A group of people carry a boat by hand for the disappearance of the port due to rising sea levels due to climate change in Kutubdia, Bangladesh in July 2009. Photo: Salva Campillo.

Will the climate crisis lead to Europe’s next refugee crisis? 

The discussion of climate refugees has long been a feature of environmental security studies and predictions about the effects of climate change, particularly on Middle Eastern and Sub-Saharan African populations. One of the basic assumptions about climate-induced migration is that the shortage of water and damage to crops because of rising temperatures and drought will result in conflict over these scarce resources.

By Jake Moran*

As COP27 enters its second week in Egypt, stark warnings from world leaders have put climate refugees at the top of the agenda. Last week, Barbados’ Prime Minister Mia Mottley issued her prediction that the number of people displaced by climate change internationally will swell to 1 billion by 2050 (Mottley, in Greenfield, et al., 2022). The 2015 refugee crisis in Europe saw a humanitarian catastrophe unfold across its borders and on its seas, as multiple conflicts in the Middle East forced millions to flee their homes. 

In this article, I consider whether a similar chain of events could unravel from the destruction caused by climate change in the region and recommend greater international governance of refugee populations if this occurs. This enquiry forms the prelude to the subsequent article, in which I assess how climate-induced migration could produce a new frontier of far-right populism in Europe.

Climate Change, Conflict and Migration: A Tenuous Link

The discussion of climate refugees has long been a feature of environmental security studies and predictions about the effects of climate change, particularly on Middle Eastern and Sub-Saharan African populations (Hartmann, 2010; Selby and Hoffman, 2014a). One of the basic assumptions about climate-induced migration is that the shortage of water and damage to crops because of rising temperatures and drought will result in conflict over these scarce resources (also known as a Malthusian crisis) (Hartmann, 2010; Selby and Hoffmann, 2014b).

Reports by the Pentagon in 2003 and Christian Aid in 2007 cited the case of water scarcity caused by drought in Darfur, Sudan, which caused an outbreak of conflict in 2003. The reports further predict that such conflicts will continue as climate change pushes temperatures higher in arid regions (Hartmann, 2010; Selby and Hoffmann, 2014b). More recently, studies have pointed to the role of climate change in sparking the uprising in Syria in 2011, as prolonged droughts caused by rising temperatures devastated rural agriculture and forced populations to migrate into cities (Abel, et al., 2019; Gleick, 2014; Kelley et al., 2015). It was partly the lack of resources in urban areas to accommodate these rural populations that resulted in anti-government protests that sparked the war, and the case of Syria is often talked of as a blueprint which future climate-induced conflicts could spring from. 

However, these examples do not demonstrate a causal link between climate change and conflict (Abel, et al., 2019). Rather, climate change played a role in exacerbating existing socio-economic conditions which can lead to conflict (Hartmann, 2010). Readdressing the case study of Syria, while rising temperatures caused prolonged droughts, scarcity of water and agricultural destruction, climate change was not the only variable involved in this chain of events. The droughts took place against the backdrop of years of neglect by the Syrian government, which managed farming poorly and increased irrigation of agricultural lands, leaving these communities far more susceptible to droughts made worse by climate change (Abel, et al., 2019; Kelley, et al., 2015). 

Indeed, other authors highlight examples of resource scarcity caused by climate change that did not result in conflict but rather greater regional and community cooperation to manage these resources (Brown et al., 2007; Witsenburg and Roba, 2007 in Harmann, 2010). So, while climate change will result in greater resource scarcity for countries which are most vulnerable to its effects, it is the relationship these resources have with other socio-economic factors including government policies and demographic pressures (Abel, et al., 2019) which could provide the conditions necessary to induce conflict, as demonstrated in the case of the Syrian conflict.

With regards to the enquiry of this article, the literature establishes a pathway to understanding how climate change can spark conflict under certain pressures and that this will become more likely as the effects of climate change worsen. It is, thus, conceivable that in countries such as Yemen, Libya, Somalia, Syria, etc. that climate change will pose a greater threat and increase the likelihood of conflict and forced migration.

While I am cautious to avoid establishing a causal link between climate change, conflict and forced migration, especially given the criticisms made of the ‘neo-Malthusian’ narrative around ‘failed states’ being uniquely susceptible to climate-induced conflict (Hartmann, 2010; Selby and Hoffman, 2014b), the next section of this article will demonstrate how conflict in the regions most affected by climate change—Middle Eastern and North African (MENA) countries—are likely to produce a growing refugee population as the effects of climate change in this region worsen.

Destination: Europe. Will Climate-Afflicted Refugees Migrate to Europe?

11 years after the Syrian Civil War began (European Commission, 2021), refugees are entering Europe at an unprecedented rate. The growing number of small boat crossings to the UK from France, and the increased settling of Syrian as well as Afghan refugees, demonstrate that Europe remains a focal destination for refugees coming from the MENA region. So, if the next chapter of the climate crisis is indeed a story of conflict and migration in the most vulnerable regions of the world, will Europe become host to an even greater population of refugees? To answer this question, this section will examine how conflict and migration have already played out in Europe.

What became known as the Refugee Crisis in Europe, began in 2015, when around 868,000 refugees arrived in the year’s second half—almost six times the refugees who arrived in the first half of the year (UNHCR, 2018 in Torres, 2022). Indeed, conflicts in Yemen, Libya and elsewhere had already contributed to a rise in refugees from the MENA region, but the influx from the Syrian Civil War pushed that number to its peak, as Syrian refugees came to represent the largest group of asylees in Europe (Petillo, 2021). Most entered by either land or sea through EU border countries like Hungary, Greece, Italy and Macedonia. Many went onward to France, Sweden and Germany, the latter of which received more asylum claims in 2015 (BBC News, 2016).

Europe is a destination for refugees fleeing from MENA, not least because of its geographical proximity to the region and ease of access, but also because of its relative wealth, social services, stability and scale of economic opportunity. All these factors make Europe an appealing place to start a new life (Kings College London, 2015). Further still, language plays a crucial role in the decision of many refugees to migrate to Europe, especially in the context of former colonial countries, where speaking the language of their former colonists—mainly French or English—allows migrants to integrate and find employment quicker. Displaced people also often have family or relationships with other refugees that have already fled to Europe and seek to follow them for reasons of support or familiarity.

So, does the previous wave of refugees which escalated due to the Syrian war and Europe’s relative attractiveness, mean that this is bound to be repeated as the climate crisis increases conflict and migration in the MENA region? I argue that this is likely.

It is certainly true that not all migration attributed to climate change will be bound for Europe. Mobility within countries affected by climate change is already predicted to be the main route taken by populations displaced by climate change (USA for UNHCR, 2021). This means that the brunt of refugees may not enter Europe at all. Instead, they are more likely to move to towns and cities within their home countries where surviving economically without relying on climate-afflicted sectors like agriculture is possible (Chung, et al., 2022). Additionally, countries within the region received a greater number of refugees than Europe during the Syrian refugee crisis, in particular Turkey and Lebanon (Cockburn, 2015). Therefore, it is highly unlikely that the majority of refugees affected by climate change in this region will migrate to Europe.

However, the plight of refugees fleeing from conflicts in Syria, Yemen, Sudan, Afghanistan, and elsewhere, have all produced a sizeable upturn in the refugee population migrating to Europe. The story of Syria shows just how far refugees from the MENA region will travel in search of safety. Numbers of small boat crossings to the UK from France are at an all-time high with most refugees coming from Afghanistan, Iran, and Syria (Home Office, 2022). So, while refugees affected by climate change will migrate within their own countries and to neighbouring ones, the experience of the 2015 refugee crisis and persistence of refugees migrating from the MENA countries to Europe today, clearly indicates that any future conflict or devastating climate event will likely result in an upsurge of refugees migrating to Europe for safety. 

Since the entire MENA region will be affected by climate change—and many states (such as Yemen and Afghanistan) are already in a state of conflict, poverty or weak governance, impeding their ability to support vulnerable populations—this increase in refugee numbers will be substantial. 

Conclusion

This article described the tenuous link between climate change, conflict, and migration. While acknowledging that this is not a causal link, it remains to be seen if socio-economic pressures currently experienced by vulnerable countries and regions could be exacerbated by climate change, sparking conflict. As the Syrian experience demonstrates, such conflict is likely to result in a growth of the refugee population migrating to Europe, especially due to its multiple ‘pull’ factors for refugees originating in the climate-vulnerable MENA region.

Therefore, it will be incumbent on the international community to develop a rigid framework of governance to manage this new population of refugees displaced by climate-induced conflicts and share responsibility for the burden on each European country and region. Doing so will be crucial for humanitarian reasons, especially given the role that Europe has had historically in causing climate change and avoiding the chaos of 2015 which resulted in unnecessary suffering for refugees. I will discuss the establishment of this framework in future writing.

The findings of this article form the basis of my next piece: assessing whether the increase in refugees displaced by climate change will result in a surge of far-right populism. In this subsequent article, I will argue that failing to support regions most vulnerable to the effects of climate change is likely to produce a new wave of populism in Europe.


(*) Jake Moran is a graduate of International Relations from the University of Leeds, specialising in populist studies and the politics of national identity, particularly around Brexit.


References

— (2016). “Migrant crisis: Migration to Europe explained in seven charts.” BBC News. Marc 4, 2016. https://www.bbc.com/news/world-europe-34131911 (accessed on November 12, 2022). 

— (2018). “Refugee situations — Mediterranean situation: Operational portal.” UNHCR,http://data2.unhcr.org/en/situations/mediterranean#_ga=1 (accessed on November 15, 2022).

— (2021). “How climate change impacts refugees and displaced communities.” USA for UNHCR. September 21, 2021. https://www.unrefugees.org/news/how-climate-change-impacts-refugees-and-displaced-communities/ (accessed on November 8, 2022). 

— (2021). “Overall figures of immigrants in European society.” European Commission. https://ec.europa.eu/info/strategy/priorities-2019-2024/promoting-our-european-way-life/statistics-migration-europe_en#RefugeesinEurope (accessed on November 13, 2022). 

— (2022). “Factsheet: Small boat crossings since July 2022.” Home Office. London: GOV.UK.https://www.gov.uk/government/statistics/factsheet-small-boat-crossings-since-july-2022/factsheet-small-boat-crossings-since-july-2022 (accessed on November 13, 2022). 

Abel, G.A.; Brottrager, Michael; Cuaresma, Jesus Crespo; Muttarak, Raya. (2019). “Climate, conflict and forced migration.” Global Environmental Change. 54(1), pp. 239-249.

Brown, O; Hammill A. & McLeman, R. (2007). “Climate change as the new security threat: implications for Africa.” International Affairs. 83(6), pp.1141–1154.

Chung, J, et al. (2022). “Climate mobilities into cities: A systematic review of literature from 2011 to 2022.” Urban Climate. 45(1), pp. 101-252.

Cockburn, P. (2015). “Refugee crisis: Where are all these people coming from and why?” The Independent. September 7, 2015. https://www.independent.co.uk/news/world/refugee-crisis-where-are-all-these-people-coming-from-and-why-10490425.html (accessed on November 12, 2022). 

Gleick, P.H. (2014). “Water, drought, climate change, and conflict in Syria.” Weather Climate Society. 6(3), pp. 331-340.

