● 09.15.11

●● Cablegate: Brazil’s “Anti-American Ideology”

Posted in America, Cablegate, Microsoft, Open XML at 5:32 pm by Dr. Roy Schestowitz

Summary: The largest population in America is characterised as having an anti-American government

Wikipedia describes the Monroe Doctrine as follows: “The Monroe Doctrine is a policy of the United States introduced on December 2, 1823. It stated that further efforts by European countries to colonize land or interfere with states in the Americas would be viewed as acts of aggression requiring U.S. intervention (however, the wording referred to the entire Western Hemisphere, which actually includes much of Europe and Africa). The doctrine was introduced by President Monroe when he was enraged at the actions being executed around him.[1] The Monroe Doctrine asserted that the Americas were not to be further colonized by European countries but that the United States would neither interfere with existing European colonies nor meddle in the internal concerns of European countries. The Doctrine was issued at a time when many Latin American countries were on the verge of becoming independent from the Spanish Empire. The United States, reflecting concerns raised by Great Britain, ultimately hoped to avoid having any European power take over Spain’s colonies.”

↺ Monroe Doctrine

In due time, the American nation came to be almost synonymous with the United States, whose citizens were also referred to as “Americans”. This popularised the perception that to be American is to inherit rules exclusively from the US. This has not been an exceptionally popular idea in South America and we still see colonialist corporations like Microsoft labelling some South American countries as "anti-American" when it suits them (e.g. when they reject OOXML as in this case). Yes, Microsoft has been trying to characterise ODF, which is backed almost exclusively by large US-based businesses, as a matter of “anti-Americanism”. We covered cables about that. Today we expand on this by showing the ethanol push inside Brazil. American billionaires drive some of that controversial idea (turning food into fuel) and we loved the end of the first cable, which quotes economic columnist Alberto Tamer as saying that “the future for agribusiness and Brazil is near. We must know how to act and not make mistakes again, as we have always done – especially under this government obstinate in its anti-American ideology.”

colonialist corporations like Microsoft labelling some South American countries as "anti-American"

What’s with this phrase? Is this a code word for “against imperialist multinational”? Banana Republic anyone? These slurs that Microsoft uses to daemonise Microsoft sceptics/critics are reminiscent of the “Free software” as “communism” insult, which we found in some other Cablegate cables. In any case, here is what we have today:

>

VZCZCXYZ0016

OO RUEHWEB

DE RUEHSO #0107 0431139

ZNR UUUUU ZZH

O 121139Z FEB 07

FM AMCONSUL SAO PAULO

TO RUEHC/SECSTATE WASHDC IMMEDIATE 6406

INFO RHEHNSC/NATIONAL SECURITY COUNCIL WASHDC IMMEDIATE

RUEHBR/AMEMBASSY BRASILIA PRIORITY 7496

RUEHRI/AMCONSUL RIO DE JANEIRO PRIORITY 7780

RUCPDOC/USDOC WASHDC 2704

UNCLAS SAO PAULO 000107

SIPDIS

SIPDIS

STATE INR/R/MR; IIP/R/MR; WHA/PD

DEPT PASS USTR

USDOC 4322/MAC/OLAC/JAFEE

E.O. 12958: N/A

TAGS: KMDR [Media Reaction Reporting],

OPRC [Public Relations and Correspondence],

OIIP [International Information Programs],

ETRD [Foreign Trade], BR [Brazil]

SUBJECT: MEDIA REACTION: WESTERN HEMISPHERE: VISITS OF NICHOLAS

BURNS AND GEORGE BUSH TO BRAZIL; SAO PAULO

¶1. "There is No 'Free' Alliance"

Liberal, largest national circulation daily Folha de S. Paulo's

International Editor Claudia Antunes commented (2/12): "The failed

occupation of Iraq led many international relations experts in the

US to conclude that the Americans, different from the British and

the French in the past, have no appetite for classic colonialism.

Immediately after the occupation, a thesis was disseminated

according to which a division of tasks would be necessary: the US

would provide the force and its allies, led by the Europeans, would

be responsible for the 'construction of states.' It is in this

scenario that Under Secretary Nicholas Burns' recent statement in

Sao Paulo, that Brazil must think about becoming a 'global security

provider,' is inserted. Someone must perform 'humanitarian' tasks so

that Washington can intervene in 'bankrupted states' - but such

manpower is lacking.... Burns' discreet suggestion subtly included

in Bush's 'positive agenda' for South America is a good reminder for

those who believe in the feasibility of a total alignment with the

US.... The US is unquestionably the world's largest economy and the

only military power. But the brief 'unipolar moment' that followed

the Cold War no longer exists. The euphoria of global growth and

economic interdependence may disguise reality, but what one can see

is an accumulation of forces everywhere for a disturbed future. It

is hard to imagine alliances that are not tactical."

