Editorial

Analysis, data and context

Long-form articles on what moves Brazil — checked research, cited sources, unhurried reading.

Recent articles

Coffee cherries being separated in water tanks with green and yellow metal structure at an industrial facility.
Economy

From Sack to Shelf: Who Captures Value When Raw Material Becomes a Brand

The grain is the same at both ends of the chain, the price is not. The difference is not explained by freight, tax, or retail margin: it compensates whoever controls the narrow link in the chain and whoever owns the meaning the product carries. Two distinct appropriations—and a practical question about how to escape being on the wrong side of it.

Sip Dölyn EditorialSep 19, 202612 min read
Black and white photograph of a gold mining dredge floating on a lake surrounded by forest, Idaho, 1943.
Fundamentals

If Gold Were Wealth, Spain Would Have Been the Richest Country in History

Oil, minerals, and fertile land coexist with poverty across much of the world. The explanation lies not in the subsoil, but in what happens to income after it emerges: who can claim it, what it can buy, and whether an internal economy exists to absorb it.

Sip Dölyn EditorialSep 19, 202613 min read
Interior of a leather workshop with handmade bags displayed on a wooden table in front of an illuminated sign reading 'Portland Leather Goods'.
Fundamentals

Why One Thing is "Sophisticated" and Another Identical Thing is "Common"

Two products with the same function, the same raw material and similar cost take opposite symbolic paths. The answer isn't in the object: it's in a chain of instances—classes, empires, countries, brands and companies—that issue the verdict and then make it appear natural. A journey through Bourdieu, Pomeranz, Said, Fanon, Nye, Porter, and Holt.

Sip Dölyn EditorialSep 18, 202614 min read
Orange industrial robotic arms working over a palletizing conveyor in a factory
Economy

Brazil won the continuous casting race. It is not in the next one

In 1990, Brazil continuously cast 58% of its steel, against South Korea's 96%. Today it casts 99.6% — ahead of Korea. The gap closed and reversed. But when you look for Brazil in the table of the technology that defines today's industrial frontier, something other than being behind happens: it is not in the table.

Sip Dölyn EditorialAug 28, 20264 min read
Satellite image of Alto Taquari, southeastern Mato Grosso, Brazil, showing geometric farm plots in shades of green and orange cut into the cerrado plateaus
Economy

The cushion is back — and industry is no longer under it

In 2025 Brazil exported a record US$348.7 billion, with record volumes of iron ore, soybeans and oil all at once. In the same country, manufacturing accounts for less than 11% of GDP. An LSE thesis explained how the wealth of the soil financed Brazil's factories. This investigation asks what happened to the plumbing between the two.

Sip Dölyn EditorialAug 27, 20265 min read
App delivery worker riding a motorcycle at speed, insulated backpack on his back, on a Brazilian street
Economy

The protection that never reaches those who need it most

When South Korea democratized and built labor protection, in 1988, it designed a door with a specific measure: only firms with more than ten employees. Everyone below stayed outside. Brazil has an equivalent door — except it does not measure company size. It measures what the working relationship is called. And 38.5 million people are on the outside of it.

Sip Dölyn EditorialAug 25, 20264 min read
Assembly line at Hyundai's car factory in Ulsan, South Korea, with car bodies suspended above the conveyor
Economy

The carmaker far less efficient than Toyota — and far more profitable

Between 1985 and 1996, Hyundai posted a higher profit rate than Toyota — while being far less productive. A London School of Economics dissertation shows why this apparent absurdity is in fact the rule that organizes global industry — and why Brazil, with equally low wages, was left out.

Sip Dölyn EditorialAug 20, 20267 min read
A narrow street in Jongno, Seoul, its buildings covered with signs for hagwons — Korean private cram schools — in a 1971 photograph
Economy

South Korea didn't get rich because it studied — it studied because it got rich

The most repeated explanation of the Korean miracle says it all began in the classroom. A London School of Economics thesis shows the order of events was the other way around: when Korea started exporting, its people had fewer years of schooling than Brazilians. What it had was something else — and the price showed up in the accident and mortality figures.

Sip Dölyn EditorialAug 17, 20268 min read
View of POSCO's steel mill in Pohang, South Korea, its chimneys stretching along the coast, seen from Songdo beach
Economy

The Steel Mill the World Bank Said Should Not Exist

In 1968, South Korea decided to build a steel mill larger than its own market, against everyone's advice. Two decades later, POSCO was running at 99% of capacity while Brazil's state-owned mills lost money. An LSE dissertation shows where the real difference lay — and it was not managerial competence.

Sip Dölyn EditorialAug 12, 20267 min read

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