Category Archives: Africa

by Joel | 11 March 2026 · 4:07 am

Kapuściński’s Despair for Africa

From Ryszard Kapuscinski: A Life, by Artur Domoslawski (Verso, 2012) Kindle p. 158:

Kapuściński will keep returning to Africa for the rest of his life, and will write his most important books about it. He will witness the evacuation of the Portuguese from Angola, the final stage in the country’s struggles for liberation and the bloody civil war. In Ethiopia (Abyssinia) he will observe the decline of the rule of Emperor Haile Selassie and the beginnings of the Red despotism of Colonel Mengistu. In Uganda he will feel for himself the shivers down the spine prompted among the locals by the regime of Idi Amin; after the tyrant’s fall Kapuściński will go there and collect material for a book about him that he will never complete.

In the early 1990s, while preparing to write the summary of his African experiences, The Shadow of the Sun, he sends his old friend a card from Addis Ababa:

Dear Jurek,

I’ve been in Africa for two months already – I’ve been to Uganda, Tanzania (including Zanzibar), Rwanda, Kenya and Eritrea, and now I’m in Ethiopia (for the second time this year). Rather a sentimental journey, in the footsteps of our youth together – heart-breaking. I found our old embassy, where we used to live – it’s in ruins.

The ruined embassy reflects the state of mind in which Kapuściński returns from his journey. Everything is going downhill, there is disintegration and moral decay. In Addis Ababa he goes to Africa Hall, a modernist building on one of the city’s hills, where in 1963 he attended the first summit of new African leaders. Now children are playing ping-pong there, and a woman is selling leather jackets in the historic building’s auditorium.

He tries to find a specific document which supposedly sets out a plan for the development and rescue of Africa. He questions various secretaries and officials about it, naming it by title, but they cannot find it, and most of the people he asks have never even heard of it before. Kapuściński starts to doubt whether such a plan really does exist, and whether Africa can actually be saved.

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Filed under Angola, Eritrea, Ethiopia, Kenya, Rwanda, Tanzania, Uganda

by Joel | 10 March 2026 · 6:24 am

Kapuściński as Catastrophist

From Ryszard Kapuscinski: A Life, by Artur Domoslawski (Verso, 2012) Kindle pp. 115-117:

I turned to a reporter friend who writes about the Czech Republic to ask how and where to look, and whether such an account did actually exist. He helped me get in touch with Jaroslav Bouček, son of the late ‘commander’ of the Congolese expedition, and this led me to a radically different story from the one presented in The Soccer War.

It turned out that Bouček Jr had written an essay titled ‘In Deepest Congo’. In it, he compares Kapuściński’s account with his father’s, which he found in the National Archive in Prague, along with his Cairo diary, his letters and dispatches.

Jaroslav Bouček wonders if Kapuściński’s expressive depiction of the dangerous journey to Congo, compared with the ‘civilian’ mood of Bouček’s account, arose from the fact that it was the first time Kapuściński had ever found himself in the dramatic situation of civil war in an African country, and so he took the verbal threats addressed to the ‘suspicious foreigners’ quite literally. As a reporter, Jarda Bouček, on the other hand, was a veteran of several armed conflicts, and ‘verbal threats did not throw him off balance to that extent’.

From Bouček’s account it emerges that the journalists certainly did not have to leave Stanleyville for fear of losing their lives because of impetuous mob law imposed by Africans on whites. The Czechoslovak reporter’s son writes:

Before leaving for Congo, Bouček wrote to his editors that he would be able to stay in Stanleyville for about a month, and then he would have to come back to buy medicine, which in view of some chronic ailments he could not do without. His exit visa from Congo was signed by Louis Lumumba, brother of the murdered prime minister; before his departure, Bouček had arranged a return visa, as he foresaw that he would go back to Congo again.

According to Bouček’s account, the reporters left Congo because their money had run out, they weren’t sure if their dispatches were getting through, and an opportunity had presented itself in the form of a UN plane flying to Burundi. Bouček challenges Kapuściński’s account of the UN staff ’s alleged reluctance to help their group; unlike Kapuściński, he claims they knew from the start that they were flying to Usumbura. Bouček Jr again:

Writing further about how the Belgians were determined to kill them all, [Kapuściński] probably let himself be excessively frightened by the bravado-filled utterances of some young Belgian officers who cast swaggering remarks in their direction, such as, ‘Best shoot these journalists right away!’

In no instance did Bouček feel fear that the Belgians were planning to kill them. Usumbura was a civilian airport; in addition to the soldiers, the civilian airport staff was there too, as well as some customs officers, pilots and stewardesses from Sabena airlines, and passengers who would have involuntarily been witnesses to such a crime.

But above all – what sense would it have made for the Belgians to put to death five journalists who were officially accredited by the UN?

The younger Bouček sums up the situation by saying that ‘the expedition to Congo did not shake’ his father ‘in the least’.

Many of Kapuściński’s friends and acquaintances think he was a catastrophist, in the sense that he could blow up small incidents to unimaginable proportions and present ordinary fears as the end of the world.

