Category Archives: Africa

by | 12 May 2025 · 3:42 pm

French Empire Overstretched, 1952

From Embers of War: The Fall of an Empire and the Making of America’s Vietnam, by Fredrik Logevall (Random House, 2012), Kindle pp. 405-408:

The possibility of a French withdrawal seemingly grew more real that January, as Paris lawmakers prepared to begin a full-dress debate on Indochina in the National Assembly. De Lattre’s death on January 11, just a few days before the start of the debate, set a somber mood for the proceedings, and it was soon clear that a broad cross section of delegates questioned France’s continued commitment to the war. Views that a year earlier would have been labeled “defeatist,” or “unpatriotic,” were openly expressed, and not merely by the left. How could France afford, many delegates asked, to continue a struggle that in 1952 would consume between one-seventh and one-sixth of the entire budget? Answer: She could not, certainly not if she was also to build up a large army in Europe, which alone would enable her to pull her own weight in the organization of Western defense. “I am asking for a change of policy in Indo-China,” declared Pierre Mendès France of the Radical Party.

…

Influential voices in the French press said in essence the same thing; Le Monde and Le Figaro both noted that, absent dramatically increased U.S. aid, France would soon have to choose between fulfilling her European responsibilities and seeking a rapid diplomatic solution in Vietnam. At the U.S. embassy in Paris, a despondent David Bruce saw French hopes for victory dashed and the public eager for peace. “A snowball has started to form,” the ambassador warned Washington. Absent greater American assistance for the war effort or some kind of “internationalization”—meaning U.S. and British guarantees to defend Indochina militarily—public sentiment for withdrawal would continue to build. The CIA, for its part, said that a full-fledged French reappraisal of Vietnam policy was at hand, with potentially major implications for the United States.

Ultimately, the Pleven government prevailed in the debate, and the Assembly approved by a wide margin the appropriation of 326 billion francs for land forces in Indochina during 1952. This sum, however, did not cover the air force or navy, and as in previous years a supplemental allocation would be required before long. Pleven declared that the government had secured a fresh mandate for the vigorous prosecution of the war, and he lauded French forces for their “magnificent” performance in the field; a year or eighteen months hence, he predicted, France could secure a negotiated settlement “from positions of strength.” His words rang hollow. The dominant mood in the Assembly after the vote, observed one journalist, was that “it couldn’t go on like this.” If the appropriation passed, “it was only because the French army in Indo-China could not be left high and dry without money or equipment.”

Two other factors no doubt shaped the outcome of the vote. One was the growing nationalist restiveness in North Africa, particularly in Morocco and Tunisia. In Rabat, the French faced growing pressure from the sultan, Mohammad Ben Youssef, to grant independence, while in Tunis negotiations had broken down just a few weeks earlier over nationalist demands for home rule. For some Paris officials, the North African tensions were an added reason for withdrawal from Indochina—in the words of Radical leader Édouard Daladier, so long as 7,000 French officers, 32,000 NCOs, and 134,000 soldiers were “marooned” in Vietnam, France would be hopelessly outnumbered in her North African possessions. The alternative view, and the one that won out in the end, was that early disengagement from Vietnam would only intensify nationalist fervor in the Maghreb. (If the Vietnamese can win independence, why can’t we?) For the sake of the empire, then, France had to stay the course in Vietnam. Second, Premier Pleven won political points for his announcement, timed perfectly in advance of the Assembly vote, that he had secured agreement for a three-power conference on Indochina, involving Britain, the United States, and France, to take place in Washington later in the month. Pleven assured delegates that France would press for a joint Western policy toward the Far East and direct Anglo-American support in the event of a Chinese Communist move into Indochina.

The prospect of a Chinese military intervention dominated the discussion of Indochina at the tripartite meetings, though there was a divergence of views on the seriousness of the threat. At the start of 1952, the PRC had about two hundred and fifty thousand troops in the provinces bordering Indochina, many of them ready to cross the frontier on short notice. Both the CIA and the Joint Intelligence Committee of the Joint Chiefs of Staff rejected the likelihood of an invasion, and so did British intelligence. With the Korean War still ongoing and claiming vast Chinese resources, and with the Viet Minh holding their own against the French, these analysts thought Beijing would almost certainly be content to maintain its current level of support—arms and ammunition, technicians and political officers, and the training of Viet Minh NCOs and officers in military centers in southern China. The French, however, insisted on the very real possibility of direct, large-scale Chinese intervention and requested a U.S. commitment to provide air and naval support in that event. The Joint Chiefs of Staff and the National Security Council agreed it was important to decide on a course of action should the Chinese move. But which course?

