terça-feira, 18 de maio de 2010

Clipping Internacional, 18 de Maio de 2010.


Brazil to grant tax incentives for World Cup venue construction

10:15, May 18, 2010

Brazilian Finance Minister Guido Mantega said on Monday that the government will grant tax concessions for the construction and renovation of stadiums that will stage the 2014 World Cup matches.

In an official statement, the ministry said that the 12 host cities - Rio de Janeiro, Sao Paulo, Belo Horizonte, Porto Alegre, Curitiba, Brasilia and Cuiaba.



Concederá Brasil beneficios fiscales para construir estadios de Mundial 2014

Actualizado a las 2010:05:18.11:15

El ministro de Hacienda de Brasil,Guido Mantega, informó este lunes que el gobierno concederá beneficios fiscales para la construcción y reforma de estadios que van a recibir partidos de la Copa del Mundo de Fútbol 2014.

En un comunicado oficial, el ministerio señaló que las 12 ciudades sede -Rio de Janeiro, Sao Paulo, Belo Horizonte, Porto Alegre,Curitiba, Brasília, Cuiabá, Manaus, Fortaleza, Salvador, Recife y Natal- podrán tener exenciones impositivas para todas las mercaderías y bienes destinados a la construcción, ampliación, reforma o modernización de estadios.

El gobierno está preocupado con el atraso en las obras de infraestructura para el torneo, especialmente en la reforma de estadios, e incluso amenazó con reducir el número de ciudades sede.

La Federación Internacional de Fútbol Asociado (FIFA) comunicó a las autoridades brasileñas su insatisfacción por el atraso de las obras, aunque descartó que pueda estar en riesgo la realización del evento en el país sudamericano.

Representantes de la entidad terminan esta semana una inspección técnica a los estadios, además de revisar el cronograma de obras en las 12 ciudades elegidas. (Xinhua)
18/05/2010



Gobierno brasileño anunció beneficios fiscales para sedes de Mundial-2014

Colombia | Lunes, 17 de Mayo de 2010, 17:28hs | Fuente: AFP

El gobierno de Brasil anunció el lunes que concederá beneficios fiscales a las obras de reformas y construcción de estadios en 12 ciudades de cara al Mundial de fútbol de 2014 que organizará el país sudamericano, informó el lunes el Ministerio de Economía.

"El ministro de Economía, Guido Mantega, decidió conceder beneficios fiscales para la construcción y reforma de los estadios que van a recibir los juegos de la Copa del Mundo 2014", indicó en una nota esa secretaría.

Según se informó, las 12 ciudades que acogerán la Copa "podrán conceder exoneración" del Impuesto sobre Operaciones relativas a Circulación de Mercaderías y Servicios (ICMS) que se cobra en cada estado, en beneficio de operaciones de bienes y servicios destinados a las obras.

También se va a exonerar a las sedes del Impuesto sobre Productos Industrializados (IPI, federal) para produtos extranjeros y nacionales y del Impuesto de Importación.

Las 12 ciudades que acogerán la Copa son Rio de Janeiro, Sao Paulo, Belo Horizonte (sudeste), Porto Alegre, Curitiba (sur), Brasilia (centro), Cuiabá (centro-oeste), Manaus (norte), Fortaleza, Salvador, Recife y Natal (noreste).

En abril el gobierno de Brasil había cerrado un acuerdo con la Federación Internacional de Fútbol (FIFA) para exonerar del pago de impuestos sobre servicios y operaciones destinadas a organizar el Mundial-2014.

"El camino de exonerar a FIFA de impuestos se da a partir de la evaluación que Brasil va a ganar mucho más con el calentamiento de la economía que será en función de la realización del Mundial", dijo entonces el ministro de Deportes brasileño, Orlando Silva.

A través del mismo se exonera también a las empresas contratadas por la FIFA para tareas vinculadas al Mundial, al Comité Organizador local y a la cadena de televisión que transmita la competencia.

Una vez aprobado por el Congreso, entraría en vigor entre el 1º de enero de 2011 y el 31 de diciembre de 2015, se indicó.

llu/jb


U.S. Is Skeptical on Iranian Deal for Nuclear Fuel

By DAVID E. SANGER and MICHAEL SLACKMAN | Published: May 17, 2010

WASHINGTON — The United States, Europe and Russia responded with extreme skepticism to Iran's announcement on Monday that it had reached an agreement to ship roughly half of its nuclear fuel to Turkey, saying they would continue to press for new sanctions against Tehran.


Nonetheless, officials from several countries said that the deal, negotiated with the leaders of Turkey and Brazil, was a deftly timed attempt to throw the sanctions effort off track.

The terms were similar to those of an accord made with the West last October that fell apart when Iran backtracked. Since then, Iran has added considerably to its stockpile of low-enriched uranium, meaning that it would keep on Iranian territory about half of its current supply — or about enough fuel for one nuclear weapon if it chose to make one. The earlier deal was attractive to Washington because it would have deprived Tehran of enough known fuel to make a weapon, leaving breathing space for negotiations.

Rejecting the new deal, however, could make President Obama appear to be blocking a potential compromise. And the deal shows how Brazil and Turkey, which for their own economic interests oppose sanctions, may derail a fragile international consensus to increase pressure on Iran.

The sanctions are aimed primarily at an issue that the deal does not address: Iran's refusal to halt further enrichment, as the United Nations Security Council has demanded for four years, or to answer international inspectors' questions about evidence suggesting research into possible weapons designs and related experiments. The inspectors have also been blocked from visiting many suspect facilities and laboratories, and from interviewing key scientists and engineers.

The deal agreed to Monday in Tehran calls for Iran to ship 2,640 pounds of low-enriched uranium to Turkey, where it would be stored for one year. In exchange, Iran would have the right to receive about 265 pounds of uranium enriched to 20 percent by other countries for use in a reactor that makes isotopes for treating Iranian cancer patients.

But the White House noted that even while striking the deal, Iran insisted on Monday that it would continue its new effort to enrich fuel at a higher level, taking it closer to bomb-grade material. "While it would be a positive step for Iran to transfer low-enriched uranium off of its soil as it agreed to do last October, Iran said today that it would continue its 20 percent enrichment, which is a direct violation of United Nations Security Council resolutions," Robert Gibbs, the White House press secretary, said in a statement.

Mr. Gibbs made clear that the administration would continue to press forward with sanctions until, as he said, Iran demonstrates "through deeds — and not simply words — its willingness to live up to international obligations or face consequences, including sanctions."

A senior administration official who has been deeply involved in the Iran standoff said the agreement announced Monday "is not a solution for the core of the Iranian enrichment program."

Sergei B. Ivanov, the deputy prime minister of Russia, was similarly skeptical at a lunchtime speech in Washington. He said he expected the sanctions resolution to "be voted in the near future," and said that the new Iranian accord should not be "closely linked" to the sanctions effort. "Iran should absolutely open up" to inspectors, he said. That statement was significant because Russia had been reluctant to join sanctions several months ago. China, which has also been hesitant, issued no statement.

White House officials were clearly angered at the leaders of Turkey and Brazil, whom Mr. Obama had met personally in Washington during last month's Nuclear Security Summit to urge them to be careful not to give the Iranians a pretext to avoid complying with United Nations demands. Mr. Obama followed up those meetings with detailed letters in the last week of April outlining specific concerns, a senior administration official said. But those letters appeared to have limited influence on the outcome.

Turkey's ambassador to the United States, Namik Tan, described the agreement as a "confidence-building measure," and said he was disappointed in the Obama administration's reaction. "I would have expected a more encouraging statement," he said.

"We don't believe in sanctions, and I don't believe anybody can challenge us, and certainly not the United States," Mr. Tan said. "They don't work."

Iranian officials applauded the deal as a breakthrough, with President Mahmoud Ahmadinejad saying at a news conference in Tehran that the agreement would be "to the benefit of all nations who want to live freely and independently."

Iranian officials said they would send a letter confirming the deal to the International Atomic Energy Agency of the United Nations within a week.

"This shows that Iran is not pursuing nuclear weapons, but rather peaceful nuclear technology," said Ramin Mehmanparast, the Foreign Ministry spokesman, in a televised news conference. "Such interactions must replace a confrontational approach."

Diplomats in Vienna said the atomic agency had not been formally notified about the deal, but added that Tehran's agreement to a swap outside its own territory was potentially significant.

Yet many analysts suggested that the deal was meant to transfer blame for the conflict to the West, while derailing sanctions that had appeared possible within weeks.

"Iran has a history of forging a deal and then going back on it," said Emad Gad, an expert in international relations at the Ahram Center for Political and Strategic Studies in Cairo. "It lets the situation get really tense and then reaches an agreement."

There appear to be reasons to be skeptical. In Tehran, the Foreign Ministry spokesman told a person attending the news conference that Iran would not, for example, suspend its program to enrich uranium to 20 percent — closer to weapons grade.

Iran has said that its nuclear program is peaceful, while the West has charged that it is aimed at building weapons.

As international pressure for new sanctions grows, Iran is preparing for the June 12 anniversary of last year's disputed presidential election, which led to months of protests and conflict.

The earlier agreement fell apart under political pressure in Iran when nearly every political faction criticized it as compromising Iran's right to nuclear energy. Then and now, Iran's negotiating team argued that the deal was in the nation's interest because it effectively confirmed Iran's right to enrich uranium.

If successful, the agreement would enhance and underscore the continued rise of Turkey and Brazil as global forces. Ferai Tinc, a political analyst writing in the Turkish newspaper Hurriyet, said, "Ankara was neither a full supporter of Iran nor an advocate of violence and sanctions against it, but stood strongly for promoting a diplomatic resolution."

David E. Sanger reported from Washington, and Michael Slackman from Cairo.

This article has been revised to reflect the following correction:

Correction: May 17, 2010

Earlier versions of this article misidentified the newspaper running an article by the Turkish analyst Ferai Tinc. The newspaper should be Hurriyet, not Millyet.



Tehran promises exit from labyrinth

Published: May 17 2010 20:02 | Last updated: May 17 2010 20:02

Iran's offer to deposit enriched uranium in Turkey, brokered by that country and Brazil, may just prove to be a way out of the labyrinth of dead ends that is the nuclear negotiating game with Tehran.

In a joint declaration by the three countries' foreign ministers, Iran proposes to transfer 1,200kg of low-enriched uranium to Turkish territory within a month, subject to monitoring by itself and the International Atomic Energy Agency. In return it expects to receive 120kg of higher-enriched uranium from global powers, which it needs for medical isotopes, in no more than a year's time.

This bears more than passing resemblance to a deal supposedly agreed last year, which quickly fell apart. Under those terms, Iran would have sent LEU to Russia in return for medical isotopes from France. But there are three reasons why the new plan has a greater chance of sticking.

First, it overcomes the snags of the earlier deal's roundabout uranium transfer and guarantees the return of Iran's LEU unless the nuclear powers make good on their side of the bargain. Second, an offer in writing – with new concessions such as depositing LEU in a single batch and forgoing a simultaneous barter on Iranian soil – suggests that Tehran's fractious politics are combining with renewed efforts by the west at sanctions on Iran to make its leaders see the need for a deal.

Most important is the role played by Turkey and to a lesser degree Brazil. Both are currently sitting on the UN Security Council, where they have resisted the nonetheless rising pressure for sanctions. It is in these emerging powers' interest to show they have an alternative. Both are positioning themselves as independent players bridging the mistrust between the west and the Muslim world (in Ankara's case) and the developing world generally (in Brasília's).

