By Prof. James Petras
Introduction
President Hugo Chavez was unique in multiple areas of political,
social and economic life. He made significant contributions to the
advancement of humanity. The depth, scope and popularity of his
accomplishments mark President Chavez as the ‘Renaissance President of
the 21st Century’.
Many writers have noted one or another of his historic contributions
highlighting his anti-poverty legislation, his success in winning
popular elections with resounding majorities and his promotion of
universal free public education and health coverage for all Venezuelans.
In this essay we will highlight the unique world-historic
contributions that President Chavez made in the spheres of political
economy, ethics and international law and in redefining relations
between political leaders and citizens. We shall start with his
enduring contribution to the development of civic culture in Venezuela
and beyond.
Hugo Chavez: The Great Teacher of Civic Values
From his first days in office, Chavez was engaged in transforming the
constitutional order so that political leaders and institutions would
be more responsive to the popular electorate. Through his speeches
Chavez clearly and carefully informed the electorate of the measures and
legislation to improve their livelihood. He invited comments and
criticism – his style was to engage in constant dialogue, especially
with the poor, the unemployed and the workers. Chavez was so successful
in teaching civic responsibilities to the Venezuelan electorate that
millions of citizens from the slums of Caracas rose up spontaneously to
oust the US backed business-military junta which had kidnapped their
president and closed the legislature. Within seventy-two hours – record
time – the civic-minded citizens restored the democratic order and the
rule of law in Venezuela , thoroughly rejecting the mass media’s defense
of the coup-plotters and their brief authoritarian regime.
Chavez, as all great educators, learned from this democratic
intervention of the mass of citizens, that democracy’s most effective
defenders were to be found among the working people – and that its worst
enemies were found in the business elites and military officials linked
to Miami and Washington.
Chavez civic pedagogy emphasized the importance of the historical
teachings and examples of founding fathers, like Simon Bolivar, in
establishing a national and Latin American identity. His speeches
raised the cultural level of millions of Venezuelans who had been raised
in the alienating and servile culture of imperial Washington and the
consumerist obsessions of Miami shopping malls.
Chavez succeeded in instilling a culture of solidarity and mutual
support among the exploited, emphasizing ‘horizontal’ ties over vertical
clientelistic dependency on the rich and powerful. His success in
creating collective consciousness decisively shifted the balance of
political power away from the wealthy rulers and corrupt political party
and trade union leaders toward new socialist movements and class
oriented trade unions. More than anything else Chavez’ political
education of the popular majority regarding their social rights to free
health care and higher education, living wages and full employment drew
the hysterical ire of the wealthy Venezuelans and their undying hatred
of a president who had created a sense of autonomy, dignity and ‘class
empowerment’ through public education ending centuries of elite
privilege and omnipotence.
Above all Chavez speeches, drawing as much from Bolivar as from Karl
Marx, created a deep, generous sense of patriotism and nationalism and a
profound rejection of a prostrate elite groveling before their
Washington overlord, Wall Street bankers and oil company executives.
Chavez’ anti-imperial speeches resonated because he spoke in the
language of the people and expanded their national consciousness to
identification with Latin America, especially Cuba ’s fight against
imperial interventions and wars.
International Relations: The Chavez Doctrine
At the beginning of the previous decade, after 9/11/01, Washington
declared a ‘War on Terror’. This was a public declaration of unilateral
military intervention and wars against sovereign nations, movements and
individuals deemed as adversaries, in violation of international law.
Almost all countries submitted to this flagrant violation of the
Geneva Accords, except President Chavez, who made the most profound and
simple refutation against Washington: ‘You don’t fight terrorism with
state terrorism’. In his defense of the sovereignty of nations and
international jurisprudence, Chavez underlined the importance of
political and economic solutions to social problems and conflicts –
repudiating the use of bombs, torture and mayhem. The Chavez Doctrine
emphasized south-south trade and investments and diplomatic over
military resolution of disputes. He upheld the Geneva Accords against
colonial and imperial aggression while rejecting the imperial doctrine
of ‘the war on terror’, defining western state terrorism as a pernicious
equivalent to Al Qaeda terrorism.