Many of the French troops in Indochina came from France’s African colonies, some of the best from Morocco and Senegal. By 1952 “the fighting had killed 3 generals, 8 colonels, 18 lieutenant colonels, 69 majors, 341 captains, 1,140 lieutenants, 3,683 NCOs, and 6,008 soldiers of French nationality; 12,019 legionnaires and Africans; and 14,093 Indochinese troops. These numbers did not include the missing or wounded—about 20,000 and 100,000 respectively.” (p. 458)

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Filed under Africa, China, economics, France, Germany, Maghreb, migration, military, nationalism, U.S., Vietnam, war

by | 21 April 2025 · 6:20 am

China’s Current Gold Rush in Africa

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 304-305:

The contours of Chinese small-scale gold mining in twenty-first-century Ghana and other gold-rich areas of West and Central Africa bear some uncanny resemblances to Chinese gold-mining and migration practices in the mid-nineteenth century: small companies with partners pooling resources; network-based migrations and brokers that pave the journey from home to foreign goldfields; and uneasy relations with citizens and governments in destination countries. These economic and cultural patterns are remarkable for their persistence and adaptability.

But the Chinese gold rush to Ghana is quite different from the gold rushes of the nineteenth century. Gold is no longer the money-commodity and hence does not generate the same kind of global fever that it did in the past. Nevertheless, gold remains a premier store of value and is highly sought during economic recessions. Thus, Chinese mining entrepreneurs rushed to Ghana between 2008 and 2013 because the world price of gold hit historic highs after the 2008 financial crisis. Gold remains valuable, furthermore, for use in some industrial applications and especially for ornament. China and India are the two largest consumers of gold in the world, nearly all of it for jewelry. China is actually the world’s largest producer of gold (400 tons in 2018), but its declining reserves cannot keep up with domestic demand.

Chinese participation in small-scale gold mining, while not insignificant, is just one aspect of China’s mining interest in Africa. China also engages in industrial gold mining, with investments in South African mines, which are still producing after 150 years on the Witwatersrand but now at nearly two miles below the surface. In addition, copper, cobalt, manganese, bauxite, coltan (used in electronics and mobile phones), and dozens of other minerals and metals are critical elements in Chinese manufacturing, especially in top sectors like electronics, vehicles, and steel production. Africa’s rich mineral reserves and China’s voracious industrial appetite have made China the largest importer of minerals from sub-Saharan Africa.

Still, mining ranks but third in China’s African interests, after infrastructure (roads, railroads, ports) and energy (oil and gas). China’s annual foreign direct investment in Africa is enormous, growing from $75 million in 2003 to $5.4 billion in 2018. Approximately one-half of the capital comes from the central government’s state-owned enterprises and banks. Other Chinese investors and contractors include provincial-level state-owned enterprises and private companies and, at the bottom of the hierarchy, small entrepreneurial ventures like those in artisanal mining.

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Filed under Africa, China, economics, industry, labor, migration

by | 17 April 2025 · 1:33 am

Labour, Het Volk, and Asiatic Exclusion

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 247-249, 253:

In 1906 and 1907 the Chinese Question on the Rand emerged as a key issue in two major political elections: the general election in Britain and the election for responsible government, or home rule, in the Transvaal. Both elections brought new parties into power that spelled the speedy demise of the Chinese labor program and, moreover, influenced broader political trajectories. In Britain, the Chinese Question helped the Liberal Party overturn more than twenty years of nearly unbroken Conservative rule and galvanized the trade unions to form the Labour Party, which would by the time of the Great War eclipse its Liberal ally as the main opposition to the Tories. The emergence of Labour as an independent political force was inextricably linked to a self-conscious identity that placed it at the center of an imperial white working class. Labour not only acted in solidarity with British workers in the settler colonies, it also expressed a self-interested vision of the colonies as destinations for working-class emigration as a hedge against domestic economic uncertainty. The trade union movement put its own stamp on social imperialism, claiming it from Milner and Chamberlain in a more class-based, yet eminently racialized, politics.