For Iran it is clearly easier both to trust and to save face by dealing with Turkey – a Muslim country with an outspoken (though moderately) Islamic government. While no one will be surprised if the mercurial mullahs again throw a tantrum and pull back from a seemingly more co-operative stance, the offer must be given serious consideration. If Iran means business, it is the best chance to forestall a military conflict with Israel that would spell disaster for the region and the world.

What is certain is that this development gives Turkey and Brazil a bigger stake in securing a peaceful outcome – and Iran a reason not to make them look like dupes. That is undeniably a positive change.



Brazil's Iranian mission defies critics, brings possible results

May 17, 2010 3:50pm | by Jonathan Wheatley

Brazil has come in for some tough criticism of its "friends with everyone" foreign policy, including the FT, which recently had a go under the headline "Brazil's cuddly ways are barrier to seat at the top table."

But the weekend's news of a deal to swap Iranian nuclear fuel in Turkey could vindicate Brazilian diplomacy. The idea that Iran would abandon its alleged nuclear weapons programme in favour of a peaceful nuclear energy programme in response to amicable talks rather than under the threat of UN-backed sanctions seemed unrealistic, even naïve. But it may well have paid off. Even a US official conceded today that the latest news was "potentially a good development."

If so, Celso Amorim, Brazil's foreign minister, can be forgiven some self-satisfaction. "We are holding conversations in a respectful manner and with conviction . . . Our language is not that of pressure. Our language is that of persuasion, friendship and cooperation," he told reporters in Tehran on Monday.

It is not the first time Mr Amorim has made thinly disguised criticism of the US position on Iran. During a visit to Brazil by Hillary Clinton, the American secretary of state, in March, he drew parallels between the US's failure to find weapons of mass destruction in Iraq and its assertions over an Iranian nuclear weapons programme.

Whatever Brazil may achieve, Iran is clearly grateful. Over the weekend it released Clotilde Reiss, a French teacher imprisoned for taking part in anti-government protests in June 2009 and sending photographs of the events to the French embassy. Her release, recognised by all concerned as the fruit of Brazilian diplomacy, was described by Mahmoud Ahmadi-Nejad, Iran's president, as "a present to Brazil".

As the FT's David Gardner noted earlier on beyondbrics, it could all dissolve into yet another false diplomatic dawn. But Brazil's initiative might also help avert war with Iran. It has certainly been worth trying.


Iran creates illusion of progress in nuclear negotiations
In the long-running diplomatic battle between Iran and the West, Iran appears to have scored a victory on Monday.

By Glenn Kessler | Washington Post Staff Writer | Monday, May 17, 2010; 2:54 PM

By striking a deal to ship some of its low-enriched uranium abroad, Iran has created the illusion of progress in nuclear negotiations with the West, without offering any real compromise to the United States and its allies, who have demanded substantive negotiations on Tehran's broader program.

Nearly eight months ago, the United States, France and Russia proposed a swap of nuclear fuel -- to support Iran's research reactor -- as a confidence-building measure that would have, in effect, paused the Iranian program and allowed for international talks to proceed. Now, however, in reaching a similar agreement with Turkey and Brazil, Iran has succeeded in narrowing the discussion. What was supposed to be a sideshow has become the main event.

As initially laid out, the swap proposal would have removed about 70 percent of Iran's stockpile of low-enriched uranium for conversion into fuel for a nuclear reactor. But because Iran has continued to enrich uranium since the plan was first raised, a deal based on the same terms would remove only about 50 percent of the country's stockpile.

In the meantime, Iran has started enriching uranium to an even higher level -- from 3.5 percent to 19.75 percent -- and Iranian officials said they will keep doing so, even though the need for that enrichment has now been negated by the swap deal announced Monday.

The Obama administration now faces the uncomfortable prospect of rejecting a proposal it offered in the first place -- or seeing months of effort to enact new sanctions derailed.

Ironically, the swap proposal has nothing to do with the sanctions under consideration by the U.N. Security Council, which relate to Iran building another nuclear facility in secret and failing to heed previous demands to stop enriching uranium.

And the brief text of the deal makes only glancing reference to the possibility of talks with the countries that had previously led the negotiations -- the United States, Britain, France, Germany, Russia and China -- citing "the common concerns based on collective commitments according to the common points of their proposals."

Significantly, the text does not mention whether Iran's nuclear program would be on the table in future talks. Tehran, which insists the program is solely for energy purposes, has repeatedly said it is not up for discussion, and the Brazilian-Turkish deal reaffirmed Iran's right to enrich uranium and even offered the prospect of cooperation "on nuclear power plant and research reactors construction."

The text gives Iran the right to terminate the deal at any point. It also says the new fuel must be delivered within a year, which might be a technical impossibility.

U.S. officials were highly skeptical of the Brazilian and Turkish efforts in the first place -- Secretary of State Hillary Rodham Clinton had tough conversations last week with her counterparts -- but because they currently hold rotating seats on the Security Council, the Brazilians and Turkish have clout. In Tehran, Brazilian Foreign Minister Celso Amorim declared that the deal "takes away any grounds for sanctions," suggesting it will take significant efforts to convince either country otherwise.

Brazil and Turkey, which were represented by their presidents in the talks, invested significant diplomatic cachet in the negotiations. It is rare for non-permanent members of the Security Council to intervene in a process led by nuclear powers, and in many ways the result could be seen as a revolt by smaller powers over the rights to nuclear power and prestige.

More importantly, the deal gives China -- a veto-holding member of the Security Council long reluctant to support new sanctions -- an excuse to delay or water down any new resolution.

The best hope for U.S. officials is Iranian intransigence. The Iranians could haggle over the details and implementation of the agreement until it collapses, much as Tehran first agreed to a swap deal with the United States and its allies before backing away.

Iran now must present a letter to the International Atomic Energy Agency in Vienna explaining the details of the transaction, which U.S. officials privately hope will begin the process of unraveling it.



E.U. faces tough questions as euro continues to slide

By Anthony Faiola | Washington Post Foreign Service | Tuesday, May 18, 2010

LONDON -- The once-mighty euro, which briefly plunged to a four-year low against the dollar on Monday, may be doomed to keep falling whether or not European leaders can contain the region's roiling debt crisis.

The euro clawed back from a deep spiral in Asian trading Monday, closing down 0.2 percent at 1.239 against the dollar. But after its slide of almost 4 percent against the greenback over the past week, analysts say the euro's continued fall over the coming months may be inevitable given the economic turmoil gripping the region.

Assuming there is no full-blown run, the decline may not be all that bad for Europe -- a weaker currency, after all, would make German BMWs and Spanish wines cheaper overseas, heightening demand. By the same token, a surging dollar would make U.S. products less competitive.

For Europe, the real danger is yet to come. If the euro's fall accelerates, investors could begin to question the viability of what was considered the world's most ambitious monetary experiment when it was introduced 11 years ago. There could even be pressure to eject members of the 16-country eurozone if they cannot get their finances in order, although there is currently no mechanism to do so.

"There are still no guarantees the euro can pull through intact from this crisis," said Jane Foley, research director at Forex.com in London. "No matter how this goes, the euro is likely to suffer looking ahead."

The euro's fall was prompted by fears that the problems currently faced by Greece, with its mounting debt, will spread to other nations in the region, including Spain and Portugal. To ease those fears and prop up the euro, the European Union last week created a $1 trillion fund to help governments cope with their massive budget shortfalls and avoid defaults on obligations to investors. In addition, the European Central Bank agreed to buy up the debt of nations in crisis; it said Monday that it had already scooped up $20 billion worth of debt since last week.

Still, the rescue plan is contingent on Greece and other nations slashing government spending. Doing so might help them close their budget gaps, but it will probably slow economic growth and increase unemployment.

With Europe already expected to see only minimal growth this year, some analysts fear that new cuts could push the region back into recession, triggering a continued fall in the euro.

Conversely, if nations in crisis fail to make painful cuts -- giving into public pressure and labor unions -- the euro's fall could be even worse. Nations including Greece would likely be forced into defaulting with investors, pounding the already troubled banks and pension funds, particularly in Germany and France, that hold much of their debt. The fallout could spark another banking crisis like the one seen after the collapse of Lehman Brothers in late 2008, but this time centered in Europe.

"The euro is caught between a rock and a hard place at the moment, and it is hard to see how it can extract itself from this uncomfortable position in the near term at least," said Howard Archer, chief European economist for IHS Global Insight in London.

A currency's value is a reflection of the strength and credibility of the country -- or, in the euro's case, countries -- that use it. One of the currency's biggest problems remains the vast imbalances within the eurozone, which includes economic powerhouses like Germany and minnows like Greece.

German Chancellor Angela Merkel on Sunday conceded that the $1 trillion fund had only bought the region time to harmonize those differences, particularly when it comes to government deficits. Germany is pressing its neighbors to adopt balanced budget laws similar to one, passed last year, that set a firm cap on its national deficit.

Yet narrowing transnational differences won't be easy, in part because there is broad dispute over the E.U.'s ability to implement fiscal limits. Last week, after the E.U. executive body suggested that governments submit their national budgets for review -- before handing them over to their own legislatures -- several leading French political figures immediately protested that such a procedure would be unconstitutional. Politicians from other European countries voiced similar complaints, in effect killing the suggestion before it got off the ground.

There is a silver lining to the euro's decline. One of the biggest problems for countries such as Greece and Spain is the relative strength of the euro compared with their now-defunct national currencies -- a gap that has made their exports far less competitive. As the euro drops in value, particularly against the dollar and the Japanese yen, Greek cheeses and Spanish olive oils are becoming more cost-competitive exports.

"I think the bigger story is that the euro hasn't fallen more than it has given the kind of pressure it has come under," said Jakob von Weizsäcker, a fellow at Bruegel, a Brussels-based economic think tank. "This drop could actually help with the adjustment process that Europe needs to go through, and make the region healthier in the long run."

Correspondent Edward Cody in Paris contributed to this report.





UPDATE: Brazil Economy Prepared For Euro-Zone Contagion -Central Bank Chief

MAY 17, 2010, 1:00 P.M. ET

NEW YORK (Dow Jones)--The Brazilian economy is "well prepared" to handle a spillover effect from Europe, though it is too early to assess what kinds of challenges the country could face, Central Bank Governor Henrique Meirelles said Monday.

The worst case scenario, "as has happened before, but which we think is unlikely, could be problems with international channels of credit...and flow of funds," Meirelles said, speaking to reporters in New York.

He said he expects Brazil to be shielded due to "robust growth, led by domestic consumption which is anchored on job creation." He also said reserve levels are high and should help the economy withstand foreign shock. The central bank's foreign reserves are now around $250 billion.

Market participants around the world continue to question long-term fiscal and economic outlooks for several heavily indebted euro-zone members even after the passing of a nearly $1 trillion rescue package.

"We are prepared to face the crisis, if it happens," Meirelles said, adding that country is even better prepared than they were in 2008 when the decline of Lehman Brothers sent the global financial system on a downward spiral.

Economists at Brazil's largest private bank last week raised their growth expectation for the country to 7.5% from their previous forecast of 6.5%.

Higher growth forecasts have heightened concerns of Brazil's economy overheating and inflation becoming problematic.

But Meirelles downplayed fears of inflation getting out of control, saying that 2011 inflation targets have remained stable.

In addition, he said many analysts' expectations for Brazil's economic growth fail to factor in potential knock-on effect from European sovereign debt woes.

As part of the country's moves to maintain growth levels, monetary policy makers in April raised the key reference lending rate 75 basis points to 9.5%, their first rate hike in 20 months.

Just last week, Finance Minister Guido Mantega announced public sector spending cuts of 10 billion reals ($5.65 billion).