Hartmann, B.H. (2010). “Rethinking climate refugees and climate conflict: Rhetoric, reality and the politics of policy discourse.” Journal of International Development. 22(2), pp. 233-246.

Kelley, S.K, et al. (2015). “Climate change in the Fertile Crescent and implications of the recent Syrian drought.” PNAS. 112(11), pp. 3241-3246.

King S College London. (2015). “Why do refugees and migrants come to Europe, and what must be done to ease the crisis?” The Telegraph. September 4, 2015. https://www.telegraph.co.uk/news/worldnews/europe/11845205/Why-do-refugees-and-migrants-come-to-Europe-and-what-must-be-done-to-ease-the-crisis.html (accessed on November 13, 2022). 

Mottley, M. (2022). “Barbados PM launches blistering attack on rich nations at Cop27 climate talks.” The Guardian. November 7, 2022. https://www.theguardian.com/environment/2022/nov/07/barbados-pm-mia-mottley-launches-blistering-attack-on-rich-nations-at-cop27-climate-talks (accessed on November 8, 2022).

Petillo, K. (2021). “Out of place: Why Europe needs a new refugee policy.” ECFR. February 4, 2021. https://ecfr.eu/article/out-of-place-why-europe-needs-a-new-refugee-policy/ (accessed on November 11, 2022).

Selby, J.S. & Hoffmann, C.H. (2014a). “Beyond scarcity: Rethinking water, climate change and conflict in the Sudans.” Global Environmental Change. 29(1), pp. 360-370.

Selby, J.S. & Hoffmann, C.H. (2014b). “Rethinking Climate Change, Conflict and Security.” Geopolitics. 19(1), pp. 747-756.

Torres, K.G. (2022). “The 2015 refugee inflow and concerns over immigration.” European Journal of Political Economy.October 26, 2022. pp.102-323. https://doi.org/10.1016/j.ejpoleco.2022.102323

Witsenburg K. & Roba, AW. (2007). “The use and management of water sources in Kenya’s drylands: Is there a link between scarcity and violent conflicts?” In: Conflicts over Land and Water in Africa. Derman, B.; Odgaard, R, & Sjaastad, E. (eds). James Currey: Oxford.

Then-presidential candidate Luiz Inacio Lula da Silva walks among supporters on Augusta Street at São Paulo on the eve of the Brazillian election on October 1, 2022. Photo: Yuri Murakami.

Culture wars in a fragmented Brazil, a guide to understanding what happened in Brazilian election

First of November brought Lula’s reelection as President. He won but did not win. The results leave the country in the same polarization and without any chance of reconciliation. Brazil is a country without communicating vessels. If the social situation will not escalate into civil war and Lula da Silva takes office within the (minimum) regular functioning of institutions, Brazilian democracy will enter its most decisive chapter since the end of the dictatorship. However, the challenge is Herculean because what is at stake, from now on, is to save democracy from its most terrible ghosts.  

By João Ferreira Dias*

Francis Fukuyama (2018) discussed how resentment became the wood for the fireworks of populist radical right parties amid the rise of identity politics. While the left abandoned the material struggle for better work conditions, adopting the so-called woke post-material agenda, focusing on the specific feelings of oppression felt by the minorities groups, the right followed the same path, moving from a liberal market agenda – based on the demand for “less state” in the market – to a nativist agenda (Zúquete, 2018) based on the intersection of whiteness (race), nationalist, religious moral and the resentment of being left behind from rural areas and an urban working class that experienced a gradual loss of earnings. The combination of those elements was crucial for Brexit and Trump’s election (Mondon & Winter, 2019). 

So, the struggle between a globalist left and a nativist right frame what is called “culture wars.” The concept borrowed from the German dispute between Bismarck and the Catholic Church in the 19th century (kulturkampf) is related to a dispute about nonnegotiable conceptions embodied in cultural and moral spheres such as abortion, sexual rights, racism, and the place of religion in daily politics, educational and public affairs (Hunter, 1992). This has all to do with the Brazilian political situation and the last two presidential elections. 

Two Brazil and Country of the Future (That Never Came)

Stefan Zweig once called Brazil “the country of the future.” Alongside racial equality – there named racial democracy – that future never came. Brazil remains a promise, part of a fulfilled growth in the BRICS promise. This is not due to capitalism as a global exploitation system (Christian, 2019). Brazil is a country that does not know or trust each other, a country of deep contrasts, barely connected by the nationalism of Vargas’ authoritarian regime, the development impetus of President Kubitschek and the modern and integrative vision of President Fernando Henrique Cardoso. 

Despite Cardoso’s efforts, Brazil remained a giant with clay feet, with a significant part of its population remaining in a fragile situation, like those described in Jorge Amado’s novels. The dispossessed that Collor de Mello tried to galvanize against the “marajás” (maharajas) returned through Lula da Silva, electing a president who linked the workers’ struggle to business guarantees and was caught up in the corruption plot, a reality endemic in Brazil. 

The zeitgeist, populism, was essential in 2018’s Brazilian elections (Reno, 2020; Tamaki & Fuks, 2020). Brazil elects a compulsorily retired military man, nostalgic for the military dictatorship, whose hero, Brilhante Ustra, was the greatest torturer of that period. The President’s name is Jair Messias (meaning Messiah) Bolsonaro, a federal deputy for Rio de Janeiro between 1991 and 2018, with no relevant political work, famous for sleeping during Senate debates. His discourse of hatred of Northeasterners – a collective figure that in the popular imagination represents laziness – blacks, homosexuals, the arts and culture, and the left, combined with a campaign of disinformation and fake news (Maranhão Filhos et. al., 2018). like never experienced, was essential for his election. Still, as a candidate and then as President, Bolsonaro divided the country like never before. Under the guise of the fight against corruption, which he managed to portray as an “invention” of Lula da Silva’s party, were wrapped up post-material issues that formed the culture warswhich determined not only his election but the election of Donald Trump, from which the Bolsonaro team (essentially commanded by the latter’s sons) drew inspiration. Thus, a Christian moral wave, especially evangelical, swept the country against abortion, “gender ideology,” and “cultural Marxism.” The struggle between a progressive, black activist, feminist, LGBT+ country and a country linked to white supremacy, the heritage of the colonels, historical racial privileges, and a conservative morality gained centrality (Stefanoni, 2018).

The Evangelical Factor 

Streets of favela Vidigal in Rio de Janeiro, Brazil on May 30, 2015. Photo: Donatas Dabravolskas.

Culture wars have been the core of Brazilian politics since 2018. To understand what is at stake, one needs to understand the role of religion in Brazilian society and the combination of evangelical spiritual combat (Da Silva, 2007) alongside white medium-class supremacy/privileges. 

The abolishment of slavery in Brazil in 1888 did not solve any structural problems in Brazilian society, remaining a place of coloniality (Quijano, 1997). The Constitution of 1824, in the advent of the republican era, was erected in an intellectual atmosphere of biological and cultural racism; disposing of that African heritage thus presents a danger to social development, contaminating from bottom to top. Therefore, taking advance of the scientific perspective of the time, the marginalization and persecution of African descendants and their cultures were established via the law. We can still see it in Law nº 6.001 of 1973 concerning the native status, typified as a minor that may be emancipated. The decades of 1930 and 1940 were intense in religious persecution against Afro-Brazilian religions, with the Catholic Church taking a position, defending a circumstance of spiritual combat against them, from 1950 to 1970 (Ferreira Dias, 2019). 

Meanwhile, in 1960, Canadian pastor Robert McAlister arrived in Rio de Janeiro and founded the New Life Church, the first neo-evangelical church in Brazil. His target was the low classes from the favelas. However, he realized that Afro-Brazilian religions were deeply disseminated among them. Contrary to the Catholic church, which defended the illusion of those religions and their “fake gods” and entities, McAlister adopted a different and effective strategy. While recognizing their power, he places the source of their strength in the Devil. Thus, their god (Orisha, Vodun, Inkice) and their entities are no longer a delusion of primitive thought but the manifestation of the Devil, evil forces that must be fought. 

From there to today, spiritual combat gained visibility and increased severely. In some locations in Brazil, the adherence to these neo-evangelical churches is 100 per cent. Pastors became powerful and wealthy via the theology of prosperity, which advocated that whatever is given to the church and the pastor will be doubled (Gabatz, 2013). They bought television channels and newspapers; they created a chain of power from local communities to the Parliament. The most preeminent of these Churches is the Universal of Bishop Edir Macedo. With time, they created an Altar Gladiators army devoted to fighting Afro-Brazilian religions and practitioners. Religious terrorism became part of daily life in Brazil, with the support of relevant politicians (Santos, 2012). 

Culture wars against the globalist left, classified as cultural Marxist, reached their apogee with Bolsonaro’s candidacy in 2018, with his evangelical agenda against minorities’ rights, universities, democracy, and the rule of law (Ferreira Dias, 2020). 

Lulas Reelection and What Comes Next 

First of November brought Lula’s reelection as President. He won but did not win. The results leave the country in the same polarization and without any chance of reconciliation. It is a country without communicating vessels. The Senate remains strongly Bolsonarist. São Paulo elects, and Rio de Janeiro re-elects, governors of the same tendency, with Haddad, Lula’s potential successor losing in São Paulo territory and running out of political capital for the future. 

Despite Lula’s victory in court, the narrative of the president-bandit prevails among the white, evangelical, and middle-class electorate. Suspicions of corruption, militia formation and human rights violations in the Bolsonaro do not demobilize his highly-regimented electorate. Once again, Brazil is an adapted copy of the US. Even though Lula has the support of moderate evangelicals and much of the economic and business elite, a fact that makes any fantasy of Venezuelization of the country (which never occurred) impossible, the truth is that the cultural battle against the so-called “cultural Marxism” in favor of an evangelical hyper moral and class rights alienates the Bolsonarist electorate, which survives well without Bolsonaro, since he is an ancient historical and social product that has always been alive in Brazil. 

Predictably, the pro-Bolsonaro popular militia is taking the streets, claiming electoral fraud, and asking the army to take control of the country. Meanwhile, some of the world’s top leaders have rushed to recognize Lula’s victory, signaling that he is the desired interlocutor. The same happened with figures close to Bolsonaro, such as the governor of São Paulo. The transition is underway peacefully after Bolsonaro realized that he would not have desired civilian support nor from the military. The Head of the Civil House, Ciro Nogueira, the Minister of Economy, Paulo Guedes (great ideologue of neoliberalism in Bolsonaro’s government) and Geraldo Alckmin, Lula’s Vice President and man of the center-right, have started the transition process. Democratic institutions seem stable and secure. 

Nevertheless, Brazilian democracy will enter its most decisive chapter since the end of the dictatorship. Lula will need to (i) establish agreements that allow him to govern, which seems possible with the enlargement of his political platform, (ii) be impolite, (iii) purge the party of corruption, (iv) find mechanisms to combat poverty and violence, (v) restore the rights of minorities that have been suspended, without making this his cultural agenda, (vi) correct the social and state asymmetries in the best possible way, aiming at a continuous process of balance and approximation of the country, (vii) prepare the succession by encouraging the other parties to find democratic and qualified cadres that guarantee a healthy political alternation without a populist and cultural war approach. The challenge is Herculean because what is at stake, from now on, is to save democracy from its most terrible ghosts. 