‘I divided everything he said by at least two,’ says Adam Daniel Rotfeld, smiling.

The words of one of his friends come back to me – Kapuściński created his own courage in literature; he knew he was different.

Part of the legend of Kapuściński the reporter is based on the several times he avoided execution by firing squad. We know about all those incidents from him alone. In Bolivia, as he tells us, he was saved by a chauffeur who managed to intoxicate the officer who apparently wanted to shoot Kapuściński as a communist spy. In another of his accounts, after a coup in Ghana they wanted to shoot him as a spy working for Kwame Nkrumah, who had just been deposed.

He was also reportedly sentenced to be shot dead in Usumbura at the end of the Congolese expedition, after being locked up in a barred room at the airport along with the Czechoslovak and Soviet journalists. In a 1978 interview with Wojciech Giełżyński, he refers to ‘when I was in prison in Usumbura sentenced to be shot’. ‘I had a death sentence, I escaped shooting by a miracle,’ he says of this incident in another interview, also from the 1970s.

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Filed under Belgium, Congo, Czechia, Ghana, military, nationalism, publishing, U.N., war

by Joel | 9 March 2026 · 6:49 am

Forsaking Poland for Africa

From Ryszard Kapuscinski: A Life, by Artur Domoslawski (Verso, 2012) Kindle pp. 119-120:

The expedition to Congo is a crucial element in the formation of Kapuściński’s world outlook, his view of the Cold War conflict and of the dilemmas and dramas of the times from the perspective of the Third World countries attempting to gain their liberty.

In an entry in his Political Diaries dated 23 June 1961, Polityka’s editor-in-chief, Mieczysław Rakowski notes: ‘Rysiek has finished a series entitled ‘‘Congo Close Up’’. We published twelve reports. Rysiek is a fantastic reporter. This is no ordinary journalism. This is political literature produced by a devilishly talented writer. We collected 2,687,138 zloty for the Lumumba Fund.’

A year later, in a popularity contest for Polityka’s writers, Kapuściński comes first. His reports from Ghana and Congo play their role in gaining him fame and public recognition, but this is not the only way he displays his talents. In less than two years of working at Polityka, Kapuściński has created his own language, a new literary style, with a poetic rhythm to his sentences and an original way of depicting things – free of the wooden, propagandistic phraseology of his early years as a journalist at Sztandar Młodych. It is this new language and new tone that make the then cub reporter Małgorzata Szejnert (later co-founder of Gazeta Wyborcza and head of its reportage department for fifteen years) think on reading one of his reports: ‘He writes as he wants to.’

‘He flourished at Polityka,’ says Daniel Passent. ‘He wrote articles that showed what was really happening in Poland, warts and all.’

Between the African trips, Kapuściński travels to the Polish provinces, but he is not yet aware that his current visits will be his farewell – as a reporter – to Poland. A curious farewell, because he had just begun to shine as an incisive observer of the Poles during the ‘minor stabilization’ when he went off on a completely different path.

‘He deserted,’ some people would say.

Kapuściński refutes the charges: ‘Africa and the Third World were a continuation of the heroic period of reportage in Poland.’

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Filed under Africa, language, philosophy, Poland, publishing, travel

by Joel | 7 February 2026 · 4:18 am

Displaced Poles in World War 2

My latest compilation from Culture.pl includes an article by Juliette Bretan on Polish refugees abroad during World War 2. Here are some excerpts.

Britain proved an early home for thousands of Poles following the invasion of Poland by Nazi and Soviet forces in September 1939. Polish civilians, and those in the armed forces, fled over the Carpathian mountains to Romania and Hungary, with around 90,000 military personnel known to have escaped by the end of September. Many of those in the armed forces reached France via then Yugoslavia and Italy, where new divisions were organised.

After France fell, thousands of Poles in the armed forces, and the Polish government-in-exile, transferred to London. In August 1940, an Anglo-Polish agreement allowed for the Polish land sea and air forces to be organised and employed under British command. Polish fighter and bomber squadrons were created, with Polish pilots destroying nearly 1000 enemy aircraft and dropping nearly 15,000 bombs and mines during the course of the war.

Persia

Following the Nazi invasion of Russia 1941, a treaty – the Sikorski-Mayski agreement – was signed between Poland and the Soviet Union, which included an ‘amnesty’ allowing for the release of many of the Poles who had been deported east. However, many Poles in labour camps were unaware of the development, and even those who were had only limited assistance from the Soviet authorities. Thousands of Poles, however, did manage to move south, joining Władysław Anders’s army as they moved through Russia and central Asia. In 1942, General Sikorski received permission to evacuate Poles into Persia (now Iran), across the Caspian Sea.