Political Theory and Practice: The Grand Synthesizer
One of the most profound and influential aspects of Chavez’ legacy is
his original synthesis of three grand strands of political thought:
popular Christianity, Bolivarian nationalist and regional integration
and Marxist political, social and economic thought. Chavez’
Christianity informed his deep belief in justice and the equality of
people, as well as his generosity and forgiveness of adversaries even as
they engaged in a violent coup, a crippling lockout, or openly
collaborated and received financing from enemy intelligence agencies.
Whereas anywhere else in the world, armed assaults against the state and
coup d’états would result in long prison sentences or even executions,
under Chavez most of his violent adversaries escaped prosecution and
even rejoined their subversive organizations. Chavez demonstrated a
deep belief in redemption and forgiveness. Chavez’s Christianity
informed his ‘option for the poor’, the depth and breadth of his
commitment to eradicating poverty and his solidarity with the poor
against the rich.
Chavez deep-seated aversion and effective opposition to US and
European imperialism and brutal Israeli colonialism were profoundly
rooted in his reading of the writings and history of Simon Bolivar, the
founding father of the Venezuelan nation. Bolivarian ideas on national
liberation long preceded any exposure to Marx, Lenin or more
contemporary leftist writings on imperialism. His powerful and
unwavering support for regional integration and internationalism was
deeply influenced by Simon Bolivar’s proposed ‘United States of Latin
America’ and his internationalist activity in support of anti-colonial
movements.
Chavez’ incorporation of Marxist ideas into his world view was
adapted to his longstanding popular Christian and Bolivarian
internationalist philosophy. Chavez’ option for the poor was deepened
by his recognition of the centrality of the class struggle and the
reconstruction of the Bolivarian nation through the socialization of the
‘commanding heights of the economy’. The socialist conception of
self-managed factories and popular empowerment via community councils
was given moral legitimacy by Chavez’ Christian faith in an egalitarian
moral order.
While Chavez was respectful and carefully listened to the views of
visiting leftist academics and frequently praised their writings, many
failed to recognize or, worse, deliberately ignored the President’s own
more original synthesis of history, religion and Marxism.
Unfortunately, as is frequently the case, some leftist academics have,
in their self-indulgent posturing, presumed to be Chavez’ ‘teacher’ and
advisor on all matters of ‘Marxist theory’: This represents a style of
leftist cultural colonialism, which snidely criticized Chavez for not
following their ready-made prescriptions, published in their political
literary journals in London, New York and Paris.
Fortunately, Chavez took what was useful from the overseas academics
and NGO-funded political strategists while discarding ideas that failed
to take account of the cultural-historical, class and rentier
specificities of Venezuela .
Chavez has bequeathed to the intellectuals and activists of the world
a method of thinking which is global and specific, historical and
theoretical, material and ethical and which encompasses class analysis,
democracy and a spiritual transcendence resonating with the great mass
of humanity in a language every person can understand. Chavez’
philosophy and practice (more than any ‘discourse’ narrated by the
social forum-hopping experts) demonstrated that the art of formulating
complex ideas in simple language can move millions of people to ‘make
history, and not only to study it’..
Toward Practical Alternatives to Neoliberalism and Imperialism
Perhaps Chavez greatest contribution in the contemporary period was
to demonstrate, through practical measures and political initiatives,
that many of the most challenging contemporary political and economic
problems can be successfully resolved.
Radical Reform of a Rentier State
Nothing is more difficult than changing the social structure,
institutions and attitudes of a rentier petro-state, with deeply
entrenched clientelistic politics, endemic party-state corruption and a
deeply-rooted mass psychology based on consumerism. Yet Chavez largely
succeeded where other petro-regimes failed. The Chavez Administration
first began with constitutional and institutional changes to create a
new political framework; then he implemented social impact programs,
which deepened political commitments among an active majority, which, in
turn, bravely defended the regime from a violent US backed
business-military coup d’état. Mass mobilization and popular support,
in turn, radicalized the Chavez government and made way for a deeper
socialization of the economy and the implementation of radical agrarian
reform. The petrol industry was socialized; royalty and tax payments
were raised to provide funds for massively expanded social expenditures
benefiting the majority of Venezuelans.