In the Transvaal, the Chinese Question emerged as a common complaint among diverse interests, which hurt the political fortunes of the establishment Progressive Party, dominated by the mining interest. It proved a sensational issue that helped stir Afrikaans-speaking voters to the new Het Volk party organized by the former Boer commandos Jan Smuts and Louis Botha. Het Volk won the election; a few years later, in 1910, Botha would be premier of the newly federated Union of South Africa, with Smuts in his cabinet. Their ascent signaled the electoral strength of Afrikaners in South Africa, even as Afrikaner politics would remain diverse across the subcontinent, from racial hard-liners in the Orange River Colony to moderates in the Cape Colony. Notably, Botha, and especially Smuts, while advocating for white supremacy and racial segregation, committed themselves to the mining interest and more broadly to British imperialism.

South Africa was the most bluntly racist of the British settler colonies. But it was of a piece with Canada, Australia, and New Zealand, all established as dominions of the British Empire, the concept of “dominion” signaling not a colony but a polity akin to a country, and one that indeed signaled its own dominion over native peoples. Dominions possessed maximum autonomy within the British Empire, which protected the rule of local white settlers while conveniently distancing the metropole from the openly racist modus operandi of native removal, racial segregation, and Asiatic exclusion—tenets of white settlerism that had, in fact, been forged in the United States.

…

THE ARGUMENT AGAINST Chinese labor was not just that it cost whites jobs. Critics believed that an additional, if not greater, danger lay in the prospect that indentured Asian labor would lead to a settled Asian population of merchants and traders. The use of indentured Indians on the Natal sugar plantations was an object lesson in the consequences of importing indentured colored labor. Indian indenture had led inexorably to a free, settled population, including merchants and traders who undersold white businesses. By 1905 there were more Indians than whites in Natal, and they were migrating to the Transvaal. Whites worried that the small population of Chinese merchants in Johannesburg would likewise grow, especially with an indentured labor force potentially offering an ethnic market. They warned that the “imported Asiatic gains a grip on a country with wonderful rapidity.” Although Natal passed laws to restrict immigration of Asiatics, the colony was “a back door wide open” because indentured Indian laborers were not required to repatriate at term: “the indentured coolie of to-day is the free man of tomorrow, and the free man becomes the trader.”

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Filed under anglosphere, Australia, Britain, Canada, democracy, economics, labor, migration, nationalism, New Zealand, South Africa, South Asia, U.S.

by | 8 April 2025 · 9:49 pm

Zhang Deyi, Qing Ambassador to U.K.

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 204-206:

DESPITE ANOTHER ROUND of protest—including a trade union rally of eighty thousand in London’s Hyde Park—the Chamber of Mines and the Transvaal government moved with dispatch to set up a program. Transvaal agents, who had already laid the groundwork for recruiting in China, went into high gear. In fact, recruitment in Yantai (Chefoo) in Shandong province had started in January, before the ordinance was finally approved.

But there was just one problem: China had not approved the program. The lapse violated long-standing diplomatic protocols, established in 1860, regarding the recruitment of Chinese labor to territories within the British Empire. The Foreign Office did not show Ordinance no. 17 to the Chinese ambassador in London, Zhang Deyi, until mid-February. Zhang promptly intervened via the Foreign Affairs Department in Beijing (Waiwubu, the successor to the Zongli Yamen). Everything ground to a halt while Zhang Deyi and the Foreign Office commenced negotiations in London in March. The Transvaal Chamber of Mines called the delay “quite unexpected” and “much to be regretted.”

When Harry Ross Skinner had recommended importing Chinese indentured labor for the gold mines, he had predicted that China would respond “passively” to such a project. The Foreign Office should have known better. Zhang Deyi was no naïf—he was a seasoned diplomat with forty years of experience in the Qing foreign service. His appointment as Qing ambassador to the Court of St. James’s in 1902 was his eighth assignment abroad. He had begun his career as a young translator on the Qing’s first overseas mission in 1866 and in the Burlingame delegation in 1868; he had then served in various capacities in Chinese embassies, mostly in Europe. Zhang was also one of China’s most prolific diplomat-diarists, who wrote and published eight books chronicling his trips (Figure 20).