¶2. "Ethanol Brings the US Closer To Brazil"

Center-right national circulation daily O Estado de S. Paulo

remarked (2/11): "Under Secretary Nicholas Burns' visit to Brazil

last week made clear that the US wants Brazil to become its

privileged interlocutor in South America. In this context, the

Brazilian know-how in ethanol production is working as a bridge in

the rapprochement between the Bush and Lula administrations. In

addition to its diplomatic importance, this alliance may represent

an encouragement to the marketing of ethanol as a fuel at the very

moment when the world is discussing alternatives to the use of oil.

President Bush will visit Brazil in March to settle this strategic

rapprochement with the Lula administration. He has already made

clear in several speeches his intention of reducing the US

dependence on oil."

¶3. "Bush will Bring Investment"

Economic columnist Alberto Tamer maintained in center-right national

circulation daily O Estado de S. Paulo (2/12): "Brazil has an

immense possibility of opening a new market in the US. It is a so

important an opportunity that Bush will visit Brazil mainly to

negotiate agreements to bring investments to the Brazilian ethanol

sector.... He wants to buy our ethanol as soon as possible. Not that

he loves Brazil, but because for the first time in recent history

the US needs our ethanol, our biomass, as much as we can produce.

This is another consequence of the Iraqi war and the boom of oil

prices.... Bush is not speaking alone.... Major investors such as

George Soros and Bill Gates have entered the ethanol business, first

in California and now in Brazil.... The Virgin Group has plans to

invest USD 400 million and build ethanol plants in the US. And this

is just the beginning. The future for agribusiness and Brazil is

near. We must know how to act and not make mistakes again, as we

have always done - especially under this government obstinate in its

anti-American ideology."

McMullen

Here is another related cable from the following month:

>

VZCZCXRO3060

PP RUEHRG

DE RUEHBR #0788/01 1141900

ZNR UUUUU ZZH

P 241900Z APR 06

FM AMEMBASSY BRASILIA

TO RUEHC/SECSTATE WASHDC PRIORITY 5190

INFO RUEHRI/AMCONSUL RIO DE JANEIRO 1928

RUEHSO/AMCONSUL SAO PAULO 6808

RUEHRG/AMCONSUL RECIFE 4648

RUEHBU/AMEMBASSY BUENOS AIRES 3952

RUEHSG/AMEMBASSY SANTIAGO 5447

RUEHAC/AMEMBASSY ASUNCION 5369

RUEHMN/AMEMBASSY MONTEVIDEO 6189

RUEHPE/AMEMBASSY LIMA 2953

RUEHLP/AMEMBASSY LA PAZ 4520

RUEHCV/AMEMBASSY CARACAS 3209

RUEHBO/AMEMBASSY BOGOTA 3709

RUEHGE/AMEMBASSY GEORGETOWN 1043

RUEHQT/AMEMBASSY QUITO 1787

RUCPDO/USDOC WASHDC

RHEBAAA/USDOE WASHDC

RUEATRS/DEPT OF TREASURY WASHDC

UNCLAS SECTION 01 OF 02 BRASILIA 000788

SIPDIS

SIPDIS

DEPT FOR EWHITE OES/EGC AND PKELLY OES/STC; OES/ETC GTHOMPSON

USDOE FOR SLADISLAW

DEPT PLEASE PASS TO USTR FOR MSULLIVAN

DEPT PLEASE PASS TO USAID FOR LAC/AA

USDOC FOR 4332/ITA/MAC/WH/OLAC/JANDERSEN/ADRSICOLL/MWAR D

USDOC FOR 3134/ITA/USFCS/OIO/WH/RD/DANDERSON/SHUPKA

E.O. 12958: N/A

TAGS: TRGY [Energy Technology], SENV [Environmental Affairs],

ENRG [Energy and Power], KSCA [Science Counselors and Attachés],

ETRD [Foreign Trade], EAGR [Agriculture and Forestry], BR [Brazil]

SUBJECT: THE ETHANOL DILEMMA - INADEDQUATE SUPPLY VS GROWING DEMAND

¶1. Summary: As countries worldwide search for alternatives to

increasingly expensive petroleum, not to mention green fuel

alternatives that help meet Kyoto Protocol targets, Brazil finds

itself in an enviable position. The world's largest producer of

both ethanol and sugar is the purveyor of technology, infrastructure

and processes that could help fuel a biofuel revolution. In fact,

Brazil's ethanol program is so successful it has drawn the likes of

Bill Gates and Google's founders, Sergey Brin and Larry Page, into

the fray, promoting expanded ethanol production in the United

States. Yet, despite the monumental success of ethanol in Brazil,

it is not happening without some growing pains.

¶2. Brazil now finds itself in the unforeseen position of not having

enough supply to satisfy demand. The unanticipated flex-fuel boom in

Brazil coupled with increasing international demand for ethanol is

exerting serious pressure on Brazil's domestic production apparatus.