Almost every day Chavez prepared clearly understandable educational
speeches on social, ethical and political topics related to his regime’s
redistributive policies by emphasizing social solidarity over
individualistic acquisitive consumerism. Mass organizations and
community and trade union movements flourished – a new social
consciousness emerged ready and willing to advance social change and
confront the wealthy and powerful. Chavez’ defeat of the US-backed coup
and bosses’ lockout and his affirmation of the Bolivarian tradition and
sovereign identity of Venezuela created a powerful nationalist
consciousness which eroded the rentier mentality and strengthened the
pursuit of a diversified ‘balanced economy’. This new political will
and national productive consciousness was a great leap forward, even as
the main features of a rentier-oil dependent economy persist. This
extremely difficult transition has begun and is an ongoing process.
Overseas leftist theorists, who criticize Venezuela (‘corruption’,
‘bureaucracy’) have profoundly ignored the enormous difficulties of
transitioning from a rentier state to a socialized economy and the
enormous progress achieved by Chavez.
Economic Crisis Without Capitalist Austerity
Throughout the crisis-wracked capitalist world, ruling labor, social
democratic, liberal and conservative regimes have imposed regressive
‘austerity programs’ involving brutal reductions of social welfare,
health and education expenditures and mass layoffs of workers and
employees while handing our generous state subsidies and bailouts to
failing banks and capitalist enterprises. Chanting their Thacherite
slogan, ‘there is no alternative’, capitalist economists justify
imposing the burden of ‘capitalist recovery’ onto the working class
while allowing capital to recover its profits in order to invest.
Chavez’ policy was the direct opposite: In the midst of crisis, he
retained all the social programs, rejected mass firings and increased
social spending. The Venezuelan economy rode out of the worldwide
crisis and recovered with a healthy 5.8% growth rate in 2012. In
other words, Chavez demonstrated that mass impoverishment was a product
of the specific capitalist ‘formula’ for recovery. He showed another,
positive alternative approach to economic crisis, which taxed the rich,
promoted public investments and maintained social expenditures.
Social Transformation in a ‘Globalized Economy’
Many commentators, left, right and center, have argued that the
advent of a ‘globalized economy’ ruled out a radical social
transformation. Yet Venezuela , which is profoundly globalized and
integrated into the world market via trade and investments, has made
major advances in social reform. What really matters in relation to a
globalized economy is the nature of the political economic regime and
its policies, which dictate how the gains and costs of international
trade and investment are distributed. In a word, what is decisive is
the ‘class character of the regime’ managing its place in the world
economy. Chavez certainly did not ‘de-link’ from the world economy;
rather he has re-linked Venezuela in a new way. He shifted Venezuelan
trade and investment toward Latin America, Asia and the Middle East –
especially to countries which do not intervene or impose reactionary
conditions on economic transactions.
Anti-Imperialism in a Time of an Imperialist Offensive
In a time of a virulent US—EU imperialist offensive involving
‘pre-emptive’ military invasions, mercenary interventions, torture,
assassinations and drone warfare in Iraq, Mali, Syria, Yemen, Libya, and
Afghanistan and brutal economic sanctions and sabotage against Iran;
Israeli colonial expulsions of thousands of Palestinians financed by the
US; US-backed military coups in Honduras and Paraguay and aborted
revolutions via puppets in Egypt and Tunisia, President Chavez, alone,
stood as the principled defender of anti-imperialist politics. Chavez
deep commitment to anti-imperialism stands in marked contrast to the
capitulation of Western self-styled ‘Marxist’ intellectuals who mouthed
crude justifications for their support of NATO bombing Yugoslavia and
Libya, the French invasion of Mali and the Saudi-French
(‘Monarcho-Socialist’) funding and arming of Islamist mercenaries
against Syria. These same London, New York and Paris-based
‘intellectuals’ who patronized Chavez as a mere ‘populist’ or
‘nationalist’ and claimed he should have listened to their lectures and
read their books, had crassly capitulated under the pressure of the
capitalist state and mass media into supporting ‘humanitarian
interventions’ (aka NATO bombing)… and justified their opportunism in
the language of obscure leftists sects. Chavez confronted NATO
pressures and threats, as well as the destabilizing subversion of his
domestic opponents and courageously articulated the most profound and
significant principles of 20th and 21st Marxism:
the inviolate right to self-determination of oppressed nations and
unconditional opposition to imperial wars. While Chavez spoke and acted
in defense of anti-imperialist principles, many in the European and US
left acquiesced in imperial wars: There were virtually no mass
protests, the ‘anti-war’ movements were co-opted or moribund, the
British ‘Socialist’ Workers Party defended the massive NATO bombing of
Libya, the French ‘Socialists’ invaded Mali- with the support of the
‘Anti-Capitalist’ Party. Meanwhile, the ‘populist’ Chavez had
articulated a far more profound and principled understanding of Marxist
practice, certainly than his self-appointed overseas Marxist ‘tutors’.