"The fiscal measures are very welcome," for keeping inflation at bay, Meirelles said.

The central bank will be publishing a new outlook on inflation next month, which will give a better indication of how tightening measures have worked.



Iran's Nuclear Coup
Ahmadinejad and Lula expose Obama's hapless diplomacy.

What a fiasco. That's the first word that comes to mind watching Mahmoud Ahmadinejad raise his arms yesterday with the leaders of Turkey and Brazil to celebrate a new atomic pact that instantly made irrelevant 16 months of President Obama's "diplomacy." The deal is a political coup for Tehran and possibly delivers the coup de grace to the West's half-hearted efforts to stop Iran from acquiring a nuclear bomb.

Full credit for this debacle goes to the Obama Administration and its hapless diplomatic strategy. Last October, nine months into its engagement with Tehran, the White House concocted a plan to transfer some of Iran's uranium stock abroad for enrichment. If the West couldn't stop Iran's program, the thinking was that maybe this scheme would delay it. The Iranians played coy, then refused to accept the offer.

But Mr. Obama doesn't take no for an answer from rogue regimes, and so he kept the offer on the table. As the U.S. finally seemed ready to go to the U.N. Security Council for more sanctions, the Iranians chose yesterday to accept the deal on their own limited terms while enlisting the Brazilians and Turks as enablers and political shields. "Diplomacy emerged victorious today," declared Brazil's President Luiz Inácio Lula da Silva, turning Mr. Obama's own most important foreign-policy principle against him.

The double embarrassment is that the U.S. had encouraged Lula's diplomacy as a step toward winning his support for U.N. sanctions. Brazil is currently one of the nonpermanent, rotating members of the Security Council, and the U.S. has wanted a unanimous U.N. vote. Instead, Lula used the opening to triangulate his own diplomatic solution. In her first game of high-stakes diplomatic poker, Secretary of State Hillary Clinton is leaving the table dressed only in a barrel.

So instead of the U.S. and Europe backing Iran into a corner this spring, Mr. Ahmadinejad has backed Mr. Obama into one. America's discomfort is obvious. In its statement yesterday, the White House strained to "acknowledge the efforts" by Turkey and Brazil while noting "Iran's repeated failure to live up to its own commitments." The White House also sought to point out differences between yesterday's pact and the original October agreements on uranium transfers.

Good luck drawing those distinctions with the Chinese or Russians, who will now be less likely to agree even to weak sanctions. Having played so prominent a role in last October's talks with Iran, the U.S. can't easily disassociate itself from something broadly in line with that framework.

Under the terms unveiled yesterday, Iran said it would send 1,200 kilograms (2,646 lbs.) of low-enriched uranium to Turkey within a month, and no more than a year later get back 120 kilograms enriched from somewhere else abroad. This makes even less sense than the flawed October deal. In the intervening seven months, Iran has kicked its enrichment activities into higher gear. Its estimated total stock has gone to 2,300 kilograms from 1,500 kilograms last autumn, and its stated enrichment goal has gone to 20% from 3.5%.

If the West accepts this deal, Iran would be allowed to keep enriching uranium in contravention of previous U.N. resolutions. Removing 1,200 kilograms will leave Iran with still enough low-enriched stock to make a bomb, and once uranium is enriched up to 20% it is technically easier to get to bomb-capable enrichment levels.

Only last week, diplomats at the U.N.'s International Atomic Energy Agency reported that Iran has increased the number of centrifuges it is using to enrich uranium. According to Western intelligence estimates, Iran continues to acquire key nuclear components, such as trigger mechanisms for bombs. Tehran says it wants to build additional uranium enrichment plants. The CIA recently reported that Iran tripled its stockpile of uranium last year and moved "toward self-sufficiency in the production of nuclear missiles." Yesterday's deal will have no impact on these illicit activities.

The deal will, however, make it nearly impossible to disrupt Iran's nuclear program short of military action. The U.N. is certainly a dead end. After 16 months of his extended hand and after downplaying support for Iran's democratic opposition, Mr. Obama now faces an Iran much closer to a bomb and less diplomatically isolated than when President Bush left office.

Israel will have to seriously consider its military options. Such a confrontation is far more likely thanks to the diplomatic double-cross of Turkey's Recep Tayyip Erdogan and Brazil's Lula, and especially to a U.S. President whose diplomacy has succeeded mainly in persuading the world's rogues that he lacks the determination to stop their destructive ambitions.



Iran's Sketchy Uranium Deal

May 17, 2010

The Iranian nuclear "deal" announced on May 17 is an exceedingly odd one: It includes only one of the parties to the underlying dispute. The United States and its European partners are now in an uncomfortable jam.

The fuel-swap deal agreed to (Guardian) last October--before Iran scuttled it (AFP)--was never intended to solve the nuclear problem brought on by Iran's insistence on developing a uranium enrichment program (which gives it the option of building a nuclear arsenal). The goal was to jumpstart diplomatic negotiations while building mutual confidence. This new plan may do the former (though neither Iran nor anyone else has promised to return to the table), but it will not do the latter.

Iran says that it will continue to enrich uranium to 20 percent, in flagrant violation of UN Security Council demands, helping strengthen its ability to covertly produce highly enriched uranium. And the way the "deal" has been announced--it is designed to squeeze the United States by making it look like the bad guy if it says no--certainly will not build any confidence.

The announcement, made by Brazil and Turkey, obviously complicates (Politico) efforts to impose a new round of sanctions on Iran. It also signals problems for the ongoing NPT Review Conference. The United States and its allies would (reasonably) like an agreement that states in violation of the NPT be barred from trade in sensitive technologies. But the announcement affirms a "right of all State Parties, including the Islamic Republic of Iran, to develop research, production, and use of nuclear energy (as well as nuclear fuel cycle including enrichment activities) for peaceful purposes without discrimination." This augurs poorly for Brazilian cooperation on any enrichment constraints.

The right choice for the United States may ultimately involve welcoming the announced fuel swap. But the political difference between this and the deal that was struck last October is stark. No one should breathe easier about the Iranian program as a result.



Why Brazil is a Broker with Iran

May 17, 2010

Iran on May 17 signed an agreement brokered by Brazil and Turkey to ship low-enriched uranium to Turkey in exchange for nuclear fuel for its medical research reactor. It is not clear whether the agreement will frustrate a U.S.-sponsored new round of sanctions by the UN Security Council. Nor is it clear that the Iranians will be reliable partners when it comes to implementation. To many in Washington, Brazil has been "naïve," playing the role of Iran's "useful idiot." Others see Brazil's move as more perniciously anti-American, the combination of rooted nationalism and an upcoming presidential race.

However the latest chapter of this crisis unfolds, it is important to understand Brazil's new diplomatic assertiveness. In the past few years, Brazil opened more than thirty new embassies in Africa, and the government of President Luiz Inacio Lula da Silva launched a Middle East policy that includes growing trade and political consultations with Iran, the Arab world, and Israel. The dominant perception in Brasilia today is that problems diplomats could afford to ignore only a few years ago now require a response. As is normally the case with rising powers, Brazil is now redefining its own national interests in ever-expanding terms.

Brazil, currently a nonpermanent member of the Security Council, has insisted that UN sanctions against Iran will be both ineffective and counterproductive. It shares the view held by a number of developing-world nations that the Nonproliferation Treaty has become a tool for the strong to lay down the law on the weak at their own discretion. Nuclear Israel and India will not be punished for sitting outside the regime, and may even be rewarded, say these countries, but Iran will be denied its rights under the NPT to enrich uranium to fuel a medical research reactor. No wonder, the argument goes, countries will have an incentive to abandon a regime that is in need of deep repair. Here Brazil believes it has the moral authority to speak up because it is the only non-nuclear member of the BRIC group (the major emerging-nations group that includes Russia, India, and China) and because it has willingly relinquished any ambitions to acquire a nuclear weapon.

This policy trend is unlikely to change no matter who succeeds Lula in the October presidential elections. There might be a partial pullback from current diplomatic exposure in places like Africa or the Middle East, and even a change in rhetoric. But the quest for upward mobility will remain in place, and so will the fundamental belief that the winds are blowing to Brazil's favor. As U.S. Ambassador to Brasilia Tom Shannon recently put it (FT), "As Brazil becomes more assertive globally and begins to assert its influence, we are going to bump into Brazil on new issues and in new places." This is because in the Brazilian view, existing models of governance have failed to produce a fair and stable international system.



The revenge of the middle powers


Brazil and Turkey's announcement of a nuclear fuel deal with Iran has done more than complicate U.S. plans for a U.N. sanctions resolution. It also threatens, or promises, to upend the political order that has held sway in the Security Council for decades -- one in which the five permanent members of the U.N.'s most powerful body make all the critical decisions on key security matters.

Not since the run-up to the Iraq war have the council's middle and small powers sought to foil the ambitions of the big five. Despite intense pressure from the United States, Mexican ambassador Adolfo Aguilar Zinser and Chile's envoy Juan Gabriel Valdés refused to back the U.S. drive to war. They were both driven from their jobs (Zinser after ripping the U.S. for cultivating "a relationship of convenience and subordination"), and the United States invaded anyways.

In announcing today's deal, Brazil's Foreign Minister Celso Amorim and his Turkish counterpart Ahmet Davutoglu made it clear that they were rejecting the Obama administration's case for sanctions and asserted Iran is entitled to its rights, under the 1970 Nuclear Non-Proliferation Treaty (NPT), to enrich uranium and develop its own capacity to produce nuclear fuel for peaceful nuclear power. Today's pact makes no mention of the three U.N. Security council resolutions demanding that Tehran cease its enrichment of uranium until it can persuade the International Atomic Energy Agency (IAEA) that it is being used solely for peaceful purposes. "This plan is a route for dialogue and takes away any grounds for sanctions," Amorim told reporters in Tehran.

The move reflects deeper reservations among many key middle powers -- including countries like Egypt, Indonesia, and South Africa -- that the big five powers are preparing to use this month's ongoing NPT review conference in New York to impose greater restraints on the rights of developing countries to develop nuclear fuel programs in the name of preventing proliferation. They fear that any effort to restrict Iran's right to develop its own fuel might be used against them in the future.

Addressing the General Assembly last month, Egypt's U.N. ambassador, Maged Abdelaziz, who chairs the 118 nation Non-Aligned Movement, said it is crucial to "preserve the right of non-nuclear powers to the peaceful use of nuclear energy, and not to allow a fuel bank or any kind of supply arrangement that is going to decide on behalf of the countries concerned what are their developmental needs and how [they should] deal with this fuel."

The accord may be sufficient to drive a wedge between the United States and its European allies, on the one hand, and Russia and China, on the other. Moscow and Beijing have both professed their preference for a negotiated settlement over Iran's nuclear program. And they have both pressed Iran to accept the fuel swap as a way of showing it is serious about resolving the nuclear standoff.

The Britain, France, Germany, and the United States favor a fuel swap as a confidence-building measure aimed at enhancing international trust in Tehran's nuclear intentions. But they harbor suspicions that Iran has cut the deal to evade U.N. sanctions and that it has no intention to adequately addressing international concerns about its nuclear activities.

White House spokesman Robert Gibbs delivered a carefully measured response to the nuclear pact, saying the U.S. welcomed the deal to ship nuclear fuel off Iranian soil, but that Tehran's assertion that it will continue enriching uranium "is a direct violation of U.N. Security Council resolutions." He urged Iran to report the agreement immediately to the IAEA, where its commitment can be tested.

