With the Brazilian presidential election headed to a runoff, Luiz Inácio Lula da Silva is down 47% to 45% and faces a massive fight ahead. I wanted to give a quick analysis of what happened and where things are going next. Lula could still win if he can consolidate support from third parties Lula lost […]
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On October 4, over 150 million Brazilians were called to the polls to elect their president, deputies, and governors, and to replace the majority of senators. The elections, for many, brought a major surprise. Although polls indicated a lead for the incumbent president, progressive Luiz Inácio “Lula” da Silva, far-right Senator Flávio Bolsonaro clinched first place. Flávio is the son of former President Jair Bolsonaro who is currently serving a 27-year sentence for his involvement in an attempted coup against Lula in 2022.
According to the final tally, Bolsonaro received 47.03% of the vote (56 million votes) while Lula received 45.16%, nearly 54 million votes. Thus, Bolsonaro’s lead amounts to just over 2 million votes. In third place is Augusto Cury, with 2.89%. He is followed by Renan Santos and Ronaldo Caiado, with 2.24% and 2.18%, respectively. The remaining candidates received less than 0.3%.
A look at how the different regions of the country voted, a clear political divide between the north and the south of the country becomes apparent. The north (including states such as Amazonas, Pará, Amapá, Maranhão, Piauí, Bahia, Sergipe, Alagoas, Pernambuco, Paraíba, and Rio Grande do Norte) supported the continued presence of the state and the welfare policies proposed by Lula.
For its part, including the northern state of Roraima, the south of the country clearly backed Bolsonaro’s neoliberal and pro-Trump agenda: Acre, Rondônia, Mato Grosso, Tocantins, Goiás, Mato Grosso do Sul, Minas Gerais, Espírito Santo, Rio de Janeiro, Paraná, Santa Catarina, and Rio Grande do Sul voted for Bolsonaro.
On his X account, the far-right senator from the Liberal Party (PL) said: “Together, we’re going to build a new Brazil. A Brazil of prosperity! Tomorrow, you’ll stand before the ballot box and choose the future of our country, the future of our children, of this generation and the next. Change is in your hands. Brazil is going to win!”
For his part, the president and candidate of the Workers’ Party (PT) said: “The result is often unexpected. You never get everything you want.” Yet, Lula, who has fought dozens of political battles, said: “[The runoff] is the time to show the true picture of Brazil today and of the Brazil we want.”
To secure victory, Bolsonaro hopes to win over the votes of the candidates who finished behind the finalists – the majority of whom undoubtedly hold right-wing ideologies. Lula, however, can still turn the situation around if he manages to form the right alliances and win over voters who cast invalid ballots (about 3%), as well as those who abstained, who account for 21.08% of the total electorate.
And while Lula has expressed optimism about the possibility of turning the tide in the presidential runoff to be held on October 25, the political reality in Brazil has changed. Bolsonaro’s PL party has managed to double its number of senators: it won 19 of the 54 seats up for election out of a total of 81 senators. Among them, immediate family members of the former president, such as Michelle Bolsonaro and Carlos Bolsonaro, won seats. In total, the PL will hold more than a third of the Senate, while Lula’s PT will hold 9.
This institution is particularly important because it approves or rejects the judges of the Federal Supreme Court (the country’s highest court) who are nominated by the president. This gives Bolsonaro significant ideological leverage, as he claims his father is being held in custody due to a conspiracy between political powers and a biased judicial system.
In the elections for the Chamber of Deputies, which has 513 seats, the Bolsonaro camp also secured a significant victory. With 100% of the votes counted, the PL won 121 seats, while the Brazil of Hope Federation coalition (which includes Lula’s PT, the Green Party, and the Communist Party) won 88 seats.
However, due to the method of seat allocation, Brazil favors a Chamber of Deputies with representation from many political forces. This is how the Progressive Union secured 87 seats, the Social Democratic Party 43, the Republicans 41, the Brazilian Democratic Movement 36, Podemos 27, the PSOL 15, as well as the Brazilian Socialist Party, among others.
Thus, while the right has the numbers to secure a numerical advantage in the Chamber of Deputies, it will have to contend with deep-seated and historic internal contradictions that could complicate a potential Bolsonaro presidency. Similarly, if Lula manages to prevail in the runoff, he will face a highly complex Senate and Chamber of Deputies that could potentially oppose him.
In the gubernatorial elections, the PL is also the biggest winner. Of 27 states, the Liberal Party has won six so far, while the PT, the Social Democratic Party, the PP, and the Republicans have each won three. Other states will have to elect their governors in a runoff election.
