of Guido Viale, Il Manifesto online
"It is curious to note that Morgan Stanley, banks historically close to Marchionne, does not consider the financial projections underlying factory in Italy, the program of 20 billion investment in 5 years presented to the Government by Fiat to double car production in the country and get green light for the closure of Termini Imerese and restructuring next venture. So Massimo Mucchetti Corsera on September 13, analyzing the separation of the auto sector and related components to the commercial vehicle business and moving machinery Terrasi is an operation designed to separate the "flesh", that is active in production with a more secure income, which in this way will remain firmly in the hands of the Agnelli family, the production at risk, namely ' cars, which do not promise anything good - despite the excellent performance of 'luxury', Ferrari and Maserati - perhaps be able to save themselves by merging with Chrysler, where the apparent recovery of the latter will prove effective. But that may well end up among the strongest jaws of any group, whether the financial engineering to enable them safe from a hostile takeover will succeed, especially if the market Euro-American vehicle, low-range, in which Fiat will offer a breath. This does not seem likely. In the same article
Courier informs us that "according to the U.S. management consulting firm AT Kerny, the demand for cars will grow especially in Asia, while Europe and North America - the countries in which Chrysler would place most of the 6 million cars that Marchionne deem essential to the survival of the group - will remain strong in absolute figure. " Things become so well known and obvious that perhaps it was not essential to know the use of a company 'strategic advice'.
In such a context the fact that when dividing the spoils of the group from pulp e cartilagini, il piano Fabbrica Italia - 20 miliardi di euro e un milione e mezzo di vetture da produrre negli stabilimenti italiani, contro le 650mila attuali - non venga nemmeno menzionato non è «curioso», come sostiene l'articolo, ma altrettanto ovvio.
Fabbrica Italia - come Mucchetti si limita a insinuare: «La verità è che una cosa sono i piani, un'altra i discorsi e una terza sono le decisioni reali quando si fa cassa integrazione, e il debito finanziario... aumenta da 28 a 30 miliardi» - non è che uno specchietto per le allodole: per governo e sindacati collaborazionisti, più la foresta di intellettuali e politici che ha dato loro credito. Serve a giustificare non solo la chiusura di Termini Imerese, scontata now at least three years, although not to see the unions - all - have continued to bury their heads in the sand, but is also and above all, to justify the much more substantial attack on the living conditions and work launched Pomigliano agreement, but now in the pipeline for its extension to all factories of the group - and then to all the companies associated with Federmeccanica, and then the rest of Italian workers - in the name of "competitiveness" .
In exchange for what? Nothing, if at the time to divide the spoils, and to secure the loot of the Lambs, the huge debt that the auto industry of the group should meet in order to finance that plan non viene nemmeno preso in considerazione e, anzi, i conti del primo semestre dell'anno indicano addirittura una netta riduzione degli investimenti. D'altronde, nemmeno Marchionne ha mai data per scontata la realizzazione del suo piano industriale; la ha sempre subordinata a una ripresa del mercato che nessuna delle valutazioni correnti consente di prevedere.
Quali siano i piani effettivi di Marchionne non solo per lo stabilimento di Pomigliano, ma anche per Mirafiori, Sevel e persino Melfi, forse non lo sa nemmeno lui: aspetta le occasioni: ieri erano la Chrysler (andata a «buon fine», per lo meno per ora) e la Opel (mancata); oggi sono la Serbia (peraltro non così rapida come prospettato); domani chissà? Potrebbe anche be the absorption by a larger group: perhaps with a stew of Fiat, Lancia and Alfaromeo. Or even between different factories. Whose value - the stock market - will depend largely on how workers and unions have bent his head in front of his blackmail.
So what? Not only the industrial policy, and not only the policy per se, but the lives of tens of thousands of workers - Fiat and industries - and the economy of the country can not continue to remain at the mercy of the occasions when Marchionne will encounter. The environmental crisis of the Earth puts on the agenda the urgent need to involve the resources and productive forces of each area in a grandiose project conversion. Fiat's plants and industries have all it takes to be gradually engaged in a course like that.
For the first time the environmental issue is confronted not only with the conveniences of the company (a subject on which they practiced for several decades, and mostly empty, despite the deluge of texts produced, the bards of the unique thought and the virtues of the market), but with the problem of employment and working conditions at the factory. Defend one or the other can not be done without setting the agenda, both nationally and internationally, but especially in the individual territories, from crisis situations, the subject of a conversion cycle: from production ambientalmente nocive e senza prospettive di mercato a quelle con un sicuro avvenire in un pianeta in cui è sempre più urgente fare i conti con la sua sopravvivenza. Che è anche l'unica strada per evitare un irreversibile declino del paese.
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