Gibbs said the U.S. would continue to press Iran to "demonstrate through deeds-and not simply words-its willingness to live up to international obligations or face consequences, including sanctions." He said that the U.S. expected Iran to comply with all U.N. resolutions, including those calling for full cooperation with IAEA inspectors and the suspension of Iran's enrichment of uranium. "Given Iran's repeated failure to live up to its own commitments, and the need to address fundamental issues related to Iran's nuclear program, the United States and the international community continue to have serious concerns," he said.

Despite their frustrations, U.S. officials were cautious not to criticize the Brazilian and Turkish role in pushing a deal that is all but certain to weaken their case for sanctions. The approach contrasted with that of the Bush administration, which initial sought to punish former allies that opposed its quest for a war resolution in Iraq, according to U.N. diplomats.

In the aftermath of the invasion, "allies loyal to the United States were rejected, mocked, and even punished" for their refusal to back a U.N. resolution authorizing military action against Saddam Hussein's government, Chilean U.N. ambassador Heraldo Muñoz wrote in a book on the matter.

But the latest deal came under fire from analysts who said it would do nothing to stop Iran's uranium enrichment and would leave Iran with enough low-enriched uranium to be reprocessed into weapons-grade fuel if Tehran acquires the technological knowhow to do it. "This is a poorly negotiated deal that doesn't serve U.S. interests and may only worsen the situation," said David Albright, a former U.N. nuclear weapon inspector who tracks Iran's nuclear program. "Here you have a subgroup of nations weighing in and saying the enrichment program is not subject to further negotiations."

The arrangement requires Iran to ship 1,200 kilograms of low-enriched uranium to Turkey within the next month. In exchange, Iran will receive fuel rods containing 120 kilograms of a more purified form of reprocessed uranium for Iran's Tehran medical reactor within one year. If any provision of the pact is breached, Turkey would be required to return the uranium to Iran. Turkey and the IAEA (which has not yet signed on) will monitor the stored uranium in Turkey.

The deal hinges on Tehran's ability to negotiate a deal with the France, Russia, the United States, and the IAEA (the so-called Vienna group) to assure the delivery of fuel rods for the research reactor to Iran. "The nuclear fuel exchange is a starting point to begin cooperation and a positive constructive move forward among nations," according to the pact. It should replace and avoid "all kinds of confrontation through refraining from measures, actions, and rhetorical statements that would jeopardize rights and obligations under the NPT."

Iran first expressed interest in the fuel swap after the IAEA presented the proposal to Tehran in October. But Iran quickly reversed course. In the weeks leading up to the deal, the United States has expressed skepticism over Iran's intention to implement a fuel swap. "I have told my counterparts in many capitals around the world that I believe that we will not get any serious response out of the Iranians until after the Security Council acts," Secretary of State Hillary Clinton said.



The decline and fall of America's supporters?
Posted By Daniel W. Drezner | Monday, May 17, 2010 - 1:00 PM

If realists have a literary trope, it's talking about the decline and fall of great powers -- and Steve Walt does not disappoint in this post about, "the impending end of the Atlantic Era."

He makes a good case. The European project as we know it is in serious trouble. The United States is in much better shape. That said, there are weeks when we no longer seem like the center of the diplomatic universe. Brazil and Turkey are negotiating deals with Iran, and regionalism in the Pacific Rim seems to be passing America by.

Still, my take is that what's going on is a combination of two separate problems. If either one is fixed, then I suspect that the shift in greast power politics will not be terribly acute.

The first is the decline in the "supporters" of the U.S.-led system -- Japan and Europe. International relations theory likes to stress the importance of hegemonic states. When it comes to creating stable world orders, however, this only works when supporter states are willing to sign up (click here and here for scholarly takes on this point). I agree with Walt that, in the near term at least, both of America's principal supporters are going to be turning inward.

The second is whether the United States can adapt to this shift in the distribution of power, and here I'm on the fence. There are ways in which U.S. support for the shift from the G-8 to the G-20 showed some creative adaptation to new realities. The G-8 was overweighted towards European countries, exaggerating their influence. In shifting from the G-8 to the G-20, EU members saw their power diluted. The United States, in contrast, maintains stronger bilateral ties with each of the other G-20 members than most do with each other. If one thinks of the United States as the central node in a more networked governance arrangement, then one can see how the reforms made to date do not weaken American influence.

The thing is, this only holds if rising powers such as Brazil and India want to be supporters of a U.S.-led system, or if they want to posit an alternative. This is where some of that strategic vision and adroit diplomacy that the Obama administration allegedly possesses in ample quantities would make a difference. To date, however, that is not what I see from this administration. To be fair, they were handed a foreign policy mess, and have done an admirable job of accelerating the clean-up that began in the Bush administration's last two years. What they have not done -- yet -- is articulate a message that will win it new supporters in world politics.

The National Security Strategy is due to be rolled out any week now, and this is precisely the kind of issue it needs to address. So I'll be paying very close attention to see if the strategy document addresses this problem.




Argentina empezó a levantar las barreras a productos de Brasil
Durante el fin de s Durante el fin de semana, se liberó el ingreso a camiones que transportaban pollos y otros alimentos. Dicen que fue para bajar el tono a la polémica durante el viaje de Cristina a la cumbre entre Europa y el Mercosur. Y para evitar represalias.

18/05/2010 | Por: Eleonora Gosman

Así como llegó en silencio, sin que mediara comunicación oficial de gobierno a gobierno, la medida verbal del secretario de Comercio Guillermo Moreno -quien avisó que se restringirá el ingreso de alimentos procedentes de Brasil similares a fabricados en Argentina- ingresó en vías de ser levantada.

Hubo un gesto de liberar camiones que transportaban productos avícolas hacia Buenos Aires y que estaban detenidos en la frontera. Pero fuentes empresariales de la capital paulista dijeron a este diario que aún no desaparecieron todos los problemas.

Lo que había, señalaron a esta corresponsal, fue una decisión de bajar el tono de la polémica mientras dure la cumbre de Mercosur y Unión Europea, en el marco de la cita América Latina-Europa ocurrida en Madrid, para retomar las negociaciones de libre comercio entre ambos bloques. En San Pablo cuestionan la "falta de sentido de oportunidad" del gobierno argentino de haber planteado el freno a importaciones de alimentos, tanto de Europa como de Brasil, apenas una semana antes de realizarse esa cita entre las dos partes, luego que las discusiones comerciales fueran congeladas en 2004.

En los entornos de la Federación de Industrias del Estado de San Pablo no ocultaron su extrañeza respecto de las declaraciones de la presidenta Cristina Fernandez de Kirchner quien en Madrid negó la existencia de restricciones comerciales.

Desde la semana pasada, la FIESP reclamaba en forma insistente que Argentina había puesto barreras a productos brasileños sin siquiera avisar a las autoridades nacionales. Hasta el canciller Celso Amorim debió salir a expresar la preocupación que causaban esas trabas. Y el ministro de Desarrollo e Industria Miguel Jorge tuvo que comunicarse con su colega Débora Giorgi para saber de qué se trataba y reclamar por camiones de comestibles perecederos que estaban frenados. Las autoridades aduaneras el sábado pasado levantaron, literalmente, las barreras. Pero los empresarios temen para la falta de garantías: "No sabemos si el gobierno argentino no volverá a aplicar ese tipo de restricciones".

Ayer, en Madrid, Cristina Kirchner negó que existan bloqueos informales contra alimentos europeos y brasileños. En efecto no hubo papeles, ni siquiera circulares internas. Pero sí una charla entre Moreno y los mayoristas de alimentos cuyos términos trascendieron inmediatamente. En esa conversación el secretario de Comercio había advertido a los grandes supermercados que debían eliminar de las góndolas productos enlatados o congelados que pudieran desplazar a las marcas nacionales. Se habló de latas de tomates italianas, de aceites vírgenes españoles y de granos de choclo brasileños. También se supo que habían caído en desgracia aves y sus derivados, lo que afectaría a sectores muy poderosos de la industria paulista. A estos sectores pertenecían los camiones cuyo paso fue liberado durante el fin de semana. Y también pasaron choclos en lata y carnes elaboradas.

Lo cierto es que no solo protestó Brasil. También la Unión Europea criticó en un comunicado las obstrucciones argentinas. Ayer, la Presidenta -que tiene la misión de conducir las negociaciones con la Unión Europea hasta julio próximo por ser la titular pro tempore del Mercosur- se defendió en forma indirecta al señalar que el "proteccionismo no está solo en las aduanas y en los puertos" sino también en los subsidios de los gobiernos a los productores domésticos. Es la queja principal que enarbola la Argentina contra Europa, y también contra Brasil. Esto es lo que abona el temor empresarial brasileño, especialmente en San Pablo, donde descreen de un retroceso argentino durable respecto de las trabas a los alimentos importados.



Argentina niega trabas a importar alimentos
Realidad. Hay empresas locales a las que los súper les suspendieron pedidos

18/05/2010

La presidenta argentina, Cristina Fernández, negó ayer que su gobierno haya impuesto restricciones a la importación de alimentos. Importadores de ese país recibieron la noticia como un "alivio" pero en Uruguay las ventas siguen suspendidas.

"No hubo restricciones de ninguna manera a las importaciones de alimentos``, dijo ayer la mandataria argentina en Madrid ante los reclamos de la Unión Europea y los países de la región por el anuncio que hizo el secretario de Comercio Interior, Guillermo Moreno, a las cadenas de supermercado de restringir las compras de productos que tengan un sustituto de industria nacional.

Esta medida ya complicó las exportaciones de Monte Cudine en Uruguay -que vio suspendidas las ventas de sopas y arroz saborizado- al tiempo que la Unión de Exportadores estimó que podría perjudicar a unas 70 pymes que exportan alimentos a la vecina orilla. La Unión de Exportadores incluso planteó el tema al gobierno y reclamó aplicar medidas extremas.

La semana pasada, embajadores de países de la Unión Europea (UE) también expresaron su preocupación ante la Comisión de Relaciones Exteriores de la UE por el supuesto plan de Argentina de limitar el ingreso de ciertos productos que compiten con alimentos que se producen en ese país.
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"No tenemos que asustarnos de que haya intereses comerciales de un lado y del otro. Tenemos que ser muy sensatos, realistas, inteligentes, y ver la película entera y no la paja en el ojo ajeno``, señaló Fernández ayer en declaraciones que recogió el canal Todo Noticias.

"Una visión más completa nos va a permitir encontrar soluciones a escala global de los problemas que estamos teniendo``, agregó.

La supuesta limitación a la entrada de alimentos, anunciada verbalmente por el secretario de Comercio Interior, Moreno, a los supermercados, pretende proteger a la industria nacional ante un posible aumento de importaciones desde Europa por la creciente depreciación del euro, pero por las dudas de recibir sanciones las cadenas ya lo extienden a otros países. La UE había expresado en un comunicado la semana pasada que "tales restricciones, de concretarse, serían incompatibles con la normativa de la Organización Mundial de Comercio y con los compromisos adquiridos por Argentina en el marco del G-20``.

Brasil, primer socio comercial de Argentina, también expresó su inquietud por este asunto e incluso dijo que tomaría represalias de mantenerse las trabas.

En medio de la polémica, la ministra de Industria, Débora Giorgi, intentó poner "paños fríos" a esta situación y dijo días atrás que "van a ingresar todos los productos importados que el mercado demande``. Sin embargo, en los hechos algunos importadores argentinos de alimentos ya estaban cancelando los pedidos de compras.

"Alivio". Esa fue la sensación con la que la Cámara de Importadores argentina (CIRA) se quedó ayer luego de escuchar la declaraciones en España de la presidenta argentina.