No other political leader or for that matter, leftist academic,
developed, deepened and extended the central tenets of anti-imperialist
politics in the era of global imperialist warfare with greater acuity
than Hugo Chavez.
Transition from a Failed Neo-Liberal to a Dynamic Welfare State
Chavez’ programmatic and comprehensive reconfiguration of Venezuela
from a disastrous and failed neo-liberal regime to a dynamic welfare
state stands as a landmark in 20th and 21st
century political economy. Chavez’ successful reversal of neo-liberal
institutions and policies, as well as his re-nationalization of the
‘commanding heights of the economy’ demolished the reigning neo-liberal
dogma derived from the Thatcher-Reagan era enshrined in the slogan:
‘There is no alternative’ to brutal neo-liberal policies, or TINA.
Chavez rejected privatization – he re-nationalized key oil related
industries, socialized hundreds of capitalist firms and carried out a
vast agrarian reform program, including land distribution to 300,000
families. He encouraged trade union organizations and worker control of
factories – even bucking public managers and even his own cabinet
ministers. In Latin America , Chavez led the way in defining with
greater depth and with more comprehensive social changes, the post
neo-liberal era. Chavez envisioned the transition from neo-liberalism
to a new socialized welfare state as an international process and
provided financing and political support for new regional organizations
like ALBA, PetroCaribe, and UNASUR. He rejected the idea of building a
welfare state in one country and formulated a theory of post-neo-liberal
transitions based on international solidarity. Chavez’ original ideas
and policies regarding the post-neo-liberal transition escaped the
armchair Marxists and the globetrotting Social Forum NGO pundits whose
inconsequential ‘global alternatives’ succeeded primarily in securing
imperial foundation funding.
Chavez demonstrated through theory and practice that neo-liberalism
was indeed reversible – a major political breakthrough of the 21st century.
Beyond Social Liberalism: The Radical Definition of Post-Neo-Liberalism
The US-EU promoted neo-liberal regimes have collapsed under the
weight of the deepest economic crisis since the Great Depression.
Massive unemployment led to popular uprisings, new elections and the
advent of center-left regimes in most of Latin America , which rejected
or at least claimed to repudiate ‘neo-liberalism’. Most of these
regimes promulgated legislation and executive directives to fund poverty
programs, implement financial controls and make productive investments,
while raising minimum wages and stimulating employment. However few
lucrative enterprises were actually re-nationalized. Addressing
inequalities and the concentration of wealth were not part of their
agenda. They formulated their strategy of working with Wall Street
investors, local agro-mineral exporters and co-opted trade unions.
Chavez posed a profoundly different alternative to this form of
‘post-neoliberalism’. He nationalized resource industries, excluded
Wall Street speculators and limited the role of the agro-mineral
elites. He posed a socialized welfare state as an alternative to the
reigning social-liberal orthodoxy of the center-left regimes, even as he
worked with these regimes in promoting Latin American integration and
opposing US backed coups.
Chavez was both a leader defining a more socialized alternative to
social liberation and the conscience pressuring his allies to advance
further.
Socialism and Democracy
Chavez opened a new and extraordinarily original and complex path to
socialism based on free elections, re-educating the military to uphold
democratic and constitutional principals, and the development of mass
and community media. He ended the capitalist mass media monopolies and
strengthened civil society as a counter-weight to US-sponsored
para-military and fifth column elites intent on destabilizing the
democratic state.
No other democratic-socialist president had successfully resisted
imperial destabilization campaigns – neither Jagan in Guyana , Manley in
Jamaica , nor Allende in Chile . From the very outset Chavez saw the
importance of creating a solid legal-political framework to facilitate
executive leadership, promote popular civil society organizations and
end US penetration of the state apparatus (military and police). Chavez
implemented radical social impact programs that ensured the loyalty and
active allegiance of popular majorities and weakened the economic
levers of political power long held by the capitalist class. As a
result Venezuela ’s political leaders, soldiers and officers loyal to
its constitution and the popular masses crushed a bloody rightwing coup,
a crippling bosses’ lockout and a US-financed referendum and proceeded
to implement further radical socio-economic reforms in a prolonged
process of cumulative socialization.