 

(*) João Ferreira Dias is a researcher at the Centre for International Studies – ISCTE, Lisbon, in the Research Group Institutions, Governance and International Relations. He is conducting research on culture wars, politics of identity and fundamental rights. PhD in African Studies (2016). PhD candidate in International Studies (2021-). Columnist. https://linktr.ee/joaoferreiradias


 

References

Christian, Michelle. (2019). “A global critical race and racism framework: Racial entanglements and deep and malleable whiteness.” Sociology of Race and Ethnicity, 5.2: 169-185.

Da Silva, Vagner Gonçalves. (2007). “Neopentecostalismo e religiões afro-brasileiras: Significados do ataque aos símbolos da herança religiosa africana no Brasil contemporâneo.” Mana, 13: 207-236.

De Albuquerque Maranhão Filho, Eduardo Meinberg; Coelho, Fernanda Marina Feitosa & Dias, Tainah Biela. (2018). “Fake news acima de tudo, fake news acima de todos: Bolsonaro e o ‘kit gay’, ‘ideologia de gênero’ e fim da ‘família tradicional’.” Correlatio, 17.2: 65-90.

Ferreira Dias, João. (2020). “O Messias já chegou e livrará “as pessoas de bem” dos corruptos: messianismo político e legitimação popular, os casos Bolsonaro e André Ventura.” Polis, 2.2: 49-60.

Ferreira Dias, João. (2019). “’Chuta que é macumba’: o percurso histórico-legal da perseguição às religiões afro-brasileiras.” Sankofa. Revista de História da África e de Estudos da Diáspora Africana, 22: 39-62.

Fukuyama, Francis. (2018). Identity: The demand for dignity and the politics of resentment. Farrar, Straus and Giroux.

GABATZ, Celso. (2013). “Manifestações religiosas contemporâneas: os desafios e as implicações da teologia da prosperidade no Brasil.” Revista Semina,12.1: s.p. 

Hunter, James Davison. (1992). Culture wars: The struggle to control the family, art, education, law, and politics in America. Avalon Publishing.

Mondon, Aurelien & Winter, Aaron. (2019). “Whiteness, populism and the racialisation of the working class in the United Kingdom and the United States.” Identities, 26.5: 510-528. 

Quijano, Aníbal. (1997). “Coloniality of power in Latin America.” Anuario Mariateguiano, 9.9: 113-121. 

Renno, Lucio R. (2020). “The Bolsonaro voter: issue positions and vote choice in the 2018 Brazilian presidential elections.” Latin American Politics and Society, 62.4: 1-23.

Santos, Milene Cristina. (2012). O proselitismo religioso entre a liberdade de expressão e o discurso de ódio: a” guerra santa” do neopentecostalismo contra as religiões afro-brasileiras. MA Thesis. Universidade de Brasília. 

Stefanoni, Pablo. (2018). “Biblia, buey y bala… recargados: Jair Bolsonaro, la ola conservadora en Brasil y América Latina.” Nueva Sociedad, 278: 4-11.

Tamaki, Eduardo Ryo & Fuks, Mario (2020). “Populism in Brazil’s 2018 general elections: An analysis of Bolsonaro’s campaign speeches.” Lua Nova: Revista de Cultura e Política, 109: 103-127.

Zúquete, José Pedro. (2018). The identitarians: The movement against globalism and Islam in Europe. University of Notre Dame Press. 

MEP5-VideoCover

Mapping European Populism: Panel V —Populist radical right/left parties and far-right movements in the Balkan countries

Moderator

Dr Emilia Zankina (Dean of Temple University, Rome).

Speakers

“Normalization and radicalization: the paradoxes of populism in Bulgaria,” by Dr Evelina Staikova-Mileva (Associate Professor of political science at New Bulgarian University).

“Speaking for the transnational people: the Alliance for the Union of Romanians,” by Dr Sorina Soare (Researcher at the University of Florence).

“The trends of the Radical Right in Bosnia and Herzegovina,” by Dr Nedžma Džananović Miraščija (Professor and researcher at the University of Sarajevo’s Faculty of Political Science).

“Populists in government in young democracies, normalizing the defects of the young establishment: the case of Kosovo,” by Dr Avdi Smajljaj (Associate Professor in the department of Political Sciences and International Relations at Epoka University in Tirana, Albania).

Benjamin Netanyahu, the leader of Likud party. Photo: Alexandros Michailidis.

Civilizational populist Netanyahu’s election victory and rise of Religious Zionist Party in Israel

Netanyahu and Likud return to power as Israeli voters usher in perhaps the most right-wing government in the nation’s history. The government will be dominated by parties of the center-right and far-right including Likud, the Haredi parties Shas and United Torah Judaism, and the Religious Zionist Party. Even if the new coalition government collapses within the next year or two, it would not cause a reversal of any of the long-term trends in Israeli politics. Rather, the further decline of the Israeli left and the continued rise of right-wing populism and religious nationalism seem all but inevitable as the population grows more religious over time.

By Ihsan Yilmaz & Nicholas Morieson

In one of the most consequential elections in Israel’s history, Benjamin Netanyahu and Likud return to power as Israeli voters usher in perhaps the most right-wing government in the nation’s history. 

While the previous government was made up of parties from across the political spectrum, the new government will be dominated by centre-right and far-right parties, including Likud, the Haredi parties Shas and United Torah Judaism, and the Religious Zionist Party. The right-wing bloc led by right-wing civilizational populist Netanyahu (Yilmaz and Morieson, 2022a) is expected to win 65 seats in the 120-seat Knesset, Israel’s parliament, with Likud winning more than 30 seats and Shas and United Torah Judaism together winning a further 20 seats (Parker & Rubin, 2022). The right-wing populist, ultra-Orthodox Sephardi Shas party also had a particularly good election result. Indeed, if party leader Aryeh Dery was worried that it might lose voters to the Religious Zionist Party (RZP), he was entirely incorrect, as his party won at least 8 seats and got back into the governing coalition (Haaretz, 2022).

Much of the post-election media commentary has focused, perhaps surprisingly, not on the return of Netanyahu but on the rapid rise of the Religious Zionist Party, which emerged as the third largest party in the Knesset, winning as many as 15 seats. What, then, is the Religious Zionist Party? The Religious Zionist Party is a far-right, religious nationalist group created in 2021 when three parties, the Betzalel Smotrich-led National Union/Revival Party, the Itamar Ben-Gvir-led Jewish Power party, and the far smaller Noam party, “formally headed by Avi Maoz but whose real leader was Rabbi Zvi Tao,” merged to form a single party (Hermann, 2022). It must also be said that Netanyahu played an important role in creating the RZP. Desirous of new coalition partners, Netanyahu is said to have personally convinced Ben-Gvir and Smotrich to join forces and form a party capable of winning enough votes to receive representation in the Knesset (Hermann, 2022). Netanyahu’s plan paid off in the November 2022 Israeli elections when the RZP helped propel Netanyahu back into the Prime Minister’s office. 

Itamar Ben Gvir, speaking in election conference at Ale Zahav in Samaria/Isreal on September 9, 2019. Photo: Barak Shacked.

Some commentators have speculated that the RZP’s rise, while seemingly advantageous to Netanyahu, could pose long-term problems for both his government and Israel. RZP leaders – particularly Itamar Ben-Gvir, have a history of political extremism, which may cause alarm among Israel’s allies, including the United States. Equally, it is not yet known whether Netanyahu’s coalition can remain intact without Likud agreeing to some of RZP’s more extreme demands, some of which may prove unpopular with the broader Israeli public. For example, Bezalel Smotrich, a self-described ‘proud homophobe’, wholly represents these extremisms. Among other things, he co-founded an NGO which initiates legal action against Arab construction activities in the West Bank and Israel; told developers in Israel that they should not sell their property to non-Jews; suggested that Arab and Jewish women ought to be separated in different maternity facilities; and expressed regret that Ben Gurion did not expel the entire Arab population from Israel (Gilholy, 2022).

The other key RZP leader, Itamar Ben-Gvir, has “described Israeli-Arabs as enemies of both Jews and the Israeli state,” once belonged to the now banned violent extreme-right Kach Party, and has “advocated the expulsion of Arab-Israelis who ‘are not loyal’ to the state” (Gilholy, 2022). Additionally, his party supports the deportation of “Arab extremists” regardless of citizenship, including Party Joint List chairman Ayman Odeh and the Neturei Karta Jewish antizionist sect, and calls for the annexation of the West Bank by Israel (Gilholy, 2022). The RZP furthermore calls for greater government support for Israeli settlements in Palestinian territories, including the “authorization of 70 West Bank outposts, which it calls ‘young communities’, either as new settlements or as neighborhoods of existing ones” (Gilholy, 2022). While Netanyahu is no stranger to controversy, even he might be concerned about the extremism of the RZP, a party Likud now relies upon to hold government. 

What, then, do these election results tell us about Israeli politics and society, and the direction they are heading? Perhaps the first key takeaway from the result is that it conforms to the long-term pattern of Israeli politics in which right-wing parties grow stronger over time, while the left has become progressively weaker. Much of the growth of right-wing power in Israel is due to the success of Likud, the largest right-wing party, and its growing domination of Israeli politics since 1977 when it defeated the ruling Labor Party for the first time (Porat & Filc, 2022). Since the 2000s, Likud has rarely been out of government, and Netanyahu has proven himself to be his generation’s most successful Israeli politician, transforming the Israeli political landscape and reducing the once powerful Israeli Left into a shadow of itself. Yet Likud is not the only right-wing party to have experienced great electoral successes at the expense of left-wing parties. The minority Sephardi and Mizrahi Jews of Israel, neglected by Labor and often living in economic hardship, have increasingly turned away from Labor and toward right-wing religious parties which are dedicated to increasing Sephardi and Mizrahi representation in Israeli politics and society, such as the right-wing populist Shas (Yilmaz and Morieson, 2022b). 

The election results also indicate that right-wing populism remains a powerful force in Israel. Since its populist turn in the 1990s under the leadership of Netanyahu, Likud has used a populist-nationalist discourse through which Israeli society finds itself divided between ‘the people’ (understood as Jewish people who have faced two millennia or more of persecution and now have a homeland they must defend at all costs), ‘elites’ (left-wing parties, academics, activists, and journalists who oppose Likud’s right-wing populism and in doing so allegedly weaken Israel), and ‘dangerous others’ (especially Arab Muslims, whom Netanyahu portrays as intruders in the land of Israel) (Prota & Filc, 2020; Yilmaz & Morieson, 2022c). 

Likud’s key coalition partner Shas is another example of the rise of right-wing populism in Israel. However, Shas divides Israeli society somewhat more narrowly than Likud, finding a divide between the corrupt secular ‘elites,’ ‘dangerous others’ in which they include LGBTQ+ Israelis, and the virtuous ‘people’ of Israel the party claims to represent. This final group is comprised of Mizrahi and Sephardic Jews, who are portrayed by Shas’ leaders as the authentic people of Israel, and as an “oppressed” people who – with Shas’ help – will one day restore Sephardic culture to “its former glory” (Shalev, 2019).