El encargado de Relaciones Institucionales de esta cámara, Miguel Ponce, dijo ayer que los comentarios de la mandataria trajeron "tranquilidad" y "alivio" y anunció que la solución al conflicto esta más cerca.

Esta gremial mantuvo ayer una reunión con Moreno, para analizar cuáles son las dificultades que enfrentan algunos sectores en las aduanas. Precisamente ayer el gobierno argentino liberó algunos camiones brasileños de choclo que estaban detenidos en la frontera.

En ese sentido, para medios brasileños hubo presiones de la Unión Europea y Brasil y, por eso, el gobierno argentino se vio obligado a flexibilizar la decisión de restringir la importación de alimentos no frescos.

Por otro lado, Ponce informó que luego del encuentro con Moreno cada sector importador presentará en una próxima reunión con el secretario de Comercio Interior cuáles son las dificultades puntuales que tiene cada uno para luego plantearle un propuesta integral para terminar con el conflicto.

"El objetivo que tenemos es que los alimentos continúen llegando a la mesa de los argentinos en precio y forma", declaró. En base a AP y La Nación



Acuerdo Argentina-Brasil permite saltear el puerto
Privados. Protestan porque buques no paran en Montevideo

18/05/2010

Según el Centro de Navegación, Argentina está trabando el tránsito de mercadería por el puerto de Montevideo. Un acuerdo bilateral con Brasil permite que mercadería argentina con destino a Brasil no ingrese a terceros puertos.

"Lo que detectamos y tenemos pruebas es que la Secretaria de Puertos y Vías Navegables de Argentina está trabando el tránsito por el puerto de Montevideo de las exportaciones desde ese país a Brasil", dijo a El País el presidente del Centro de Navegación Mario Baubeta. "Investigan para otorgar a buques de tercera bandera permiso de transporte de productos desde Argentina a Brasil y si hacen escala en Montevideo no se los dan", agregó.

Para el empresario esto puede tener consecuencias muy negativas para el país por la pérdida del pasaje de miles de contenedores por la terminal portuaria capitalina y afecta el proyecto de país logístico que impulsa el gobierno y que Montevideo sea un puerto hub (de distribución de carga).

Expresó que el tema le fue comunicado al canciller Luis Almagro el pasado viernes siete de mayo, a quien le plantearon la inquietud de que el asunto fuera parte de la negociación con el gobierno argentino. "La Cancillería lo tomó con mucha responsabilidad, porque puede afectar la logística del país", afirmó Baubeta.
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La organización que preside mantendrá una reunión con el agregado comercial argentino Atilio Berardi, que pidió el encuentro, de quien aguardan explicaciones por esta situación.

Emilio Cazalá, periodista especializado en temas marítimos, fluviales y portuarios de El País, explicó que existe un acuerdo bilateral entre Argentina y Brasil, por el cual las mercaderías argentinas no pueden ser transbordadas a otro puerto, sino directamente al país de destino. Agregó que este es un tema que Uruguay puede plantear en el Mercosur, porque se trata de un acuerdo extra bloque entre dos miembros del acuerdo regional.

Cazalá señaló que este acuerdo bilateral afecta el transporte de productos perecederos de la Patagonia, que suelen transitar por Montevideo con destino a Brasil y que a veces van directamente al país norteño. Añadió que esto perjudica al puerto de Montevideo, pero no a las compañías navieras. En tanto, fuentes de la Cancillería y de la Administración Nacional de Puertos (ANP) consultadas por El País coincidieron en que este tema "no está formalmente en la agenda", con Argentina, pero no descartaron incorporarlo.

Pérdidas. Para Baubeta, la amenaza no es sólo por la pérdida de cargas en tránsito, sino también porque esto generara menos posibilidad de bodegas para trasladar exportaciones.

Alertó que la medida puede llevar a armadores a reprogramar su trafico, dejando al puerto de Montevideo por fuera. Expresó que más del 50% de la mercadería que pasa por el puerto de Montevideo es en tránsito y un gran porcentaje "está amenazado" por esta medida. Según Baubeta "se está hablando de 100 mil contenedores en el peor de los casos".

Dijo que "ya se está notando" el efecto nocivo de esta medida, de la que se beneficia el estado de Río Grande del Sur (Brasil).

"Un empresario argentino que exporta a Brasil tiene que embarcar en buque con bandera argentina o brasileña. Si no las hay, pueden darse waivers (permisos) a terceras banderas. Armadores han contratado buques de menor porte para trasladar mercadería entre el Sur argentino y Montevideo, que luego siguen a Brasil. Pero, si no lo pueden hacer, evitan Montevideo y esto beneficia a Rio Grande", explicó "Hay una acción decidida y persecutoria para que las cargas no hagan Montevideo", sostuvo Baubeta.

Indicó que hay un borrador de acuerdo de transporte marítimo del Mercosur -que se concretó en una reunión a la que la delegación uruguaya no concurrió-, cuyo articulado establece que servicios dentro de puertos de Mercosur para terceros países también deben ser con buques con bandera del Mercosur.

Consideró que esto beneficiaría directamente a Brasil y que es "un ataque al tránsito por Uruguay", puesto que estos países "no quieren que su carga transite por acá".El Centro de Navegación es una asociación civil sin fines de lucro fundada en 1916. Está constituida por empresas y entidades establecidas en el país vinculadas al transporte por agua, a la actividad portuaria y al comercio internacional. Reúne a los agentes marítimos, operadores portuarios, terminales de contenedores y depósitos particulares de carga.
Una nutrida agenda

Los presidentes de Argentina y Uruguay, Cristina Fernández y José Mujica, se reunirán el próximo viernes 4 de junio en la estancia presidencia de Anchorena (Colonia), con un amplio temario referido a las relaciones bilaterales entre ambos países.

Al bloqueo del puente San Martín que une Gualegaychú con Fray Bentos y que realizan "ambientalistas" argentinos y el monitoreo conjunto de la calidad de las aguas del Río Uruguay (que se analiza en el ámbito de la Caru), se suman otros asuntos que el gobierno uruguayo considera prioritarios.

Entre ellos se encuentran el dragado del canal Martín García, los avances en el tráfico de gas boliviano a través de Argentina hacia Uruguay y las trabas comerciales del país vecino que perjudican el acceso de productos nacionales a ese mercado.

En el encuentro entre los mandatarios también está previsto que participen unos 8 ministros de cada país, cuyas áreas guardan relación con los temas a tratar.
El País Digital





Thomson Reuters se quedó con una editorial jurídica de Brasil

Martes 18 de mayo de 2010

La editorial estadounidense Thomson Reuters anunció ayer que se quedó con la editora brasileña Revista Dos Tribunais, una de las más reconocidas del mundo jurídico. Los términos y condiciones del acuerdo no fueron divulgados. La profesión jurídica en Brasil es de gran magnitud y se encuentra en constante crecimiento, a tal punto que en la actualidad cuenta con el mayor índice de abogados per capita, después de Estados Unidos. Al mismo tiempo, tiene una base creciente de estudios jurídicos grandes y medianos. La adquisición de Revista dos Tribunais presenta una oportunidad estratégica para Thomson Reuters. Luego de esta operación, la empresa estadounidense intentará transformarse en líder en servicios de información, software y servicios online de avanzada para la industria de la información jurídica brasileña, que hasta el momento se encuentra principalmente en soportes en papel.




Se debilita el real en Brasil por tercer día seguido

Martes 18 de mayo de 2010

El real brasileño cayó ayer por tercer día consecutivo, presionado por un movimiento global de aversión a los activos de riesgo que provocó la crisis de deuda que hoy sufre Europa. La moneda se depreció 0,44%, hasta cerrar en 1,812 para la venta en el mercado interbancario de Brasil. "La fuente de preocupación es el mercado europeo. Pese a la aprobación del paquete (de ayuda financiera) aún se ve mucha incertidumbre, lo que provoca aversión al riesgo", explicó José Roberto Carreira, gerente de cambio de Fair.

Con todo, ayer se percibió algún respiro en el mercado paulista luego de que se conociera que la inflación, medida en siete de las mayores ciudades de Brasil por el índice de precios IPC-S, de la Fundación Getulio Vargas, se desaceleró más de lo esperado en la segunda semana de mayo, al redondear un avance de apenas 0,64%. La suba de precios es una de las granes razones que está impulsando al Banco Central de Brasil a elevar las tasas de interés de referencia de la economía y desalentar, así, el crecimiento económico.

Ahora, los analistas esperan que el banco central eleve en 75 puntos básicos la tasa Selic, a 10,25%, el próximo 9 de junio, y que concrete de este modo el segundo incremento consecutivo.

Así y todo, el mercado prevé que la economía se expandirá un 6,3% este año, y que marcará así el ritmo más rápido desde 1986, cuando el producto bruto interno de Brasil creció 7,49%.

Ayer, el jefe del banco central de ese país, Henrique Meirelles, aseguró que las expectativas de inflación para el próximo año son "relativamente estables" y que, además, Brasil "se comprometió a reducir la inflación a la meta que fue fijada por el banco".


Buenas noticias del principal comprador argentino
Brasil a full: dato récord de empleo y gran previsión de crecimiento
La generación de puestos se dio en el terreno formal, informó el Ministerio de Trabajo del vecino país. El pronóstico de expansión fue hecho sectores empresarios y bancarios.

AGENCIAS San Pablo ()

Martes 18 de mayo de 2010

La economía de Brasil creó una cifra récord de empleos formales para abril, dijo hoy el Ministerio del Trabajo, remarcando la fuerza del crecimiento en la mayor economía de Latinoamérica.

Brasil añadió 305.068 empleos formales en abril, en el cuarto mes consecutivo de aperturas de plazas laborales, agregó el ministerio.

Por su parte, la principal patronal industrial de Brasil y los analistas del sector bancario elevaron hoy sus previsiones de crecimiento de la economía del país para este año, que como mínimo se expandirá un 6%, según sus cálculos.

La Confederación Nacional de la Industria (CNI) elevó medio punto sus previsiones, hasta una subida del 6% del Producto Interior Bruto (PIB), un salto que se apoyará principalmente en la mejoría de la industria, según una nota divulgada por el ente económico.

Los cálculos del mercado bancario son aún más optimistas y predijeron una mejoría de la economía del orden del 6,30%, según el boletín semanal del Banco Central, también divulgado hoy.

La economía brasileña ha creado un total de 962.327 empleos formales en lo que va del año y espera acabar el año con 2,5 millones de nuevas plazas, dijo a periodistas en Brasilia el ministro del Trabajo, Carlos Lupi.

En mayo, el país debería registrar la creación de entre 240.000 y 280.000 empleos formales, añadió Lupi.

Las cifras de empleo fueron dadas a conocer sólo días después de que el Gobierno tomó medidas para enfriar la economía, que muchos afirman que está en peligro de sobrecalentarse.

El Ministerio del Trabajo dijo la semana pasada que planea recortar su presupuesto 2010 en 10.000 millones de reales adicionales (casi 5.500 millones de dólares), con lo que los recortes presupuestarios totales llegarán a un 1 por ciento del Producto Interno Bruto (PIB).

La mayor parte la fuerza de trabajo brasileña no está registrada en el Ministerio del Trabajo y pertenece a la vasta economía informal. El Gobierno del presidente Luiz Inácio Lula da Silva busca incrementar el número de empleos formales en el país.




