Skip to main content

Social Policy and State Revenues in Mineral-Rich Contexts

  • Chapter
Mineral Rents and the Financing of Social Policy

Abstract

At the time of writing1 it seemed that the different impacts and implications of the recent economic crisis - which occurred mostly in developed economies, but was spreading towards the developing world - would also affect mineral-rich developing countries (MDCs) by reducing both demand for and prices of minerals and metals. Yet, this effect is still to be seen. The economies of mineral-importing countries such as China and India do not seem to be shrinking significantly - at least not to the same extent as those of the countries of the Organisation for Economic Co-operation and Development (OECD).2 Furthermore, it is expected that measures taken to prompt economic recovery all over the world will again stimulate the expansion of mineral industries - an expansion that is more likely to occur in MDCs, since the constraints on developing mining activities in Western Europe and North America are stronger (Otto et al. 2007).3

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 84.99
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 109.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 109.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

Preview

Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.

References

  • Amenta, Edwin. 2008. ‘What we know about the development of social policy: Comparative and historical research in comparative and historical perspective’. In Stephan Leibfried (ed.), Welfare States Construction, Deconstruction, Reconstruction. Cheltenham: Edward Elgar.

    Google Scholar 

  • Bebbington, Anthony and Maria Burneo. 2008. ‘Conflictos mineros: Freno al desarrollo o expresión ciudadana’. In Oxfam GB (ed.), Pobreza y Desarrollo en el Perú: Informe Anual 2007–2008. Lima: Oxfam Great Britain.

    Google Scholar 

  • Bebbington, Anthony and Leonith Hinojosa. 2007. ‘Conclusiones: Minería, neoliberalización y reterritorialización del desarrollo rural’. In Anthony Bebbington (ed.), Minería, Movimientos Sociales y Respuestas Campesinas. Una Ecología Política de Transformaciones Territoriales. Lima: Instituto de Estudios Peruanos (IEP).

    Google Scholar 

  • Bebbington, Anthony, Leonith Hinojosa, Denise H. Bebbington, Maria Luisa Burneo and Ximena Warnaars. 2008. ‘Contention and ambiguity: Mining and the possibilities of development’. Development and Change, Vol. 39, No. 6, pp. 887–914.

    Article  Google Scholar 

  • Davis, Graham. 2007. ‘Mining royalties: A global study of their impact on investors, government, and civil society (book review)’. Resources Policy, Vol. 32, No. 3, pp. 146–7.

    Article  Google Scholar 

  • De Haan, Arjan. 2007. Reclaiming Social Policy: Globalization, Social Exclusion and New Poverty Reduction Strategies. Basingstoke: Palgrave Macmillan.

    Book  Google Scholar 

  • Development Solutions. 2009. EU-Andean Trade Sustainability Impact Assessment. Report commissioned by the European Commission DG Trade, Centre for Economic Policy Research (CEPR), London and University of Manchester, Manchester, http://trade.ec.europa.eu/doclib/docs/2009/july/tradoc_144011. pdf, accessed on 18 October 2009.

    Google Scholar 

  • Esping-Andersen, Gøsta. 2001. ‘Social welfare policy: Comparisons’. In Neil J. Smelser and Paul B. Baltes (eds), International Encyclopedia of the Social and Behavioral Sciences. Oxford: Pergamon.

    Google Scholar 

  • Esping-Andersen, Gøsta. 1999. Social Foundations of Post-industrial Economies. Oxford: Oxford University Press.

    Book  Google Scholar 

  • Esping-Andersen, Gøsta. 1990. The Three Worlds of Welfare Capitalism. Cambridge: Polity Press.

    Google Scholar 

  • Frynas, Jedrzej George. 2005. ‘The false developmental promise of corporate social responsibility: Evidence from multinational oil companies’. International Affairs, Vol. 81, No. 3, pp. 581–98.

    Article  Google Scholar 

  • Garnaut, Ross and Anthony Clunies-Ross. 1983. Taxation of Mineral Rents. Oxford: Clarendon Press.

    Google Scholar 

  • Goolsbee, Austan. 2004. ‘Taxes and the quality of capital’. Journal of Public Economics, Vol. 88, Nos 3–4, pp. 519–43.

    Article  Google Scholar 

  • Gough, Ian and Geof Wood, with Armando Barrientos, Philippa Bevan, Peter Davis and Graham Room. 2004. Insecurity and Welfare Regimes in Asia, Africa and Latin America. Cambridge: Cambridge University Press.

    Book  Google Scholar 

  • Gould, John and Matthew Winters. 2007. ‘An obsolescing bargain in Chad: Shifts in leverage between the government and the World Bank’. Business and Politics, Vol. 9, No. 2, pp. 1–34.

    Article  Google Scholar 

  • Hall, Anthony and James Midgley. 2004. Social Policy for Development. London: Sage.

    Google Scholar 

  • Hinojosa, Leonith. 2009. Riqueza Mineral y Pobreza en los Andes. Paper presented at the Congress of the Latin American Studies Association, Rio de Janeiro, Brazil, 11–14 June.

    Google Scholar 

  • ICMM. 2006. Resource Endowment Initiative: The Analytical Framework. London: International Council on Mining and Metals, UNCTAD and World Bank.

    Google Scholar 

  • IMF. 2009. World Economic Outlook: Crisis and Recovery. Washington, DC: International Monetary Fund.