Nor was Zhang a stranger to South African affairs. From 1896 to 1900, he had served as councilor in the Qing legation in London, and from there he closely followed the South African War. As ambassador, Zhang was well aware of the debates taking place in South Africa over proposals to import Chinese labor. He worried that the mining companies would abuse Chinese workers in the manner that had made Peru and Cuba the most notorious destinations of the nineteenth-century coolie trade. He further worried that ill treatment of indentured Chinese in South Africa would have negative effects on overseas Chinese communities throughout Africa, from Mauritius to Tanganyika to the Cape Colony. He knew indentured Chinese labor emigrants were vulnerable to the “three harms”—low wages, tight controls, and poor benefits. As early as February 1903—nearly a year before the Transvaal passed Ordinance no. 17—Zhang reported to Beijing that South Africa was likely to recruit Chinese labor. He wrote repeatedly throughout the year that China should forbid labor from going to South Africa without a convention with Great Britain. He was furious when he learned that recruitment was already taking place in Yantai before China had agreed to the program.

On May 13, after three months of negotiation in London, Foreign Secretary Lord Lansdowne and Ambassador Zhang Deyi signed the Emigration Convention of Great Britain and China of 1904. The convention underscored the distance traveled from the mid-nineteenth-century heyday of the coolie trade. It stipulated a minimum age of twenty for emigrants and inspection to ensure that laborers were of sound body and mind. Contracts were to be written in Chinese and English and specify wages, hours, and rations; free passage and return; and the right to free medical care and medicine. It required witness from both Chinese and British officials. It gave China the right to station a consul or vice-consul in the colony and gave Chinese workers “free access to the Courts of Justice to obtain the redress for injuries to his person and property” as well as access to postal facilities for sending letters and remittances to their families.

Zhang pressed hard for a prohibition on corporal punishment, but he was unable to insert an outright ban into the agreement because, the Foreign Office informed him, Transvaal law provided for corporal punishment for certain offenses for “everybody, including whites.” The British assured Zhang that floggings would be administered only by order of a magistrate or judge after trial and conviction, and only with government-approved instruments, and that it would not exceed twenty-four lashes. Although the agreement showed improvement in China’s ability to negotiate protections for its emigrant workers, enforcement of the terms of the ordinance would be determined on the ground.

Brief articles about Zhang Deyi (張德彜) can be found in Chinese, Japanese, and German Wikipedia, but not in English Wikipedia.

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Filed under Britain, China, labor, language, migration, publishing, South Africa

by | 6 April 2025 · 2:46 am

Recruiting Chinese to South Africa

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 199-200:

THE IDEA OF RECRUITING Chinese to South Africa was not entirely novel. During the nineteenth century, nearly sixty thousand Chinese indentured workers labored on French plantation island colonies off the east African coast and in German, British, and French colonies on the continent. The Chinese presence in South Africa dates to the eighteenth century, when the Dutch East India Company shipped Malay and Chinese convicts from Batavia to the Cape Colony. During the 1870s and ’80s a few hundred Chinese artisans and workers arrived in the Cape Colony and Natal, along with greater numbers of Indians, contracted for infrastructure construction after the opening of the diamond fields. Voluntary merchant emigrants from southern China followed in their path. By 1904 there were 2,398 Chinese in all of British South Africa, more than half of them living in the Cape Colony. Chinese in the Cape worked mostly as small traders and also as cooks, carpenters, basket weavers, fish sellers, and wagon drivers.

There were hardly any Chinese in the former Afrikaner republics. The Orange Free State excluded Chinese from settlement altogether. The ZAR excluded from citizenship “any of the native races of Asia, including ‘Coolies’ [Indians and Chinese], Arabs, Malays and Mohammedan subjects of the Turkish Dominion.” It forbade Asiatics from walking on footpaths and pavements; from driving public carriages; from riding in first- and second-class railway compartments; and from buying or possessing liquor. The anti-Chinese laws of the former Afrikaner republics remained in place when power transferred to the British after the South African War.

Notwithstanding these restrictions and discriminations, Chinese carved out small niches in Johannesburg. By 1890 there were more than a hundred Chinese in the town, shopkeepers, laundrymen, and market gardeners; by 1904 the Chinese population of the Transvaal was about nine hundred. Chinese often did business in poorer white districts. Unlike white-owned shops, the Chinese sold at low prices, in small quantities, and on credit.

The Chinese in Johannesburg at the turn of the century followed the same patterns of social organization Chinese practiced across the diaspora. In the 1890s, they formed a huiguan called the Kwong Hok Tong (guanghetang) or Cantonese Club. It built a “clubhouse” on leased land in Ferreirastown, the original settlement of Johannesburg, which now lay at the city’s fringe. The house had several reception rooms, six bedrooms, a kitchen, and a latrine. Membership cost five pounds for initiation and dues according to one’s occupation. The club rented rooms at two pounds a month; kept a library of books and periodicals; and held social events and meetings that drew as many as 150 people. Yeung Ku Wan (Yang Feihong), a collaborator of Sun Yatsen who arrived in South Africa in 1896, formed a second group, the Xingzhonghui (Revive China Society). Photographs of members of both groups show educated men dressed in Western-style clothing.