Another important lesson we might take away from the election result is recognizing the growing influence of religious parties in Israel. It is interesting to observe how, unlike Western Europe and North America, Israelis are growing more – not less – religious. This is reflected in “Netanyahu’s emphasis on Israel’s Jewishness,” which “points to a conflation of religion with the national vision” (Rogenhofer & Panievsky, 2020: 1395). Thus, in Netanyahu’s Israel, “religious language and symbols accentuate fears and shape demands for action, to protect the nation and its borders…consequently, more and more leaders, not only in the Likud, adopt religious tropes and symbols to demonstrate loyalty and garner support” (Porat & Filc, 2022: 74). According to Netanyahu, the secular parties of the left are “detached elites not committed to Jewish nationality and to the Jewish State” and should therefore be considered traitorous and illegitimate (Porat & Filc, 2022). 

Furthermore, the rise of religious populist and religious nationalist parties, including United Torah Judaism, The Jewish Home, Noam, Shas, and now the Religious Zionist Party, indicates a growing desire among many Israelis for a non-secular Israel in which Jewish belief and practice dominate while other religions are marginalized. Part of the reason for the rise of religious parties is the nation’s changing demographics. Once dominated by secular European Ashkenazi Jews, many of whom survived the horrors of the Holocaust, today’s Israel has an ever-increasing Haredi (ultra-Orthodox) population which rarely votes for left-wing parties. By 2040, it is predicted that one in four Israelis will be Haredi, largely due to the exceptionally large number of children produced by the majority of Haredi Jewish families (Maltz, 2022). As the number of Haredi Jews increases, it is likely that the right-wing religious parties they typically support will increase their share of Knesset seats and become more significant political actors in Israel. 

Finally, the election results suggest that there will be no return to the ‘peace process,’ nor will there be a Palestinian state in the near future. This, perhaps, hardly bears writing. Indeed, the election results signal a crushing defeat for the Israeli Left and for Israelis who desire a secular state, peace with the Palestinians, and a viable Palestinian state. 

At the same time, this does not mean that the new government has a stable coalition. Rather, there is good reason to think that, should the more extreme RZP demands not be met by the Likud-led government, Ben-Gvir may quit the government, forcing Netanyahu to find another coalition partner or face fresh elections. Yet even if the new government were to collapse within the next year or two, it would not cause a reversal of any of the long-term trends in Israeli politics identified in this article. Rather, the further decline of the Israeli Left and the continued rise of right-wing populism and religious nationalism seem all but inevitable as the population grows more religious over time and increasingly hostile towards non-Jewish people living in Israel and in the Palestinian territories. 


 

References

Gilholy, Georgia L. (2022). “Who are Itamar Ben-Gvir and Bezalel Smotrich and why are they so controversial?” The Jewish Chronicle. November 2, 2022. https://www.thejc.com/news/israel/who-are-itamar-ben-gvir-and-bezalel-smotrich-and-why-are-they-so-controversial-2IHXvSOfGUAzqJqqclk170 (accessed on November 2, 2022).

Hermann, Tamar. (2022). “The Religions Zionist Sector at Bay.” Religions, 13, no. 2: 178. https://doi.org/10.3390/rel13020178

Maltz, Judy. (2022). “Nearly One in Four Jews Will Be ultra-Orthodox by 2040, New Study Says.” Haaretz. May 3, 2002. https://www.haaretz.com/jewish/2022-05-03/ty-article/.premium/nearly-one-in-four-jews-will-be-ultra-orthodox-by-2040-new-study-says/00000180-98a2-dab4-a187-9babda7e0000 (accessed on November 2, 2022).

Rabinowitz, Aaron. (2022). “Shas relives days of glory: UTJ sticks with its base.” Haaretz. November 3, 2022. https://www.haaretz.com/israel-news/elections/2022-11-03/ty-article/.premium/shas-relives-days-of-glory-utj-sticks-with-its-base/00000184-39fe-dfd0-a9a7-3dfeee910000 (accessed on November 2, 2022).

Parker, Claire & Rubin, Shira. (2022). “Israeli results show a Netanyahu comeback powered by the far right.” The Washington Post. November 2, 2022. https://www.washingtonpost.com/world/2022/11/02/israel-election-results-netanyahu-coalition/ (accessed on November 3, 2022).

Yilmaz, Ihsan & Morieson, Nicholas. (2022a). “Civilizational Populism: Definition, Literature, Theory, and Practice.” Religions, 13, no. 11: 1026. https://doi.org/10.3390/rel13111026

Yilmaz, Ihsan & Morieson, Nicholas. (2022b). “Religious populism in Israel: The case of Shas.” Populism & Politics. European Center for Populism Studies (ECPS). March 30, 2022. https://doi.org/10.55271/pp0011

Yilmaz, Ihsan & Morieson, Nicholas. (2022c). “Nationalism, Religion, and Archaeology: The Civilizational Populism of Benjamin Netanyahu and Likud.” Populism & Politics. European Center for Populism Studies (ECPS). October 10, 2022. https://doi.org/10.55271/pp0015

Porat, B. Guy & Filc, Dani. (2020). “Remember to be Jewish: Religious Populism in Israel.” Politics and Religion. 1-24. doi:10.1017/S1755048320000681

Rogenhofer, M. Julius. & Panievsky, Ayala. (2020). “Antidemocratic populism in power: comparing Erdoğan’s Turkey with Modi’s India and Netanyahu’s Israel.” Democratization.  Vol. 27, no. 8, 1394-1412. DOI: 10.1080/13510347.2020.1795135 

Shalev, Shivanne. (2019). “Israel’s Ultra-orthodox Parties Explained.” Israel Policy Forum. February 21, 2019. https://israelpolicyforum.org/2019/02/21/israels-ultra-orthodox-parties-explained/ (accessed on November 3, 2022).

Luiz Inácio Lula da Silva participates in meetings with women during his pre-candidacy for the presidency of the Brazil in São Paulo on October 3, 2022. Photo: Isaac Fontana.

Lula is back! Third time lucky or will his return lead to the revival of Bolsonaro?

Luiz Inácio Lula da Silva defeated far-right incumbent Jair Bolsonaro to win the 2022 Brazilian elections by a margin of just 0.8 percent. However, he has a huge task ahead of him and it is still unknown how he plans to go about confronting key challenges facing the country. What is certain is that to succeed he is required to recognise and respond to the conservative, nationalist and anti-elite narratives that still dominate public political debate in Brazil. 

By Nicole McLean*

On Sunday 30th October, former President of Brazil, Luiz Inácio Lula da Silva (Lula), defeated far-right incumbent President, Jair Bolsonaro, to win the 2022 Brazilian elections by a margin of just 0.8 percent. It was a tight race, with Lula one stride ahead receiving 50.9 percent of votes and Bolsonaro close behind with 49.1 percent. Despite the socialist’s victory, Lula’s third term in office will no doubt be his toughest. It will be extremely difficult to govern a country that is completely divided. 

Twelve years has passed since Lula last held the presidency. During this time, the country’s greatest corruption scandal came to light under his party, the Workers’ Party (PT), giving birth to a fierce wave of right-wing populism, nationalism, and ultra-conservatism. 

Lula’s strategy was to create a ‘frente ampla’ – a vast front of support. He managed to bring together previous rivals from all sides of politics to overcome Bolsonaro. In perhaps his most tactical move, Lula secured former Governor of São Paulo and former leader of the Brazilian Social Democracy Party (PSDB), Geraldo Alckmin, as his Vice President. This shocked many because Alckmin was a strong critic of Lula and the PT during the investigations into the sprawling corruption allegations. Despite all the lengths that the opposition parties went to in order to topple the Far Right, Lula only managed to win by the tightest of margins. Bolsonarism is far from over. 

Bolsonarism Has Spread Across Brazil Despite Lula’s Victory

In the first round of the elections on 2nd October, Bolsonaro’s party, the Liberal Party (PL), elected 99 deputies from across Brazil. This is almost double the 52 deputies elected to his party in 2018 and can be attributed to the growth in nationalism, social conservatism and, particularly, Evangelicalism. 

The federal deputy to receive the most votes (over 1.4 million) in all of Brazil was the highly conservative and religious 26-year-old Nikolas Ferreira from the state of Minas Gerais. The most voted female federal deputy was conservative and nationalist Carla Zambelli, who was re-elected in São Paulo receiving 12 times more votes than she did in 2018. Both Ferreira and Zambelli were elected to the PL party and are fierce advocates of Bolsonaro, using their various social media accounts as media vehicles to disseminate pro-Bolsonaro propaganda (McLean, 2022). They received immense public support at the polls for their role as political propagandists promoting Bolsonaro, more so than for their own policy ideas. 

The state of São Paulo even elected a Carioca (person from Rio de Janeiro) as Governor, Tarcísio de Freitas who is a conservative neoliberal, over the progressive candidate, Fernando Haddad. Economic freedom and social conservatism are clearly valued more than place of origin in the state that is home to South America’s largest metropolis. To ensure the Far Right does not return to power, Lula needs to listen and respond to conservative views.   

Lula Must Address Concerns of Conservatives to Overcome Far Right

If Lula fails to address the concerns of conservatives, Bolsonaro could revive his political career in four years’ time.Bolsonaristas (supporters of Bolsonaro) are for the most part ultra-conservative and are primarily concerned with the family and traditional values. Lula needs to find ways to portray his party’s progressivism that do not alienate and marginalise conservatives. There must be space in the public sphere for multiple voices and opinions along the political spectrum that are debated in a constructive manner. Otherwise, segments of society risk experiencing social marginalisation, particularly when traditional values are no longer reflected in elite discourse (Gidron & Hall, 2019: 7). 

In 2018, Bolsonaro was elected on an anti-corruption and anti-elite agenda. The far-right President’s anti-elitism targeted the cultural establishment including the media, arts, and education institutions. His dissent was expressed through a discourse of us, “the good citizens,” versus them, “the corrupt elite,” and was populist in nature. The separation of society into two homogeneous and antagonistic camps, where good rivals against evil, is a typical trait of populism (Mudde & Kaltwasser, 2017: 6). What Brazil urgently needs now is to unite as one, and not be divided into two separate camps, to overcome the severe polarisation that plagues society. 

Another feature of Bolsonarism is nationalism. Certain views of deforestation in the Amazon are a good representation of this. Silvia Nobre Waiãpi, an indigenous woman, ex-army officer and proud supporter of Bolsonaro, was elected federal deputy in the northern state of Amapá for the PL party. She believes that efforts to curb deforestation in the Amazon prevent inhabitants from cultivating and making money off their land. To Silvia, these efforts are North American ideals that are intended to keep people poor. She calls for freedom to make economic profit off the land. 

During the previous PT governments, between 2004 and 2012, deforestation declined in the Amazon and law enforcement was central to reducing illegal logging (Tacconi et al., 2019). These were efforts to half climate change and were supported by the Amazon Fund, to which foreign countries make performance-based payments to the Brazilian government for reducing deforestation. Under the Bolsonaro government, the idea of what the Amazon needed protecting from changed from deforestation to international interference. Addressing these nationalist views, focusing specifically on the people living in the Amazon as well as on property and land rights, should be front and centre of Lula’s mission to stop illegal deforestation in the world’s largest rainforest.

Lula has a huge task ahead of him and it is still unknown how he plans to go about confronting these challenges. What is certain is that to succeed he is required to recognise and respond to the conservative, nationalist and anti-elite values of the Brazilian public. 