The most talked-about result is the decisive victory in São Paulo by Tarcísio de Freitas, Jair Bolsonaro’s former Minister of Infrastructure, who defeated Fernando Haddad, Lula’s right-hand man. São Paulo is Brazil’s most populous state (46 million people) and home to the South American country’s most powerful economic hubs.
It has been repeatedly emphasized that, due to its economic and geopolitical importance, the elections in Brazil are of enormous significance for the future of Latin America. It is no coincidence that former US Secretary of State Henry Kissinger (who promoted a series of dictatorships in the region) said: “Whichever way Brazil leans, Latin America will lean that way.”
The South American far right, which has enjoyed unprecedented electoral success in recent years, knows that without Brazil, its poker hand will always be incomplete. Uruguay indeed remains the only country in the region that does not share the views of Milei in Argentina, Kast in Chile, or De la Espriella in Colombia, but Brazil alone accounts for more than 50% of the region’s total GDP.
Similarly, the left and the center know that a potential victory for Lula would be one of the last battles to be fought against the formidable advance of a right wing aligned with the foreign policies of Trump and Israel, with the most orthodox neoliberalism, and with the economic interests of capital magnates, including the big tech companies. And if Lula manages to recover from this defeat, it would mark a major shift in course for the legendary union leader – not only for Brazil but for the entire region.
As Lula said, “now a different kind of campaign begins.” Both candidates will pull out all the stops to win control of South America’s most populous and powerful country. It certainly won’t be a “clean” campaign, but if one pays attention to the finalists’ statements, every means at their disposal will be used to achieve the coveted goal.
Political analysts have expressed concerns about alleged foreign interference in the elections. In July 2025, Trump had imposed 50% tariffs on Brazil over what he considered an unfair ruling against Jair Bolsonaro – whom the US president calls “his friend”.
In August 2026, the United States revoked the visa of Brazil’s ambassador to Washington, a move denounced by Brasília as a violation of international law.
Just last week, US Secretary of State Marco Rubio ordered the closure of the US embassy in Brazil during the elections due to alleged “threats,” a move viewed by some political commentators as a tactic to create tension during the elections.
During the first round of the presidential campaign, Trump did not make any direct statements of support for Flávio Bolsonaro. However, once the results were known, the US president told the press: “It’s a great victory – a close one, but a very, very great, incredible victory.”
In this regard, it remains to be seen whether Trump will make some kind of direct statement in support of Bolsonaro’s candidacy – as he has done in past elections in Colombia, Argentina, Honduras, and elsewhere – in favor of far-right candidates who support his agenda. Or, even more importantly, whether he will make any kind of promise to the Brazilian people if Bolsonaro wins – or, worse yet, threaten them if they vote for Lula.
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Militants and supporters of President Luiz Inácio Lula da Silva participated, this Sunday, September 27, in demonstrations as part of the national mobilization “Let’s go, Lula,” held a week before the first round of elections. In Rio de Janeiro, “CarnaLula 2026” spanned the length of Copacabana beach.
With a microphone, PT Senate candidate Benedita da Silva spoke about the importance of Carnival as an expression of popular culture and called on those present to also vote for a progressive bloc in the Rio de Janeiro Legislative Assembly and the Federal Chamber of Deputies. She reinforced the discourse that, in this election, not only democracy is at stake, but also national sovereignty. “We will not be anyone’s backyard,” she repeated Lula’s phrase.
In São Paulo, the event began with Carnival parades, circus performances, and bike rides on Paulista Avenue, where candidates gave speeches in defense of democracy. “Denialism will not prevail,” said Senate candidate Simone Tebet. Federal deputy Erika Hilton echoed Tebet, speaking about the importance of electing candidates who will steer Brazil away from fascism and who are in favor of the working class, as well as defending the end of the 6×1 work schedule. Also present at the event, actor Humberto Carrão told Brasil de Fato that he urged voters to decide the presidential election in the first round.
The capital of Minas Gerais, Belo Horizonte, was one of the cities with the largest number of activities in support of Lula’s re-election. Among them was a flag-waving demonstration in the city center, where hundreds of activists unfurled a banner that read “Lula of Brazil.” In a review of the event, Pedro Martins, a member of the Alvorada collective, one of the organizers of the action, spoke of the need to occupy the streets. “It was a spectacular event, with all the social movements gathered. This week was an important week, showing that we need to go to the streets, and only in this way can we turn the vote around and achieve victory,” he told Brasil de Fato.
In Florianópolis and Curitiba, supporters held a bike ride carrying flags in defense of Lula’s candidacy. In Brasília, the gathering was on the Eixão, a fast road that connects the Plano Piloto from north to south.
