumis à un embargo, bloqués ou coupés par une puissance étrangère », écrivait David Frykman, associé général du groupe de capital-risque basé à Stockholm Norrsken, dans une tribune publiée par Fortune plus tôt cette année. « Chaque térawattheure de production renouvelable nationale est un térawattheure qu’aucun adversaire ne peut transformer en arme. »

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Die Verhaftung von Ex-BND-Chef Hanning zeigt den Klüngel zwischen Staatsanwaltschaft und Medien

Ich bezeichne den Spiegel gerne als „Pressesprecher der Geheimdienste“ oder auch „Pressesprecher der Regierung“, weil das Blatt nicht nur die Narrative der deutschen Regierung und Geheimdienste stützt – womit der Spiegel beweist, dass er weder ein kritisches noch ein regierungsfernes Medium ist – sondern auch immer wieder von Regierung und Behörden Informationen bekommt, die er […]
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Segundo turno no Brasil: que fatores levarão à vitória eleitoral?

Lula falhou em atender às demandas do povo – e agora enfrenta as consequências.

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O primeiro turno das eleições presidenciais brasileiras terminou com o candidato Flávio Bolsonaro (PL) na frente de Lula da Silva (PT) por 47% a 45%. Nas eleições parlamentares, o PT e a esquerda sofreram derrotas esmagadoras em todo o país, indicando uma crescente rejeição da esquerda entre os brasileiros comuns. Agora, nas últimas semanas restantes antes da decisão final sobre quem governará o país a partir do próximo ano, a questão permanece aberta: que fatores serão considerados pelos eleitores na escolha do presidente?

O governo Lula tem tomado várias medidas consideradas “desesperadas” para reverter sua crise de impopularidade e retomar apoio na reta final das eleições. A ampliação de programas sociais é uma dessas medidas, mas sua eficiência política é cada vez mais contestável. Após décadas de redistribuição de renda nos governos PT, sem que isso representasse qualquer mudança real na situação dos trabalhadores, a avaliação dessas políticas tem se tornado cada vez mais negativa.

O problema central para Lula é que uma parcela significativa do eleitorado parece estar menos interessada em novas medidas paliativas e mais preocupada com problemas que permanecem presentes em sua vida cotidiana. Segurança pública, emprego, renda, inflação e qualidade dos serviços públicos têm impacto muito mais direto sobre a população do que os grandes debates promovidos pelo governo.

A segurança talvez seja o exemplo mais evidente. O avanço das organizações criminosas, a expansão territorial do crime organizado e a sensação de impunidade transformaram a violência em uma das principais preocupações nacionais. Para milhões de brasileiros, a questão deixou de ser uma discussão abstrata sobre políticas de segurança. Trata-se de uma realidade cotidiana que determina onde as pessoas podem morar, trabalhar, circular e até mesmo abrir um negócio – ainda mais especialmente nos grandes centros urbanos, como o Rio de Janeiro, onde o crime organizado já controla algo entre 60% e 70% do território total da cidade.

Nesse contexto, propostas associadas à agenda cultural progressista também podem produzir custos eleitorais importantes para a esquerda. O debate brasileiro sobre questões de gênero, identidade, educação e direitos de minorias passou a reproduzir cada vez mais conflitos políticos originados nos Estados Unidos e na Europa. Uma parte considerável da população, porém, não se identifica com essa agenda e considera que o Estado deveria concentrar seus esforços em problemas materiais mais urgentes.

Isso ajuda a explicar por que o segundo turno provavelmente será decidido muito mais por questões domésticas do que pela política externa – que é a parte mais elogiada do governo Lula na comunidade internacional de especialistas. Os BRICS, a Palestina ou a posição brasileira diante dos Estados Unidos podem mobilizar setores politizados da sociedade, mas definitivamente não constituem as principais preocupações do eleitor médio quando ele decide seu voto.

A política externa possui importância estratégica para o Estado brasileiro. O cidadão comum, entretanto, tende a avaliá-la através de seus efeitos concretos sobre a própria vida. Uma política externa considerada bem-sucedida não compensará, por si só, uma percepção de insegurança, desemprego ou deterioração dos serviços públicos. E à medida que o governo Lula evita combater o problema do crime organizado diretamente, cresce naturalmente a popularidade de uma direita que elogia os EUA por considerarem as facções criminosas brasileiras terroristas.

O mesmo vale para os já mencionados programas de transferência de renda. Esses mecanismos podem até possuir uma função social importante em um país marcado por desigualdades profundas, mas sua utilização como principal instrumento de política social apresenta limitações graves. Transferir renda pode aliviar uma situação de pobreza, mas não cria automaticamente empregos qualificados, não aumenta a produtividade e não reconstrói a indústria nacional. Pelo contrário, cria uma massa de precarizados dependentes de ajuda governamental. Quando a assistência se transforma em substituto permanente para políticas de desenvolvimento, o problema estrutural permanece.

É justamente nesse ponto que a disputa eleitoral entra em uma fase decisiva. O eleitor terá de escolher entre propostas diferentes para enfrentar problemas que não desapareceram durante os últimos anos. A capacidade de apresentar respostas convincentes para segurança, emprego, renda e ordem social poderá pesar mais do que discursos sobre grandes projetos geopolíticos.