Thus in 1903, when the idea of importing Chinese labor for the gold mines circulated, there was already a history of Chinese migration to South Africa and a small but established Chinese community in Johannesburg. These served as both precedent and warning—for both Chinese and whites.

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Filed under Britain, China, labor, migration, nationalism, Netherlands, religion, South Africa

by | 3 April 2025 · 8:23 pm

Effects of Witwatersrand Gold

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 193-195:

THE MINING OF Witwatersrand gold had both global and regional effects. At the level of world trade and finance, the economic historian Jean-Jacques Van Helten argues that expansion of international trade in the 1880s and ’90s required an enlargement of the overall money stock and hence the world supply of gold. The gold standard was not yet universal, but since the 1870s it had become the basis of international payments among the leading industrial countries. Witwatersrand gold, along with gold discoveries in the 1890s in Western Australia and Canada, increased the global supply of gold and strengthened the position of Britain, which was already the center of the international financial market.

Van Helten presents the late-century gold discoveries as a fortuitous meeting of a demand, but it also might be considered a stimulus, a new phase of capital accumulation, that powered the expansion of trade and foreign investment. Although this accumulation built on previous decades of gold discoveries in North America and Australasia, South African gold helped inaugurate a new period of capitalist development, the so-called New Imperialism, in which monopoly and finance capital came to the fore; when the great powers scrambled to carve up Africa, the last continent to fall to European colonialism; and Germany and the United States nipped at Britain’s heels for position at the top of the world economic order.

The supremacy of the pound sterling (i.e., gold) in international finance and trade lay at the heart of Great Britain’s strategy to maintain global dominance. The City of London reaped handsome profits from international investment and trade, both within the empire and without: the British compensated for desultory investment in domestic industries by exporting “old” English manufactures to sheltered markets within the empire. The colonies were induced to buy these products (often at artificially high prices) while they in turn sold primary products to the rest of the world (wool from Australia, cotton from India). These enabled Great Britain, in turn, to offset its trade deficits from importing wheat from the United States and Argentina for domestic consumption.

In southern Africa, labor patterns that had been established on the diamond fields carried over to the Rand. The rapid capitalization of diamond mining had reduced independent diggers to wage workers while the industry relied increasingly on African migrant laborers contracted on meager wages and confined to compounds. White miners adopted an aggressive racism to police the color line in order to protect their superior position and wages.

The mining of gold also shifted the center of economic power from the Cape Colony to the heretofore isolated and undeveloped Transvaal. Lord Selborne, who served as undersecretary to Colonial Secretary Joseph Chamberlain, considered the Transvaal “the richest spot on earth,” the key to South Africa’s future. “It is going to be the natural capital state and centre of South African commercial, social and political life,” he wrote in 1896.

By then, Johannesburg had grown to a cosmopolitan city of 100,000, with a large population of uitlanders (foreigners), British and other Europeans, who were aggrieved over political exclusions (fourteen years residency for naturalization and the franchise) and high taxes. Mine owners agitated against high railway tariffs and inflated prices set by state monopolies over essential resources (especially dynamite). More broadly for the British Empire, political instability in the Transvaal threatened to unravel the assumptions of its superior position in southern Africa based on commercial and financial domination, British immigration, and geopolitical power. After the failed Jameson raid of 1895 (a botched coup d’état backed by Cecil Rhodes and other leading mine magnates), ZAR president Paul Kruger stiffened his resolve. The British did not want the vote, he said. They wanted his state.

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Filed under Australia, Britain, Canada, China, economics, language, migration, nationalism, Netherlands, South Africa

by | 18 March 2025 · 6:25 am

Chinese Gold Rush Destinations

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 14-15:

GOLD MINING IS famously risky, with high stakes, often compared to gambling. Driven by the desire for wealth, gold seekers took great risks that were explainable only by the potential for reward. Gold fever drove daring, hard work, technological invention, and political experimentation, as well as violence against humans and against the environment. The cold calculus of business, banking, and geopolitical interests harnessed gold fever for profit and advantage. For companies and nation-states, the desire for gold led to enormous expenditures of capital for digging and operating deeper and deeper mines. But the deeper the ore, the scarcer it was and the lower its grade, such that more and more rock had to be excavated for smaller and smaller yields of the precious metal. In the Witwatersrand gold mines in South Africa, for example, in 1905 it took on average 2.3 tons of ore to yield one ounce of gold worth $20.67. Hence the relentless drive for cheap labor in order to make gold mining payable.