Africa

As Zdzisława Wójcik notes, more than half of the 37,000 Polish civilians who left the USSR with the Polish army found new homes in Africa, in Kenya, Uganda, Tanzania and South Africa. Some arrived by sea between 1942-43, and were housed in former POW camps or new settlements, whilst others were transported from refugee camps across the world:

The settlements […] operated their own businesses: farms, canteens, butcher shops, bakeries, and fabric–weaving, sewing and shoemaking shops […] the population in the Polish settlements had a specific demographic profile: about 47 percent were women, over 41.5 percent were teenagers and children, and only 11.5 percent were men. (Wójcik, in The Polish Deportees of World War II)

According to Wójcik, the Catholic Church played a prominent role in structuring Polish communities in Africa, although the number of priests varied by settlement. Support for the refugees was also provided by the Polish Red Cross and bureaus in Nairobi, with schools and orphanages established for children. However, the food available in these orphanages often left much to be desired, as Vala Lewicki – who was based in Uganda – remembers:

Meals were never elaborate affairs. The quick breakfast varied only between a plate of baked beans and a slice of bread with tea and coffee one day, and two slices of sparingly-buttered bread with cocoa or tea the next day. Occasionally we had powdered eggs which tasted like…powder. We had sandwiches for lunch, while dinner consisted of bean soup, a slice of meat and baked beans. Always baked beans! (Vala Lewicki, in The Polish Deportees of World War II)

New Zealand & Mexico

Just under 1000 Poles – 733 children and 105 adults – also found a new home in New Zealand during the war, after Prime Minister of the country accepted the refugees.

Arriving in Wellington in 1944, the refugees were settled in a Polish Children’s Camp in the town of Pahiatua, where Catholic services and Polish schooling and scouting trips were provided. Many of the Polish refugees also chose to settle in New Zealand after the war, finding ample opportunities for work as mining and logging industries expanded.

Meanwhile, a community of 1400 Poles also settled in Santa Rosa in Mexico, where they were welcomed by an orchestra playing the Polish national anthem. The settlement in Santa Rosa included living quarters and a school, where a Polish curriculum was used, as well as gardens and playing areas.

India

It is estimated that around 5000 Poles also found safe haven in India, after the wife of the Polish Consul General to Bombay, Kira Banasińska, petitioned the Maharaja of Nawanagar. The Maharaja had longstanding links to Poland – his father had been friends with pianist Ignacy Paderewski – and said that he was ‘trying to do whatever [he] can to save the children.’

Refugees settled in several camps in and around Bombay, as well as in a settlement built at the Maharaja’s summer palace. Polish culture remained an integral part of life, with Catholic teaching organised, Polish books provided, and the children also encouraged to give performances featuring traditional Polish dances and music. Sport was also encouraged: following the arrival of pre-war Lvovian footballer Antoni Maniak, a stadium and running track was built, and regular training sessions established to improve the children’s health and wellbeing. The Maharaja donated money to purchase sporting equipment – and the children proved themselves worthy foes against local teams.

The refugees dubbed the settlement camps ‘Little Poland’.

The Polish Red Cross supported the orphans who were being settled in India, although Ordonówna accompanied the first transport of children out of the Middle East, despite battling the symptoms of tuberculosis, which would later kill her.

Post-war resettlement

At the end of the war, many Poles were unable to return to their homeland. The British government recognised the contribution of Poles in the Allied forces, and established the Polish Resettlement Act, the first mass immigration legislation, in 1947, which offered British citizenship and support for hundreds of thousands of Poles. Following the act, transports were provided to enable their relatives to also reach the UK. Four thousand Poles arrived in overland transports from Italy by rail, whilst several ships carrying hundreds of displaced Poles arrived in ports in Southampton, Liverpool, Hull, London and Glasgow in the late 1940s and early 1950s. This included a transport of 66 Poles from Santa Rosa in Mexico, who travelled aboard the Empire Windrush in its historic passage to London in 1948; around 400 Poles – including many orphans – from Kilindini Mombasa in Kenya on the SS Scythia, which docked in Liverpool; and 600 displaced women, children and elderly Poles from Cape Town on the RMS Arundel Castle, which arrived in Southampton.

On board one transport from Lebanon in 1950, on the SS Oxfordshire, were also several unexpected passengers – two hives of bees, brought by one man in his 60s. The man was allowed to keep the bees, which he took to Haydon Park resettlement camp. By the early 1950s, over 100,000 Poles were registered in Great Britain. Among them were pre-war cultural figures, including Polish poet and songwriter Marian Hemar, and singers Adam Aston, Zofia Terné and Włada Majewska; as well as artists, including the Themersons and Stanisław Frenkiel. Many of these figures played a significant role in forming Polish communities in the UK post-war.

