Lula Secures Historic Fourth Term as Brazil President in Dramatic Political Comeback
Brazilian President Luiz Inácio Lula da Silva has secured an unprecedented fourth presidential term, according to the country’s electoral court, marking a remarkable comeback in a closely watched election. His victory over Senator Flávio Bolsonaro, the eldest son of former president Jair Bolsonaro, challenges the recent rise of right-wing political forces across Latin America.
Lula, a prominent figure on the global left and one of Brazil’s most influential political leaders, overcame a difficult campaign marked by public dissatisfaction over rising living costs, past corruption scandals and changing economic conditions. Flávio Bolsonaro had finished ahead of Lula in the first round and sought to strengthen the far-right movement built by his father.
At several points during the campaign, Lula’s prospects appeared uncertain. His Workers’ Party faced criticism over its record, while the country’s expanding digital economy and growing informal workforce presented challenges for the veteran politician, a former metalworker and trade union leader.
The 80-year-old president’s latest victory adds another chapter to a political career defined by dramatic reversals. He served as president from 2003 to 2011 and was imprisoned between 2018 and 2019 on corruption charges that were subsequently overturned. The legal developments cleared the way for his return to the presidential race, which he won against Jair Bolsonaro in 2022.
“He is a statesman, a giant,” left-wing federal lawmaker Erika Hilton told Reuters while accompanying Lula in São Paulo during the vote count.
Higher Turnout Helps Lula Overcome the Odds
Political analysts attributed Lula’s victory in part to stronger-than-expected voter turnout. Leonardo Barreto, co-founder of consultancy Think Policy, said voters had opted for a familiar political direction rather than embracing the uncertainty associated with change.
During the campaign, Lula highlighted his administration’s record on poverty reduction, inequality and social welfare. His government also pointed to improvements in employment and literacy, alongside efforts to curb deforestation.
Lula warned that a Bolsonaro-led government could reduce welfare spending, reverse social progress and weaken Brazil’s independence in international affairs. He also criticised US President Donald Trump’s support for the Bolsonaro political camp.
Lula’s victory is likely to complicate Washington’s efforts to expand its influence through ideologically aligned right-wing governments across Latin America.
Former Lula foreign minister Celso Amorim told Reuters that the Brazilian leader could play an important role in maintaining political balance across the region.
Political Comeback Adds to Lula’s Legacy
Lula’s fourth-term victory marks a historic milestone in Brazil’s democratic era. He becomes the first candidate since the country returned to democracy in the 1980s to win the presidency after finishing second in the first round.
His campaign combined populist appeals with pragmatic economic proposals, drawing on his longstanding political identity as a champion of workers and lower-income Brazilians.
In the final stretch of the campaign, Lula announced several measures aimed at easing household expenses. These included a proposal for free nationwide public transport on weekends, which would require formal submission to Congress, and a 15% increase in his flagship welfare programme, which was already being implemented.
He also backed a constitutional amendment that became one of Brazil’s most significant labour reforms in decades and received broad support in Congress.
However, translating these promises into policy could prove difficult given the political composition of the incoming legislature.
Conservative Congress Poses Major Challenge
Despite Lula’s electoral success, his fourth term could face substantial legislative resistance. Brazil has elected its most conservative Congress since the restoration of democracy in the 1980s.
The Liberal Party of Jair Bolsonaro, together with its allies, could command more than 280 seats in the lower house and as many as 50 seats in the Senate, giving conservative lawmakers considerable influence over legislation.
Oliver Stuenkel, a professor of international relations at the Getulio Vargas Foundation in São Paulo, suggested that Lula could face constraints on his ability to govern from the outset.
The conservative composition of Congress could force the president to negotiate with a broader range of political groups and make it harder to advance his legislative priorities. Analysts also anticipate possible disputes over Supreme Court nominations, coalition management and the potential threat of impeachment.
The balance of power between the executive and legislative branches is therefore likely to become a defining issue during Lula’s new term.
Economic Pressures Complicate Lula’s Fourth Term
Lula will also have to contend with economic challenges, including subdued growth, elevated interest rates and mounting public debt.
The government forecasts economic growth of just 2.3% next year, while public debt has climbed above 82% of gross domestic product, its highest level since the pandemic. Critics have blamed government expenditure for the fiscal deterioration, although rising interest payments have accounted for much of the increase in debt.
Goldman Sachs expects only limited progress in containing government spending during Lula’s fourth term, given his continued commitment to a state-led economic growth model.
Rising household debt is another concern for policymakers. During the campaign, Lula introduced a provisional ban on online betting and announced a new debt-relief programme aimed at helping families manage their financial obligations.
Meanwhile, conservative lawmakers are expected to push for structural reforms intended to benefit businesses. Such initiatives could include spending reductions, potentially creating tensions if they affect social programmes or household support.
Lula’s historic return to office thus presents a complex political and economic challenge. While his victory reinforces his position as a leading figure of the Latin American left, his ability to deliver on campaign commitments will depend heavily on negotiations with Congress, fiscal constraints and the broader economic outlook.
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