🇧🇷Brazil's presidential, first round is October 4.
— Jack Prandelli (@jackprandelli) September 22, 2026
Why it matters for energy?
Brazil isn't OPEC, but it joined the OPEC+ Charter of Cooperation in Feb 2025 with zero obligation to cut, and it's now Latin America's largest producer at 4.3mb/d, increasingly pre-salt crude… pic.twitter.com/Kpj2lUF1xi
Could be big. The USAID/CIA folks basically installed Lula via their courts/military (color revolution style). He sounds incredibly angry this week. He gave a long interview with an enemy of the state (CNN) complaining about Trump, Venezuela, Marco Rubio, basically all things American.
Brazilian President Lula on Trump:
— Clash Report (@clashreport) September 22, 2026
He acts like an emperor. It is a way of governing that I do not agree with.
It is a way of governing where you say: “I am strong, I am bigger, I am richer, I can do anything, and everyone else has to obey.”
That is called the law of the… pic.twitter.com/EJp8hdDHtZ
Polymarket (I know, I know) has him down 58-42 vs. Bolsonero. Their tyrannical judiciary might be a problem though.
I don't know anything about polls in Brazil, but would love to see that map finish flipping. Urgent need for training military personnel in Brazilian Portuguese in the next 4-6 weeks in Alabama? Cue the 'It's happening' memes.