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Filed under Britain, France, Germany, India, Iran, Kenya, Mediterranean, migration, military, nationalism, Poland, South Africa, USSR, war

by Joel | 24 September 2025 · 3:30 am

Portuguese Adopt Swiss Tactics

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 227-229:

Manuel, chronically fearful of entrusting power to any one man, had decided to create three autonomous governments in the Indian Ocean. Nominally Albuquerque had authority to act in only the central segment—the west coast of India from Gujarat to Ceylon. The coasts of Africa, the Red Sea, and the Persian Gulf were the domain of Duarte de Lemos. Beyond Ceylon, Diogo Lopes de Sequeira had responsibility for Malacca and the farthest Orient. This dispersal of forces was strategically flawed, as neither of the other two commanders had sufficient ships for effective action. Albuquerque not only saw the pointlessness of this division, he also believed that no one was as capable as himself. Over a period of time, he found ways of obtaining the ships of the other commanders and integrating them into one unified command, without royal say-so. It made for an effective deployment of military resources; it also made him enemies, both in India and back at court, who would snipe at his methods and malign his intentions to the king.

Equally unpopular was the issue of military organization. The massacre at Calicut had highlighted the shortcomings of the way the Portuguese fought. The military code of the fidalgos valued heroic personal deeds over tactics, the taking of booty and prizes over the achievement of strategic objectives. Men-at-arms were tied by personal and economic loyalties to their aristocratic leaders rather than to an overall commander. Victories were gained by acts of individual valor rather than rational planning. The Portuguese fought with a ferocity that stunned the peoples of the Indian Ocean, but their methods were medieval and chaotic and, not infrequently, suicidal. It was in this spirit that Lourenço de Almeida had refused to blast the Egyptian fleet out of the water at Chaul and Coutinho had attempted to march into Calicut with a cane and a cap. The laudatory roll calls of fidalgos who went down to the last man pepper the pages of the chronicles. Yet it was clear, too, though cowardice was the ultimate smirch on a fidalgo’s name and the merest whisper of a refusal to fight had ultimately cost Lourenço his life, that the ill-disciplined rank and file could crack under pressure.

Albuquerque was certainly in thrall to Manuel’s messianic ideas of medieval crusade but, like the king himself, he was also keenly aware of the military revolution sweeping Europe. In the Italian wars of the late fifteenth century, bands of professional Swiss mercenaries, drilled to march and fight as organized groups, had revolutionized battlefield tactics. Highly maneuverable columns of trained men, armed with pikes and halberds, had steamrollered their opponents in tight mass formations. Albuquerque, with the energy of a zealot, set about reorganizing and instructing men in the tactics and disciplines of the new warfare. At Cochin, he formed the first trained bands. Immediately after his return from Calicut he wrote to Manuel, asking for a corps of soldiers practiced in the Swiss techniques and for the officers to instruct the India men. As it was, he proceeded anyway. Men were formally enrolled in corps, taught to march in formation and in the use of the pike. Each “Swiss” corps had its own corporals, standard-bearers, pipers, and clerk—as well as monthly payment. To encourage the status of this new regimental structure, Albuquerque himself would sometimes shoulder a pike and march with the men.

Within a month of his return from Calicut, he was again sailing north up the coast of India, this time with a revitalized fleet: twenty-three ships, 1,600 Portuguese soldiers and sailors, plus 220 local troops from the Malabar Coast and 3,000 “fighting slaves,” who carried baggage and supplies and in extreme cases might be enrolled in the fight. The initial objective of this expedition appears to have been ill-defined. There were rumors that the Mamluk sultan was preparing a new fleet at Suez to avenge the crushing defeat at Diu. But Albuquerque kept his cards close to his chest. Anchored at Mount Deli on February 13, he explained to his commanders that he had letters from the king to go to Ormuz; he also dropped in news of the Red Sea threat—and casually mentioned the subject of Goa, a city that had never figured in Portuguese plans. Four days later, to the surprise of almost everyone, they were embarked on its capture.

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Filed under Africa, migration, military, nationalism, Portugal, religion, South Asia, Switzerland, war

by Joel | 6 September 2025 · 1:31 am

Bolívar Recalibrates National Identity

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 203-205:

By 1819 Bolívar delivered the justly famous Angostura speech to the second Venezuelan Congress. What he said then laid out a plan based on Boves’ insight into colonial society. For years, the Angostura text has been read as an example of a centralizing Bolívar advocating for a strong state that accommodates patrician institutions like a hereditary House of Lords. The most radical aspect of the speech is seldom mentioned.

Going well beyond what he had written in the Cartagena Manifesto, Bolívar seeks to explain the fragmentation and hatred within the colonial territories. Many decades before Vallenilla Lanz and Uslar Pietri had articulated the fracture at the country’s heart, he already speaks of a society on the verge of falling apart: “The diversity of origin requires an infinitely firm grip, an infinitely delicate tact to manage this heterogenous society whose complicated artifice can be dislocated, divided, and dissolved with the slightest altercation.”

The key phrase is “diversity of origin,” which acknowledged at the very beginning of the 1800s that Venezuela was, at its core, a multi-ethnic and multi-racial society. The explanation goes into considerable detail,

“We must be aware that our people are not Europeans, or North Americans: they’re a composite of Africa and the Americas rather than a product of Europe; even Spain itself is no longer European due to its African blood, its institutions and its character. It is impossible to properly decide to which human family we belong. The largest part of the indigenous population has been annihilated, the European has mixed with those of the Americas and those of Africa, and they have mixed with Indians and with Europeans …”

No one had ever described the facts and uncertainties of ethnic and racial differences in this way. Boves’ de facto solution had been to promote the extermination of all whites. Creole society’s program sought to reenact the colonial caste system. Many ignored the issue and pretended it was not relevant. As the years went by and a battery of constitutions dismantled the caste system’s nominal rules, and later, slavery, most of the country’s intellectual establishment chose to ignore the subject.