Sales of flex-fuel cars reached approximately 80% of new vehicle

sales in 2005. The resulting increase in demand for ethanol

necessarily led to price increases. Moreover, ethanol exports

increased by 1.8 billion liters in 2005 (a 269% jump over 2004).

This facet of increased demand is compounded by the fact that

foreign importers are offering a price 8-10% higher than Brazil's

internal market. During the current interharvest period supplies

are limited and prices have skyrocketed, leaving Brazilian consumers

and officials with little hope for price reductions until production

renews at the end of April. Taken as an omen, one of the most

pressing questions facing Brazil is how to create an infrastructure

which can deal with the escalated demand for ethanol.

End Summary

¶3. The question of how Brazil intends to address this supply and

demand issue is still up for debate. In conversations with Scioff,

Angelo Bressan, Director of the Ministry of Agricultures

sugar/alcohol division, noted that the GoB has only two ways to

regulate ethanol. The first involves adjusting the requisite amount

of ethanol to be mixed in gasoline. The GoB recently utilized this

approach dropping the percentage from 25 to 20%. (reftel) Although

this measure increased supply, it had little to no effect on prices.

A second option would be to regulate ethanol exports by, for

example, linking exports to domestic stocks via a system of quotas,

but leaving prices free. This argument has been negatively received

both by industry and free market advocates within the GoB. Unica

(the Sao Paulo Sugarcane Industry Association) believes that this

mechanism would not be able to function without government

interference in pricing. Bressan noted that the GoB and industry

have had an open dialogue focusing on how to address the problem of

supply but without any decisive outcomes as of yet.

¶4. The sugar/alcohol industry, for its part, is looking to expand

both the area of planted cane and the industry's capacity to refine

it. Preliminary estimates are that US$ 14 billion is going to be

invested into refineries that can crush and produce sugar/alcohol by

2011. Meanwhile, another US$ 7 billion is being invested into

expanding cultivated land. Bressan added that 11 new refineries are

already under construction with an additional 16 planned for 2007.

That said, the analgesic effects of these investments are still some

years away. Because it is not cost-effective to transport cane long

distances, refineries and agricultural lands must remain in close

proximity. Once a distillery is completed, there will still be a

12-15 month lag time (the crop cycle for cane) before production

commences. Moreover, the upward swoop of land prices in cane

producing regions (49% over the last year, compared to the national

average of 2%), is certain to become an obstacle to the expanding

industry.

¶5. This, of course, does not address the GoB's principal concern of

how to maintain competitive prices for ethanol during the

interharvest period. Bressan has stated that the GoB and industry

are discussing palliative measures but failed to expand on what they

BRASILIA 00000788 002 OF 002

were. They are simply "discussing the issue." The most prominent

idea, reflected in numerous media accounts, is to create stockpiles

of sufficient size to guarantee supply. While the industry and

government agree to the idea in concept, both sides dispute who

should be responsible for creating mechanisms and supplying the

necessary funding for the stocks. While Roberto Rodrigues, Brazil's

Minister of Agriculture, initially said that the government was

studying inexpensive financing mechanisms for creating stocks, he

later retracted those comments affirming that stocks are the

responsibility of the productive chain.

¶6. In terms of Brazil and the United States, and the growing

attention exhibited by parties like Gates, Brin and Page, and rising

interest in California, Bressan noted that the Ministry would like

to see U.S. tariff barriers dropped on combustible ethanol. But, he

stated, it needed to be done in a systematic fashion. He fears that

when the U.S. market opens, Brazilian consumers will be adversely

affected by a dearth in supply resulting from profit hungry

exporters. Bressan further maintained that the GoB has an interest

in creating a world market and that the U.S. and Brazil should work

together to achieve that goal. He added too, that countries,

including the U.S., have a vested interest in working with Brazil

because of the "know-how" they have regarding the production and

processing of ethanol.

¶7. A crucial link in this process, from his perspective, will be

spreading the supply chain throughout the developing world,

especially in Africa and Asia. The U.S. and Brazil, he stated

emphatically, are not capable of sustaining a world ethanol market

on their own. That, of course, has not stopped the likes of

Petrobras from signing a contract in February to build a pipeline

from Goias (one of Brazil's principal cane producing regions) down

to Brazil's largest port in Santos. A portent of how industry views

the future role of ethanol.

¶8. Comment: In the short-term, it is clear that alcohol induced

euphoria will continue the industry's ascension. As the world's

largest producer of sugar and alcohol, Brazil is taking measures to

increase production and at least discussing how to satisfy supply in

the boom time. In response to the crisis over the last four months

and the elevated prices, the GoB has recognized its impotence and is

"throwing in the towel", waiting for the new harvest. This is

currently underway, and greater supplies of ethanol are expected in

filling stations by early May. End Comment

LINEHAN

Discussion about ethanol itself is better off left to experts in the field. Notice that Bill Gates is named in both aforementioned cables. █

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