Chavez’s originality, in part the result of trial and error, was his
‘experimental method’: His profound understanding and response to
popular attitudes and behavior was deeply rooted in Venezuela ’s history
of racial and class in justice and popular rebelliousness. More than
any previous socialist leader, Chavez traveled, spoke and listened to
Venezuela ’s popular classes on questions of everyday life. His
‘method’ was to translate micro based knowledge into macro programed
changes. In practice he was the anti-thesis of the overseas and local
intellectual know-it-alls who literally spoke down to the people and who
saw themselves as the ‘masters of the world’ …at least, in the
micro-world of left academia, ingrown socialist conferences and
self-centered monologues. The death of Hugo Chavez was profoundly
mourned by millions in Venezuela and hundreds of million around the
world because his transition to socialism was their path; he listened to
their demands and he acted upon them effectively.
Social Democracy and National Security
Chavez was a socialist president for over 13 years in the face of
large-scale, long-term violent opposition and financial sabotage from
Washington , the local economic elite and mass media moguls. Chavez
created the political consciousness that motivated millions of workers
and secured the constitutional loyalty of the military to defeat a
bloody US-backed business-military coup in 2002. Chavez tempered social
changes in accordance with a realistic assessment of what the political
and legal order could support. First and foremost, Chavez secured the
loyalty of the military by ending US ‘advisory’ missions and overseas
imperial indoctrination while substituting intensive courses on
Venezuelan history, civic responsibility and the critical link between
the popular classes and the military in a common national mission..
Chavez’ national security policies were based on democratic
principles as well as a clear recognition of the serious threats to
Venezuelan sovereignty. He successfully safeguarded both national
security and the democratic rights and political freedoms of its
citizens, a feat which has earned Venezuela the admiration and envy of
constitutional lawyers and citizens of the US and the EU.
In stark contrast, US President Obama has assumed the power to
assassinate US citizens based on secret information and without trial
both in and out of the US . His Administration has murdered ‘targeted’
US citizens and their children, jailed others without trial and
maintains secret ‘files’ on over 40 million Americans. Chavez never
assumed those powers and never assassinated or tortured a single
Venezuelan. In Venezuela , the dozen or so prisoners convicted of
violent acts of subversion after open trials in Venezuelan courts, stand
in sharp contrast to the tens of thousands of jailed and secretly
framed Muslims and Latin American immigrants in the US . Chavez
rejected state terror; while Obama has special assassination teams on
the ground in over 70 countries. Obama supports arbitrary police
invasions of ‘suspect’ homes and workplaces based on ‘secret evidence’
while. Chavez even tolerated the activities of known foreign
(CIA)-funded opposition parties. In a word, Obama uses ‘national
security’ to destroy democratic freedoms while Chavez upheld democratic
freedoms and imposed constitutional limits on the national security
apparatus.
Chavez sought peaceful diplomatic resolution of conflicts with
hostile neighbors, such as Colombia which hosts seven US military bases –
potential springboards for US intervention. On the other hand, Obama
has engaged in open war with at least seven countries and has been
pursuing covert hostile action against dozens of others.
Conclusion
Chavez’s legacy is multi-faceted. His contributions are original,
theoretical and practical and universally relevant. He demonstrated in
‘theory and practice’ how a small country can defend itself against
imperialism, maintain democratic principles and implement advanced
social programs. His pursuit of regional integration and promotion of
ethical standards in the governance of a nation – provide examples
profoundly relevant in a capitalist world awash in corrupt politicians
slashing living standards while enriching the plutocrats.
Chavez’ rejection of the Bush-Obama doctrine of using ‘state terror
to fight terror’, his affirmation that the roots of violence are social
in justice , economic pillage and political oppression and his belief
that resolving these underlying issues is the road to peace, stands as
the ethical-political guide for humanity’s survival.
Faced with a violent world of imperial counter-revolution, and
resolved to stand with the oppressed of the world, Hugo Chavez enters
world history as a complete political leader, with the stature of the
most humane and multi-faceted leader of our epoch: the Renaissance
figure for the 21st century.
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