O resultado do primeiro turno também demonstra que a direita brasileira conseguiu transformar o descontentamento doméstico em força eleitoral. A vantagem de Flávio Bolsonaro e a composição do novo Congresso indicam que existe uma demanda significativa por mudança. Isso não significa que todos esses eleitores compartilhem uma mesma visão sobre economia, política externa ou questões culturais. Significa, sobretudo, que existe uma insatisfação suficientemente ampla para alterar o equilíbrio político nacional.

Nas semanas restantes da campanha, portanto, a questão fundamental será saber se o governo conseguirá convencer o eleitorado de que suas políticas oferecem soluções duradouras ou se prevalecerá a percepção de que foram adotadas medidas paliativas para administrar problemas que continuam sem solução.

Falar sobre gênero, direitos humanos ou Palestina definitivamente não ajudará Lula a se reeleger.

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Ficciones belicistas: La teatralización de la guerra

Europa teatraliza la guerra con Rusia mientras su orden liberal se derrumba: un ritual de miedo sin promesa de redención, camino a la autodestrucción.

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MSIa Informa, 29 de septiembre de 2026.-En un arrebato de simulación, durante la Cumbre Europea del Ártico, realizada en Rovaniemi, Finlandia, líderes europeos se mostraron vistiendo ropas militares para transmitir claramente el mensaje de que estarían preparados para un enfrentamiento con Rusia. Mientras tanto, la maquinaria política y mediática de las principales capitales europeas repite, casi al unísono, la alerta contra la supuesta “amenaza rusa” representada por Vladímir Putin.

La propia declaración oficial de la Cumbre de Rovaniemi, realizada los días 13 y 14 de septiembre de 2026, acordó que la seguridad es el centro de las discusiones e insistió en la necesidad de fortalecer la presencia y la capacidad europeas en el Ártico, región considerada estratégica para la seguridad de todo el continente.

Pero hay algo profundamente más inquietante en esta escenificación. Esos dirigentes se disfrazan de portavoces de sociedades movilizadas para la guerra cuando gobiernan países profundamente divididos y desafían una creciente erosión de la confianza política. La distancia entre la retórica de los líderes y la disposición real de las sociedades que pretenden representar debería, por sí sola, recomendar prudencia. En lugar de eso, asistimos a la construcción de una atmósfera psicológica de choque. Y es justamente ahí donde comienza el peligro.

El riesgo real de autodestrucción

En primer lugar, simulan poder porque Europa no dispone hoy de todas las condiciones industriales necesarias para sostener autónomamente una movilización militar prolongada en la escala sugerida por la actual retórica de rearme. El propio esfuerzo europeo por reconstruir reservas, aumentar la producción de municiones y recuperar capacidad industrial demuestra hasta qué punto esa estructura ha sido reducida en las últimas décadas. Pero la cuestión más grave no es industrial. Es estratégica.

La Federación Rusa dispone de un enorme arsenal nuclear y ha desarrollado sistemas de ataques avanzados, incluso hipersónicos. Eso no significa que Rusia posea superioridad tecnológica en todos los campos, pero sí algo mucho más importante para esta reflexión: cualquier guerra directa entre la OTAN y Rusia involucraría fuerzas capaces de provocar una destrucción de escala civilizacional. Rusia y Estados Unidos siguen concentrando la abrumadora mayoría de las ojivas nucleares existentes, al mismo tiempo que los principales Estados nucleares modernizan sus arsenales y se debilitan los mecanismos de control de armas. Por lo tanto, tratar una confrontación directa entre Rusia y la OTAN como si fuera apenas una opción más de política exterior no es una demostración de valentía. Es jugar con una posibilidad cercana de autodestrucción.

Cuando se atraviesa cierto umbral, ya no existe garantía de que los acontecimientos permanezcan bajo el control de quienes los iniciaron. Éste es el punto que parece desaparecer de la actual teatralización belicista. Y hay algo todavía más perturbador. El lenguaje de la destrucción volvió a ser pronunciado abiertamente por los propios liderazgos occidentales.

En septiembre de 2026, ante la Asamblea General de las Naciones Unidas, el presidente Donald Trump llegó a advertir que Estados Unidos podría “aniquilar” a Irán si no se alcanzaba un acuerdo. Si una amenaza de esa naturaleza puede ser pronunciada ante las Naciones Unidas sin provocar una ruptura política proporcional a la enormidad de lo que se está diciendo, entonces algo profundamente grave está ocurriendo con la percepción occidental de los límites de la guerra. Porque la normalización del lenguaje de aniquilación no permanece necesariamente confinada al adversario contra el cual fue originalmente dirigida.

Hoy puede ser Irán. Mañana, en una espiral de escalada que nadie consiga ya controlar, podrían ser ciudades europeas. Es en este sentido que los actuales delirios belicistas dejan de ser una escenificación política y pasan a representar un peligro concreto de autodestrucción de la propia civilización europea. Europa, que durante siglos fue uno de los centros fundamentales de la civilización occidental, atravesó dos guerras mundiales y conoció directamente lo que significa transformar rivalidades políticas en guerras de aniquilación. Justamente por eso, cabría esperar que sus liderazgos fueran los primeros en comprender que una guerra entre potencias nucleares no ofrece una segunda oportunidad para corregir errores de cálculo.