Lula’s campaign reported that the day’s events were organized in a decentralized manner, with more than 500 activities planned across the 27 state capitals and hundreds of municipalities. The program included walks, motorcades, leaflet distribution, and cultural performances.
First published by Brasil de Fato in Portuguese.
On October 4, nearly 160 million Brazilians will go to the polls to elect their next president, vice president, members of Congress, governors, and state legislators from the country’s various states. If no presidential candidate receives more than 50% of the valid votes, a runoff election will be held on October 25.
At this time, 13 presidential candidates are vying for the presidency in Brasília, although polls clearly point to two candidates vying for the presidency of Latin America’s most economically powerful country.
On one side is Brazil’s current president, the former union leader and progressive Luis Inácio Lula da Silva. Lula served as president from 2003 to 2011 with very high approval ratings, although following corruption allegations, he was imprisoned and sentenced to nine years.
However, after over 500 days in detention, a judge ordered his release, ruling that the proceedings were flawed. The Supreme Court of Justice called the incident a “historic error.” Following that, Lula faced off against then-far-right President Jair Bolsonaro and defeated him in the 2022 election. Now Lula hopes to be re-elected once again.
At the forefront is none other than Jair Bolsonaro’s son, Flávio Bolsonaro, who has leveraged his father’s reputation to boost his own. This is because Jair Bolsonaro was found guilty of several crimes that, according to the Brazilian justice system, were intended to prevent Lula’s inauguration and promote a coup d’état. Jair Bolsonaro is currently in house arrest for those crimes.
Consequently, a significant portion of Brazilian society, as well as international politicians such as Donald Trump, consider Bolsonaro’s imprisonment to be unjust. This explains how his son Flávio – a lawyer and businessman who currently serves as a senator – has managed to garner significant support in his bid to win the presidency on October 4.
Thus, two clearly distinct political and economic models are pitted against one another. Lula belongs to a political tradition that seeks to strengthen the state, reduce extreme poverty, invest in social programs, and diversify trade partners (such as China and India), all in line with a clearly pro-sovereignty discourse.
For his part, Flávio Bolsonaro promises to continue on his father’s path: economic neoliberalism, reducing the size of the state, building closer ties with the private sector, and – perhaps most importantly – placing Brazil once again under the influence of the Trump administration, which supports the far-right candidate.
Clearly, a victory for the far right – which is close to Washington – would represent a sharp shift in the region’s current economic and political course. Brazil accounts for nearly 50% of the region’s total GDP, so a victory for a Trump ally would drastically alter not only the political landscape but also the economic one. On the other hand, a victory for Lula would signal a “halt” (probably the most significant of all possible outcomes) to the wave of victories by the Latin American right and far right – allies and supporters of US hemispheric and military policy – that have swept the electoral landscape in recent years.
Since the start of the presidential race, Lula has maintained a lead over his political opponent. However, that lead has been narrowing as the weeks have gone by, raising the possibility that the runoff election, scheduled for October 25, will be a very close race. This is because, it appears, neither candidate will manage to secure more than 50% of the vote to win in a single round.
According to a poll by the MDA Pesquisa Institute, Lula holds a solid lead over Bolsonaro: 40.06% to 30.4%. Augusto Cury comes in third with 6% of the vote, while the remaining candidates trail behind this mark. According to this poll, in the event of a runoff, Lula would win with 47.3% against Bolsonaro’s likely 40%.
However, other polls paint a different picture, in which Lula remains in the lead but by a very narrow margin. This is according to an AtlasIntel poll, which shows Lula with 46% of the vote, while Bolsonaro would receive 44% in the first round. In the runoff, the gap would disappear, and both candidates would receive nearly 47% of the vote (a technical tie).
However, everything could change in the wake of a scandal that has rocked Brazilian politics. In late 2025, the former owner of Banco Máster SA, Daniel Vorcaro, allegedly committed a serious case of bank fraud. Since his arrest in March 2026, his conversations, friendships, and connections have all been under close investigation.
One of the people who has come under scrutiny is Flávio Bolsonaro, who confirmed that he had asked the banker for money to make a film about his father called “Dark Horse”. The Federal Police are investigating this case to determine whether Bolsonaro participated in any illegal activity.
Meanwhile, Lula’s inner circle has also been affected. The judge who ordered Jair Bolsonaro’s arrest, Alexandre de Moraes, is alleged to have exchanged messages with Vorcaro. Moraes has been portrayed as a judge close to Lula and thus Bolsonaro and his supporters have seized on the revelation of the messages to call for Moraes’s removal and indirectly accuse the government of suspicious activities.
The debate has led to a serious crisis within the Brazilian judiciary because a decision to investigate Moraes was postponed, prompting accusations of political bias among the judges.
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