The economic and social transformations that occurred in the Brazilian Amazon in the 20th century show the profound contradictions of the development models implemented in the region throughout its history. The natural resources mapped in the region since the 1950s, some of them identified before that, have placed this territory at the center of national and regional political disputes for the exploitation of its wealth 11. Trindade JR, Oliveira WP. SPVEA: o estado na crise do desenvolvimento. In: Trindade JR, editor. Seis décadas de intervenção estatal na Amazônia. Belém: Paka-Tatu; 2014. p. 61-96.. With the advance and appropriation of these resources by large capitalist companies, evidence indicates that these models of development do not contribute to better living conditions for the local populations.
Data 22. Instituto Brasileiro de Geografia e Estatística. Pesquisa Nacional por Amostra de Domicílios Contínua. http://www.atlasbrasil.org.br/ (accessed on 20/May/2023).
http://www.atlasbrasil.org.br/... on the region expose a set of needs and vulnerabilities to which populations in the Amazon are subjected. The classic indicators of poverty, such as the Municipal Human Development Index (M-HDI) and per capita income, indicate that the Amazon remains one of the poorest regions in Brazil. In 2020, the average M-HDI of the municipalities in the region was 0.736, which is considered high but still below the national average. Average monthly income of employed persons aged 14 years or older in the region was BRL 2,059.75 in 2020, also below the national average of BRL 2,782.5. According to the Brazilian Institute of Geography and Statistics (IBGE), in 2019, about 20.9% of the population in the region lived below the poverty line, that is, with a monthly per capita income less than BRL 486.00. About 9.7% of the population lives in extreme poverty, with per capita income up to BRL 168.00. As a consequence, despite accounting for only 8.6% of the country’s population in 2019, this territory presented 15.73% of the total Brazilian population living in poverty and extreme poverty.
Access to basic sanitation is another factor that increases vulnerability in this territory. In 2021, according to the Brazilian National Sanitation Information System (SNIS) 33. Ministério da Integração e Desenvolvimento Regional. Sistema Nacional de Informação sobre Saneamento 2021. https://www.gov.br/mdr/pt-br/assuntos/saneamento/snis/painel (accessed on 20/May/2023).
https://www.gov.br/mdr/pt-br/assuntos/sa... , almost 40 and 80% of the population did not have access to drinking water and sanitation services, respectively. According to a large body of literature 44. Programa das Nações Unidas para o Desenvolvimento. Relatório de desenvolvimento humano 2006: a água para lá da escassez: poder, pobreza e a crise mundial da água. New York: Programa das Nações Unidas para o Desenvolvimento; 2006., the scarcity of drinking water and the lack of adequate sanitation services contribute to the spread of water-borne diseases and increase the risk of contamination and infection. Considering that access to work opportunities and income is linked to health conditions, based on a set of causal relationships, the lack of basic sanitation perpetuates cycles of poverty that are difficult to break 55. Solar O, Irwin A. A conceptual framework for action on the social determinants of health. Geneva: World Health Organization; 2010. (Discussion Paper Series on Social Determinants of Health, 2)..
This set of factors 66. Monteiro MA, Lima JJF, Cruz AG. Condições de moradia dos domicílios urbanos nos municípios da Amazônia Legal segundo redes infraestruturais (2000 e 2010). Novos Cadernos NAEA 2020; 23:109-34. exposes some of the limits of the development models underway in the Amazon. The economic dynamics generated by the exploitation of mineral resources and timber products, as well as by the production of soybean commodities and extensive livestock, bring positive economic indicators, such as the growth of gross domestic product (GDP) and exports, but neglect the deleterious social effects generated from these same activities 77. Gudynas E. Estado compensador y nuevos extractivismos: las ambivalencias del progresismo sudamericano. Nueva Sociedad 2012; 237:128-46.. As an example, we can cite the fact that the main mining municipalities in the Amazon 88. Silva DN, Mendes EC, Sousa RL. Saneamento básico e pobreza na Amazônia: um diagnóstico para a região de Carajás. Cadernos do NAEA 2022; 25:223-46. still have significant portions of their population living in precarious urban conditions 99. Cardoso ACD, Cândido LS, Melo ACC. Canaã dos Carajás: um laboratório sobre as circunstâncias da urbanização, na periferia global e no alvorecer do século XXI. Revista Brasileira de Estudos Urbanos e Regionais 2018; 20:121-40. and with low incomes 1010. Silva DN, Sousa RL. As condições de moradia das famílias pobres em Canaã dos Carajás. Revista de Políticas Públicas da UFMA 2022; 26:228-48., as indicated by the Unified Registry (Cadastro Único) 1111. Ministério do Desenvolvimento Social. Microdados do Cadastro Único. https://aplicacoes.mds.gov.br/sagi/portal/index.php?grupo=212 (accessed on 15/May/2023).