 

(*) Dr Nicole McLean holds a joint-PhD from The University of Melbourne (Faculty of Arts) and University of São Paulo (Faculty of Law). Her thesis analysed the major protest movements of the Brazilian New Right and their impact on the formation of different right-wing publics. As such, Dr McLean’s interdisciplinary study covered the fields of political science, anthropology, sociology, social media and law. McLean is the author of the book entitled Protest Movements as Media Vehicles of the Brazilian New Right which was published in 2022. 


 

References 

Gidron, N. & Hall, P. (2019). “Populism as a Problem of Social Integration.” Comparative Political Studies, 53 (7), 1027–1059. https://doi.org/10.1177/0010414019879947

McLean, N. (2022). Protest Movements as Media Vehicles of the Brazilian New Right. Palgrave Studies in Populisms. Palgrave Macmillan, Singapore. https://doi.org/10.1007/978-981-19-4379-9  

Mudde, C. & Kaltwasser, C., R. (2017). Populism: A Very Short Introduction. Oxford University Press. 

Tacconi, L., Rodrigues, R. J., Maryudi, A. (2019). “Law enforcement and deforestation: Lessons for Indonesia from Brazil.” Forest Policy and Economics108 (101943), 1389–9341. https://doi.org/10.1016/j.forpol.2019.05.029

Illegal deforestation to make land for agriculture and cattle pasture in Para, Brazil.

A pivotal election: Reversing Bolsonaro’s anti-environmental legacy?

The policies of far-right populist leader Jair Bolsonaro, who claimed that environmental protection “suffocates” the economy, have decimated large swaths of rainforest that serves as a key carbon sink and a haven for biodiversity. On Sunday, former president Luiz Inácio Lula da Silva won enough votes to defeat Bolsonaro. “Let’s fight for zero deforestation,” Lula said in a victory speech. He pledged to unite the country and restore the regulatory agencies needed to protect the rainforest and Indigenous lands. However, even if these efforts are successful, the Amazon rainforest’s return to health will take far longer. 

By Heidi Hart

Photographer Sebastião Salgado, known for his sweeping black-and-white images of Earth’s plains, mountains, ice sheets, and sites of environmental destruction, recently spoke out about the presidential election in Brazil. Citing far-right president Jair Bolsonaro’s “brutal” policies against the environment (and Brazil’s own people, with staggering numbers of Covid-19 deaths), Salgado noted that “[t]he government has massively destroyed the Amazon rainforest, without respecting indigenous communities and other minorities” (The Limited Times, 2022). Salgado himself, together with his wife Lelia, have been actively reforesting degraded land in Aimores in Brazil for the past 20 years. Restoring 2.7 million trees and 293 varieties of plant species in 555 acres as part of the Instituto Terra project, the couple and over 70 employees offer hope in a country where Bolsonaro’s policies have decimated large swaths of rainforest that serves as a key carbon sink and a haven for biodiversity. 

That hope became a larger reality on Sunday, as former president Luiz Inácio Lula da Silva won enough votes to defeat Bolsonaro, who (as of this writing) has not yet conceded. “Let’s fight for zero deforestation,” Lula said in a victory speech. “Brazil is ready to resume its leading role in the fight against the climate crisis, protecting all our biomes, especially the Amazon forest,” (Lula, Twitter, 2022).

Brazil’s elected President Luís Inácio Lula da Silva and former President Bolsonaro participated in the debate over Brazil in São Paulo on October 16, 2022. Photo: Isaac Fontana.

In the close runoff election, police blockades in Lula-supporting northeastern parts of Brazil led to fears of voter suppression, but a tense Sunday yielded to jubilant celebrations in the streets. Despite a prison term for corruption (later annulled), Lula will return to office and has pledged to unite the country and restore the regulatory agencies needed to protect the rainforest and Indigenous lands. During his previous terms, Amazon deforestation fell by 43.7 percent (2003-2006) and 52.3 percent (2006-2010), while under Bolsonaro, the rate of deforestation increased by 72 percent in favor of “Amazon development serving as a key policy plank” (Freedman, 2022). 

Deforestation in Brazil is nothing new. In the western area of Rondônia, for example, the rate of clearing has been especially rapid: “4,200 square kilometers cleared by 1978; 30,000 by 1988; and 53,300 by 1998” and by 2003, “an estimated 67,764 square kilometers of rainforest—an area larger than the state of West Virginia” (NASA Earth Observatory, 2009). Sounding alarms about the large-scale efforts to push back the rainforest using legal and illegal roads, encroachment by small farmers, and eventually large cattle operations, Brazil’s National Policy on Climate Change founded in 2009 was an attempt to place checks on this rampant destruction. But policy and practice diverged: deforestation rose 215 percent in 2014-15, while official government reports at the Paris climate talks in 2015 placed that rate at only 16 percent (Redy, 2016: 4).  

Enter Jair Bolsonaro, the far-right populist leader who has claimed that environmental protection “suffocates” the economy. Even before he took office in January 2019, Brazil reneged on its offer to host the 25th United Nations Conference of the Parties on climate change in November 2018 (Viscidi and Graham, 2019). By 2020, resulting from changes to the Brazilian Forest Code in 2012 and further loosening of environmental enforcement after Bolsonaro’s rise to power, deforestation in the Amazon rose to the highest rate in a decade, to 182 percent above the climate target established by the National Policy on Climate Change in 2009 (Anderson, 2021: 144). 

In the first half of 2022, the rate of “slashing and burning to raze the jungle” rose 11 percent beyond the past year’s record to a record high of “4,000 square kilometers (1,540 square miles)” (Freitas, 2022). This rate of destruction not only depletes biodiversity and carbon-absorbing tree cover but also raises the risk of wildfires during the dry season, with respiratory threats as a result, and increases the spread of disease due to habitat loss, releasing of pathogens, and favorable conditions for mosquitoes (Kaminsky, 2020). 

In a still fiercely divided country, Luiz Inácio Lula da Silva has vowed to reverse the trend of deforestation, massive fires, and attacks on Indigenous communities, but during the election season he performed poorly (not surprisingly) in logging and palm oil regions such as Roraima (Cowie, Costa, and Prado, 2022). Brazil still faces economic crisis and related social stresses after its mismanaged Covid response, and as Bolsonaro’s party still rules Congress, its support of the cattle industry will make policy reversals difficult (Jones, 2022). How effective Lula’s presidency will be in restoring what has become, in some areas, a carbon source rather than a sink – a tipping point that has ripple effects in accelerating global heating (Knutson, 2021) – is still an open question. 

As climate policy advocate Christiana Figueres has noted, “We have brought our natural world to several perilous brinks from which it may not be able to recover on its own. It is like an elastic band that stretches and contracts normally but if stretched too far will snap” (Figueres and Rivett-Carnac, 2020: 72-73).

At this point in the inexorable global heating trajectory, adaptation, and mitigation, at least, are still possible. In his 2017 handbook for ameliorative climate strategies, Drawdown (referring to bringing carbon back to Earth, with more optimism for “reversing” global warming than sounds workable today), Paul Hawken describes several ways humans can help to restore some level of tropical forest health. These include “mosaic” restoration, which combines forest and agricultural land; releasing land from “non-forest use” to “let a young forest rise up on its own, following a course of natural regeneration and succession,” with protective strategies to mitigate fire risk; and the more aggressive approach of removing invasive plant species and planting native seedlings in their place (Hawken, 2017: 115-116). 

Though governmental policy is crucial to these practices, especially in fraught countries like Brazil, where regulatory agencies have been weakened under Bolsonaro, Hawken notes that “[r]estoration cannot be done in the halls of power alone” and requires local, collaborative efforts (116). Reforestation projects such as Sebastião Salgado’s will continue to make a difference. At the same time, the next several years will be a crucial period for Lula’s administration to listen to Indigenous communities while enforcing environmental policies to block illegal logging and to regulate commercial farming and mining. Even if these efforts are successful, the Amazon rainforest’s return to health will take far longer. 


References

Anderson, Liana. (2021). “The Brazilian Amazon deforestation rate in 2020 is the greatest of the decade.” In: Nature Ecology & Evolution, Vol. 5, February 2021, 144-145.

Figueres, Christiana and Rivett-Carnac, Tom. (2020). The Future We Choose: The Stubborn Optimist’s Guide to the Climate Crisis. New York: Vintage. 

Hawken, Paul. (Ed.) (2017). Drawdown: The Most Comprehensive Plan Ever Proposed to Reverse Global Warming. New York: Penguin. 

Kaminsky, Valéria; Ellwanger, Joel Henrique; Kulmann-Leal, Bruna and Valverde, Jacqueline. (2020). “Beyond diversity loss and climate change: Impacts of Amazon deforestation on infectious diseases and public health.” In: Anais da Academia Brasileira de Ciências, 92 (1), DOI 10.1590/0001-3765202020191375.

YouthSeminar4

ECPS Youth Seminars #4 —Populism versus European Values in the Digital Era: The Case of Romania

The decline of trust in the political institutions of liberal democracy and in traditional journalism (print, radio, television) has been fueled by populists and anti-liberal ideologies. The rise of digital populism has especially generated “a cultural chaos of fake news” that is tremendously damaging the democratic culture. Populist leaders accused conventional media of generating fake news or of “being fake news.” In Central and Eastern Europe (CEE), the people’s loss of trust in the media amplified as they became poorly financed, unprofessional, increasingly politicised, and partisan. Meanwhile, digital populists successfully convince these people of possible opportunities created by direct democracy thanks to the online environment. At this ECPS Youth Seminar Dr Antonio Momoc speaks on “Populism versus European Values in the Digital Era: The Case of Romania.”

Dr. Antonio Momoc is an Associate Professor at the Department of Communication Sciences and Cultural Anthropology. He is also the Dean of the Faculty of Journalism and Communication Sciences at the University of Bucharest. Dr. Momoc teaches various aspects of communication and media, the new media theories and political communication, fashion, branding and politics, and electoral campaigns.

Moderator Celia Miray Yesil is a master’s student of International Political Economy at Warwick University. Her undergraduate degree was in European Politics at King’s College London, where she studied the historical background of Europe in the global context. Miray is interested in the impact of far-right populism on foreign policy, the political language of populist leaders, and its political economy.

students

Be part of ECPS Early Career Researchers Network

Despite some attempts of extolling individualism, human history has already proven that humans, through cooperation and alliances, can overcome any challenge posed by life. Therefore, ECPS is looking to empower PhD candidates and early-stage post-docs by launching the Early Career Researchers Network (ECRN) platform that ultimately aims at boosting cooperation, knowledge-sharing, and socialization amongst like-minded individuals.

Our contemporary society is becoming increasingly interconnected granting us unprecedented access to international knowledge. Having said that, this has also transformed academia, forcing scholars to become more competitive and innovative. This has resulted in academics having to be constantly up to date with the most advanced methods and theories. Hence, one vital element of current times is carrying out an ongoing dialogue between one’s work and other inspiring thinkers’ insights.

The ECPS recognizes the importance of a constant bilateral exchange of ideas, and it is acting accordingly. This time, we have decided to help PhD candidates and early-stage post-docs to connect, exchange perspectives, and collaborate with other candidates for their professional work. We want to make young researchers an integral component in the mosaic of ideas that are currently explaining the world we are living in. 

