Brazil’s Decision to Drill for Oil Off the Amazon Shows Limitations of Government’s Approach

[On 20 October, exactly three weeks before the beginning of COP30 in Belem, Brazil’s environmental regulator, IBAMA, finally approved a licence for the state-controlled oil company, Petrobras, to drill an exploratory well off the coast of Amazonia, close to the mouth of the Amazon River. That same Monday, within hours of the announcement, drilling began. A couple of days later, Petrobras said it would need to sink three more wells in Block 59 to evaluate the exact extent of the reserves. Petrobras is hoping these deep-sea oil fields will prove to hold reserves similar in size to the estimated 11 billion barrels that Exxon-Mobil has begun to exploit further north off Guyana, in waters disputed with Venezuela. That’s more than 30 times the amount of oil held in the Rosebank field off Shetland, which the UK government is about to rule on.

On 23 October, eight Brazilian NGOs sought a legal order to block the drilling. They pointed to the lack of any proper consultation with Indigenous peoples in the region, and the failure of any full evaluation of the environmental impact, both locally and globally. They suggested the move made a mockery of the Brazilian government’s commitments for the coming COP30.  But it seemed unlikely their injunction request would succeed. President Luis Inacio Lula da Silva, of the Workers Party (PT), regretted that “nobody is in a position to do without fossil fuels”. He said the income from the Amazon oil would be used to combat poverty and pay for the transition away from fossil fuels.

Subverta, one of the currents in the PSOL that makes up the Brazilian section of the Fourth International, says the decision reflects a much more fundamental limitation in the government’s approach to the environment.]

On the eve of COP 30, to be held in Belém in Pará, this decision is by no means just a technical choice, but rather a political repositioning of Brazil in the face of the global climate crisis; it contradicts the image of a country seeking to lead a global just transition and reinforces the perception that Brazil remains trapped in a historical cycle of dependence and extraction.

Although the current government’s programme is based on an ecological transition with social and environmental justice, this authorisation of oil exploration in one of the most sensitive regions of the planet highlights the contradictions between theory and practice. The rhetoric of a ‘just transition’ collides with the continuation of an extractive model that depends on fossil fuels, and which is justified on the grounds of energy sovereignty and national self-sufficiency.

Exploration on the Equatorial Margin will have an impact well beyond Brazilian territory. Much of the oil extracted would go for export, transferring emissions to other countries and undermining Brazil’s global climate responsibility. According to estimates by climate organisations, burning the oil potentially extracted from this region could release more than 11 billion tonnes of CO₂. That is about 5% of the total remaining carbon budget available if warming is to be limited to 1.5 °C. In other words, this has a planetary impact, not just a regional one, which compromises the country’s role in the international climate fight.

This puts us in a situation of even greater climate insecurity and uncertainty. The planet has already exceeded seven of the nine planetary boundaries (defined by the scientific community as the limits of stability for the planet’s ecosystems), and the fossil fuel industry is primarily responsible for this. It is a mistake to expand drilling for more wells, wherever they may be.

In addition to the environmental and climate impacts, there is also an economic argument that cannot be ignored. Several international studies, such as those by the International Institute for Sustainable Development (IISD), warn that Petrobras’ oil expansion represents a high-risk investment. They estimate that up to 85% of new production projects would only be profitable in a scenario of global warming above 2.4°C, i.e., in a context incompatible with the Paris Agreement targets. Although economic factors and figures alone should not be our main motivation for rejecting exploration, they show that, even according to the logic of profit, the country is investing in assets that may quickly become stranded by the global transition to renewable sources.

Petrobras, as a strategic company, occupies a paradoxical position in this situation. While seeking to reposition itself as a leader in the energy transition, with many renewable energy projects (despite a number of conflicts around wind and solar power plants in the Northeast of Brazil) and a lot of green advertising, it is also investing heavily in new oil fields. IBAMA’s decision legitimises this ambiguity, and puts off confronting the need for a social and territorial restructuring of the energy sector.

The Equatorial Margin coastal region, stretching from Natal in the Brazilian Northeast to the border with French Guyana, is renowned for its high marine and river biodiversity, as well as being home to artisanal fishing communities, quilombolas and indigenous peoples who depend directly on coastal ecosystems. Even the installation of infrastructure for research and exploration in the Amazon estuary region will have a significant impact, not to mention the future risk of oil spills and contamination that could damage entire ecological chains, affecting fishing, water quality and traditional ways of life.

From an eco-socialist perspective, the permit given to Petrobras shows that territories on the periphery continue to be sacrificed for the sake of a centralised, dependent development project; it illustrates in practice the impasse of a ‘transition’ that has been captured by capital. It is not a question of denying the need for energy, but of questioning who produces it, according to what logic, and in the service of what kind of society.