The speech’s enduring passage defines the conundrum faced by countries in the Caribbean basin: “our parents, different in origin and blood, are foreigners, and all have visibly different skin: the dissimilarity brings a challenge of the highest order.” In the context of his time, and that of many decades after him, Bolívar proposes a radical solution: “The blood of our fellow citizens is different. Let’s mix it in order to unify it …”

The speech promotes a mixed-race country with a historical dimension and a spiritual path. Boves’ men had lived their day-to-day in a new kind of army: multi-ethnic, horizontal, and devoid of rankings based on skin color or national origin. This had been a revolutionary social experiment. Bolívar wanted a society based on that model and included his ethnic group in the mix.

While the concept of nation proposed at Angostura had nothing to do with the Creole ideals of the older Cartagena Manifesto, Bolívar continued to advocate for a powerful ruler and a centralizing seat of power.

The speech summarizes the late Bolívar’s prescription for the country: fuse all nations and races and ethnicities into a new brown Venezuelan identity and superimpose a powerful central state to combat factionalism and special interests.

Although this was never clearly stated, one hundred years later Rómulo Betancourt founded his political project upon those ideas. Acción Democrática would create a vast and centralized welfare state unimaginable to Bolívar in its scope, reach, and sheer power. And the party and its leaders would work tirelessly to create one nation around the idea of Juan Bimba, a racially mixed John Doe that stood for the average (and ideal) Venezuelan.

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Filed under Africa, democracy, migration, military, nationalism, Spain, Venezuela, war

by Joel | 5 September 2025 · 12:25 am

Spanish American Caste System

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 178-181:

The caste system in Spanish America was the most important, and likely the least understood, organizing principle of colonial society. Contemporary historians, particularly at American universities, have debated for decades how the caste system worked, to what extent its rules were enforced, and how relevant it was to everyday society across Spanish colonies.

No one disputes the extent to which the Venezuelan society of the late 1700s, more than that of any other Spanish American colony, was gripped by a furious battle between Creoles and those of mixed-race over the future of their society. The legacy of violence from battles between Indians and Spanish, and the enforcement of African enslavement, had shaped the Wars of Independence. But underneath the conflicts there was a revolt against the caste system.

The lives of distinct social groups marked by religious and ethnic descent had been tightly regulated for hundreds of years in the Muslim and Christian strongholds of Spain. Muslims born of Arab and Syrian ancestry in the Emirate of Granada had different privileges than Mozarabs (Muslims of Spanish ancestry [no, rather Christians under Muslim rule]), those of Jewish ancestry, or the Slavic or Berber warriors in the employ of Sultan Boabdil. Those rights, regulations, and privileges would change for different social groups in Christian-controlled cities like Avila or Valladolid but were just as rigidly enforced, if not more so. Everywhere in the Iberian Peninsula there were rules determining where different ethnic and religious groups could live, who they could marry, and what kind of work they could do. The Spanish exploration and subsequent invasion of today’s Dominican Republic and Cuba came only a few years after the conquest and occupation of the Emirate of Granada. The fall of the Emirate in 1492 had been followed by the reorganization of the social hierarchies, with Muslims dispossessed of their lands and castles, some enslaved, those Mozarabs that opposed the Spanish punished, and those that had collaborated, and professed Catholicism rewarded. Many of the men arriving in the Caribbean had been the same Extremeño and Castilian soldiers fighting in Granada.

Historians of Spanish America tend to see the caste system in its uniquely European and Catholic sense. In the classic Race Mixture in the History of Latin America, Magnus Mörner argues that castes were “created by transferring to the New World the hierarchic, estate-based, corporative society of late medieval Castile and imposing that society upon a multiracial, colonial situation.” But he forgets how multi-ethnic Spain had been since the Muslim invasion of 711. Something else he fails to mention is the extent to which the Mexicas and the Incas in Peru had perfected their own rigid caste systems.

Tenochtitlan and Cusco were organized on even more fixed social lines than Granada or Avila. Hierarchies of lineage, genealogy, ethnicity, and work ruled much of the lives of every inhabitant. The canal that used to separate today’s Zocalo in Mexico City from the market in Tlatelolco, for example, signaled a completely different set of rights and regulations for the ethnically specific inhabitants of each area. In the Mexica city there were slaves and traders from different nations, a priestly class, a warrior class, an aristocracy, and carefully designated guilds for different types of labor. It was in Mexico City and Cusco, cities built on civilizations based on caste-like groupings, that the Colonial Spanish American imaginary was created, and exported to lesser colonies such as Venezuela.

