POR QUE O BRASIL AINDA SE MANTÉM NO BRICS?

M
Market Makers Dec 01, 2025

Audio Brief

Show transcript
This episode explores BRICS' evolving role amidst increasing geopolitical polarization and its implications for Brazil. There are three key takeaways from this discussion. First, Brazil's strategic evaluation of its BRICS involvement. Second, the decline of multilateral institutions due to global competition. Third, caution against viewing blocs like the "Global South" as monolithic entities. Brazil must strategically evaluate its BRICS involvement. Deepening ties with a bloc influenced by authoritarian states may strain Western relationships and diminish Brazil's international influence, especially as expansion dilutes its original standing. The initial economic promise of BRICS has shifted, transforming it into a more geopolitical tool. The decline of multilateral institutions like the UN and WTO is a direct consequence of global shifts. As nations prioritize security and competition over cooperation, the frameworks underpinning these organizations weaken and lose relevance. This marks a shift from interdependence to a focus on managing dependency. Be cautious of viewing blocs like the "Global South" as monolithic entities. These groupings often contain diverse and conflicting interests, making them less cohesive and unified in practice than they appear in political discourse. It may be more of a rhetorical concept than a unified geopolitical force. Understanding these dynamics is crucial for navigating an increasingly fragmented international landscape.

Episode Overview

  • The discussion centers on the role and relevance of BRICS in a world characterized by increasing geopolitical polarization between the West and an "axis of dictatorships" (China, Russia, Iran).
  • The speakers debate whether Brazil's deep involvement in BRICS serves its national interests, with one arguing it alienates Western partners and another providing a historical context for the group's evolution.
  • The conversation touches on the expansion of BRICS, suggesting it diluted Brazil's influence and reinforced China's centrality within the bloc.
  • There is a broader analysis of the erosion of multilateral institutions (like the UN and WTO) as the global focus shifts from cooperation and interdependence to security and competition.

Key Concepts

  • BRICS as a Geopolitical Tool: The idea that BRICS has transformed from a purely economic concept into a political instrument used by China and Russia to challenge the existing world order.
  • Axis of Dictatorships: A framework used to describe the alignment of nations like Russia, China, Iran, and North Korea. The concern is that Brazil's association with this group through BRICS could be detrimental.
  • BRICS 1.0 vs. BRICS 2.0: A distinction between the initial concept of BRICS as a group of emerging economies with high growth potential (1.0) and its evolution into a formal platform for political dialogue and institutional cooperation, such as the New Development Bank (2.0).
  • Dilution of Influence: The argument that the recent expansion of BRICS to include countries like Iran, Ethiopia, and Egypt has significantly reduced Brazil's relative political weight and capital within the group.
  • Erosion of Multilateralism: The concept that as the world becomes more competitive and focused on security, international organizations built on cooperation and voluntary agreements (like the UN and WTO) lose their effectiveness and relevance.
  • Global South: The speakers question the idea of a cohesive "Global South," suggesting it is more of a rhetorical or literary concept than a unified and architected geopolitical force with aligned interests.

Quotes

  • At 00:25 - "Os BRICS acabaram se tornando uma ferramenta muito mais desse projeto geopolítico do que eu chamo de eixo das ditaduras, que é Rússia, China, Irã, Coreia do Norte..." - Professor Hoc explaining his critical view that BRICS has become a vehicle for authoritarian states.
  • At 01:51 - "Um dos principais textos dos fundadores dessa visão sobre BRICS se chamava 'Dreaming with BRICS', sonhando com os BRICS..." - Marcos Troyjo providing historical context on the optimistic, economic origins of the BRICS concept.
  • At 06:17 - "Segurança e geopolítica é menos cooperação e mais competição. É menos interdependência e mais preocupação com dependência." - Professor Hoc explaining why multilateral organizations are losing relevance in the current global climate.

Takeaways

  • Brazil must strategically evaluate its position within BRICS, as deepening ties with a bloc increasingly influenced by authoritarian states may strain relationships with Western partners and diminish its own international influence.
  • The decline of multilateral institutions is a direct consequence of the global shift towards geopolitical competition; as nations prioritize security, the cooperative frameworks that underpin these organizations weaken.
  • Be cautious of viewing blocs like the "Global South" as monolithic entities. These groupings often contain diverse and conflicting interests, making them less cohesive in practice than they appear in political discourse.