    Google Scholar 

  • Isham, Jonathan, Michael Woolcock, Lant Pritchett and Gwen Busby. 2005. The varieties of resource experience: Natural resource export structures and the political economy of economic growth’. The World Bank Economic Review, Vol. 19, No. 2, pp. 141–74.

    Article  Google Scholar 

  • Lewis, Peter. 2007. Growing Apart: Oil, Politics and Economic Change in Indonesia and Nigeria. Ann Arbor: University of Michigan Press.

    Google Scholar 

  • Matshediso, I. B. 2005. ‘A review of mineral development and investment policies of Botswana’. Resources Policy, Vol. 30, No. 3, pp. 203–7.

    Article  Google Scholar 

  • Meagher, Kate. 2007. ‘Hijacking civil society: The inside story of the Bakassi Boys vigilante group of south-eastern Nigeria’. Journal of Modem African Studies, Vol. 45, No. 1, pp. 89–115.

    Article  Google Scholar 

  • Meller, Patricio, Raul O’Ryan and Andres Solimano. 1996. ‘Growth, equity, and the environment in Chile: Issues and evidence’. World Development, Vol. 24, No. 2, pp. 255–72.

    Article  Google Scholar 

  • Mkandawire, Thandika (ed.). 2004. Social Policy in a Development Context. Basingstoke: UNRISD and Palgrave Macmillan.

    Google Scholar 

  • O’Faircheallaigh, Ciaran. 1998. ‘Indigenous people and mineral taxation regimes’. Resources Policy, Vol. 24, No. 4, pp. 187–98.

    Article  Google Scholar 

  • Otto, James M. 2000. ‘Investing for sustainability: The management of mineral wealth’. Resources Policy, Vol. 28, Nos. 1–2, pp. 78–80.

    Google Scholar 

  • Otto, James, Craig Andrews, Michael Doggett, Pietro Guj, Frank Stermole, John Stermole and John Tilton. 2007. Mining Royalties: A Global Study of Their Impact on Investors, Government, and Civil Society. Washington, DC: World Bank.

    Google Scholar 

  • Pegg, Scott. 2006. ‘World leaders and bottom feeders: Divergent strategies toward social responsibility and resource extraction’. In Christopher May (ed.), Global Corporate Power. Boulder, CO: Lynne Rienner.

    Google Scholar 

  • Powell, Martin and Armando Barrientos. 2004. ‘Welfare regimes and the welfare mix’. European Journal of Political Research, Vol. 43, No. 1, pp. 83–105.

    Article  Google Scholar 

  • Riesco, Manuel, Gustavo Lagos and Marcos Lima. 2005. The ‘Pay Your Taxes’ Debate: Perspectives on Corporate Taxation and Social Responsibility in the Chilean Mining Industry. Programme on Technology, Business and Society, Paper No. 16, UNRISD, Geneva.

    Google Scholar 

  • Rosser, Andrew. 2009. ‘Natural resource wealth, development and social policy: Evidence and issues’. In Katja Hujo and Shea McClanahan (eds), Financing Social Policy: Mobilizing Resources for Social Development. Basingstoke: UNRISD and Palgrave Macmillan.

    Google Scholar 

  • Rosser, Andrew. 2006. ‘Escaping the resource curse’. New Political Economy, Vol. 11, No. 4, pp. 557–70.

    Article  Google Scholar 

  • Sarma, J. V. M. and Gautam Naresh. 2001. ‘Mineral taxation around the world: Trends and issues’. Asia-Pacific Tax Bulletin, January.

    Google Scholar 

  • Smith, Benjamin. 2007. Hard Times in the Lands of Plenty: Oil Politics in Iran and Indonesia. Ithaca, NY: Cornell University Press.

    Google Scholar 

  • Titmuss, Richard M. 1974. Social Policy: An Introduction (course of introductory lectures given by the author and edited by Brian Abel-Smith and Kay Titmuss). London: Allen and Unwin.

    Google Scholar 

  • UNCTAD. 2007. World Investment Report 2007: Transnational Corporations, Extractive Industries and Development United Nations Conference on Trade and Development, New York.

    Google Scholar 

  • UNRISD (United Nations Research Institute for Social Development). 2006. Transformative Social Policy: Lessons from UNRISD Research. Research and Policy Brief, No. 5.

    Google Scholar 

  • Willmore, Larry. 2007. ‘Universal pensions for developing countries’. World Development, Vol. 35, No. 1, pp. 24–51.

    Article  Google Scholar 

  • Wood, Geof and Ian Gough. 2006. ‘A comparative welfare regime approach to global social policy’. World Development, Vol. 34, No. 10, pp. 1696–712.

    Article  Google Scholar 

  • World Bank. 2006. Country Policy and Institutional Assessments: Assessment Questionnaire. Washington, DC: World Bank.

    Google Scholar 

Download references

Authors

Editor information

Editors and Affiliations

Copyright information

© 2012 UNRISD

About this chapter

Cite this chapter

Hinojosa, L., Bebbington, A., Barrientos, A. (2012). Social Policy and State Revenues in Mineral-Rich Contexts. In: Hujo, K. (eds) Mineral Rents and the Financing of Social Policy. Social Policy in a Development Context. Palgrave Macmillan, London. https://doi.org/10.1057/9780230370913_4

Download citation

Publish with us

Policies and ethics