Equally relevant to this discussion is the speed of change in the ethnic composition of colonies like Venezuela from the 1550s through the early 1800s. In 1503 Queen Isabella I issued a royal proclamation encouraging the Spanish and those of indigenous descent to intermarry. By 1514 intermarriage was fully codified in a Royal Edict. Promoting ethnic diversity was an intuitive choice for a Spanish monarch of the time. It would dilute the power of the former rulers and legitimize the new ones. Previous rulers in different parts of the Iberian Peninsula had taken similar actions for the same reasons over the previous 1,000 years.

Later in the 1500s, kidnapped Africans would be transported in substantial numbers to work as slaves in the Spanish Caribbean, where plantation economies were beginning to thrive. The conquerors’ early ideology of slavery was based on the ancient practice in North Africa—a place that the south of Spain was still culturally tied to. It was not racialist in the way the word is understood today: anyone captured in the Mediterranean Sea by pirates would be routinely sold into slavery well into the 1700s. Miguel de Cervantes, before writing Don Quixote, had been captured on the high seas and sold in a Tunisian market as a slave. Five years later he was able to purchase his freedom and write his famous novel.

That is partly why in Spanish America, as opposed to the British colonies and later the southern United States, it was easier and more culturally accepted for the enslaved of African descent to buy or be granted freedom. Once free, they would establish themselves as free artisans near their former plantations or in the cities.

Ethnic diversity in cities was not only a long legacy of both the Iberian Peninsula and the great pre-Hispanic empires. It was a fact created by the bringing together of people of different races and backgrounds in one place. The new colonial social order even made it possible for people from formerly enemy indigenous nations, and their descendants, to now live in peace near each other.

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Filed under Africa, democracy, economics, Mexico, migration, nationalism, Peru, religion, slavery, Spain, Venezuela

by Joel | 27 August 2025 · 10:42 am

Venezuela’s Demographic Origins

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 16-18:

The War of Spanish Succession that ended in 1714 brought significant changes around the world and Phillip V, a French-born king, to Madrid. A new royal ideology wanted more central control throughout the empire in the Americas, less power for Creoles, and a stricter social order. A French-influenced bureaucracy also responded to their century’s obsession with organizing and classifying every aspect of society. In Spanish America, they would find a unique challenge. Most societies there had been aggressively jumping ethnic and racial lines for two centuries. This was especially evident in the Venezuelan territories. The population of New Spain—current-day Mexico—had always been primarily indigenous, and those of Cuba and Hispaniola were already mainly African. By the early 1700s sparsely populated Venezuela enjoyed more numerical balance between those of Spanish origin or descent, African origin or descent, and Amerindians, than other colonies.

Influenced by the new winds from Madrid, both Spanish-born inhabitants and Creoles in every Spanish colony became obsessed throughout the 1700s by the classification of every person’s ethnic descent. Those of African and Spanish descent had always been called Mulattos. Mestizos were those of Indian and Spanish origin. The classification became more formal, and especially in New Spain, more complex. In a 1763 painting, the offspring of Spanish and Mulatta were called Morisco. Children of Spanish and Morisca descent were called Albinos. The children of Spanish and Albina were labelled Torna atrás, or “go back,” presumably because the physical features of grandparents would visibly return by the third generation.

Fascinated by everyone’s ethnic descent, and charged with imposing greater social control, Spanish colonial administrators tightened the regulations of freedom, rights, and privileges for different groups. There were many caste-based restrictions on who could work where; who was allowed to rise within the army, the church, the world of commerce, colonial government; who could worship in particular churches and not others; who could wear certain clothes; who could travel with what permits and where could they go; who could own what and how much of it; or who could get what kind of education.

While an intricate classification dominated the Spanish Americas’ imagination, the civil administration of the marginal colonies in the Venezuelan territories lacked the resources to replicate much complexity. In practical terms, the Venezuelan caste system concerned seven groups of non-slaved people: 1) the Spanish-born; 2) those born in the Americas of Spanish origin or Creoles; 3) those born in the Canary Islands; 4) indigenous people integrated into colonial society; 5) those indigenous in some form of bondage; 6) those formerly enslaved and now free Africans or their descendants; and finally, 7) those of mixed-race, be they Mestizos, Zambos, or Mulattos and their descendants. The latter were increasingly known as Pardos.

Colloquially, the word “Pardo” designates anyone not of pure Spanish, Indigenous, or African descent, but rather a mixture of them. In a more literal sense, Pardos simply have brown skin.

Often enough, documents from the time group every person of mixed-race as a Pardo. The imaginary castes that divided everyone of mixed-race into dozens of categories became, in practice, mute. The regulations and restrictions regarding those of mixed-race increasingly focused on Pardos. The 1700s were also years of relative plenty in the Venezuelan territories. The prices of cocoa and sugar, indigo, and other plantation-economy products were booming on a global scale. While Venezuela never had the extensive or ideal lands for cultivating sugar that made Haiti, and later Cuba, spectacularly wealthy, the economy grew significantly compared to the hard times of the 1600s. As cities and towns across the country prospered, the population grew, and Pardos specifically grew as a share of the population. Little noticed at the time and barely mentioned by contemporary historians, the increasing percentage of the Pardo population would change everything.

