Brazil

Brazil operates as a federal presidential republic with 26 states and a Federal District. As Latin America's largest economy and most populous nation, Brazil's governance challenges include managing vast geographic diversity, extreme inequality, and a fragmented political system with dozens of parties.

The 1988 Constitution created an extensive welfare state and strong federalism, but also a legislative system requiring coalition-building across many small parties. The 'Centrão' - a bloc of ideologically flexible center-right parties - often holds the balance of power, extracting concessions from any president.

Underappreciated Fact

With 35+ parties in Congress (no party ever has more than 15% of seats), every president must build coalitions by distributing cabinet posts and budget amendments. The 'Centrão' parties (PP, PL, Republicans) can keep any president functional or destroy them - they kept both Lula and Bolsonaro afloat.

Key Facts

215.0M
Population
Brasília
Headquarters

Power Dynamics

Formal Power

President proposes, Congress disposes

Actual Power

Centrão kingmakers extract patronage from any president; STF (Supreme Court) has become increasingly activist

  • Centrão bloc
  • Supreme Court (STF)
  • State governors (especially São Paulo)
  • Car Wash prosecutors (diminished)
  • President-Centrão bargaining
  • Agribusiness caucus
  • Evangelical caucus

Revenue Structure

Brazil Revenue Sources

Federal taxes (income, industrial products): 40% State taxes (ICMS on goods): 30% Social contributions: 25% Oil royalties (Petrobras): 5% Total
  • Federal taxes (income, industrial products) 40%
  • State taxes (ICMS on goods) 30%
  • Social contributions 25%
  • Oil royalties (Petrobras) 5%

Volatile with oil prices

Key Vulnerability

Commodity export dependence; mandatory spending (pensions, healthcare) leaves little discretionary room

Comparison

Like a developing country with developed-country welfare commitments

Decision Dynamics at Brazil

Typical Decision Cycle years
Fast Slow
Fastest

COVID vaccine procurement accelerated after political crisis (2021)

Slowest

Tax reform discussed for 30+ years, partial reform only in 2023

Key Bottleneck

Coalition arithmetic - must satisfy too many parties for any coherent policy

Failure Modes of Brazil

  • Dilma impeachment (2016)
  • Hyperinflation era (1980s-1994)
  • Car Wash corruption scandals
  • Party fragmentation prevents coherent governance
  • Mandatory spending crowds out investment
  • Amazon deforestation enforcement gaps

If commodity prices crash while pension costs rise, fiscal crisis could trigger constitutional crisis

Biological Parallel

Behaves Like Hyperfragmented colonial organism

Like a siphonophore with too many specialized zooids pulling in different directions. The 35+ parties are like semi-autonomous units that must coordinate but often defect. The Centrão acts as a parasitic element that extracts resources from the host (the presidency) in exchange for not killing it. No single organizing principle - just continuous negotiation.

Key Mechanisms:
fragmented coordinationparasitic symbiosisresource extraction

Key Agencies

Banco Central do Brasil

Central bank

CADE

Competition authority

IBAMA

Environmental enforcement

Related Governments

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