Drilling for oil in the Amazon estuary reveals a conflict between two kinds of rationale: the productivist rationale (of ‘commodity peoples’, in the words of Davi Kopenawa), which transforms nature into a commodity, and the ecological rationale (of the forest peoples), which understands the interdependence between living systems, territories and cultures. Defending the Amazon is not an ‘environmentalist’ demand in the narrow sense, but a political struggle for other ways of living and other kinds of social reproduction. Protecting the mouth of the Amazon means fighting for a future for our civilisation that cannot be measured in barrels of oil, but in flows of life, autonomy and socio-environmental diversity.

This dispute between different rationales also reveals how the path of more drilling for oil reproduces historical inequalities. The indigenous, quilombola and traditional communities that live on the Amazonian coast find themselves confronting the advance of the energy frontier with no access to real decision-making mechanisms. The absence of any free, prior and informed consultation, as laid down in ILO Convention 169, reinforces the marginalisation of these peoples. The colonial logic of exploitation and environmental racism is revived, imposing socio-environmental risks on those who benefit least from the extracted wealth.

The challenge facing the progressive camp, especially those who make up the social and political base of the government, is to insist that there can be no socio-environmental justice without a break with fossil capitalism. We need to strengthen initiatives that contribute to the development of a new energy infrastructure, with communities playing an active part from the planning stage onwards the aim must be to replace thermal power and fossil fuels with decentralised, accessible, renewable and low-pollution public infrastructure at all levels.

We are opposed to any new thermal power plants, to drilling new oil wells and all other polluting projects, as well as to renewable power projects that lack socio-environmental justice. We must continue to promote dialogue with oil workers’ unions and other workers in the fossil fuel sector. Only organised struggle will be able to stop fossil capitalism, and we call on everyone to join us in this struggle!

22 October 2025




Review – Against the Crisis: Economy and Ecology in a Burning World by Ståle Holgersen

Amongst the most overused terms in politics and journalism, ‘crisis’ must be a strong contender for the top spot. A quick glance at today’s news headlines reveals – amongst others – a nightlife crisis, a tariff crisis, a cholera crisis, a housing crisis, and – heaven forbid – an injury crisis at a leading football club! More specifically, for the Marxist left, the notion of ‘the capitalist crisis’ has played an important role in our collective political imaginary. How many times have we heard something to the effect that “as the crisis deepens”, the working class will shed its illusions and in due course will rally to the socialist cause? Stale Holgersen recent book, Against the Crisis, takes issue with both the conceptual confusion surrounding the concept of crisis and, more importantly, at the notion that capitalist crises should be conceived as opportunities for the left.

In relation to the first point, Holgersen proposes a working definition of crisis which comprises three essential elements, as he writes, “Crises are events that 1) come relatively quickly, 2) are embedded in underlying structures and processes, and 3) have negative effects on people or nature” (p.5) Thus, as a consequence, he is sceptical about the concept of a ‘permacrisis’ (the Financial Times’ word of the year 2022). As to the second, he stresses the role that crises play in sustaining the system and the political difficulties that they pose for the left:

While crises can – in theory – help us to reveal and expose capitalism’s weaknesses and problems, they are also – in the actual political economy – central to the reproduction of capitalism. Crises are a good starting point for criticising capitalism, but they also make it harder to actually overthrow the system”; (p.10) moreover,

“If opportunities – as defined in textbooks – are occasions or situations that make it possible to do something you want or have to do, and if opportunities – as conventionally understood – entail moments of excitement, optimism and hopefulness, and chances for advancement, then we must refrain from referring to crises as opportunities for the working class, the environmental movement or the political left” (p.16).

 ‘Make the Rich Pay for the Crisis!’ may be an attractive slogan but, as Holgersen points out, it is rarely the case that they ever actually do.

Against the Crisis focusses on the nature of the recurrent economic crises under capitalism and on the overarching issue of the ecological crisis. One of the main strengths of the book is how it analyses the specifics of each of these, their similarities and differences, and the complex relationship between them. Holgersen takes issue with the (reassuring?) view that the ecological crisis, in itself, poses a threat to the continued existence of capitalism. Paraphrasing Lenin he wryly observes, “[It] is more likely … that the last capitalist will sell a jug of gasoline to his last customer in a world on fire; or that the last capitalist will order workers to use the latest technology to produce even more survival kits” (p.106).