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Filed under Africa, Caribbean, migration, nationalism, religion, slavery, Spain, Venezuela

by Joel | 25 August 2025 · 3:00 pm

Portugal’s Means & Ends in 1505

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 137-140:

Dom Francisco de Almeida, was only the king’s second choice. Tristão da Cunha had been his initial nomination, but the experienced seaman had suddenly been struck down by blindness, probably the result of a vitamin deficiency. Though he later recovered, the incident was taken as a sign from God. Almeida was to be the first member of the high nobility to lead an India expedition. He was about fifty-five years old, with wide military, diplomatic, and nautical experience, but he also possessed the personal qualities that Manuel hoped for in a man to whom he might entrust high affairs of state. Almeida was incorruptible, unmoved by the lure of riches, benevolent, a widower without home ties, pious, and mature in his judgments. For many, the attraction of India was the prospect of personal gain; Almeida was untarnished by the appetites of the Sodrés. He valued titles above bales of spices, and he knew how to fight.

Almeida was not just to be the captain-major. He was also granted the elevated title of viceroy, nominally with executive power to act in the king’s place. What this meant in practice was spelled out a week later in the regimento, the instructions given to him by the king. They ran to 101 closely written pages, containing 143 different items divided into chapters and subchapters that revealed both the microscopic level of detail at which the king wished to direct his appointee and the breathtaking scale of his ambition.

After sailing around the Cape, Almeida was ordered to get control of the Swahili coast. His targets were to be the ports of Sofala, key to the gold trade, and Kilwa. The recommended method was to arrive in the guise of friendship, then attack the towns by surprise, imprison all the Muslim merchants, and seize their riches. Forts were to be constructed and control then exercised over the sources of gold, necessary for trading on the Malabar Coast in exchange for spices. It was to be a mission of war, disguised as peace. Then, wasting no time, he was to proceed directly across the Indian Ocean and build four more forts: at the stopover island, Anjediva, as a support and provisioning hub, and in the friendly cities of Cannanore, Quilon, and Cochin.

Moving north, another fort was to be built at or near the mouth of the Red Sea and close to the kingdom of Prester John, to choke off the sultan’s spice trade and ensure that “all India should be stripped of the illusion of being able to trade with anyone but ourselves.” Two ships were to be on permanent patrol along the African coast as far as the Horn of Africa. The regimento then turned its attention to the intractable Calicut problem. One way or another, the new samudri, as hostile as his predecessor, was to be dealt with. Almeida was to establish peace if the samudri agreed to expel all the Muslims; if not, “wage war and total destruction on him, by all the means you best can by land and sea so that everything possible is destroyed.”

No strategic point was to be overlooked. After locking up the Red Sea, a fleet was to be sent to other Islamic city-states and kingdoms: Chaul and Cambay, and Ormuz, at the mouth of the Persian Gulf. Almeida was to demand annual tribute to the king of Portugal; to order these states to break off all commercial relations with the Arab merchants of Cairo and the Red Sea; to capture all Muslim shipping along the way. To pay for all this, he was to ensure the full loading and prompt sailing of the annual spice fleets.

…

Manuel’s ambition did not end there. After seeing to the spice ships, the viceroy was ordered to open up new frontiers by “discovering” Ceylon, China, Malacca, and “whatever other parts have still not been known.” Pillars were to be planted on this new soil as markers of possession. It was an exhaustive list.

Though the instructions also claimed to allow Almeida a certain freedom of action in the case of unseen eventualities, in practice they imposed a rigid agenda. Manuel never had seen and never would see the world whose conquest he was demanding, but the regimento revealed an astonishing grasp of the choke points of the Indian Ocean and an authoritative geostrategic vision for controlling them and constructing his own empire. This knowledge had been acquired at breathtaking speed. Within seven years of bursting into the new world, the Portuguese understood, with a fair degree of accuracy, how the twenty-eight million square miles of the Indian Ocean worked, its major ports, its winds, the rhythm of its monsoons, its navigational possibilities and communication corridors—and they were already eyeing farther horizons. The methodology of knowledge acquisition had been developed over the years of slogging round the coast of Africa, during which the Portuguese had become expert observers and collectors of geographical and cultural information. They garnered this with great efficiency, scooping up local informants and pilots, employing interpreters, learning languages, observing with dispassionate scientific interest, drawing the best maps they could. Astronomers were sent on voyages; the collection of latitudes became a state enterprise. Men such as Duarte Pacheco Pereira, substituting firsthand observation for the received wisdom of the ancients, operated within the parameters of Renaissance inquiry. Information about the new world was fed back into a central hub, the India House in Lisbon, where everything was stored under the crown’s direct control to inform the next cycle of voyages. This system of feedback and adaptation was rapid and effective.