Sin embargo, vemos dirigentes jugando con símbolos militares, discursos de movilización, enemigos existenciales y horizontes de confrontación como si aún estuviéramos en el mundo anterior a Hiroshima. La ficción consiste precisamente en eso: representar la guerra como un instrumento político todavía disponible sin enfrentar el final de aquello que semejante guerra podría significar. Y si la confrontación escapa al control, no serán solo gobiernos, partidos o alianzas militares quienes pagarán el precio. Podría ser la propia civilización que esos dirigentes afirman estar defendiendo.

¿Quién necesita la amenaza?

Entonces, preguntemos: ¿quién está detrás de toda esta falsedad? ¿Quién alimenta esta representación? ¿Quién necesita esta atmósfera permanente de amenaza? ¿Y por qué un orden político resquebrajado, sin legitimidad, parece encontrar en la perspectiva de la guerra una de las últimas coartadas para justificar su perennidad? La respuesta más ingenua consistiría en explicar esa patología en la tentativa de mantener regímenes impopulares bajo una imaginaria amenaza externa, al mismo tiempo que se condenan o reprimen fuerzas políticas emergentes, acusadas de “agentes externos” o instrumentos de una potencia enemiga; en este caso, vinculadas a la “bestia” rusa.

Hay, ciertamente, algo de eso. La historia registra numerosos ejemplos de gobiernos que recurren a la amenaza externa para reajustar cohesiones internas deterioradas, desacreditar adversarios y justificar medidas que, en circunstancias normales, encontrarían mayor resistencia. Pero esa explicación es insuficiente. Cuando hablamos de crisis, no nos referimos solamente a la legitimidad de un grupo de líderes europeos. La descomposición alcanza al propio sistema que los llevó al poder. Y es precisamente ese sistema el que se derrumba.

Desmoronamiento del orden liberal-financiero

El llamado “mundo basado en reglas”, la globalización financiera, el libre comercio elevado a dogma y la paulatina sustitución de la economía productiva por la intermediación financiera confrontan hoy el retorno del Estado nacional soberano. Este resurgimiento prioriza la política industrial, la seguridad energética, las cadenas productivas estratégicas y la defensa de los intereses económicos propios. Paradójicamente, dicho centralismo estatal podría mostrar también un camino para que Occidente recupere parte de sus raíces civilizatorias – esencialmente cristianas –, en las cuales el poder político no se concebía como algo absoluto, sino sometido a un orden moral superior.

En el fondo, detrás de estas quimeras se vislumbra una grieta aún más profunda: la crisis del modelo liberal-financiero articulado en torno a bancos centrales “independientes”. Esta lógica ha consolidado la creciente autonomía del capital frente a los Estados nacionales, impulsada por una concepción económica que, durante décadas, desplazó progresivamente el eje de la riqueza desde la producción real hasta llegar a la especulación rentista.

Las raíces de este entramado se remontan a la gestación del orden comercial angloholandés de los siglos XVII y XVIII, proyectado más tarde a escala global a través de la expansión imperial y bancaria británica. Con el paso del tiempo, ese modelo adquirió nuevas formas, pero conservó una característica esencial: la capacidad del poder financiero de proyectarse como una realidad exógena a la política y de presentar sus decisiones bajo la rúbrica de técnicas, neutrales e independientes de las elecciones soberanas de la sociedad. Es justamente esa arquitectura camuflada la que hoy comienza a ser cuestionada.

Una religión secular sin promesa de redención

El cerebro oculto de las oligarquías occidentales ha perdido la capacidad de generar ideas y proyectos capaces de movilizar a las sociedades hacia un horizonte prometedor. Esta esterilidad se refleja también en la mediocridad de gran parte de los liderazgos actuales, convertidos en meros administradores de un orden involutivo antes que en creadores de una nueva realidad política. Así, la política liberal se ha transformado en una especie de religión secular sin promesa de redención, siendo esta, tal vez, una de sus características más inquietantes.

Los grandes movimientos políticos de los siglos XIX y XX, incluso cuando condujeron a sociedades enteras hacia la catástrofe, todavía prometían alguna forma de redención histórica: la sociedad sin clases, la grandeza nacional, el imperio, la revolución, el hombre nuevo o un orden futuro supuestamente definitivo. En cambio, la religión secular del orden liberal en descomposición ya ni siquiera ofrece eso. Exige sacrificios sin presentar un paraíso futuro: demanda empobrecimiento en nombre de la estabilidad, pérdida de soberanía en nombre de las reglas, desindustrialización en nombre de la eficiencia y censura en nombre de la democracia. Finalmente, admite incluso el riesgo de la guerra para preservar un orden cuya finalidad ya no es capaz de explicar.

Ya no existe una verdadera promesa de redención. Existe solo la promesa de que el sistema seguirá existiendo. “Nosotros somos el jardín del Edén; el resto es la selva”. En ese punto, la política deja de defender a la sociedad y exige de la sociedad un sacrificio ciego para ¡defender el sistema! Es precisamente ahí donde una religión secular puede volverse autodestructiva: cuando la conservación del orden existente vale más que la conservación de quienes viven esclavizados bajo ese orden.