Young researchers have to face a myriad of challenges and problems when doing their work. Suffering from mental health issues, lacking a professional network or being unaware of job and project opportunities are all concerns that are exacerbated by the solitary nature of research work. This is why belonging to a multidisciplinary network that is comprised of a wide variety of scholars from different fields is believed to be very beneficial to PhD candidates and early-stage post-docs. 

With this in mind, we are looking to empower PhD and post-doc candidates by launching an international researchers’ network. We are happy to present our latest initiative: the Early Career Researchers Network (ECRN), a platform for PhD candidates and early-stage post-docs that ultimately aims at boosting cooperation, knowledge-sharing, and socialization amongst like-minded individuals.

What do you gain from becoming an ECRN member?

By becoming an ECRN member, you will get immediate access to inspirational discussions with other scholars from diverse disciplines. Moreover, you will have the chance to propose events aligned with your interests, as well as help in their design, elaboration, and execution. Further, ECRN members will enjoy the possibility of attending seminars, workshops and conferences that will increase their knowledge on multidisciplinary methodologies and new theoretical trends as well as provide them with career advisory focused on both the public and private sectors. 

In addition to the aforementioned benefits, this network for PhD candidates and early-stage post-docs will be used to share job opportunities and potential collaborations with the media, specialized magazines, and other research institutes. It will also serve as a reminder for upcoming events, call for papers in academic journals, and deadlines for job applications!

Do you want to contribute to ECRN? If so, do not hesitate to contact us through our email ecps@populismstudies.org if you want more information about the next steps in becoming a member of this network.

For more info Download PDF.

A man chanting songs with a dummy cow in the background during the Golden Jubilee
celebration of VHP - a Hindu nationalist organization on December 20, 2014 in Kolkata, India. Photo: Arindam Banerjee.

How has Hindutva populism blurred the line between caste and religion in Indian democracy?

Traditionally, caste and religion have been the two most prominent cleavages in India. Before 2014, upper-caste people used to identify strongly with the ideology of Hindu nationalism. However, the rise of Hindu nationalism (Hindutva) and the socio-political mobilization of lower caste people happened during the same period, post-2014, and both received massive public support. It is no longer possible to separate populism from caste, religion, and democracy. Therefore, as Rahul Mukherji noted, Indian democracy is more about populism rather than welfare.

By Saurabh Raj*

One of the historic grounds in the world’s largest democracy and the traditional host of the Jay Prakash (JP) movement[1]—Gandhi maidan, Patna (state capital of Bihar, India)—was full of saffron flags and caps during the 2019 parliamentary elections. A 23-year-old young man who was holding a Bharatiya Janata Party (BJP) flag and had a locket of the Hindu lord Krishna around his neck was shouting, “Modi-Modi-Modi & Jai Shri Ram.”[2] India’s prime minister and the most popular leader Narendra Modi was just about to come on stage. This young man looked impossibly excited to see Modi for the first time. The name of this young boy was Rakesh Yadav (his first name has been changed). Yadav belonged to the “Yadav caste”—socially and politically one of the most influential and historically disadvantaged[3] castes in Bihar. 

Being a Yadav and cheering for Modi tells a lot about the shift happening in the socio-political landscape in India: this caste used to be traditional voters for their caste group leader, like Lalu Yadav. Any political scientist would have been surprised to see that many youths like Rakesh Yadav from the Yadav caste would have shifted their political leaning towards Bharatiya Janata Party (BJP) from the Rashtriya Janta Dal (RJD). Like any curious and politically active citizen, I asked Rakesh Yadav, “Why are you here? I mean shouldn’t you be at Tejasvi Yadav’s (the son of Lalu Yadav) rally?” He bluntly told me, “Bhaiya jaat-paat bahut dekh liye, ab desh aur dharam dekhna hai”—I am done with caste politics and now it’s time to focus on my religion.

His prompt answer was a surprise: caste has always been an integral part of the Indian political system, and most of the voters used to prefer only voting for their caste leaders. Nevertheless, Narendra Modi’s populist Hindutva[4] nationalism changed the caste calculus in Bihar to some extent; religion has become a wider political plank. One could not imagine that a Yadav would vote against Lalu Prasad Yadav and his party Rashtriya Janta Dal. Also, if someone would vote, she/he couldn’t afford to be vocal about this before 2014. 

Narendra Modi’s populist style of leadership has changed the socio-political equations in the world’s largest democracy. The line of caste has been blurred, and “caste populism” has been taken over by “Hindu nationalist populism,” at least with respect to electoral behaviour. This is one of the biggest shifts in Indian democracy we have witnessed. Before 2014, especially in North Indian states, caste played a primary role in voting behaviour; this has changed (Verniers, 2022). This article attempts to understand this shift and its implications for democracy in India, specifically through the lens of populism. The first part will discuss layers of populism, giving examples from the caste system to understand Hindu populism. In the second part, I will discuss caste populism and my focus will be specifically on the Yadav community. The third part will explain the rise of Hindu populism and its implications for Indian democracy. I will end by looking at the contemporary impact on democracy of these two cleavages.

Indian Democracy and Populism

Caste and religion are the two most prominent cleavages in Indian democracy. There are six main religions, around 3000 castes, and more than 25,000 sub-castes in India (BBC News, 2019). These groups were united under the same roof post-independence, in 1947; democracy was described as “perhaps the only mechanism to hold India together” (Mehta, 2017). Nonetheless, these cleavages have often influenced Indian democracy. The question of the rights of the Scheduled Caste and Scheduled Tribes (the lowest and the historically disadvantaged groups) was settled right after independence: they were granted reservation as a constitutional right. But the concerns of historically disadvantaged classes/castes—also known as Other Backward Classes, or OBCs[5]—and religious minorities were left unaddressed, as their demands for reservation were unfulfilled. Due to such diverse pluralism and these unaddressed concerns, populism has played a crucial factor in maintaining the existing social frictions in Indian democracy. Political parties, caste leaders, and religious groups are used as tools to mobilize one group against another. 

After the 1970s, historically disadvantaged class leaders started mobilizing and demanding their rights, and Yogendra Yadav called this “the second democratic upsurge” (Yadav, 1996). During this period, democracy had taken social root, and many unheard communities started speaking out. Nonetheless, community leaders also made it a battle between the “forward caste vs historically disadvantaged castes.” The Hindu-Muslim fight had already been an integral part of democracy. Therefore, it is difficult to separate the element of “populism” from caste, religion, and democracy. According to Rahul Mukherji, Indian democracy is more about populism rather than welfare (Mukherji, 2014). The author argues that post-independence policies cater to the electoral voter bank instead of promoting the equitable welfare of the masses.

Caste Populism and the Socio-political Rise of Yadav

The Mandal commission movement (a movement to demand reservation in government jobs for historically disadvantaged caste groups) was largely led by the Yadav community in Uttar Pradesh (UP) & Bihar during the 1980s. Leaders like Mulayam Singh Yadav and Lalu Yadav mobilized the historically disadvantaged classes (OBCs). After the successful implementation of the B.P. Mandal recommendations, (27 percent of central and state government jobs should be reserved for OBCs), the Yadav community suddenly emerged as a hero among the OBCs and lower caste people. In one of the largest states in India, Bihar, Yadav is the largest caste, with more than 14 percent of the population. 

Lalu Yadav founded Rashtriya Janta Dal (RJD) in 1997. RJD is an entirely Yadav caste-dominated political party, most prominent in Bihar. He mobilized Yadav, Muslims, and some other castes and formed a formidable equation to win elections.[6] He raised a popular slogan against upper caste people: “bhoora baal saaf karo” (Removing the Brown Hair)—a Hindi slogan referring to acting against upper castes[7]—to win elections. His populist rhetoric separated society into two separate groups: “the forward caste vs the historically disadvantaged caste.” His populist style of campaigning helped in the mobilization of the historically disadvantaged castes. He became the first OBC chief minister in Bihar, and the socio-political structure changed irrevocably. “When a caste captures the space in the political space as ‘samaj (society)’ is mobilized by a political party, rather than weakening the democratic process, it actually strengthens and deepens it” (Michelutti, 2020), and this is exactly what happened in Bihar. 

After becoming the Chief Minister of Bihar, Yadav gave special attention to the Yadav community and used democracy as a tool in their socio-economic uplift. The Yadav were given preference in government jobs. There used to be special wards for Yadavs in public hospitals, where they received free treatments. A caste that had been unheard of and unrepresented in Indian democracy since independence suddenly started ruling one of the largest states in India.

This would’ve been impossible without the Yadav’s electoral alliance with Muslims, forged during the 1990s. This was an important shift that changed the socio-political landscape of democracy in India. 

The political rise of Yadav also influenced other castes as well. Many lower castes started speaking out, and beliefs in Indian democracy deepened as the ‘elite capture’ of political spaces started disseminating and trickling down to the masses. Ram Vilas Paswan founded a Scheduled caste-dominated political party—Lok Janshakti Party—in 2002, and Nitish Kumar founded Janta Dal United—largely a Kurmi-based[8] party—in 2003. The power dynamics shifted from upper-caste people to historically disadvantaged castes.

Local people throwing flowers on Volunteers of Hindu nationalist Rashtriya Swayamsevak Sangh (RSS) during march past in Vasundhara, Ghaziabad, Uttar Pradesh on October 19, 2018.

 

Hindu Nationalism and the New Caste Calculus

The Ram Temple movement[9] was a game-changer for India’s politics. This movement is partly responsible for the rise of both the BJP and Hindu nationalism. In a 1991 manifesto, the BJP promised to construct the Ram Temple to restore a symbolic righting of historical wrongs and to end the long and unhappy chapter of the supposed Muslim suppression of Hindus. Since the Ram Temple was highly sensitive, with a strong religious and emotional meaning, even non-BJP parties like the Indian National Congress, Samajwadi Party, and Bahujan Samajwadi Party, did not openly oppose the idea of constructing the temple on controversial land—even though many of those parties relied on Muslim electoral support (Rashid, 2021). Between 1989 to 1991, during the Ram Temple movement, the BJP saw the biggest jump in its vote share: it increased its stake 1.8 times, winning 20.1 percent of the vote nationally (Kishore, 2019). This made the BJP a national player in Indian politics and mainstreamed the sentiment of Hindu nationalism.

Nevertheless, despite its significant rise, the BJP was known as the party of Brahman and Bania (the upper and privileged caste groups of the Hindu community). Hindu nationalism was viewed as an upper-caste movement. The rise of Hindu nationalism and the socio-political mobilization of lower caste people happened mostly in the last decade (Jaffrelot, 2002). During the parliamentary elections in 2014, the BJP successfully mobilized non-Yadav historically disadvantaged groups’ votes in their favour, all while running on the plank of Hindutva. Under the umbrella of Hindutva, Narendra Modi played the ‘politics of presence’ card to attract other castes, many of whom felt unrepresented during the wave of caste populism. According to KM Panikkar, “many social groups earlier unaware of this political change suddenly realized their strengths…that even they can also come to power” (Mehta, 2017).