https://aplicacoes.mds.gov.br/sagi/porta... microdata, even though they yield a great economic wealth.
These classic poverty indicators emphasize the magnitude of the social and economic problem faced by the Amazon Region, reinforcing the need to create public policies that promote human and economic development, reducing deprivation and social vulnerability. In this sense, the ideas proposed by Amartya Sen 1212. Sen A. Development as freedom. London: Anchor Books; 2000., based on the Capability Approach, provide a useful framework to broadly analyze social vulnerability in the region. Based on its multidimensional approach to poverty, it is possible to identify the most vulnerable people and communities and understand the underlying causes of poverty in the region.
By considering a variety of indicators, such as education, health, housing, and access to basic services, studies based on the analysis of multidimensional poverty highlight the complex interconnections that perpetuate deprivation. Moreover, they reinforce the importance of integrated and targeted public policies to address the multiple dimensions of poverty. By specifically investigating rural and urban areas in Brazil, some of these studies bring crucial elements to understand regional disparities and the distinct dynamics that influence poverty 1313. Marcelino GC, Cunha MS. Pobreza multidimensional no Brasil: evidências para as áreas rurais e urbanas. Revista de Economia e Sociologia Rural 2023; 62:e266430.. The results show that health and sanitation accounted for the greatest impact on multidimensional poverty, followed by education and housing conditions.
Assessing or measuring multidimensional poverty in the Amazon Region based on Sen’s 1212. Sen A. Development as freedom. London: Anchor Books; 2000. approach also offers important contributions 1414. Sousa LCR, Santos RBN, Sousa DSP. Pobreza multidimensional na Amazônia Legal: uma análise sobre o Índice de Desenvolvimento da Família (IDF). Desenvolvimento Regional em Debate 2016; 6:125-48.,1515. Santos TM, Matos L, Ramos EMLS, Pontes FAR, Silva SSC. Pobreza multidimensional e parentalidade em famílias residentes em Belém - PA. Revista Psicologia em Pesquisa 2023; 17:1-19.,1616. Rodrigues DL. Pobreza multidimensional, território e meios de vida na região da Ilha das Onças, município de Barcarena-PA [Doctoral Dissertation]. Belém: Programa de Pós-graduação em Economia, Faculdade de Ciências Econômicas, Universidade Federal do Sul e Sudeste do Pará; 2019.. These studies highlight how the complex interaction between development and poverty can take particular forms in specific geographical contexts, such as that of the Brazilian Amazon. Moreover, they also contribute a more focused perspective, examining how poverty in specific contexts can affect other variables such as parenting and family relationships, further enriching the understanding of the complex implications of multidimensional poverty.
This holistic approach, complemented by the contributions of different surveys, offers a more complete picture of the socio-economic realities in Brazil, allowing for a more effective allocation of resources and efforts to substantially improve the living conditions of marginalized groups. However, in some contexts, capturing territorial particularities and dynamics by using variables commonly used in this literature cannot reflect the conditions of deprivation experienced by the inhabitants of a given territory. A study conducted by Rodrigues 1616. Rodrigues DL. Pobreza multidimensional, território e meios de vida na região da Ilha das Onças, município de Barcarena-PA [Doctoral Dissertation]. Belém: Programa de Pós-graduação em Economia, Faculdade de Ciências Econômicas, Universidade Federal do Sul e Sudeste do Pará; 2019. using the methodology of the Multidimensional Poverty Index (MPI) of Alkire & Santos 1717. Alkire S, Santos M. Acute multidimensional poverty: a new index for developing countries. https://ophi.org.uk/wp-38/ (accessed on 20/Jul/2023).
https://ophi.org.uk/wp-38/... , which is based on Sen’s 1212. Sen A. Development as freedom. London: Anchor Books; 2000., illustrates this issue.