De la minoría creadora a la minoría dominante

Tal vez éste sea uno de los signos más profundos de agotamiento civilizatorio. Una élite deja de ser creadora cuando ya no consigue imaginar un futuro distinto de la simple continuación de sí misma, el gran historiador británico Arnold Toynbee percibió con enorme profundidad este fenómeno al distinguir la minoría creadora de la minoría dominante.

Una minoría creadora ejerce liderazgo porque ofrece respuestas capaces de inspirar adhesión. Su autoridad nace de su capacidad de responder a los desafíos históricos y producir nuevas formas de organización, cultura y de sentido del ser. Cuando esa capacidad desaparece, la antigua minoría creadora puede convertirse en una minoría dominante. Ya no conduce porque inspira. Se conserva porque controla. La persuasión es progresivamente sustituida por la disciplina; la imaginación, por la administración; el proyecto, por la propaganda; y la confianza, por el miedo. Es en ese momento cuando el sistema corre el riesgo de transformar su propia crisis en justificación para seguir existiendo. Cuanto más fracasa, más exige poder. Cuanto más pierde legitimidad, más necesita enemigos. Cuanto menos consigue imaginar un futuro, más dramáticamente necesita presentar el presente como una batalla existencial.

Cuando lo temporal ocupa el lugar de lo trascendente

Aquí es donde la reflexión del filósofo y politólogo germano-estadounidense Eric Voegelin (1901–1985) sobre las religiones políticas converge con la de Toynbee acerca de la desintegración de las civilizaciones. Cuando una sociedad pierde el referente de un orden trascendente, la necesidad humana de lo absoluto no se desvanece; simplemente se transfiere. La nación, la raza, la clase, el partido, la revolución, el mercado, las “reglas” o la democracia – entendida ya no en tanto régimen político, sino como categoría moral absoluta –: cualquier realidad temporal puede ser sacralizada y elevada a un estatus que no admite cuestionamiento. En este proceso, lo mundano usurpa el lugar de lo trascendente.

Sin embargo, existe una diferencia decisiva entre los antiguos movimientos políticos y esta potencial religión secular de un orden agotado. Los primeros prometían una redención futura, mientras que esta última parece exigir el sacrificio presente con el único fin de evitar el colapso del sistema. Se trata de una religión secular desprovista de escatología: sin paraíso, sin un hombre nuevo y sin un horizonte genuinamente inédito. Su único porvenir es la prolongación indefinida del presente.

Cuando el miedo sustituye a la imaginación

Tal vez sea exactamente esa ausencia de futuro la que explique la creciente importancia del miedo: al enemigo externo, a la ruptura, a la disidencia y a la pérdida de control. El temor a que aquello presentado durante décadas como inevitable deje súbitamente de serlo. Cuando un orden ya no consigue generar esperanza, se ve obligado a infundir pavor. Y si el terror sustituye a la imaginación, el conflicto puede convertirse en una vía de legitimación.

La guerra, entonces, deja de ser solo un instrumento externo de política para transformarse en una necesidad interna del sistema. Es justamente ahí donde los delirios belicistas contemporáneos adquieren una dimensión mucho más profunda que el debate cotidiano sobre Rusia, Ucrania, la OTAN o los gastos militares; la cuestión es civilizacional. Un orden que perdió la capacidad de proyectar su propio porvenir puede comenzar a aceptar riesgos que, en condiciones normales, parecerían impensables. Puede terminar confundiendo la continuidad de sus estructuras con la de la propia civilización.

Esta confusión es, tal vez, una de las más peligrosas que una élite pueda cometer. Las instituciones, los regímenes económicos y los esquemas políticos son históricos, mientras que las civilizaciones trascienden a todos ellos. Cuando un engranaje pasa a exigir que la humanidad se arriesgue para garantizar su propia supervivencia, la relación entre medios y fines se ha invertido por completo.

Las señales de un cambio de época

Es en este punto donde resulta posible hablar, verdaderamente, de autodestrucción. Una civilización puede comenzar a destruirse no por haber dejado de creer, sino porque transformó su propio orden histórico en un objeto de fe absoluta. Cuando los dirigentes dejan de proyectar un futuro diferente al que administran; cuando la guerra sustituye a la política y el miedo reemplaza al proyecto; cuando la conservación de las instituciones es más importante que las personas para quienes fueron creadas, no estamos solo ante una crisis política o económica. Nos enfrentamos a una profunda debacle civilizatoria.

El momento en que una élite pierde la capacidad de idear, crear y persuadir suele ser la señal premonitoria de que una época termina. Sin embargo, esto no significa necesariamente que la civilización esté condenada; puede implicar exactamente lo contrario. Indica que las estructuras incapaces de responder a los desafíos del presente están abriendo espacio para otras formas de organización, nuevas ideas y la recuperación de virtudes que parecían olvidados. Al fin y al cabo, el agotamiento creativo de un orden no agota la capacidad de invención humana. Cuando quienes gobiernan ya no conciben nada más allá de su propia perpetuación, quizá sea ese, precisamente, el primer indicio de que algo nuevo – completamente nuevo – está por llegar.

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The Makkah Pact Enters Into Force: The End of American Dominance or Its New Form?