EL PRESIDENTE LULA FIRMÓ NUEVOS TRATADOS ECONÓMICOS CON SU PAR IRANÍ
Irán, Turquía y Brasil alcanzan un acuerdo sobre combustible nuclear
El pacto, al que se llegó tras 18 horas de negociaciones, podría ayudar a terminar el enfrentamiento diplomático de Teherán con Occidente por su programa nuclear

REUTERS Teherán ()

Martes 18 de mayo de 2010

El ministro de Asuntos Exteriores de Turquía, Ahmet Davutoglu, anunció ayer un acuerdo entre Irán, Turquía y Brasil sobre el procedimiento para el intercambio de uranio poco enriquecido iraní por uranio con un mayor grado de pureza. "Sí, se logró tras casi 18 horas de negociaciones", expresó el ministro.


Davutoglu matizó que el anuncio formal del acuerdo se realizará hoy una vez que los presidentes de Brasil e Irán y el primer ministro turco revisen el texto.

El brasileño Luiz Inacio Lula da Silva se encontraba de visita oficial en Teherán, mientras que el primer ministro turco Recep Tayyip Erdogan realizó un viaje sorpresa a la capital iraní para que los tres se pudieran entrevistar con el presidente iraní, Mahmud Ahmadineyad, en un encuentro que posibilitó el acuerdo final.

Un acuerdo respaldado por la ONU ofreció a Irán en octubre enviar a Rusia y Francia 1.200 kilogramos de su uranio de bajo enriquecimiento -suficiente para fabricar una bomba nuclear si es purificado- para convertirlo en combustible que sería usado en un reactor de investigación en Teherán.

Posteriormente, Irán dijo que sólo intercambiaría su uranio por material altamente purificado y que ello sólo ocurriría en su propio territorio, condiciones que las otras partes del acuerdo consideraron inaceptables.

"Voy a Irán porque se agregará una cláusula a la propuesta que dice que el intercambio tendrá lugar en Turquía", dijo el líder turco.

Lula también dijo a periodistas que "el nivel de esperanza ha aumentado".

Aliados estratégicos

En la reunión celebarada con el líder iraní, Lula también acordó la apertura de un línea directa de crédito de 1.000 millones de euros a cinco años para facilitar el acceso a la financiación de empresas mutuas que quieran invertir en Irán o Brasil. El objetivo es eludir a intermediarios y otros organismos internacionales, explicaron los mandatarios. También firmaron acuerdos petroleros y tecnológicos.

Lula partió ayer a España donde participará de la Cumbre UE-América latina (Ver pág. 3)

segunda-feira, 17 de maio de 2010

Clipping Internacional, 17 de maio de 2010


EU-Latin America summit: role reversal?

May 16, 2010 7:03pm

Latin American and European Union heads of state are getting together in Madrid for a summit starting on Monday against an eerily familiar backdrop of double-digit budget deficits, heavy sovereign debt loads, intervention from the International Monetary Fund and violent street protests. The only difference this time is that it is Europe - and not Latin America - is causing all the problems.

The irony of this upside-down world will not be lost on Latin American politicians used to being lectured by the developed world on prudent economic management. The likes of the outspoken Brazilian president Luiz Inácio Lula da Silva may be unable to avoid a touch of schadenfreude. And European Union leaders will do well to swallow their pride and listen hard.

Whatever the tone of the two-yearly encounter between the two regions, Latin American delegates, with perhaps a couple of exceptions, can probably be relaxed about the possibility of serious contagion from their crisis-besieged counterparts across the Atlantic.

Brazilian finance minister Guido Mantega said as much at a recent conference in Rio de Janeiro. "Europe's crisis isn't going to hurt Brazil," he said. "There may be some turbulence in financial markets, but it will pass."
Citigroup, in a recent report, sent a similar message. It says that while mild contagion in Latin American financial markets is inevitable, the region's diversity of export markets should provide a cushion against the impact of weak growth or contraction in Europe. It calculates that exports to the worst-affected economies - namely Portugal, Ireland, Italy, Greece and Spain - account for just 10 per cent of total shipments from Latin America. And rather than exporting problems from their domestic market, Spanish companies are building up their Latin American businesses to offset declining profits at home.
Going further, Mauricio Cárdenas, director of the Latin American Initiative at the Brookings Institution, suggests the EU crisis could actually benefit Latin American "Latin America now looks as risk-free as any area in the world," he said in a recent interview for the Inter-American Dialogue. "So I think we'll see a surge in capital flows and compression in spreads in the next few months."

These are strange times, indeed.


 


Emerging markets: Case studies

By James Lamont, Richard Lapper and Adam Thomson | Published: May 17 2010 03:00

Last updated: May 17 2010 03:00

Bharti Airtel

Mobile & Telecoms

Bharti Airtel, India's largest mobile network, made no secret of the fact that it wanted to make a big international acquisition. It had unsuccessfully pursued MTN, the South African mobile operator, on two separate occasions.

A deal in the region to purchase Warid Telecom, a Bangladeshi mobile network, was not enough to slake its thirst for overseas expansion. So once more it turned to Africa.

Sunil Bharti Mittal, the chairman of parent company Bharti Enterprises, had dreamed of building an emerging markets telecoms operator.

His ambition was to wed his company's success in the world's fastest growing mobile market, India, which adds as many as 20m new users a month, to underdeveloped markets elsewhere.

The answer, after two failed attempts to merge with MTN, lay in buying the African assets of Zain, whose largest shareholder is the Kuwait Investment Authority. Zain, one of the emirate's most successful companies, agreed last month to sell most of the African networks - except Sudan and Morocco - that it had built up in a lightning-paced acquisition spree over the past 10 years. The price was $10.7bn.

The Zain acquisition makes Bharti the world's biggest mobile group operating exclusively in emerging markets. It will have 165m subscribers across Africa and South Asia. The deal also offers Bharti protection from what some industry experts call an impending "bloodbath" in India as the mobile market becomes overcrowded and hyper-competitive. With India now offering some of the cheapest telephony in the world, Bharti's earnings have only inched up in past quarters.

Bharti has a lot to prove. First up is whether it can do better than the Kuwaitis in Africa. Half of Zain's revenues came from Africa, but only 10 per cent of its profits. Bharti's challenge is to increase the profitability, and dramatically boost the performance of its network in Nigeria, Africa's most populous country but often the graveyard of multinationals.

How Bharti fares is a test of whether the fit between low-income Indian and African markets is as snug as some would believe.

James Lamont, New Delhi

Naspers

Media

Few emerging market champions have quite so unusual a history as South Africa's Naspers, the Afrikaner newspaper publisher that has become one of the world's most dynamic media companies.

The group still generates the bulk of its cash from pay-TV businesses in South Africa, as well as more rapidly growing African economies such as Nigeria and Angola.

But it is its broad portfolio of internet assets that makes it even more interesting to investors.

Naspers owns a 35 per cent stake in Hong Kong-listed Tencent, China's biggest internet messaging company, and has acquired shares of prominent e-commerce, portals and gaming operations in other markets including Russia, eastern Europe and Brazil.

Tencent, though is the jewel in the crown, with millions of customers paying small amounts for gaming and other services.

"Tencent has been monetising social networking for years in a way that western peers are only just beginning to emulate", says Martin Dullaart who follows Naspers for Johannesburg-based Macquarie First South Securities.

Naspers' diversified exposure to emerging markets means that it was virtually unaffected by the financial crisis and recession.

In the first half of the most recent fiscal year - ending September 2009 - revenues grew by 6 per cent to R13.5bn ($1.8bn) and operating profits were up by 19 per cent.

At home, Naspers has skilfully exploited opportunities in the pay-TV market by offering smaller packages of channels at lower rates to low income groups. That helped increase its South African subscriber base by 238,000 to 2,639,000 in spite of economic contraction and rising unemployment.

Strong cash flow from these activities means that there has been plenty of money available for expansion. In its biggest recent deal last autumn, Naspers paid $342m to acquire 91 per cent of BuscaPé, a Brazilian e-commerce company.

"It has leveraged its cash flow very effectively over the years," says Rob Forsyth, portfolio manager at Investec Asset Management in Cape Town.

Richard Lapper, Johannesburg

América Móvil

Mobile & Telecoms

When Carlos Slim's América Móvil mobile telephone company launched a tender offer this month to buy Carso Global Telecom, which controls Mr Slim's fixed-line assets, it sent a message that the world's richest individual wanted to ramp up competition in Latin America.

Mr Slim, whose net worth Forbes now calculates at $53.5bn, wants to carry out the $21.8bn share-swap to allow América Móvil to get its hands on CGT's fixed-line assets in the region, which it owns through Telmex and Telmex Internacional. Once in place, the deal will enable América Móvil to offer both fixed-line and mobile internet services in competitive packages to its rapidly growing customer base.

"The idea is to have better synergies and to take advantage of fixed lines to offer increasingly sophisticated services," says Manuel Jiménez, analyst at Análisis Ixe, a brokerage in Mexico City.

Estimates suggest that América Móvil's subscribers would grow to more than 250m following the deal from just over 200m today. That is little short of remarkable given that América Móvil was only founded in 2000 after Mr Slim spun it off from his 1990 acquisition of Telmex for $1.7bn. Today, América Móvil's market capitalisation exceeds $50bn.

Behind all of this is the intention of taking on Spain's Telefónica, Latin America's other big telecoms provider. That is especially important in Brazil, the region's biggest market and the one analysts believe has the most potential for growth.

América Móvil competes with Telefónica in Brazil via its Claro subsidiary, which has about 25 per cent of the mobile market compared with the 30 per cent held by Vivo, the joint venture between Telefónica and Portugal Telecom. This week, Spanish-based Telefónica launched an unsolicited bid for control of Vivo, which Portugal Telecom rejected.

Following the acquisition, however, Claro would be able to tap into the network of Embratel, the fixed-line company owned by Telecom Internacional, which also offers internet services and television. "It will enable Slim to start offering triple play [telephone, television and internet]," says Homero Elizondo of Invercap, an investment firm in Monterrey, Mexico. "And that is the future,"


 


Iran Minister Agrees Turk-Brazilian Nuclear Fuel Plan, AA Says

May 16, 2010, 5:30 PM EDT

May 17 (Bloomberg) -- The foreign ministers of Iran, Turkey and Brazil agreed on a formula for a swap of low enriched uranium for nuclear fuel that could ease diplomatic tensions over Iran's nuclear program, Turkish state-run Anatolia news agency said.

The accord was reached in Iran's capital Tehran after 18 hours of talks, Anatolia reported without saying where it got the information.

The plan will be presented to Iranian President Mahmoud Ahmadinejad, Turkish Prime Minister Recep Tayyip Erdogan and Brazilian President Luiz Inacio Lula da Silva, the agency said. The three leaders are expected to make a statement on the details of the talks later today, it said.

To contact the editor responsible for this story: Mark Bentley at mbentley3@bloomberg.net


 


Economies of Iran, Brazil complementary - Official

16/05/2010

Tehran – Head of the Trade Promotion Programs of Brazil Rodrigo Santos said Sunday the economies of the two countries of Iran and Brazil complement each other.

Addressing the 4th Iran-Brazil Economic Session that kicked off in Tehran today, Rodrigo said the visit of the Brazilian business persons to Tehran has opened a new door to foster bilateral industrial cooperation.

The Brazilian official also said the grounds are well prepared for promotion of Tehran-Brasilia cooperation in the fields of oil, gas and petrochemical.


 


Iran, Brazil to Boost Economic, Industrial Cooperation

16/05/2010

TEHRAN - Iranian and Brazilian officials in the fourth economic meeting of the two countries in Tehran discussed ways to develop and expand mutual economic and industrial cooperation.

A delegation of 250 Brazilian economic and political experts have traveled to Tehran accompanying Brazilian President Luis Inacio Lula da Silva to the ongoing G-15 summit in Tehran.