The field laboratory chosen by the author was a floodplain region, presenting characteristics of an island, and which can serve as a reference for further analyses since part of the Amazon territory is made up of an immense archipelago of river islands, inhabited by ribeirinho populations 1818. Cardoso ACD, Lima JJF. Belém: transformações na ordem urbana. Rio de Janeiro: Letra Capital; 2015.. The study analyzed the Ilhas das Onças, located in the Metropolitan Area of Belém, Pará State. Notably, this particular region shows a remarkable peculiarity: it is a major producer of açaí. Its proximity to the capital, Belém, facilitates the production flow, giving it a distinct economic dynamism compared to other areas that share similar characteristics. However, it is noteworthy that this region also faces the direct and indirect impacts of the growing process of urbanization throughout the area. The innovation of the research, which represents a leap forward in the literature that works with this methodology, lies in the identification and definition of dimensions and functions identified as priorities by the study population. It proposes to evaluate the development of human capacities considered relevant by the locals in the search for a good quality of life and to understand how the conditions of the territory allow or limit the expansion of the substantive freedoms that residents can obtain from the place where they live. In this way, the methodology helps to incorporate the priority needs identified by the communities themselves into the analysis.
The four versions of the MPI calculated in that study, including an adjusted version with dimensions and weights assigned by the interviewees, allow us to understand more specifically how the use of synthetic indicators constructed from fixed dimensions and weights can hide the vulnerabilities suffered and/or perceived by people. This difference becomes evident when comparing, for example, the different results of MPI. When the indicators and weights conventionally used in the literature are applied, the MPI indicates that 38% of the sample lives in multiple poverty. However, when adopting indicators and weights defined endogenously by the local population, this percentage drops to 31%. The same occurs when disaggregating the indices: the proportion of poor in multidimensional terms drops from 75% (exogenous) to 55% (endogenous).
These findings confirm the importance of considering what residents value in quality of life when measuring poverty. Evidence shows that when applying Sen’s 1212. Sen A. Development as freedom. London: Anchor Books; 2000. capabilities approach, the poverty indicator decreases if the dimensions weight are endogenously collected. This suggests that homogenizing poverty measures, disregarding peculiarities of each region, may result in an overestimation of poverty levels. A relevant aspect is the potential for directing public policies towards areas that may not actually improve local quality of life.
An interesting fact found by Rodrigues 1616. Rodrigues DL. Pobreza multidimensional, território e meios de vida na região da Ilha das Onças, município de Barcarena-PA [Doctoral Dissertation]. Belém: Programa de Pós-graduação em Economia, Faculdade de Ciências Econômicas, Universidade Federal do Sul e Sudeste do Pará; 2019. - corroborating this view - can be observed when the interviewees were asked to spontaneously list the four most important dimensions. Among all dimensions, health was identified as the most important by 44% of respondents. However, even with the highest weight assigned, when applying the methodology, health was not the dimension that contributed the most to the formation of the indices, suggesting difficulties in choosing indicators capable of capturing the restrictions in relation to this dimension. This incongruity was later revealed by the absence of variables that could accurately capture what the local population considers important. Thus, variables and indicators generally used to evaluate this type of dimension failed to represent the main problem in the health dimension. It became clear during the study that the health problems that the interviewees referred to as the “most important” were directly linked to mobility and accessibility to emergency healthcare services, and therefore related to risks in the serious events.
In addition to improving the diagnosis of poverty and vulnerability in the studied territory, the results of the study point to the complexity of assessing multidimensional poverty when addressing a specific territoriality. The inclusion of aspects that people consider important, such as being or doing, reveals deprivations that are not normally considered by indices constructed with externally predetermined weights, such as synthetic indices. These elements reinforce the importance of considering the specific characteristics and demands of each region when formulating public policies to combat poverty and vulnerability, especially in the Amazon. This effort can contribute to the construction of tools and public policies that help promote more inclusive development models aimed at local demands.