The image of Modi as a chaiwala (tea seller) who could become the Prime Minister resonated with the lower strata of society; he was their voice as opposed to the elite Congress which was caught in several scams in 2014. Many ‘backward’ castes like Kurmi, Koeri, Kushwaha, etc. could not get a share in power in the state or central governments. BJP tapped this unfulfilled desire and mobilized these castes against Yadav in the UP. The Lokniti-CSDS survey data suggests that this new social engineering of Hindu nationalism has worked quite well. BJP bagged over 40 percent of the OBC votes in the 2019 parliamentary election (Banerjee, 2018). BJP mobilized these castes against Yadav and Muslims, specifically on the plank of Hinduism, and united a more extensive section of castes under the umbrella of Hindu nationalism. For instance, the BJP’s main promise in 2014 was employment and everyone’s social and economic development (“Sabka Sath, Sabka Vikas”). However, in 2019 the BJP’s main electoral agendas were aggressive nationalism (as there was high tension between India and Pakistan)[10], the construction of the Ram Temple, and the abrogation of article 370.[11] As per the study, Modi’s speeches focused on aggressive national security, and the vote share of the BJP increased by 4.6 percentage points in the home constituencies of soldiers killed in the India and Pakistan violence (Arya & Bhatiya, 2021). 

Hindus have rarely, if ever, been so united post-independence. This unity also influenced the Yadav community to some extent. Data from the Trivedi Political Centre, Ashoka University, suggests that the BJP-NDA alliance has more than 50 Yadav MLAs (Members of the Legislative Assembly) in their camp, which is around 23 percent of the total MLAs in the Bihar state assembly (Nissa, 2020). The major takeaway from this data is that Hindu nationalist populism has blurred the line of caste populism, and a large section of the population has started identifying more with religion than caste. I believe the Narendra Modi-led BJP understood the new aspirations of these social groups earlier than other opposition political parties. As many opposition parties, including the Indian National Congress, are seen as pro-Muslim parties, Modi establishes this narrative among the majority of Hindus in his electoral speeches (Rao, 2018). Therefore, they are able to form new social identities under the umbrella of Hindu nationalism.

New Power Dynamics and a Majoritarian Democracy

This new caste calculus has directly influenced the nature of Indian democracy, and I believe now all political parties want to dock with “the majoritarian horse” and mobilize Hindus against others. For instance, while all political parties used to appease Muslims for their votes, Muslims are now mostly ignored. This is also reflected in the Modi government’s policies like CAA-NRC[12], the abolition of article 370, etc. Recently, the Samajwadi Party leader and a very well know Yadav, Akhilesh Yadav said, “Lord Krishna comes in his dreams every night and tells that he will set up Ram Rajya (the rule of Lord Ram) in Uttar Pradesh” (Press Trust of India, 2022). By using the names of Lord Krishna and Ram together, even he is also trying to fuse Yadav and the entire Hindu community together for the coming UP state assembly election. Congress leader Rahul Gandhi also started visiting temples across the country and claimed that he is a Kashmiri Brahmin (The Economic Times, 2018).

Changes in socio-political power relations and the expansion of democracy across the castes and communities have penetrated the Indian political imagination and have “begun to corrode the authority of the social order” (Khilnani, 1999). There should not be any debate in saying that democracy has changed the fate of many lower castes in India. Many unheard voices have been heard and shared in state power. But this current form of Hindutva nationalism’s populist politics has overshadowed other cleavages within Indian democracy like Muslims, Tribals, etc. Hindus have mobilized and have also started voicing their unheard historical pain[13] and grief against the imposition of “secular India” on them.

Nevertheless, what about those who have been left behind because of this democratic upsurge? What about the largest minority of the world’s largest democracy—a group currently living under fear and threat? If democracy is perhaps the only tool to hold India together, then why is it failing to provide a safe environment to other minorities like Muslims, Tribals, and women? I don’t know what the solution is. I am not sure whether there is a need for another democratic upsurge or not, but I firmly believe that the solution lies in democracy itself. As in the words of PB Mehta, “When we praise or blame democracy, we are often like the person looking for his lost key under the lamp post—not because he has lost it there, but because it is bright there.”

 


(*) Saurabh Raj is a student of M.A. in Public Policy & Governance at Azim Premji University, India. He was also a participant in ECPS Civic Leadership Program, in 2021. His area of interest is party politics, far-right populism, and electoral & democratic reforms. He has also work experience in political and democratic reforms for more than five years.


 

References 

— (2018). “’My gotra is Dattatreya, I am a Kashmiri Brahmin’: Rahul Gandhi in Pushkar.” The Economic Times.November 27, 2018. https://economictimes.indiatimes.com/news/politics-and-nation/rahul-gandhis-gotra-is-dattatreya-he-is-kashmiri-brahmin-priest/articleshow/66820708.cms?from=mdr (accessed on October 6, 2022).

— (2019). “What is India’s caste system?” BBC News. June 19, 2019. https://www.bbc.com/news/world-asia-india-35650616 (accessed on September 16, 2022).

Arya, Y. & Bhatiya, A. Y. (2021). “The Salience of Political Messages: Evidence from Soldier Deaths in India.” SSRN Electronic Journalhttps://doi.org/10.2139/ssrn.3955198

Banerjee, A. (2018). “BJP goes all out for 41% OBC votes in 2019.” India Today. June 19, 2018. https://www.indiatoday.in/elections/lok-sabha-2019/story/bjp-goes-all-out-for-41-obc-votes-in-2019-1263850-2018-06-19 (accessed on September 16, 2022).

Desk, O. W. (2022). “Hindutva: The Growth of Violent Hindu Nationalism.” Outlook India. February 3, 2022. https://www.outlookindia.com/website/story/hindutva-the-growth-of-violent-hindu-nationalism/217969 (accessed on October 6, 2022).

Jaffrelot, C. (2002). India’s Silent Revolution (ed.). Columbia University Press.

Khilnani, S. (1999). The Idea of India (1st Ppbk Ed, 1999 ed.). Farrar, Straus and Giroux.

Kishore, R. (2019). “How the temple movement helped BJP.” Hindustan Times. November 15, 2019. https://www.hindustantimes.com/india-news/how-temple-movement-helped-bjp/story-VXQd0EgOAwvY4RStFndbVN.html (accessed on October 12, 2022).

Mehta, P. B. (2017). Burden Of Democracy. India Penguin.

Michelutti, L. (2020). The Vernacularisation of Democracy. Taylor & Francis.

Mudde, C., & Kaltwasser, R. C. (2017). Populism: A Very Short Introduction (Very Short Introductions) (2nd ed.). Oxford University Press.

Mukherji, R. (2014). Political Economy of Reforms in India: Oxford India Short Introductions (Oxford India Short Introductions Series) (1st ed.). Oxford University Press.

Nissa, B. A. V. G. U. (2020). “What does the caste profile of MLAs in Bihar tell us about politics?” Hindustan Times.November 16, 2020. https://www.hindustantimes.com/bihar-election/what-does-caste-profile-of-mlas-in-bihar-tell-us-about-politics/story-OgMg2zkzFAWwdP9qQs2klK.html (accessed on September 16, 2022).

Rao, P. V., Jr. (2018). “How BJP & Congress play politics over Muslims.” The Asian Age. July 17, 2018. https://www.asianage.com/opinion/oped/170718/how-bjp-congress-play-politics-over-muslims.html (accessed on October 6, 2022).

Verniers, G. (2022). “Role Of Caste in Elections.” Outlook India. February 3, 2022. https://www.outlookindia.com/website/story/role-of-caste-in-elections/295807 (accessed on October 6, 2022)

Yadav, L. P. (2019). Gopalganj to Raisina Road (Hindi Edition). Rupa Publications India.

Yadav, Y. (1996). “Reconfiguration in Indian Politics-State Assembly Elections, 1993-95.” In: Economic and Political Weekly: Vol. Vol. 31 (Issue Issue No. 2-3). 


Footnotes

[1] The JP (Jay Prakash) movement was against Emergency and the Indira Gandhi-led Congress government in 1975-77. It was the first nation-wide movement against the Indian National Congress post-independence.

[2] Lord Sri Ram is a mythological Hindu God, and the slogan “Jay Shri Ram” has become a war cry of the BJP against Muslims.

[3] I will be using “historically disadvantaged groups” to refer to Other Backward Classes (OBCs) in this piece- 

[4] A modern political ideology that advocates for Hindu supremacy and seeks to transform India into a Hindu nation (Outlook India, 2022). 

[5] The Indian Constitution categorizes three classes in India – Forward/Upper caste, Other Backward Caste and Scheduled Caste and Tribes

[6] Electoral alliances between Muslims (17%) and Yadav (14%).

[7] BhooRa Baal represents four upper castes of Bihar – Bhumihar (Bhoo), Rajput(Ra), Brahman(Baa), and Lala(L).

[8] Kurmi is also one of the influteinal castes in Bihar after Yadav and they also belong to the historically disadvantaged class

[9] Ram is Hindu mythological god and Hindus believe that Ayoydhya was his birthplace, where Babri Mosque was built. Hindutva supporters demolished Babri Mosque in 1992. The case about Ram Temple eventually went to the Supreme Court of India. Recently, Hindus won the case, and the Ram Temple construction got a green light to proceed.

[10] A terrorist attack on an army convoy in Pulwama (Kashmir) in 2019 just a few months before the parliamentary elections of 2019. In response, the Modi government launched counter airstrikes in Balakot (Pakistan Occupied Kashmir). 

[11] The 1954 presidential order constituted a founding legal document for Jammu and Kashmir (as it was a disputed land between India and Pakistan at that moment); Article 370 and 35A protected the exclusive law—such as the bar on outsiders buying property and women marrying non-Kashmiris losing their property rights—of the State. The Modi Government revoked this in 2019.

[12]  CAA stands for Citizenship (Amendment) Act (2019) that was passed in Parliament on December 11, 2019. The Modi government amended the Citizenship law to grant citizenship to religious minorities of Afghanistan, Pakistan, and Bangladesh but not Muslims (Press Information Bureau, 2019).

[13] The narrative of the politics of Muslims’ appeasement. BJP claims that Congress was/is a pro-Muslim party. Hence, Hindus’ concerns were ignored by the Congress governments in the name of secularism. 

Giorgia Meloni, leader of Brothers of Italy, Silvio Berlusconi, leader of Forza Italia and Matteo Salvini, leader of the League, attend a center-right coalition rally in Rome, Italy on March 01, 2018. Photo: Alessia Pierdomenico.

The anatomy of the Italian vote

In a few months, indignant citizens will probably forget their fascist fear, while Meloni’s supporters, after the “honeymoon period”, will become progressively more critical toward their leader – because rhetoric is rhetoric, but politics is politics. In five years, but probably less, everything will start over – only with more national debts on the shoulder of the young people. “Everything must change for everything to remain the same,” Giuseppe Tomasi di Lampedusa wrote in The Leopard (1958). That is Italy, and it has always been.

By Luca Mancin

A Brief Summary of September 25

“From the Italians, a clear indication came in these general elections for a centre-right government led by Fratelli d’Italia (Brothers of Italy)”  Giorgia Meloni said in the early morning of the 26th of September, as exit polls presented a first image of the Italian vote. “Now it is time for responsibility,” she added. In the face of criticism and doubts resounding in foreign media, Meloni aimed to reassure both national and international audiences that she will govern in the name of all Italians.

The percentual distribution of vote (Source: SKY TG24).
The flux of votes between the 2018 and 2022 elections (Source: YouTrend).