Manuel had drawn on a small coterie of advisers to construct the regimento for Almeida. Influential among them was Gaspar, the Polish Jew posing as a Venetian whom Vasco da Gama had kidnapped on his first voyage. He is woven into the first decade of Portuguese exploration, invaluable as an expert and an interpreter, an elusive figure, changing his identity and name to suit the patron of the moment and the needs of the situation. First Gaspar da Gama, to Manuel probably Gaspar da India, on the forthcoming voyage he would call himself Gaspar de Almeida “out of love for the viceroy.” He had a propensity to tell his new employers what they wanted to hear, but he was well informed. He seems to have had a good knowledge of the Indian Ocean and to have traveled widely. It was he who suggested the first overture to Cochin, and he had probably made voyages to Ceylon, Malacca, and Sumatra. He also understood the strategic importance of the Red Sea. It was this information that seeped into Manuel’s grand plan of 1505.

Gaspar had advocated that the Portuguese should go straight for the Muslim jugular—attack Aden, close the Red Sea, and suffocate Mamluk trade first; then the samudri would be compelled to become a Portuguese client—rather than laboriously constructing forts on the Malabar Coast that would cost money and lives. The wisdom of the forts strategy would become a hotly debated issue in the years ahead. Manuel had absorbed the plan but not the sequence: he preferred first to establish secure bases on Indian soil as a platform for snuffing out Muslim trade.

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by Joel | 23 August 2025 · 11:30 am

Cabral’s Armada to India in 1500

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 85-87:

JUST SIX MONTHS AFTER Gama’s return, a vastly larger fleet was ready to depart from the shores of Belém: thirteen ships, twelve hundred men, and a capital investment by Florentine and Genoese bankers, now eager to participate in the opportunities of the Indies. Manuel could be irresolute, easily swayed, and perverse, but the year 1500 resounded with messianic portents, the eyes of Europe were turning toward Lisbon, and this new armada, led by the fidalgo Pedro Álvares Cabral as captain-major, was a swift follow-up aimed at winning material advantages and the crusading admiration of the Catholic world. Cabral’s expedition marked the shift from reconnaissance to commerce and then conquest. In the first five years of the sixteenth century, Manuel would dispatch a volley of overlapping fleets of increasing size, eighty-one ships in all, to ensure success in a life-and-death struggle for a permanent position in the Indian Ocean. It was a supreme national effort that called on all the available resources of manpower, shipbuilding, material provision, and strategic vision to exploit a window of opportunity before Spain could react. In the process, the Portuguese took both Europe and the peoples of the Indies by complete surprise.

Cabral was able to apply all the knowledge gained from Gama’s voyage. The timing of departure was no longer decided by the auspicious calculations of court astrologers but by the rhythm of the monsoon. The route was to follow the looping westward sweep undertaken by the ships in 1497, and to draw on the experience of pilots and captains such as Pêro Escobar, Nicholas Coelho, who had accompanied Gama, and Bartolomeu Dias himself. Cabral’s fleet carried back Malayalam-speaking Indians who had been taught Portuguese, with the aim of cutting out the Arabic-speaking middlemen. The Jewish convert Gaspar da Gama was aboard, knowledgeable about the intricate politics of the Malabar Coast, and another converted Jew, Master John, Dom Manuel’s physician, sailed as astronomer to the fleet, with the duty of studying the stars of the Southern Hemisphere for the purposes of future navigation. After the hideous embarrassment of the gifts offered at Calicut, Cabral carried choice items to entrance the samudri. It appears that the Portuguese persisted in believing that the samudri was a Christian king, albeit of an unorthodox kind, and in accord with the remit of the pope, a delegation of Franciscan friars accompanied the expedition to correct his errors, so that “the Indians…might more completely have instruction in our faith and might be indoctrinated and taught in matters pertaining to it, as befits the service of God and the salvation of their souls.”

Equally important was the commercial mission. The personnel, secretarial resources, and goods to establish a trading post in Calicut accompanied the expedition. With the cautionary example of the failures of the previous voyage, calculated attempts were made to load wares that might be attractive to the Malabar Indians. These included coral, copper, vermilion pigment, mercury, fine and coarse cloth, velvets, satins, and damasks in a whole range of colors, and gold coins. A highly experienced factor, Ayres Corrêa, who spoke Arabic, headed up this commercial initiative, supported by a team of clerks and secretaries to keep records and accounts. These literate subordinates—such as Pêro Vaz de Caminha, who wrote the first account of Brazil—provided some of the most riveting, and sometimes heartbreaking, narratives of the deeds of the Portuguese in the years ahead.

Cabral himself was no seaman, rather a diplomat with a carefully framed set of instructions, some of which had been drawn up by Gama to smooth the troubled waters in the wake of his expedition to Calicut and to establish peaceful and lucrative relations with the “Christian” samudri. Vastly better informed than his predecessor, Cabral could consult this multi-page document, which contained branching options in the case of a whole range of eventualities. It also directed him to take peremptory and high-handed action against perceived enemies that was likely to lead to trouble.