SABATINA: RENAN SANTOS (MISSÃO) + SÉRGIO SACANI - REDCAST

About: improve professional opportunities and retain human capital in Brazil

"So when you see, like, all the expectations of doing big things not happening, and the things that matter taking place in other countries, and you yourself — a high-quality human capital — see that things don't come to fruition around you, you suffer. I know that. I'm not a human capital of as high quality as you, but I really feel that frustration. And that's the problem. That's why we have to expect that Brazil is a good style."

About: reduce industrial protectionism and open markets

"It was the worst moment in the country's history, and do you know what's worst of all?"

About: implement the economic reform agenda

"Notice this: Fiesp — what's Fiesp's social function? In a country that deindustrialized, they ended up working only with market reserve."

About: implement the economic reform agenda

"If that can't be used here, nothing will happen here. And that's the problem. These companies, this lobby, were never in favor of these competitiveness reforms. They only wanted to look after the sector's most petty interests, and the sector ends up broken."

About: reduce industrial protectionism and open markets

"Then the only thing, like, the something was terrible, obviously, horrible and all, but one good thing he did was open up, right? Then it opened up there."

About: control inflation

"example: we solved hyperinflation. We solved hyperinflation. Which is a problem"

About: implement long-term strategic planning for national development

"Because Brazil has problems at every level you can think of — economic, social, all kinds. Perfect, right? How do you, how do you think — I mean, do you say 'I'll do this when I get there' — but how do you structure it? Because there's also one thing, man, that I think Brazil really lacks: it's something like strategic planning, you know? We have zero strategic planning, you know? And China — China has it. China is just strategic planning, and long-term, which is wonderful."

About: implement long-term strategic planning for national development

"When we structured the Yellow Book, we tried to make the series of portfolios that a president would have — the ministries — into a coherent whole."

About: expand national production of critical minerals

"If on one hand there are shortcuts along the way and elements that help us accelerate and close the gap in some areas, I think the discussion about rare earths leads us in that direction — it is an accelerator."

About: retake control of territories dominated by criminal factions

"First you have to understand, I need to create a bond and an almost foundational act with the people of the country I live in, around a theme that is central, that will unite the rich and the poor, people from the north to the south, white to black. And that theme is public security."

About: impose differentiated treatment on factions (harsher penalties, special prisons, isolation, and financial strangulation)

"of new legislation for criminal matters, for the law on penal executions, and because today when we face organized crime we call it the criminal law of the enemy. Which is a specific legislation so that a member of a gang has a special legal status."

About: integrate intelligence and federal forces into public security policy

"The implementation of this also has to involve intelligence."

About: retake control of territories dominated by criminal factions

"So I have to catch those companies in the middle. Just as I have to take over the favelas in the Baixada Santista that the PCC uses as a kind of dock to assemble the package that will be exported, and retake the Port of Santos."

About: implement a fiscal reform on the expenditure side

"Which is: public accounts in Brazil are blowing up, the debt-to-GDP ratio..."

About: implement a fiscal reform on the expenditure side

"Kim Kataguiri filed the constitutional amendment with this fiscal reform, that is, the project is already in the National Congress."

About: reduce public spending

"reducing interest rates. I also reduce government spending, because ultimately the rolling over of debt is linked to that, and it allows me to have discretionary space for investment. Then I can discuss cool things with Serjão, so Serjão won't want to grab a plane and leave. And basically that's it. A country that doesn't have the capacity to invest is a country that doesn't have the capacity to imagine and dream different things."

About: prioritize infrastructure investment in Brazil

"There's no point in saying, 'oh, I'll make rockets.' Okay, is there money to build a road linking Alcântara with its quilombola communities to anywhere? No, there isn't. There's no money for anything."

About: approve a fiscal reform

"There is a whole precedent: a president passes a PEC during the transition — Lula did. I need to pass the PEC, the PEC that Kim filed, during the transition."