The winning coalition – consisting of Fratelli d’Italia, Matteo Salvini’s Lega, and Silvio Berlusconi’s Forza Italia – reached a majority of 235 MPs thanks to their combined 43.79 percent of the vote. While Italian media has described this coalition as “centre-right”, the foreign press categorises their movement as being dominantly populist radical right,  with only Berlusconi holding moderate and pro-European positions relative to his coalition partners.

While Meloni’s triumph was largely predicted, the level of electoral success (25.99 percent) came as a surprise in comparison to the party’s 2018 score (4.35 percent). Fratelli d’Italia managed to monopolize its role as the dominant opposition party to Mario Draghi’s grand coalition government in the last year and a half. After all, in a government of national unity composed of leftist, centrist and rightist parties, it is quite easy to bring out the political ambivalences and hypocrisies of both opponents and allies. Berlusconi’s party reached an unexpected 8.11 percent, despite polls preceding the vote predicting it to be around 5%. Matteo Salvini failed to reach previous successes as the Lega achieved 8.77 percent of the vote. This result represents a loss of almost 10 points from the 2018 domestic elections and 26 from the 2019 European vote. This dissatisfaction with Salvini’s leadership started growing within the Lega’s electorate, following his decision to join Draghi’s government in February 2021. 

The geographical distribution of votes (Source: YouTrend).

The Five Stars Movement, led by former Prime Minister Giuseppe Conte, did better than expected compared to opinion polls prior to the election. This surprising result of 15.43 percent was achieved through its strong showing in the south of Italy. The greatest losses came at the expense of the centre-left alliance led by Enrico Letta’s Democratic Party (PD). Independently, the party garnered 19.07 percent of the vote, however it lacked support from its junior partners, who only contributed an additional 7.06 percent to the alliance. Rounding out the Parliament is the so-called “third pole”, the centrist alliance between Carlo Calenda’s Azione and Matteo Renzi’s Italia Viva (7.79 percent), who collectively gained 21 seats.

Distribution of seats in the Lower house (Source: YouTrend).
Distribution of seats in the Higher house (Source: YouTrend).

Background to the Vote

Since the last time Italians voted, the 4th of March 2018, three governments have gone by – two of which were led by Giuseppe Conte (Movimento 5 Stelle and Lega (2018), M5S and Democratic Party (2019)) and one by Mario Draghi. In July of this year, M5S, Lega, and Forza Italia withdrew their confidence in the executive, causing a crisis which resulted in the collapse of the Draghi government. 

Draghi’s resignation on the 21st of July, dissolved the grand national unity coalition which featured internal divisions, constant struggles, and a sense of perennial electoral campaigns. The subsequent election occurred in the shadow of the Ukrainian war, a burgeoning energy crisis, management of the Next Generation EU funds, and the aftermath of the COVID-19 pandemic. The elections were further complicated by the reduced number of MPs following the 2020 constitutional referendum and the upcoming deadline for the 2023 economic and financial plan (DEF). 

However, what kind of campaign has it been?

Mario Draghi, Italy’s prime minister, listens during a debate at the Senate in Rome, Italy on June 21, 2022. Photo: Alessia Pierdomenico.

A Short, Summer Campaign

In a nutshell, the campaign has followed an inconsistent pace: vacuous during August and frenetic in September. The opinion polls favouring the populist radical right rendered opposing citizens and parties demoralized to compete effectively with Meloni’s rising popularity. In particular, the centre-left seemed resigned to a defeat, content to “lose with style,” as Columbia University professor Nadia Urbinati stated in an op-ed in “Domani”.

While there has not been a strong central theme throughout the electoral campaign, as reddito di cittadinanza was in 2018, some notable themes can still be identified. These include the energy crisis, the populist radical right’s “flat tax” and fiscal relief, the polarization between populist radical right and Democratic Party on the necessity of Atlanticism and Europeanism, and the management of the Next Generation EU funds.

The energy crisis and its economic consequences on all levels of Italian society served as one of the main battlegrounds for the electoral campaign. While all parties agreed on a necessary price cap on oil and gas, marked differences emerged on alternative sources of energy. While the right-wing coalition pushed for nuclear energy, Calenda’s Azione stood for regasification plants, and the left-wing groups advocated for renewable energy sources. Additionally, no consensus was found concerning national debt and financial support for citizens struggling the most with inflation.

Second, the relationship between the frontrunning right-wing parties and Putin was brought into question. This was combined with debates on Italy’s stance to continue economic sanctions on Russia. However, every party attempted to present itself as pro-Europe and pro-NATO, even Fratelli d’Italia and the Lega, historically more sceptic and critical of Europe. The political debate was exacerbated by US leaks regarding Russia’s funding of European parties. This brought about a tumultuous climate of mutual accusations regarding who received Russian funds and who did not. Particularly scandalous were Berlusconi’s words justifying Vladimir Putin’s invasion.

Finally, the campaign picked up where Draghi’s government left off: the distribution of the Next Generation EU (NGEU) funds in the National Plan of Recovery and Resilience (PNRR). Meloni strengthened her political aura and authority over the right-wing coalition by repeatedly stating her intention to go to Brussels and “renegotiate” the NGEU details, despite this being neither legally nor politically feasible.  Her populist approach failed to mention the European Green Deal, in spite of sustainability’s significance in the NGEU fund. Across the political axis, environmental concerns were lacking, and only considered by Sinistra Italiana-Verdi and some minor left-wing parties. Meanwhile, PD and M5S’ programmes were largely environmentalist in name only and could even be categorised as greenwashing. Geopolitically speaking, instead, major problems were the migration flow from Libya and the absence of any agreements with the African country and within the EU’s member states (cf. Dublin Regulation III).

In terms of the approach to campaigning, there was a significant push to mobilise the youth vote. Parties turned en-masse to social media networks to create numerous, and often blatant, posts targeting this electorate. Most notably, political leaders across the spectrum used TikTok to post surreal, if not ridiculous, videos in an attempt to achieve virality. For instance, Salvini used to do long live streams on this social, chatting with users and allowing them to apply a variety of filters during his chats.

Giorgia Meloni’s Heavy Post-Fascist Burden

Since the morning of the 26th of September, the front pages of Italian and particularly foreign newspapers presented Meloni’s win as a revival of fascism. Although Giorgia Meloni is likely to become the first female Prime Minister in Italian history, media attention has focused instead on her victory being a symptom of democratic decay in Italy.

Fratelli d’Italia’s relationship to fascism is clear and undeniable. Starting with the tricolour flame as the party’s symbol – this imagery is derived from the Italian Social Movement party, a political successor to the fascist Salò Social Republic. Throughout the party’s history, there has always been a respect for Benito Mussolini. Whether it be the words of a 19-years old Giorgia Meloni on the political skills of the dictator, or Gianfranco Fini’s (one of the founders of Fratelli d’Italia) statement that Mussolini was the greatest statist of the 20th century. Although the party leaders have been openly against any fascist recalls, it is clear that Fratelli d’Italia’s roots drawn from such symbolic and historical imagery.

“Fascism” is not the only peculiarity of this party, which needs further analysis. Fratelli d’Italia’s nature as a populist radical right party (according to Cas Mudde’s definition presented in the book Populist Radical Right Parties in Europe) requires thorough exploration and deeper analysis. Indeed, Meloni’s strategies and communications reflect the dimensions of (1) populism, (2) nativism, and (3) authoritarianism. Opponents generally use the fascist element to denigrate Fratelli d’Italia, but risk overlooking and obscuring its more complex articulations. 

According to Bologna University’s professor Salvatore Vassallo, Fratelli d’Italia has a revisionist view of the twenty years of fascist dictatorship in Italy, but leaders of the party have more than once declared the absolute condemnation and distance themselves from such a phenomenon. I would consider the role of fascism in the ideology of Fratelli d’Italia as the “theoretical premise” that influences the authoritarian dimensions of the populist radical right under the banner of authoritarian “law and order” and nativist aspects conjugated in the form of secure national borders or economic protectionism. It means that we should not expect a “fascist backlash” but, rather, an exacerbation or a polarisation of those themes that feature populist radical right’s political programmes – where the fascist rhetoric would be used, if used, by supporters of Fratelli d’Italia and not by its leaders. Considering this, it remains convenient for leftist parties and media to label and condemn Meloni’s triumph as the win of fascism, thanks to her populist and demagogue rhetoric. 

What is missing in such media and political analyses is consideration of the causes behind this electoral result. If Meloni reached the 26% of the vote and won in constituencies that have voted for leftist parties since the birth of the Italian Republic, her triumph probably is a consequence of a democratic malaise, not a cause. Furthermore, I argue that defeated parties and columnists should confront the reasons behind the highest record of abstentionism in Republican history, which reached 64 percent.

Geographical distribution of turnout (Source: YouTrend).

The lethargic politics of Draghi’s government may offer insight to the sharp rise of the extreme right; the centrist decision-making, technocratic disengagement, and the opaque management of the Next Generation EU’s tasks prevented necessary political debate between the left and right. As Chantal Mouffe lucidly explains in her The Democratic Paradox, this tendency to operate on a “radical centre” anesthetises the political environment and indirectly favours and nourishes extremisms – be they of left or right.

What Now?

If Meloni succeeds in receiving the primary responsibility from the national president Sergio Mattarella to form a government, the new executive will be staunchly conservative. We can expect attacks on civil rights in the fields of abortion, euthanasia, gay adoption, racial and homophobic discrimination, as well as stricter immigration policy. After all, Fratelli d’Italia’s slogan states “God, Family, and Homeland”.  

However, the absence of new laws does not mean eliminating the old ones. The Italian Constitution boasts robust checks and balances to constrain executive power. Consequently, the populist radical right majority cannot bypass these controls without holding regular referenda. Additionally, in such a geopolitical and historical context, it is hard to imagine a decline of Italian democracy towards a “Polish” or “Hungarian” model – even if a worried Ursula von der Leyden  has warned about the EU’s dissuading tools. 

Last but certainly not least, we should expect some theatrical shows of strength at the EU’s expense to impress domestic supporters. For instance, Meloni is already pushing for revisions of the PNRR’s expense details in line with current inflation rates. Similarly, we can expect attempts to pressure the EU to adopt new internal regulation on migration flows through operations like naval blockades targeting NGO’s transporting migrants. Finally, on the economic front, neoliberal measures for tax relief, like the controversial “flat tax”, will be difficult to approve due to constitutional issues and a lack of funds. 

The most pressing deadline facing the incoming government is the submission of the 2023 economic and financial planning document (DEF) to Brussels. Given the short time frame, it is likely that Draghi’s outgoing government will work with the new executive to draft the DEF. In light of Italy’s historical national debt problems, Meloni’s first objective will be to reassure the international markets of her moderate profile through a “Europeanism of convenience.”

Finally, it is essential to remember that, since 1948, Italy has had 67 governments, lasting, on average, 414 days. In a few months, indignant citizens will probably forget their fascist fear, while Meloni’s supporters, after the “honeymoon period,” will become progressively more critical toward their leader – because rhetoric is rhetoric, but politics is politics. In five years, but probably less, everything will start over – only with more national debts on the shoulder of the young people. 

“Everything must change for everything to remain the same,” Giuseppe Tomasi di Lampedusa wrote in The Leopard (1958). That is Italy, and it has always been.