References
- 1Trindade JR, Oliveira WP. SPVEA: o estado na crise do desenvolvimento. In: Trindade JR, editor. Seis décadas de intervenção estatal na Amazônia. Belém: Paka-Tatu; 2014. p. 61-96.
- 2Instituto Brasileiro de Geografia e Estatística. Pesquisa Nacional por Amostra de Domicílios Contínua. http://www.atlasbrasil.org.br/ (accessed on 20/May/2023).
» http://www.atlasbrasil.org.br/ - 3Ministério da Integração e Desenvolvimento Regional. Sistema Nacional de Informação sobre Saneamento 2021. https://www.gov.br/mdr/pt-br/assuntos/saneamento/snis/painel (accessed on 20/May/2023).
» https://www.gov.br/mdr/pt-br/assuntos/saneamento/snis/painel - 4Programa das Nações Unidas para o Desenvolvimento. Relatório de desenvolvimento humano 2006: a água para lá da escassez: poder, pobreza e a crise mundial da água. New York: Programa das Nações Unidas para o Desenvolvimento; 2006.
- 5Solar O, Irwin A. A conceptual framework for action on the social determinants of health. Geneva: World Health Organization; 2010. (Discussion Paper Series on Social Determinants of Health, 2).
- 6Monteiro MA, Lima JJF, Cruz AG. Condições de moradia dos domicílios urbanos nos municípios da Amazônia Legal segundo redes infraestruturais (2000 e 2010). Novos Cadernos NAEA 2020; 23:109-34.
- 7Gudynas E. Estado compensador y nuevos extractivismos: las ambivalencias del progresismo sudamericano. Nueva Sociedad 2012; 237:128-46.
- 8Silva DN, Mendes EC, Sousa RL. Saneamento básico e pobreza na Amazônia: um diagnóstico para a região de Carajás. Cadernos do NAEA 2022; 25:223-46.
- 9Cardoso ACD, Cândido LS, Melo ACC. Canaã dos Carajás: um laboratório sobre as circunstâncias da urbanização, na periferia global e no alvorecer do século XXI. Revista Brasileira de Estudos Urbanos e Regionais 2018; 20:121-40.
- 10Silva DN, Sousa RL. As condições de moradia das famílias pobres em Canaã dos Carajás. Revista de Políticas Públicas da UFMA 2022; 26:228-48.
- 11Ministério do Desenvolvimento Social. Microdados do Cadastro Único. https://aplicacoes.mds.gov.br/sagi/portal/index.php?grupo=212 (accessed on 15/May/2023).
» https://aplicacoes.mds.gov.br/sagi/portal/index.php?grupo=212 - 12Sen A. Development as freedom. London: Anchor Books; 2000.
- 13Marcelino GC, Cunha MS. Pobreza multidimensional no Brasil: evidências para as áreas rurais e urbanas. Revista de Economia e Sociologia Rural 2023; 62:e266430.
- 14Sousa LCR, Santos RBN, Sousa DSP. Pobreza multidimensional na Amazônia Legal: uma análise sobre o Índice de Desenvolvimento da Família (IDF). Desenvolvimento Regional em Debate 2016; 6:125-48.
- 15Santos TM, Matos L, Ramos EMLS, Pontes FAR, Silva SSC. Pobreza multidimensional e parentalidade em famílias residentes em Belém - PA. Revista Psicologia em Pesquisa 2023; 17:1-19.
- 16Rodrigues DL. Pobreza multidimensional, território e meios de vida na região da Ilha das Onças, município de Barcarena-PA [Doctoral Dissertation]. Belém: Programa de Pós-graduação em Economia, Faculdade de Ciências Econômicas, Universidade Federal do Sul e Sudeste do Pará; 2019.
- 17Alkire S, Santos M. Acute multidimensional poverty: a new index for developing countries. https://ophi.org.uk/wp-38/ (accessed on 20/Jul/2023).
» https://ophi.org.uk/wp-38/ - 18Cardoso ACD, Lima JJF. Belém: transformações na ordem urbana. Rio de Janeiro: Letra Capital; 2015.
Publication Dates
- Publication in this collection
13 Oct 2023 - Date of issue
2023
History
- Received
30 May 2023 - Reviewed
23 Aug 2023 - Accepted
25 Aug 2023