In attempting to understand these economic and ecological crises, Holgersen applies an approach which combines both empirical data and structural analysis by way of a series ‘abstractions’. Thus crises, Holgersen argues, need to be understood simultaneously (1) at the ‘surface level’ (e.g. a financial crisis), which is in turn related to (2) the concrete organisation of nature/capitalism (e.g. ‘neo-liberalism’), rooted in (3) the crisis tendencies of the system (e.g. the increase in the ‘organic composition of capital’) which are finally associated with (4) the profit-driven nature of the system and (5) ultimately, with the underlying contradiction between use-value and exchange value which characterises the capitalist system as a whole. It is at these, more fundamental levels of abstraction, that both the economic and the ecological crises – despite their specificities and important differences – can be conceptualised as different manifestations of the same systemic imperatives and contradictions.

Holgersen applies this overall framework to a number of specific issues associated with crises under capitalism. Above all, he underlines the essential class dimensions of such crises. Far from us all being in the ‘same boat’, crises are caused by one class but typically paid for by another. More broadly he writes,

“[t}hat class struggle intensifies during crises of capitalism may sound like a dream to the left, who might be more than happy to welcome some extra class struggle. But most of this is nothing to cheer about. This is class struggle from above, subtly and quietly, often with murderous efficiency” (p.142).

Against the Crisis also includes a very useful discussion of the relationship between racism, fascism and capitalist crises. For Holgersen racism is a permanent feature of such crises, a predictable response “within a capitalism built for centuries on colonialism and imperialism”, but “[w]here racism is the rule, fascism is the exception; if racism is the eternal answer to crisis, fascism is the exceptional solution” (p.187) and “[f]ascism is a solution when it seems that the crises will not be able to reproduce capitalism. In other words, fascism becomes a possibility when the basic hypothesis of this book is challenged. Fascism is the shock therapy when capitalism really needs to change in order to survive” (p.194).

Holgersen applies a variety of theoretical frameworks to help illuminate the nature of capitalist crises, drawing on both the Trotskyist tradition, especially the work of Ernest Mandel and Daniel Bensaid, and on the ‘left eurocommunism’ of Nicos Poulantzas, and specifically, on the latter’s concept of the ‘relative autonomy’ of the capitalist state. This represents a potentially innovative fusion of traditions that have traditionally between somewhat remote and indeed hostile to each other; the resumption of a dialogue that briefly took place in the late 1970’s and was subsequently lost to history, not least by the virtual disappearance of the ‘left eurocommunism’ perspective by the early 1980’s[i].

However, whilst Holgersen’s book is theoretically rich and stimulating, in a refreshing contrast with much current leftwing theorising, it also focusses on the practical responses which capitalist crises demand of the left. Paralleling the analytical abstractions that he employs to understand the nature of crises; he distinguishes between three ‘levels’ around which the left should formulate such a response. In particular, he distinguishes between (1) crisis management (2) crisis policy and (3) crisis critique and argues convincingly that then left needs all of the above. In fact, it is the weakness of the left at the level of crisis management/policy, in contrast to its relative sophistication at the level of crisis critique, which leaves us vulnerable to collapsing into essentially ‘Keynesian’ solutions to when the crisis actually hits. Holgersen rightly stresses the urgent need for the left to develop its own distinctive and credible crisis policies and proposes several possible sources for these; including a renewed programme of ‘transitional demands’, the advocacy of anti-capitalist ‘structural reforms’ and a strategy which operates simultaneously ‘in and against’ the capitalist state. As he notes:

“Crisis and its causes are something we must fight against. Rather than opportunities we look forward to exploring, or moments when the fight for socialism is put on hold, the crises are problems we must solve” (p.19).

Overall, Against the Crisis is a fascinating and rewarding read providing useful material on a host of topics. If I have one reservation about the book it would be that whilst correctly stressing the ‘destructive functionality’ of cyclical crises under capitalism and their essential role in ensuring the reproduction of the system, it is not at all at clear that similar considerations apply to the more long-term ‘organic’ downturns of the system which can and do span numerous cyclical ‘booms’ and ‘bursts’. It is not of course that Holgersen is unaware of the distinction here and in fact discusses it at various points, but perhaps the relationship between these different ‘crises’ (indeed whether the latter is correctly regarded as a ‘crisis’ in the sense that Holgersen defines the term) could have been explored more thoroughly. The ‘functionality’ of capitalism’s cyclical undulations makes much more intuitive sense than those of its ‘long downturns’, especially when the latter – for example in the case of the ‘Great Depression’ of the 1920’s and 30’s – required a cataclysmic world war to finally resolve. In a similar vein, whilst there is no guarantee that any particular crisis will be the ‘final’ crisis of capitalism, it doesn’t follow that we can’t or shouldn’t talk in terms of an overall systemic decline.

