Footage from early 1979 shows Lula pacing on a stage nervously, sweating in shirtsleeves, smoking a cigarette.1 He was about to address 150,000 metalworkers who were on strike for fair wages while protesting against the impact of the military regime on ordinary Brazilians. There were too many people to fit in the metalworkers â union assembly hall, so the meeting had to be moved to the football stadium Vila Euclides in SĂŁo Bernardo do Campo, Greater SĂŁo Paulo . Tensions were rising as the police were readying themselves to intervene violently, while the union leadership had been forcibly removed from their posts with their civil and political rights annulled. In his speech Lula emphasized that the unions were exercising their legal right to strike and that they were not âradicalâ. Meanwhile, and under the direct threat of repression, Lula and his fellow strike leaders tried to convince the strikers to accept a truce between the unions and the employers . After a turbulent meeting, the union assembly suspended the strike on May 1, 1979.
Back in SĂŁo Bernardo, twenty-three years later and just months after he was inaugurated as Brazilâs first working-class president in 2003, Lula spoke to an audience of trade unionists about the strike: âIt was the most difficult meeting of my life; every time we tried to talk about an agreement, the workers booed. And I managed to convince my comrades to accept the agreement but they returned to the factories feeling that I had betrayed them. A feeling that a strike should go on to the bitter end. It was the most difficult year of my union life.â Despite the disappointing outcome, Lula himself saw the strike as the beginning of the labour movementâs road to political power : âI thought with my feet: if the workers thought they could take the strike to the limits of the possible, they should. ⊠This was the strike in which we lost most economically, it was a strike in which we gained absolutely nothing.â Yet, as Lula went on to observe, the strike had marked the first step on the road to political power, which would include the foundation of the Partido dos Trabalhadores (PT, the Workersâ Party) , the Central Ănica dos Trabalhadores (CUT, the Unified Workersâ Central) , and eventually âthe election of this union leader to the presidency of the Republicâ.2
The 1979 strike marked a turning point in labour opposition to the dictatorship, transforming the union movement into a formidable opponent of the military regime. Lulaâs reflections on the 1979 strike as the countryâs president underlined the political importance of the strike movement that emerged in the late 1970s while also indicating that Brazilâs famous labour militancy was not straightforward or uncontested, even during the heyday of the strikes of the late 1970s and early 1980s. The strike leaders had to consider the risks of a repressive backlash from the state, with employers threatening to fire the striking workers, all while attempting to balance the workersâ wage demands with a wider agenda for political change. These difficult choices continued to shape the Brazilian union movementâs strategies and tactics over the next decades.
Attempting to understand these strategic dilemmas, this book analyses the conflicts created by the union movementâs active involvement in a changing political environment, particularly in the context of a centre-left party with such strong and defined roots in the union movement coming to power. Much of the literature on recent Brazilian politics has interpreted the union movementâs political position as the PTâs close ally as a move away from the political radicalism of the movementâs early years, thus signalling a drift towards pragmatism and moderation . Although the trajectory of Brazilian unions cannot be analysed without reference to the changing political fortunes of the PT, to assume that its behaviour and agenda have been identical to the partyâs is to simplify a complex reality. Instead, this bookâs central argument is that the union movementâs political ambitions have resulted in significant conflicts, given that labour activism experienced waves of militancy and moderation rather than a linear trajectory towards pragmatism and political co-optation . Through its study of the political trajectory of Brazilian trade unions , this book explores the conditions under which trade unionists developed moderate or militant strategies. The guiding questions of this analysis focus on the contexts which have shaped these political approaches: namely how the union movement came to an accommodation with the socio-political and economic structures in which it operates and how and why labour action acquired a political dimension, whether radical or not.
The academic literature on Brazilâs recent political history has witnessed a great deal of polarized debate regarding the PT governmentâs legacy and the partyâs relationship with civil society , including trade unions. On one side of the debate, the union movementâs position is viewed primarily as having been subordinated to, or even willingly co-opted by, the PT government. Much of the literature on the Brazilian labour and the PT has emphasized the absorption of union leaders and other groups such as the landless workersâ movement (MST) through their incorporation in government structures, reflecting the PTâs own increasingly moderate political agenda while in government.3 From this perspective, the union movement lost its voice as the legitimate representative of working people in Brazil by abandoning its critical stance towards the government. In his characteristically polemical style, Ricardo Antunes has referred to Lula as a âhalf-Bonaparte ⊠politely effacing before the power of high finance while craftily managing his popular supportâ.4 Francisco de Oliveira characterized the relationship as a âhegemony in reverseâ: rather than pursuing a progressive agenda when finally in power, the CUT had become âa transmission belt for neoliberal policiesâ, contributing to the fragmentation of the Brazilian working class .5 According to Maria dâAraujoâs study on union membership in government circles, the PT administrations had turned into âa confluence between government, the union movement, social movements and civil servants, ideologically mobilized and sociologically corporatistâ.6 Moreover, David Samuels argues that due to the union movementâs moderation in parallel with similar developments in the PT, after Lulaâs election to the presidency this created a dynamic whereby the government became less responsive to social pressure as the PTâs leaders âno longer have to worry as much about a trade-off between adopting an electorally pragmatic approach and losing organized laborâs supportâ.7 Meanwhile, AndrĂ©ia GalvĂŁo8 views the CUTâs accommodation with the PT as a sign of weakness rather than a channel of political influence, having led to crippling divisions and fragmentation.9
For others, the improvements between 2003 and 2016 outweighed the negatives, focusing in particular on the improved legal position of trade unions, access to political influence, and social improvements such as reductions in poverty and inequality . Tonelli and Queiroz argue that the PT governments not only increased the number of formal jobs and redistributed income but also created a âpermanent dialogue, initiating a process of cultural changeâ.10 Despite calling some of the first Lula governmentâs labour reforms âpiecemealâ, Hall nevertheless views Lulaâs attempts to strengthen the legal position of unions as a positive departure from the Latin American trend towards deregulation.11 French and Fortes point to the positive effects of economic growth on job creation and wages throughout most of the 2000s, the role of social policies in poverty reduction, as well as a more positive bargaining environment for trade unions.12 In turn, Hochstetler has argued that co-optation was not as straightforward as often suggested, as civil society mobilized to move Lula to the left in the early years of the PT government and developed alternatives to the governmentâs participatory mechanisms,13 as well as proposing new policies such as the minimum wage .14
Despite the important parallels between the PTâs and trade unionsâ respective trajectories, both sides of the debate tend to overemphasize the similarities between the political trajectory of the party and the unions, which can obscure the particular dynamics of labour mobilization . While these divergent evaluations suggest disillusionment on the one hand and recognition of moderate improvements on the other, the union movementâs own position in this political scenario was equally conflicted. Indeed, although the CUTâs trajectory undoubtedly became closely intertwined with the PT government, to reduce the union movementâs position to one of co-optation and conservatism obscures the dilemmas this relationship generated. Therefore, this book explores the conflicts provoked by the uni...