On October 5, Saudi Arabia, Türkiye and Pakistan activated the Makkah Pact, taking their new alliance to war for the first time, and potentially revealing the future of American power in the Middle East: Washington provides the security umbrella while regional partners increasingly do the fighting. From treaty to military alliance Only two months after […]
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On foreign policy, Marine Le Pen outclasses France’s mainstream

By Eldar MAMEDOV

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The right-populist leader deserves scrutiny but offers clarity on Russia–Ukraine and Iran.

The frontrunner in France’s 2027 presidential race—Marine Le Pen from the right-wing National Rally party—has laid out foreign-policy views that American supporters of realism and restraint can approve of, regardless of how they feel about the rest of her program.

While the National Rally has been successfully marginalized and kept out of power in recent decades, one shouldn’t take it for granted that the French political establishment will find a way to thwart Le Pen—meaning her views could certainly become policy. The latest polls show the consolidation of her lead: According to Toluna-Harris Interactive, in a runoff she would take 57 percent against the centrist candidate (and a former prime minister under President Emmanuel Macron) Édouard Philippe and a staggering 69 percent against Jean-Luc Mélenchon, a far-left firebrand.

Of course, the spring of 2027, when the elections are to take place, is still a long way off. Political fortunes can change—as the left-wing outlet Mediapart’s recent investigation into old social media posts written by a teenage Jordan Bardella, now the National Rally president, is meant to demonstrate—but the National Rally’s supporters see such attacks as evidence of the establishment’s ill-fated and cynical effort to derail Le Pen.

Whatever you may think of her, at least her foreign policy views are coherent. On Iran, Le Pen—once labeled a “Trump ally”—offered a far clearer assessment than Macron with his equivocations. “We would still need to know what Trump wanted to do there,” Le Pen said. “Because for now, we still do not know what he wanted to do. He clearly has not achieved his war aims and he is setting the whole planet on fire.” While Macron tends to caveat his criticisms of Trump’s war with accusations that Iran has sought to destabilize the Middle East, Le Pen simply condemns the war on grounds that it’s bad for the French people.

She’s also warned of global inflation “that will have consequences for all peoples” and argued it is “better to convince the U.S. not to go and wage war against a country and an ancient civilization, a complicated country, and probably much more powerful than Donald Trump imagined.”

The events have confirmed Le Pen’s judgement. A civilization of 90 million people with millennia of history cannot be simply bombed away, as Trump (and the Republican Party) are learning to their distress heading into a difficult midterm election season. Le Pen is well aware that the people in France, like elsewhere, are paying the price for this adventure.

On Ukraine, Le Pen has been equally direct while diverging from Macron more dramatically. She warned the conflict has only two possible trajectories: “Either NATO is drawn into this war, and it will be the Third World War, or we will witness a hundred years’ war.” She has called for a major peace conference, made clear she is willing to talk to both President Vladimir Putin of Russia and President Volodymyr Zelensky of Ukraine, and insisted that Germany, Poland, and Turkey be brought into the negotiating process.

She has gone even further, promising to halt French military aid to Ukraine, on the grounds that France cannot afford to sustain the amount of assistance Macron has been authorizing. Here she will have to explain herself in greater detail. A blanket cutoff is not a serious policy if the goal is to bring the war to an end as soon as possible—any settlement would require Kiev’s consent, as well as Moscow’s.

But neither can “support Ukraine for as long as it takes” work without a clearly defined end-game, and France’s fiscal situation dictates it cannot remain the default policy. Negotiations with all parties, including Russia, should not be treated as an appeasement or betrayal. Any serious attempt to settle the war would require Ukraine to make painful compromises on its NATO aspirations and territorial integrity, while Russia would have to compromise too on credible security guarantees for Ukraine or at least a greenlight for Kiev to rebuild and maintain a credible conventional military deterrent. Le Pen has identified the problem and signaled openness to unavoidable parts of the solution, but she still needs to explain the strategy.

Compare that with what the mainstream is offering. Macron is playing up the “Russian threat” and apparent hybrid attacks by Moscow against Europe. Meanwhile, according to the well-informed Le Figaro journalist Georges Malbrunot, French intelligence officers, while acknowledging the threat, believe that Macron overstates it. Macron’s aim, Malbrunot writes, would be to “steer the choices of the French ahead of the presidential election, targeting Le Pen and Melenchon—the two extremes that are lenient toward Russia.”

In a similar vein, Le Pen’s center-right rival, Edouard Philippe, lashed out at her, saying that “weakening Ukraine, as Marine Le Pen wishes, is threatening the security of Europe and France. I will do everything to prevent it.”

Then there is Gabriel Attal, Macron’s protégé and a possible successor. He delivered a grand speech in Reims calling for a “United States of Europe.” Europe’s security, he said, is being attacked by Russia, its economy by China, and its values by the United States. The remedy is a federalist utopia that he promises to build in “a matter of years.”

There might be a compelling case for EU nations to deepen their economic and technological integration. But the grandiloquent federalism talk sounds tone-deaf when what the French voters care most about is purchasing power, immigration, and French security.

This is the state of France’s foreign policy debate. The mainstream candidates are frightening voters with threat narratives, selling unachievable federalist fantasies, and equivocating on the U.S. war with Iran. The one major candidate discussing how to end wars rather than prolong them, and how to engage non-Western great powers rather than simply pick “a good” side over “an evil” one, is described by the establishment as extremist.