Da Silva arrived here Saturday night and was later officially welcomed by his Iranian counterpart Mahmoud Ahmadinejad.

Iran and Brazil are to sign 11 documents on cultural, industrial, commercial and agricultural cooperation.

Over 30 reporters from different Brazilian news agencies and media together with more than 50 Iranian reporters are covering the summit meeting.

Later today, at the end of the meeting, documents on technical cooperation between foreign ministries of Iran and Brazil, trade and banking cooperation, environment, sports and production of ethanol will be signed by the two countries.

The first exhibition of Brazil's industrial potential in four sectors of trade of agricultural products, oil, gas and petro-chemistry, tourism and green fuels will also be held on the sidelines of the meeting. Presidents of Iran and Brazil are to address the meeting this evening.


 


LatamWatch: Brazil to Detail Budget Cuts; Analysts Skeptical

BUENOS AIRES, MEXICO CITY and SAO PAULO, May 17 (MNI) - Brazil's government is expected to detail how it will cut R$10 billion ($5.6 billion) from the current budget, as Finance Minister Guido Mantega announced last week.

But analysts tell Market News International that the proposed cuts, equal to 0.3% of GDP, are too little and too late to slow an overheating economy and affect monetary policy.

According to Felipe Salto, specialist in public sector finances at the Sao Paulo consultancy Tendencias, the proposed cut "is not enough for the government to meet its budget target this year, and we're keeping our forecast for the Selic to rise to 11.75%" from the current 9.5%.

Salto estimates that even with the cuts, the government will only manage a primary account surplus of 2.8% of GDP this year, instead of its 3.3% target.

Alex Agostini, chief economist at Brazilian credit rating agency Austin Ratings, said the cuts are "not serious" and will not significantly affect either GDP growth or interest rates.

"Right now it is consumer demand more than government spending that is driving GDP growth and inflation," he told Market News International.

Following Mantega's announcement Thursday, short-term interest rate futures remained unchanged, while long-term rates closed higher, as investors focused on inflation.

The IBGE statistics agency will release the IPCA-15 midmonth inflation survey Thursday, likely showing deceleration from the previous month, but a rate still above the 4.5% target for the year.

Also Thursday, President Luiz Inacio "Lula" da Silva's chief of staff and favored successor, Dilma Rousseff, will travel to New York, where she will attend a dinner in honor of Central Bank President Henrique Meirelles. She is due to meet with investors on Friday.

Rousseff is currently trailing former Sao Paulo state governor Jose Serra in the polls, but many pundits still expect her to win the October elections, thanks to Lula's support.

Although she is expected to continue Lula's pragmatic policies if elected, she does not have established policy positions, so investors may be eager to hear her plans for the economy.

Argentine Economy Minister Amado Boudou this week will travel to Rome as he seeks to rally individual bondholders there to accept the country's offer for $20 billion swap of defaulted bonds.

He will meet Monday with a group that has expressed the most resistance to the offer, which will swap bonds from a 2001 default for new securities at 33.7 cents on the dollar of the original value, plus incentives like cash, warrants and past-due interest paid in bonds.

Argentina defaulted on the bonds during an economic crisis, and restructured 76% of it in 2005. This new swap is for bondholders who refused to accept the terms of the first offer, intending to sue the country for full repayment.

The default and the threat of lawsuits has kept Argentina out of global financial markets, forcing it to rely on limited domestic funds and high-interest borrowing from Venezuela. President Cristina Fernandez de Kirchner now wants to return to world markets to widen financing options and cut borrowing rates.

The government may sell its first bonds on international markets before the swap is concluded, a decision due to be taken Tuesday. The sale will depend on if the government can get an annual interest rate in the single digits. If not, it may not go ahead with the sale. The country last sold debt to Venezuela at 15%.

Boudou had said $1 billion in 2017 bonds could be sold as soon as May 14, but the issue was pushed back along with an early-bird offer for institutional investors in the swap, which closed May 14, two days later than originally planned.

Boudou said the extension was made at the request of investors who wanted to more time to decide.

Those that waited can still participate but at an additional cut of $0.01 per dollar. The whole offer will close June 7, though it could be extended.

The first results will be announced this week, and the government has said it expects at least 60% acceptance.

Meanwhile, Argentina is under pressure to call off a proposal to limit food imports, starting in June.

Brazil's Minister of Industry and Commerce Miguel Jorge last week said his country could take measures if Argentina takes such as step. Brazil is its biggest trader partner, supplying large amounts of chicken, pork and canned corn and tomatoes.

The Argentine government is considering the move to help contain inflation and boost demand for local products.

The government will report first-half employment data Friday, plus March economic activity and trade, industrial production and capacity use for April.

Mexico's bond and currency markets this week could keep recovering losses from early May as the dust settles over the Greek crisis for emerging markets with few ties to Europe.

The Greek bailout's approval and Spanish and Portuguese austerity packages, while not calming all nerves, may be enough to return some risk appetite to Mexico, even as volatility remains, economists say.

Last week the peso recovered 2.91% as of Friday morning after diving 4.3% in the first week of May, said Santander economist Delia Paredes. The 10-year benchmark peso bond returned to its previous 7.40% after deteriorating to 7.60% one week earlier, Paredes said.

"Even while there is concern over how Europe will grow, Mexico's dependence on Europe is very low," Paredes said. U.S. manufacturing data this week should have a greater impact.

Little by little investors will grow their long MXN positions after having pulled out of long-term bonds earlier this month, while the currency will be "very choppy but trending downward," said Italo Lombardi, Latin American economist and strategist for BNP Paribas in New York.

A Finance Ministry debt swap last week for $10 billion in bonds maturing 2016-2018 for 10-year benchmark notes originally sold in a February syndicated auction was also aimed at increasing liquidity on the long-end of the curve.

The government will announce details of a second debt swap slated for May 26 on May 24, public debt chief Gerardo Rodriguez said in an email to MNI.

"We've been doing these operations for several years, with the objective of making the yield curve more efficient and strengthening benchmark bonds," Rodriguez said.

The release Thursday of the IGAE economic activity indicator for and Friday's release of retail sales, both for March,could keep pointing to weaknesses in the domestic economic recovery.

Paredes said IGAE's service sector could jump 5-6% over March 2009, but it would merely be recovering losses from last year, while retail sales could grow 2% over last March.

National statistics agency INEGI also will announce first quarter GDP Thursday, which could be less than the Finance Ministry's 4% forecast, coming in at 3.8% according to Paredes, and 3.5% according to Lombardi.

The Bank of Mexico will decide on its monetary policy, most likely keeping the overnight lending rate at 4.5% for a 10th straight month after inflation dropped more than expected in April.


 


Opinión: Brasil, el nuevo granero del mundo

16/05/2010 | Por: Silvia Naishtat

No siempre es carnaval en Brasil, aunque de cara al Mundial el espíritu festivo invada la tevé, los comercios y los bares y las palabras pentacampeón y orgullo se repitan a cada rato. Hay, sin embargo, otra copa que Brasil está ganando: ya se lo considera el nuevo granero del mundo. Empecinado en un modelo que combina tecnología, management y un multimillonario plan oficial, en los últimos 20 años el área sembrada de Brasil aumentó 10 millones de hectáreas. Pero su producción se triplicó a 150 millones de toneladas de granos, en lo que constituye un asombroso salto en productividad. "Imagine lo que queda por delante en un país con un territorio inmenso, de 852 millones de hectáreas, de las que apenas cultiva el 8%", dice Antonio Donizzatti Heraldo, del IICA, que depende de la OEA. Donizzatti Heraldo cree que, sin poner en riesgo el Amazonas, Brasil puede incorporar otras 30 millones de hectáreas a la agricultura.

Pese a las quejas crecientes de un real demasiado fuerte que castiga la competitividad, Brasil exportó US$ 65.000 millones solo en alimentos el año pasado: equivalen a las exportaciones totales de la Argentina. "El actor central de este tipo de revoluciones siempre es la tecnología", sostiene el ex ministro de Agricultura, Roberto Rodrigues. Este experto resalta un sector agropecuario dinámico, que interpretó los cambios y se anticipó.

La otra cara del proceso, en el que hubo afortunados, son unos 250.000 campesinos expulsados a la miseria. "Muchos vendieron sus tierras para pagar deudas y terminaron en las ciudades trabajando por nada", admite Rodrigues.

El ex ministro hace hincapié en el desembarco de 20 fondos de inversión internacionales (entre ellos, Los Grobo de Argentina) que administran superficies con tecnología, mucha gerencia y dominio de la negociación comercial. "Se generó una nueva clase de agricultor que nos corona como líderes mundiales", sentencia. También destaca la estrategia que puso en marcha Lula, de la mano del EMBRAPA, similar al INTA.

Por cierto, el campo tiene en Brasil una fuerte representación en el parlamento, con 150 agrolegisladores que no responden a ningún partido. Solo, a sus intereses.


 


 


Editorial: El mundo también existe

16/05/2010

No hace falta estar en Madrid para enterarse del facturón que le pasarán hoy funcionarios brasileños a los argentinos por las trabas a la importación de alimentos. Ellos, más uruguayos y paraguayos, se encontrarán en una reunión del Mercosur previa a la cumbre de los jefes de Estado de América latina, el Caribe y la Europa que arranca mañana (Cristina busca en Madrid calmar los ánimos por las trabas al comercio)

Los nuestros estarán imposibilitados de alegar que no hay ni una resolución ni un papel firmado. Es cierto, pero al igual que los europeos los brasileños saben de sobra que la medida existe. Tanto que Boudou la defendió públicamente, la propia Presidenta la avaló ante la CGT y un funcionario de la Cancillería salió ayer a calificarla de "normal". Demasiado para hacerse los distraídos. La decisión es, por otra parte, un ejemplo de cómo acostumbra actuar el kirchnerismo: se aplica y listo, aunque perjudique a otros países. Como si se tratase de una cuestión doméstica.

¿Qué sentido tiene filtrar el ingreso de arroz vietnamita, choclos enlatados brasieños, duraznos de Grecia o jamón español? Todo eso tiene un efecto mínimo o ninguno sobre la inflación: en su gran mayoría son productos que consumen sectores de ingresos altos. Tampoco pone en riesgo el superávit comercial: representa, a lo sumo, el 2% de las importaciones globales. Y ni siquiera cabe la posibilidad de argumentar que se protege la industria nacional: la alimentación trabaja al 80% de su capacidad de producción, casi al tope.No se ve la lógica, sí las consecuencias: la Unión Europea criticó el bloqueo y Brasil promete represalias. En plena campaña electoral, Lula no puede cerrar los ojos como otras veces: está forzado a replicar. La diplomacia es una materia que a los Kirchner nunca les gustó cursar. El problema para ellos es que el mundo también existe.


 


Liberaron el ingreso de alimentos brasileños
Venían en camiones que fueron retenidos tres días en la frontera

16/05/2010

José Crettaz - El gobierno nacional permitió ayer el paso de seis camiones cargados con alimentos brasileños que estuvieron tres días detenidos en la frontera sin poder ingresar en la Argentina, alcanzados por la decisión oficial de restringir la importación de ese tipo de mercadería.

Los cargamentos varados habían sido motivo de un airado reclamo de la poderosa Federación de la Industria de San Pablo (Fiesp). Según fuentes empresariales argentinas, la principal afectada por el bloqueo a esos camiones era la empresa Sadia, importadora de pollos, embutidos y granos de choclo en lata, entre otros productos.