Thus, at the turn of the twentieth century, South Africa recruited sixty thousand indentured Chinese mine laborers to work in highly capitalized and industrialized, deep underground mines. Their indenture marked an important difference in experience from that of the independent prospectors who went to North America and Australasia. But there were also broad similarities in the patterns of Chinese workers’ culture and resistance. This book tracks the migration of Chinese gold seekers to California, to the Australian colony of Victoria, and to the deep mines of the Witwatersrand. It considers how their experience and reception contributed to the evolution of their identity as “Chinese,” to China’s identity as a nation, and to their identification in the West as a global racial danger.

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Filed under anglosphere, Australia, industry, labor, migration, nationalism, slavery, South Africa, U.S.

by | 20 January 2025 · 6:05 am

Discovering the Atlantic Gyres

From Conquering The Pacific: An Unknown Mariner and the Final Great Voyage of the Age of Discovery, by Andrés Reséndez (HarperCollins, 2021), Kindle pp. 114-116:

The North Atlantic Gyre was a major find, but it turned out to be only half of the story. In the 1470s, the Portuguese crossed the equator and stumbled on a second gyre in the South Atlantic. Once again, it was necessity that prompted the discovery of this second great wheel of winds and currents. As the Portuguese sailors could not make any further progress in their Atlantic explorations by staying close to the African coast, on account of the contrary elements, they were forced again into the open Atlantic, this time venturing in a counterclockwise direction, away from the continent until practically crossing the entire ocean and nearing the coast of Brazil. This detour enabled Portuguese vessels finally to catch the southward-moving Brazil current and eventually to double back east toward the tip of Africa. This volta around the South Atlantic—a maneuver similar to the one in the North Atlantic but longer—could take up to three months of sailing without sight of land.

As early as 1500, Vasco da Gama, the great discoverer of the sea route from Portugal to India, penned a concise but unmistakable characterization of this second volta in the instructions that he left to his successor: “You should always go around the sea until reaching the Cape of Good Hope.” The recipient of such sound advice was Pedro Álvares Cabral, who followed da Gama’s words so closely that he drifted to the coast of Brazil, where he spent a few days before continuing eastward to India. Over the years, Portuguese seamen became familiar with the contours of the South Atlantic Gyre, as is evident in the so-called roteiros (derroteros in Spanish, rutters in English, routiers in French, and so on), or sailing instructions, occasionally penned by pilots to facilitate the task of future navigators. The South Atlantic roteiros alerted pilots to approach the coast of Brazil well to the south of Cabo de Santo Agostinho; otherwise they risked being knocked off course by the currents and pushed into the Caribbean, a disastrous turn of events that could delay the voyage by several months. Farther south along the Brazilian coast, pilots were warned to steer clear of the Abrolhos, a group of islands and reefs off the present-day state of Bahia. (“Abrolhos” comes from abre olhos, or “open your eyes” in Portuguese.) Once the fleets doubled back toward the tip of Africa, the only intervening land was Tristan da Cunha, a group of remote islands in the South Atlantic, first sighted in 1506, precisely during the early exploration of the South Atlantic Gyre.

Sixteenth-century navigators probably did not understand that Earth’s rotation is what causes the ocean gyres. It would not be until the early nineteenth century when Gaspard-Gustave de Coriolis worked out the mathematics of the forces in a rotating system. Yet five hundred years ago, Portuguese pilots clearly referred to the ventos gerais (general winds) to distinguish them from more localized and variable winds. They also knew that these ventos gerais formed two rotating systems on either side of the equator. “When you have passed the equator and reached the general winds, you need to go with them for as long as possible,” a pilot named Bernardo Fernandes counseled in 1550, “because with them you will reach the Cape of Good Hope latitude.” Evidently seamen like Fernandes had a clear mental image of the gyres.