This does not mean Le Pen deserves uncritical support. Her historic ties to Russia warrant scrutiny, and her promise to halt aid to Ukraine needs to be coupled with a more detailed policy proposal and a broader strategy to end the war.

She is right on Iran, but her party has also forged close ties with Israel, seemingly based on a common antipathy to Islamism and to fend off accusations of antisemitism. On the Middle East, it remains to be seen whether national interest or ideological anti-Islamism will primarily inform her policies should she be elected president. Also, given her party’s lingering toxicity among the French elites, it’s far from clear that a President Le Pen would be able to attract diplomatic talent from the center-right to translate her instincts into workable policies.

But these are debates worth having. It is no longer credible to simply dismiss Le Pen and offer fearmongering and fantasy as a substitute for a debate. Perhaps the French establishment should ask itself an uncomfortable question: Why is it that voices advocating for diplomacy and sanity come from the camps they call “extreme” (both on the right and on the left)? Instead, the mainstream should make the language of diplomacy and peace its own. If it doesn’t, it should not be surprised when voters turn to those who do.

Original article: www.theamericanconservative.com

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Brazil on the brink: Why Lula is down against Bolsonaro Jr.

By Mike ELK

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There are still three weeks until the next round, and Lula could still win, but it’s gonna take a massive fight. Part of that fight is changing how the international media covers things.

With the Brazilian presidential election headed to a runoff, Luiz Inácio Lula da Silva is down 47% to 45% and faces a massive fight ahead. I wanted to give a quick analysis of what happened and where things are going next.

Lula Could Still Win if He Can Consolidate Support from Third Parties

Lula lost by only 2%, and several third-party candidates, who took a combined 8% of the vote, have publicly indicated they would not endorse Flávio Bolsonaro in the second round.

Likewise, 29 million Brazilians did not vote in this round of the runoff and may be persuaded to vote for Lula in the second round if they fear Bolsonaro.

While Brasil defeated Jair Bolsonaro narrowly in 2022, it swung right again, much like the United States. Voters are upset, and they are taking it out on the party in power.

On Tuesday, the Brazilian Senate is scheduled to vote on a measure that would shorten the Brazilian workweek from six days to five days. Bolsonaro has opposed this measure, and Lula could use the vote to mobilize workers’ support against the Bolsonaro team.

It’s a tough road ahead for Lula, but not impossible.

What Hurt Lula in the First Round?

Three primary factors hurt Lula in the first round. First, Lula’s age and the fact that the Workers’ Party (PT) has held the presidency in Brazil for 18 of the last 24 years.

The second is that the Brazilian corporate media constantly manufactured scandals against Lula.

Finally, the role that US President Donald Trump played in training and validating the right-wing in Brasil, while not decisive, provided critical support. Here’s what went wrong for Lula.

1. Lula is 80 & His Party Ruled Brasil for 18 of the Last 24 Years

Like former US President Joe Biden, one problem Lula faces right now is that he is 80 years old. He doesn’t look as sharp as he used to, while Flávio Bolsonaro is nearly half his age—45 years younger.

Additionally, Lula’s party, the Workers’ Party (PT), has held the presidency for 18 of the last 24 years. Lula and Dilma, both members of the Workers’ Party (PT), held the presidency from 2002 to 2016. Lula was reelected in 2022 for his record third term. No Brazilian has ever won a third term.

Although the PT has rarely controlled Congress, it is seen as the ruling party because it has held the presidency for 18 of the last 24 years. Voters are likely to associate any problems in the country with the PT, which has held the presidency for so long.

While Brasil defeated Jair Bolsonaro narrowly in 2022, it swung right again, much like the United States. Voters are upset, and they are taking it out on the party in power.

Even worse, Lula failed to recruit young candidates, who may have excited voters to turn out in tight races. In what should have been a competitive Senate election in Rio de Janeiro, the PT recruited 84-year-old Bendedita da Silva, who lost in a landslide to Bolsonaro allies.

Last week, Lula skipped the presidential debate; so did Bolsonaro and its unclear how much this decision might have hurt him.

Lacking excitement, nearly 29 million Brazilians did not vote despite it being obligatory in Brasil.

2. Brazilian Media Manufacturing Scandals Against Lula

The Brazilian media market is extremely consolidated, and the heads of major networks like Globo have been going after Lula hard. They have been accused of manufacturing scandals against Lula.

Last November, the financial institution Banco Master collapsed amid allegations of massive fraud. The bank was being run like a Ponzi scheme, resulting in the largest financial collapse in Brazilian history, with nearly $8 billion in investors’ funds lost.

Despite Banco Master CEO Daniel Vorcaro being a very vocal Bolsonaro supporter, the Brazilian media has repeatedly tried to link the scandal to Lula’s Workers’ Party, as Vorcaro cultivated political ties on both sides of the aisle.

Every attack on Lula by the Trump administration generated headlines in Brasil and validated the wild claims made by Bolsonaro allies of a flawed Brazilian justice system.

Lula’s son, businessman Fábio Luís da Silva, commonly known as “Lulinha,” was scrutinized over large bank accounts worth millions of dollars. For months, Lulinha has offered to open his books and has claimed that he received no special favors from Banco Master. Still, the media repeatedly raised questions about Lulinha’s alleged impropriety.

