News Summary
- Luiz Inácio Lula da Silva became the first leader in Brazil to win the presidency for a fourth term.
- He overturned his initial defeat in the first round by beating far-right rival Flávio Bolsonaro in the runoff.
- Lula now faces the challenge of working with a right-wing dominated congress, state governments, and addressing economic and security challenges.
Luiz Inácio Lula da Silva made history on Sunday by becoming the first leader in Brazil, and indeed in Latin America, to be elected president for a fourth time. This milestone was reached just days before his 81st birthday—a stage in life where many global leaders typically retire from political life.
Lula’s unprecedented return to the presidency against his far-right opponent Flávio Bolsonaro is also historic because since Brazil’s return to democracy in 1985, no candidate had ever overturned a first-round defeat to win the presidency in the runoff. The Workers’ Party candidate secured over 10 million additional votes in the three-week interval between the two rounds, while his rival managed only 3.6 million extra votes.
This margin gave Lula a comfortable lead to build on his 2022 victory over then-incumbent Jair Bolsonaro, father of Flávio. The comeback has helped solidify Lula’s position as a key left-wing leader in Latin America, at a time when many neighboring countries are seeing right-wing votes rise and governments aligning closer with Donald Trump’s White House.
Like his father did four years ago, Flávio Bolsonaro refused to accept the election results and announced attempts to annul the vote through the courts. He challenged a Supreme Federal Court judge’s decision to extend voting time by two hours, arguing that such uneven measures undermined a level playing field. “Considering the circumstances in which these events took place, it is impossible to recognize the election results,” he stated.
Despite Bolsonaro’s claims, celebrations and enthusiasm for Lula’s historic achievement remained robust. However, the political strength of the right-wing bloc may pose obstacles to the smooth operation of Lula’s new administration. While the victory reaffirms Lula’s staying power, Bolsonaro’s defeat does not diminish the right-wing’s stronghold over Congress and state governments. Thus, Lula’s next term presents a paradox: a historic electoral triumph but very limited room to govern effectively.
What explains Lula’s surprising victory?
Understanding Lula’s unexpected win requires grasping Brazil’s electoral geography. In Minas Gerais—the state with the second-largest voter population—Lula overcame a deficit of around 589,000 votes to win by roughly 99,000 votes, resulting in a vote swing of about 690,000 between the two candidates. This state has consistently supported the winning candidate in every direct presidential election since 1989, and did so again.
Although Flávio maintained advantages in the states of São Paulo and Rio de Janeiro, Lula won the capitals of both states—the two largest Brazilian cities—and reversed the runoff outcome there.
These gains were further bolstered by victories in all nine states of the Northeast region and higher voter turnout. The abstention rate, which was 21.08% in the first round, dropped to about 19.2% in the second, bringing nearly 3 million additional voters to the polls.
This increased participation cannot be credited solely to Lula, yet it highlights the critical importance of mobilizing voters who abstained in the first round. The initial gap between the two candidates was just over 2.2 million votes.
The contest also played out intensely on Brazilians’ mobile phone screens. After finishing second in the first round, Lula intensified digital mobilization efforts to expand outreach and convert supporters into voters. His challenge was not only to persuade undecided voters but also to ensure that committed supporters actually turned out to vote.
Alongside this campaign, last-minute measures and proposals addressed voters’ practical concerns. Lula approved legislation raising the taxable income threshold for microentrepreneurs, proposed new debt restructuring plans for consumers, and advocated ending online betting—a rapid expansion of which had exacerbated household debt burdens.
On security, Lula adopted stances traditionally supported by the right, including backing policies to lower the age of criminal responsibility for severe and heinous crimes. This move responded to public demands for a tougher stance on crime, a key issue in the campaign’s final phase.
This victory not only helps Lula remain in power but also assigns him the heavy responsibility of meeting the high public expectations that propelled him to success.
Multiple challenges lie ahead
After celebrating his triumph, Lula’s first challenge will be managerial—navigating a hostile parliament. Among the 513 seats in the lower house, right-wing parties hold 303 seats, while the left holds only 124 and centrists 86.
The upper house is similarly dominated by the right-wing, controlling nearly two-thirds of the seats. This does not mean all those legislators will outright oppose Lula, but it does mean he must reach beyond his traditional base to build coalitions to advance his agenda.
The political balance among state governments also reflects the stronghold maintained by conservative forces. Bolsonaro’s Liberal Party (PL) won five governor’s seats, while the Republicans and Progressive Party (PP) secured four each.
In contrast, Lula’s Workers’ Party (PT) won only four states. The Social Democratic Party (PSD), encompassing various coalitions, secured victories in five states. Negotiations and cooperation with these governors will be another significant hurdle for Lula, as state-level support will be crucial to implementing his policies.
“Once you win the election, you no longer have enemies. I must govern for 215 million people,” Lula said in his victory speech. Addressing the challenge of negotiating with a more conservative Congress, he added, “Congress was not elected by me, it was elected by the people. It is that Congress with which I will work, vote and deliver results.”
The most immediate task will be translating economic gains into tangible relief that Brazilians can feel in their daily lives. Public perception of the economy was a key factor in the decline of Lula’s support during the campaign. Despite falling inflation, prices have not returned to previous levels, and improvements in employment do not fully offset household debt and living costs. Thus, economic dissatisfaction will likely persist post-election.
Fiscal constraints due to rising public debt, budget deficits, and high-interest rates will complicate addressing these economic concerns. Expanding government spending risks social assistance programs, and opposition in Congress will make decisions on tax burden and budget cuts challenging—testing Lula’s ability to negotiate and find compromises.
Security remains another challenge. Lula will face pressure to adopt stronger crime-fighting measures, as the right-wing has made tough security policies a central political agenda. During the campaign’s final phase, Lula signaled readiness to lower the age of criminal responsibility to 16 for grave crimes. Whether he converts this electoral signal into policy remains to be seen. Additionally, Lula must prepare a capable successor within the left as his political stature remains pivotal to winning future presidential elections.