Esos embarques eran retenidos por la Aduana argentina a la espera del certificado de importación que emite el Instituto Nacional de Alimentos (INAL), cuya confirmación -que ordinariamente tarda minutos- se demoró varios días. El INAL es un organismo sanitario de la Administración Nacional de Medicamentos, Alimentos y Tecnología Médica (Anmat), que depende del Ministerio de Salud. Según una decisión de la presidenta Cristina Kirchner conocida la semana pasada, esos certificados sanitarios serán autorizados por el secretario de Comercio Interior, Guillermo Moreno.

La liberación de los camiones fue muy bien recibida en la Cámara de Importadores de la República Argentina (CIRA), cuyos principales socios -incluidas las grandes cadenas de supermercados- se reunirán pasado mañana para decidir la estrategia en la negociación que esperan tener con Moreno en los próximos días.
Señal a la UE

El paso de los camiones no sólo distiende el conflicto comercial con Brasil; también es una señal hacia los países de la Unión Europea (UE) que anteayer llevaron su queja a la comisión de Asuntos Externos de la Cámara de Diputados. Esto ocurre a días del comienzo en Madrid de la cumbre UE-Mercosur, en la que podrían reabrirse las negociaciones para la liberalización del comercio, suspendidas hace seis años.

Tras la reunión del miércoles, cuando el propio Moreno recibió a una delegación de la CIRA y les anunció que se analizará "caso por caso", las empresas importadoras confían en que podrán convencer al funcionario de no aplicar medidas generalistas que afecten todo el intercambio de alimentos. Según les informó Moreno, el objetivo de la administración Kirchner es reducir en US$ 300 millones las importaciones en este rubro, estimadas ahora en poco más de US$ 1000 millones.

Ante el anuncio hecho por el Gobierno sobre la aplicación de nuevas barreras comerciales y, en concreto, por el bloqueo de los camiones en la frontera, el ministro de Desarrollo y Comercio de Brasil, Miguel Jorge, confirmó que Brasil podría adoptar represalias contra la Argentina en caso de concretarse la decisión.

De hecho, el país más afectado por un eventual bloqueo comercial es el gigante sudamericano. "El embajador brasileño está teniendo varias reuniones para evitar que la medida se concrete", dijo el funcionario, que lamentó haberse enterado de la medida por los diarios.


 


Opinión: Represalias

"Existe la posibilidad de tomar represalias. Una medida contra Brasil tan agresiva como ésta tiene que ser respondida." (De Dilma Rousseff, candidata a la sucesión de Lula, sobre las anunciadas barreras a la importación de alimentos por parte de la Argentina.)

16/05/2010 | Por Hugo Caligaris

Para el flamante presidente de la Unión de Naciones Suramericanas (Unasur) no hay luna de miel ni romance: todavía no largó y ya se le presenta un lío de órdago entre los países que están bajo su mando y que él pretende transformar en uno solo. "Si no me dejan trabajar, si siguen con la máquina de impedir, cuando todo esto se vaya al tacho que le vayan a cantar a Magoya", razona el arquitecto de grandes paradigmas, ligeramente más colérico que siempre.

Es un caso de doble identidad, porque las piedras se las está poniendo en el camino el líder y cacique de una de las provincias que el presidente debe convertir en una sola supernación, y este cacique y líder no sólo se parece a él, se llama como él y tiene el mismo carácter podrido que él, sino que además es él. Para evitar confusiones, los llamaremos K1 y K2.

El integracionista K1 trabaja para construir la supernación continental con la que soñaron nuestros próceres. En cambio, al segregacionista K2 se le ha ocurrido nada menos que mandar a prohibir que se les compren cosas a los vecinos. Naturalmente, ahora los vecinos se han sublevado.

Dice K1: "Tenemos que hacer la patria grande con la que soñaron José de San Martín, Simón Bolívar, Manuel Belgrano y Mariano Moreno". "¡Guillermo Moreno, querrás decir!", lo interrumpe K2, y comienza entre ambos una discusión que por milagro no termina a las piñas. Mientras tanto, comienzan a amontonarse en los puestos de aduana los camiones, cargados de productos que, debido a las represalias mutuas, ya nunca llegarán a destino. Guardias armados hasta los dientes pintan con cal las líneas fronterizas. La desconfianza crece hasta límites desconocidos.

Pero K1 piensa arreglarlo todo en la próxima cumbre de la Unasur. Pronunciará un discurso que les pondrá la carne de gallina a sus colegas. "Queridos hermanos y hermanas, con todo respeto: la culpa de nuestros desencuentros la tiene el monopolio. Son todos una manga de cretinos."


 


Brasil complica el comercio agrícola
Exigencias. El gobierno de Lula aumentará los requisitos al nivel de la Unión Europea

16/05/2010

LAUREANO BUTTENBENDER

Brasil prepara un proyecto por el que eleva al nivel de la Unión Europea sus exigencias agrícolas, lo que afectará las exportaciones de productos vegetales de Uruguay, las que representan 40% en dólares del total de exportaciones a ese mercado.

El acuerdo alcanzado con Brasil para el ingreso de 120 toneladas mensuales no acumulables de pollo congelado, permitió despejar la agenda de temas en las negociaciones con Brasil y abordar puntos que venían siendo postergados y que afectan directamente a las exportaciones uruguayas.

El director de la Unidad de Asuntos Internacionales del Ministerio de Ganadería, Mario Piacenza, dijo a El País que el pasado martes, en una reunión de monitoreo comercial que se realiza a nivel de vicecancilleres, y en la que se analiza toda la relación comercial con Brasil, los delegados brasileños bajaron de la agenda el tema del ingreso de pollos y también sus reclamos por carne suina. Brasil reclamaba el ingreso de su carne de cerdo directamente a las góndolas de los supermercados, en lugar de tener como destino la industria manufacturera hacia donde se dirige hoy el grueso de las importaciones de ese destino.

Al retirar Brasil estos temas de la agenda, se puede avanzar en otros puntos de discusión que le interesan sobremanera a Uruguay, como es el caso de una serie de normativas que podrían afectar el comercio de todos los productos vegetales provenientes de Uruguay. La importancia de este punto es que las ventas de malta, arroz y trigo por parte de Uruguay, explican el 40% (unos US$ 440 millones) del total de exportaciones a Brasil, que en 2009 fue de US$ 1.109 millones.

El conflicto radica en que Brasil elaboró un proyecto de instrucción normativa que adapta una serie de reglamentaciones, certificaciones y buenas prácticas agrícolas a los niveles de la Unión Europea. Esto tiene como consecuencia directa que, por un lado, los productores brasileños se tienen que adaptar a esto lo que acarrea resistencias en sus organizaciones. Pero por otro lado, las exigencias de Brasil para sus importaciones serán elevadas, lo que obliga a Uruguay a estar atento a esa reglamentación, a los efectos de evitar que esto se transforme en una traba para el ingreso de sus productos.

DECRETO. En el marco de estas negociaciones, Piacenza dijo que Uruguay introdujo en la agenda la discusión en torno a un decreto que Brasil tiene desde 1934 por el que maneja para su legislación una escala jerárquica superior a cualquier norma aprobada a nivel de Mercosur. Esto hace que, luego que se concretan acuerdos a nivel técnico dentro del Mercosur para la redacción de una norma, Brasil incorpora la misma a su legislación con un nivel jerárquico inferior a las de sus normas internas vigentes. En consecuencia, a la hora de exigírsele el cumplimiento de las normas de Mercosur, Brasil aduce que tiene una legislación con un nivel jerárquico superior que le impide este extremo, generando un conflicto a nivel del bloque.

En cuanto al ingreso de pollo congelado de Brasil, Piacenza confirmó que comenzará a concretarse a partir del próximo 1º de julio, mientras se están ultimando los detalles de los certificados sanitarios. Por otra parte, aún no está definido quienes serán los importadores de este producto. Sobre este punto, los faconeros uruguayos tienen una marcada posición contraria a que sean las avícolas las importadoras del producto, ya que entienden que esto fortalece una posición oligopólica de la industria, tanto sobre faconeros como sobre el consumidor.

Venezuela. En lo que tiene que ver con el relacionamiento con Venezuela, el funcionario dijo que el comercio de quesos es fluido a partir de la resolución de sacar este producto de la categoría de bienes suntuarios con lo que el comercio se realiza sobre un dólar a 2,6 bolívares, en lugar de los 4,3 anteriores. Sin embargo, aún se está a la espera que se resuelva el envío de una misión sanitaria a los efectos de renovar la habilitación de los frigoríficos que exportan a ese país, cuya habilitación se encuentran vencida, dijo Piacenza.


 


País de Lula inicia nuevo ciclo de fuerte expansión

17/05/2010

MADRID (AFP). Brasil, dirigido por el presidente Luiz Inácio Lula da Silva, no solo superó la crisis, sino que inició un "ciclo de expansión más fuerte" que lo llevará a superar a muchas de las mayores economías europeas, dijo el ministro brasileño de Hacienda, Guido Mantega, en una entrevista publicada por el diario español El País.

"Estamos iniciando un ciclo de expansión que deberá ser más fuerte que el anterior", de 2003 a 2008, manifestó.

Consultado si considera "realistas" las proyecciones que sitúan a Brasil como "la cuarta o quinta potencia económica del mundo en 15 ó 20 años", Mantega respondió: "Nosotros aún tenemos un potencial de crecimiento grande, que puede superar el 6%, mientras que Europa no logra crecer más de un 2% o un 2,5%".

"Solo hay que dibujar la curva para ver que vamos a superar a muchos países en breve. Brasil le ha prestado al FMI 14.000 millones de dólares desde el año pasado y también vamos a poner dinero para el rescate de Grecia. Si se nos ha llamado para aportar soluciones a la crisis, es normal que nuestro peso en esos organismos sea proporcional a nuestra contribución", dijo.


 


América Latina y Europa afinan detalles de su VI Cumbre Mantega dice que su país está en fuerte expansión

May 17, 2010, 05:20 PM | Madrid. América Latina y Europa ultimaban ayer los documentos que se aprobarán en la Cumbre de Madrid de mañana, que incluyen la búsqueda de nuevas áreas de cooperación y consenso ante los grandes desafíos mundiales, con negociaciones de última hora también en el ámbito comercial.

La Cumbre, que reunirá a líderes de 60 países de la Unión Europea y de América Latina y el Caribe, lanzará un Plan de Acción en áreas como migración, paz y seguridad, cambio climático, lucha contra las drogas, educación y empleo.

También aprobará la creación de una fundación eurolatinoamericana (Eurolat) y de un mecanismo financiero para apoyar proyectos de infraestructura (Laif).

La declaración final incluye un compromiso de afrontar conjuntamente "desafíos globales", como la reforma de los organismos de regulación financiera, entre otros. efe MADRID. Brasil no sólo superó la crisis, sino que inició un "ciclo de expansión más fuerte" que lo llevará a superar a muchas de las mayores economías europeas, dijo el ministro brasileño de Hacienda, Guido Mantega, en una entrevista publicada este domingo por el diario español El País.

"Estamos iniciando un nuevo ciclo de expansión que deberá ser más fuerte que el anterior", de 2003 a 2008, dijo Mantega, en vísperas de la cumbre Unión Europea-América Latina.

Sobre las proyecciones que sitúan a Brasil como la cuarta o quinta potencia económica del mundo en 15 ó 20 años, Mantega respondió: "Nosotros aún tenemos un potencial de crecimiento grande, que puede superar el 6%, mientras que Europa no logra crecer más de 2% ó 2,5%".

"Sólo hay que dibujar la curva para ver que vamos a superar a muchos países en breve", agregó el ministro brasileño. Efe