At one point, media giant TV Globo made a giant infographic web with arrows, showing a complex network linked to Lula. Other reporters widely ridiculed the conspiracy theory map, and TV Globo eventually had to apologize publicly on air.

Then, in May, The Intercept Brasil released a WhatsApp message from Flávio Bolsonaro to Vorcaro, asking him for more than $26 million to fund a strange English-language biopic named Dark Horse, about his father. In the film, Jair Bolsonaro is portrayed by right-wing American actor Jim Caviezel, who played Jesus in the controversial 2004 film The Passion of the Christ.

Polling throughout the spring and summer showed Lula leading as the scandal remained fresh in people’s minds. Then, the Brazilian corporate media went into high gear to attack Lula. They went after Supreme Court Justice Alexandre de Moraes, who led the prosecution that jailed Bolsonaro.

Moraes has accused Brazilian Supreme Court Justice André Mendonca, a Bolsonaro appointee, of failing to follow proper procedure in his handling of the Banco Master scandal, leaking information to the press on Lula’s political allies while hiding information on Bolsonaro’s allies.

Moraes asked the Brazilian Federal police to investigate Mendonça’s violation of federal investigation procedures and for selectively leaking information to the press that would make Lula allies look bad while suppressing information on Bolsonaro allies.

Moraes accused Mendonça of attempting to “steer the production of evidence toward falsely accusing Supreme Court justices of crimes, expressly naming Justices Gilmar Mendes, Dias Toffoli, Luiz Fux, Alexandre de Moraes, and Nunes Marques, as well as the prosecutor general and the director-general of the Federal Police.”

3. Trump Trained and Emboldened Bolsonaro Allies

While I don’t want to underestimate the strength of fascists within Brasil, it’s important to note that Trump and his operatives did help the Bolsonaro family pull off an impressive comeback.

In March 2025, Eduardo Bolsonaro fled to the United States rather than face prosecution in Brasil for his role in trying to orchestrate a coup, and he was granted permanent residency status in July. While in the United States, Eduardo Bolsonaro has worked closely with Trump officials, including Special Presidential Envoy for Special Missions Richard Grenell, to oust Lula from power.

“It was a privilege to speak with Ambassador Richard Grenell at President Trump’s residence at Mar-a-Lago,” Eduardo Bolsonaro wrote on Instagram following a meeting with Grenel in 2025. “The conservative movement is global—and we are just getting started.”

Eduardo Bolsonaro worked closely with top Trump aides like Brad Parscale, Trump’s director of digital strategy, to learn the social media strategy that led Trump to win reelection.

As president, Trump worked hard to attack Lula. He placed punitive tariffs on Brazil for convicting Jair Bolsonaro, Eduardo’s father, for attempting to assassinate Lula and overthrow his government in 2022. These tariffs hurt Brasil’s economy.

More importantly, Trump’s constant denunciation of the jailing of Bolsonaro validated conspiracy theories of right-wingers that the justice process was flawed. When Alexandre de Moraes, who led Bolsonaro’s conviction, was implicated in the Banco Master scandal, it only reinforced these conspiracy theories.

Ahead of the Brazilian presidential election, the Trump administration has labeled Brasil as a major distributor of cocaine and attempted to paint Lula as weak on taking on drug gangs.

In June, the Trump administration labeled two gangs as “terrorist organizations,” something which the Lula administration has repeatedly resisted because of fears of how the Trump administration could intervene in law enforcement and military matters in Brasil.

Still, every attack on Lula by the Trump administration generated headlines in Brasil and validated the wild claims made by Bolsonaro allies of a flawed Brazilian justice system.

On Friday, the Trump administration closed its embassy in Brasil and all of its consulates in a move that many saw as a scare tactic designed to interfere once again in the Brazilian presidential election.

The same day, the Brazilian federal police and intelligence service ABIN were warning of a possible US coup attempt. It was already known that Trump operatives were training operatives in Brasil, and the Brazilian federal police report described in depth how much Trump’s intervention had shifted things in Brasil.

International Media Failed to Check Brazilian Media

Finally, the international media completely ignored the Brazilian presidential election, allowing corporate media within Brasil to dominate the conversation without any accountability from the international media.

There are still three weeks until the next round, and Lula could still win, but it’s gonna take a massive fight. Part of that fight is changing how the international media covers things.

Payday Report can help play a small role in getting the US press more involved. The Washington Post once cited Payday Report in a front-page story for changing the way the pandemic strike wave was discussed, and maybe we can play a small role in getting American reporters to pay attention.

Original article:  www.commondreams.org

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The Middle East Breathes a Sigh of Relief

The withdrawal of American troops from Iraq is a watershed moment in the geopolitics of the Middle East. There comes a moment in global politics where imperialism loses and the world clings to the hope of a better future, a future based on prosperity, inclusivity, and promotion of human dignity. This moment has found its […]
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Electronic voting machines are not reliable

Why did the machines suffer a kind of breakdown, if they had been rigorously tested?

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The counting of votes in the first round of Brazil’s general elections was the subject of great controversy. Flávio Bolsonaro, son of former president Jair Bolsonaro, was ahead of Lula in the official count, with 49.6%, against 42.2% for the president seeking re-election.