About: approve a fiscal reform

"I understand. I have to spend political capital. Because then you come in already voting it, is that it? No, I come in with it already voted. Okay."

About: combat organized crime

"And at the same time, I start my confrontation with organized crime, which will generate legitimacy for me and, at the same time, a recovery of those areas."

About: implement competitiveness reforms for industry

"First derivative from the economic area: I need to have a competitiveness reform."

About: facilitate hiring and firing and simplify starting businesses

"I have to pass an agenda that makes hiring and firing, opening and closing companies easier. I need to address investments in infrastructure, highways, railways and energy to start having more functional economic complexes in Brazil."

About: facilitate enforcement of guarantees and debt collection

"I need regulatory frameworks, for example, related to debt collection in Brazil, because collecting a debt in Brazil is chaos. A bank lends you money and you put up collateral, a machine in a company."

About: approve a fiscal reform

"a fiscal reform already also helps with foreign investment in the country. Obviously. Because it reduces long-term risk. There is no"

About: establish a long-term fiscal framework

"need to set a framework, like we talked about the Plano Real. Plano Real, whether you like it or not, when the PT came in, when Bolsonaro came in, when Temer came in, everyone maintained the Plano Real."

About: not appoint salespeople from Faria Lima banks to the Ministry of Finance

"That you can't put Banco Master salesmen. Faria Lima also wants to stick its nose in a lot, but it was selling Banco Master until yesterday."

About: privatize state-owned companies

"for Faria Lima to say that I'm going to privatize Petrobras. I don't want to privatize Petrobras."

About: implement a regulatory framework for exploration and processing of rare earths in Brazil

"And there's an accelerator in this process, which is the issue of rare earths."

About: establish environmental standards for mining and processing of rare earths

"But the problem is, the process to take rare earth from the rock is very aggressive."

About: implement rare-earth processing capacity in Brazil

"That gives us an extremely powerful geopolitical position to be an infrastructure base for them to slot us into that chain, and given that they are dependent on us, for them to transfer technology, bring part of the production, and then we accelerate in the global production chain, getting out of the bottom, from that humiliating position we're in,"

About: implement a regulatory framework for exploration and processing of rare earths in Brazil

"I don't think it was a specific handover by Lula. Lula was put there — Trump put Lula in a little chair, that was still last year when they were discussing Venezuela, tariffs"

About: implement rare-earth processing capacity in Brazil

"Basically it's the same thing, that's not even a huge problem, but the thing is, the processing had to be here. Obviously. The processing had to be here. My fear, what's my fear?"

About: investigate concentration of power generation in the hands of the Centrão

"When we talk about an extremely heavy industry like this, we Brazilians here, who lived through all the petrolão and such, we know in whose hands this will fall. We know in whose hands it will fall. Unfortunately, there are four or five companies that can do this. Serjão,"

About: privatize state-owned companies

"There was now, some years ago, a supposed privatization of Eletrobras and some marks that regulated the thermal power sector."

About: investigate links between politicians and owners of thermal power plants

"You'll see who owns the thermal plants. To be honest, there's a relative of Kassab who owns a thermal plant down in the southern region."

About: investigate concentration of power generation in the hands of the Centrão

"There are thermal plants in Maranhão too, also owned by relatives of politicians. The Centrão ended up owning the generation of a large part of the power, especially with thermal power plants in Brazil."

About: investigate political control over rare earths exploitation

"Rare Earths, who's on top of this is the Centrão, in some banks, some big Brazilian investment banks, that already... Because"

About: investigate the activities of large contractors in strategic sectors

"when I talk about the companies, we know. The Brazilian companies that have the capacity to do this, we know. Queiroz Galvão, Odebrecht, Camargo Corrêa, because they're the heavy industry companies."

About: investigate the use of intermediaries tied to politicians in contracts

"there's always an intermediary, there's an intermediary connected to Centrão politicians."

About: investigate participation of foreign banks and funds in strategic projects

"I'm not even getting to those companies. They're at the point... There are banks and investment funds"