Notwithstanding this, Holgersen’s overall thesis is thoughtful, important, and timely. We can’t rely on the crisis of capitalism to deliver the transition to socialism; on the contrary, it is only by finding the political resources to struggle effectively ‘against the crisis’ that we will find our way to a better society. Although crises typically and paradoxically strengthen the system, the ultimate challenge is, as Holgersen concludes, to definitively ‘falsify’ this very thesis.

[i] See ‘L’État et la transition au socialisme. Interview de Nicos Poulantzas par Henri Weber’, Critique communiste (the Ligue Communiste Révolutionnaire journal), no. 16, June 1977 translated to English as ‘The State and the Transition to Socialism’, in The Poulantzas Reader, ed by James Martin (Verso, 2008) pp. 334-360

Reviewed by Iain Gault, Against the Crisis: Economy and Ecology in a Burning World is published by Verso and is available here

There is a Scotonomics You Tube interview with Holgersen which outlines the main themes of the book and which is well worth a look. It can be accessed here

Ståle Holgersen is a Senior Lecturer in Human Geography at Stockholm University, Sweden. He is a member of two research collectives: the Zetkin Collective (ecosocialist group working on political ecologies of the far right) published White Skin, Black Fuel on Verso in 2021 and Fundament (a housing research collective) published Kris i Bostadsfrågan on Daidalos in 2023.




Review – For the Earth to Live: The Case for Ecosocialism by Allan Todd

“For the Earth to Live” is a compelling and essential read for anyone seeking a radical and comprehensive understanding of the interconnected ecological and social crises facing our world. Written by Allan Todd, with a foreword by Professor Julia Steinberger, it emerges as an unapologetic and passionately argued case for ecosocialism.

The book distinguishes itself by its direct and unwavering commitment to ecosocialist principles, boldly asserting the necessity of uniting ecological concerns with socialist solutions. In an era often characterised by cautious and diluted discourse, “For the Earth to Live” offers a bracingly clear analysis and position, advocating for a political direction that is uncompromisingly pro-ecology and pro-socialism. It actively seeks to combine “Pessimism of the intellect, optimism of the will,” drawing on the wisdom of Antonio Gramsci to provide both a stark awakening to the realities of our situation and a powerful call to action.

A significant strength of this work lies in its well-informed and thoroughly cited analysis. Todd presents a treasure-trove of political, historical, and scientific evidence to contextualise the climate, biodiversity, and health threats we face within our prevailing political and economic systems. The book is structured logically, building from an exposition of ecological dangers to examining political and economic threats, culminating in a powerful argument for revolutionary ecosocialist politics as the necessary response. The extensive referencing provides readers with an excellent foundation for further exploration and independent understanding.

“For the Earth to Live” makes a significant contribution by aiming to articulate a majoritarian perspective for ecosocialism. It moves beyond the notion of ecosocialism as a fringe ideology, presenting it as the potential “political home of the majority of humans on planet earth” and of the rest of life on Earth. This book offers a more accessible pathway for arguing for ecosocialism as a vital project for the 99 percent.

Furthermore, the book actively seeks to counter the understandable despair that can arise when confronting the severity of the ecological and political challenges. By promoting Gramsci’s “optimism of the will,” it encourages readers to see “horizons even in the darkest night,” fostering the determination needed to continue the struggle for a better future. It explicitly states that ecosocialism offers the “best hope for replacing today’s ‘old order’ with a new one”.

The author doesn’t shy away from highlighting the dire warnings from climate, ecological, and pandemic-health science reports, illustrating the interconnected crises facing our environment and the failures of current political responses. The book also touches upon the historical context of humanity’s relationship with nature, including the more harmonious approaches found in Indigenous societies, suggesting important ways forward.

In conclusion, “For the Earth to Live” is a vital and inspiring contribution to the literature on ecosocialism. It combines a rigorous and well-researched analysis with a passionate and hopeful call to action. By directly confronting the crises of our time and offering a clear and compelling alternative, this book will likely be an essential resource for activists, scholars, and anyone seeking a pathway towards an ecologically sustainable and socially just world. It encourages readers to embrace “optimism of the will” grounded in a clear understanding of the challenges, ultimately arguing that our best chance for the Earth to live lies with ecosocialism.

Reviewed by Duncan Chapel, “For the Earth to Live” is published by Resistance Books and is available here.

Allan Todd is an ecosocialist/environmental and anti-fascist activist. He is a member of Anti-Capitalist Resistance and Extinction Rebellion North Lakes (Cumbria), and is the author of Revolutions 1789-1917 (CUP), Trotsky: The Passionate Revolutionary (Pen & Sword), Ecosocialism Not Extinction (Resistance Books)and Che Guevara: The Romantic Revolutionary (Pen & Sword).

Allan will speaking about the book at a free event in Glasgow at 7pm on 21st May 2025. For further details of the event and to reserve a copy of the book see Mount Florida Books