64.8% of the polling stations had been tallied up to that point. But the count was halted for more than an hour. Strangely, the votes for governor, senator and deputies continued to be counted normally. Only the presidential count was halted.

And, even more strangely, when the presidential count resumed, Flávio Bolsonaro’s upward trend and Lula’s downward trend were reversed. The opposition candidate’s votes plummeted, while those of the current president rose. Flávio Bolsonaro was less than 0.5% away from the victory that would hand him the presidential sash. He lost more than 2%, ending with 47.03%, while Lula gained almost 3%, ending with 45.16%.

It seemed that Flávio Bolsonaro would dethrone Lula right in the first round. But, after more than an hour of halted counting, Lula managed to recover and the race will only be decided in the second round.

The count was halted at 7:06 p.m. (Brasília time), with 64.8% of the ballots tallied. Only at 8:08 p.m. were the new results presented, already with 84.96% of the ballots tallied.

The official justification was given by the president of the Superior Electoral Court (TSE), Kassio Nunes Marques, who is also a justice on the Supreme Federal Court (STF). “What happened was a data congestion. In every election, we are surprised by some incident, which is natural for those who deal with complex and highly varied systems,” he said. “At first, it is not known whether this was derived from another problem. What our IT found was a flow [of data] above the normal level, and that congestion caused a delay,” he added.

There is an aggressive propaganda campaign in Brazil, spearheaded by the Electoral Justice, to convince citizens that elections are 100% clean. The main focus of this propaganda is precisely the electronic voting machines. Judicial institutions and media outlets give wide dissemination to the Electoral Justice’s claims about the total reliability of the electronic voting machines, even highlighting that they are tested before the election and then sealed so that no one can access them.

So why did the machines suffer a kind of breakdown, if they had been rigorously tested? Well, the oh-so-wise TSE has full knowledge of the number of eligible voters and of the number of votes that can be recorded in the machines, including in each polling station. The Electoral Justice’s propaganda tells the public that the machines are fully prepared in advance to record and tally voters’ votes perfectly.

No flow of data “above the normal level” that would lead to system congestion should occur, because the most varied data and statistics regarding vote recording are known and the calculations are perfectly feasible. The infallibility of the electronic voting machines requires that all possible outcomes be predictable and that, therefore, there be no anomaly whatsoever.

So how is it possible, then, that such a perfect system – as it is portrayed by the institutions of the Brazilian State – suffers a failure which, once supposedly resolved, so radically changed the trend of the presidential votes?

It may be a coincidence that Flávio Bolsonaro plummeted and Lula rose after the voting machines failed. But who knows? The TSE president acknowledged that the electronic voting system is “complex.” Only highly qualified specialists, from the TSE itself and from technology companies, can access it and understand it, according to the Electoral Justice. Thus, the fate of an entire country for the next four years rests in the hands of these specialists – 150 technicians unknown to the public. The tally of votes from the machines is fully automated; it passes through no human being. An even more select number of 22 employees access the automated vote totalization.

This means that 214 million Brazilians need to trust those 150 or 22 Egyptian priests to interpret that occult science. They must be the most enlightened beings on planet Earth – 100% honest, upright, immaculate and virginal. Even the STF justices, who over the past 15 years have been presented as impeccable, virtuous and chaste individuals, now appear embroiled in the biggest corruption scandal in Brazil’s recent history, yet those anonymous specialists deserve citizens’ most absolute trust.

It was for reasons such as these that the Supreme Court of Germany declared electronic voting unconstitutional: “every citizen must be able to understand and verify the central stages of elections in a reliable manner and without any prior specialized technical knowledge.”

The verdict, dated 2009, concludes:

“An electoral procedure in which the voter cannot reliably understand whether his or her vote was recorded in an unfalsifiable manner and included in the tally of the election result, and how the total of votes cast is assigned and counted, excludes central elements of the electoral procedure from public scrutiny and therefore fails to meet constitutional requirements.”

The Brazilian judicial system is mired in its greatest crisis in history and is living through a true Wild West, with partisan feuds interfering in the functioning of its work. Partisanship, in fact, has contaminated most of the judiciary, including the TSE. In the final stretch of these elections, decisions by the Electoral Justice, backed by the dominant wing of the STF, favored Lula.

It is evident that this dominant wing (represented by justices Alexandre de Moraes, Gilmar Mendes and Flávio Dino) does not want a victory of Bolsonarismo, for it is their declared political enemy. These justices have acted, in recent years, as true vigilantes against Bolsonarismo. Now that they themselves have been caught in extremely promiscuous dealings with a banker who corrupted countless high-ranking state officials, their bureaucratic careers are threatened. Lula’s continuity is a hope of salvation for these gentlemen, for the president is beholden to them and cannot break that commitment without risking his own neck, given the level of dependence Lula has contracted toward the STF’s top brass. Meanwhile, a Flávio Bolsonaro victory would tend to lead to a clash with the heads of these institutions – although the opposition candidate himself has shown little willingness to confront them, because those who control elections in Brazil (international financial capital) demand moderation and pacification, otherwise they will make life difficult for anyone elected president.

And the people are treated like cattle, victims of a system they cannot understand, so that their exploitation may be perpetuated through the staging of the “festival of democracy.”

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