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Filed under Africa, Brazil, Europe, language, migration, Portugal, science

by | 18 January 2025 · 6:56 am

New Spain Demographics, 1500s

From Conquering The Pacific: An Unknown Mariner and the Final Great Voyage of the Age of Discovery, by Andrés Reséndez (HarperCollins, 2021), Kindle pp. 89-91:

Those who remained reasonably healthy and curious would have been immediately struck by Navidad’s sheer diversity. As the port’s population swelled from a few dozen to several hundred, it turned into something of a Babel of races, nationalities, classes, and occupations. Native Americans were ubiquitous. Coming from nearby towns such as Tuxpan and Xilotlán, they had been compelled to abandon their families, homes, and fields and go to Navidad to work for token compensation according to a system of corvée labor known as repartimiento. For these Indigenous peoples, service at the port was yet another labor sinkhole that they had to endure, like the silver mines or the road construction projects. Also common were African slaves, purchased by the viceroy and dispatched to Navidad to aid in the building effort. Some had been Christianized and spoke Spanish, but many others, the so-called negros bozales, had been imported directly from Africa. Particularly visible was a team of Black slaves constantly moving cargo from various towns into Navidad and managing a train of twenty-seven mules and two horses.

Spaniards constituted the largest share of the expeditionaries, as one would expect. The catchall appellation español, however, masked yet more diversity. Friar Urdaneta and Commander Legazpi were both from the Basque Country, so a disproportionate number of voyagers hailed from that region. As Basque is a non-Indo-European language, they enjoyed a private means of communication completely impenetrable to all other Spaniards—far more so than, say, English, German, or Russian. Galicia in the north of Spain, Castile in the middle, and Andalusia in the south were also well represented at Navidad. Although these historic kingdoms were linguistically and culturally closer to one another, the differences between them were greater in the sixteenth century than today and inevitably led to cliques and divisions within the crew and the two companies of soldiers.

A fixture of all early voyages of exploration was the high proportion of non-Spaniards. They could account for as many as a third (according to some regulations) and up to half (as in the case of Magellan’s expedition) of all crew members. The Navidad fleet was no different. The documentation mentions a Belgian barrel maker, a German artilleryman, an English carpenter, Venetian crew members, a French pilot, two Filipino translators, and so forth. Portuguese mariners made up the largest and most conspicuous foreign group: at least sixteen could be counted at Navidad. Spaniards regarded them as rivals but also valued their nautical skills. The Afro-Portuguese pilot Lope Martín, our protagonist, was among them.

Lope Martín was from Lagos, an old port near Portugal’s southwestern tip that had historically served as a stepping-stone from Europe to Africa. In the summer of 1415, a powerful fleet had gathered there before crossing the Mediterranean to capture Ceuta. In later years, Lagos had turned into Prince Henry the Navigator’s base of operations. Famous local pilots included Alvaro Esteves (who charted the “gold coast” of Africa) and Vicente Rodrigues (one of the foremost pilots to India). As Portuguese fleets had traced the contours of western Africa, Black slaves had flowed back into Lagos, giving rise to a sizable slave and free population of African ancestry. This contingent did much of the work around the city, in the harbor, and aboard the ships of exploration. Many of the apprentices and sailors in Lagos were Black slaves whose salaries were pocketed by their masters or free Blacks engaged in the harsh life of the sea.

Lope Martín was, as we have seen, a free mulatto, that is, a person of mixed Afro-Portuguese descent. Although little is known about his early years, he must have cut his teeth aboard Portuguese and Spanish ships of exploration, carrying sacks of flour and climbing ratlines to the top of the mast. The fleets outfitted all along the southwestern coast of Iberia, on both the Portuguese and Spanish sides, constantly required fresh recruits like him. Towns like Huelva, Moguer, and Palos de la Frontera had supplied Columbus with a crew willing to risk their lives across the great ocean in 1492. Less than one hundred miles in length, this stretch of Portuguese-Spanish coast was at the time the preeminent maritime region in the world. Somewhere in this exploited and often brutal milieu, where knife fights could erupt over insignificant incidents, Lope Martín went from page (children of eight to ten) to apprentice (older and more experienced) to mariner (twenty and older and in possession of a certificate), all the while voyaging to Africa, the Americas, and perhaps as far as Asia. Lope Martín’s passages likely ended in different Portuguese and Spanish ports. These comings and goings must have taken him away from his native Lagos, well inside Portugal, toward the Spanish border, and finally to Seville, the only Spanish port open to trade with the New World.

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Filed under Africa, language, Mexico, migration, Philippines, Portugal, religion, slavery, Spain

by | 16 January 2025 · 4:37 am

Columbus in Portugal

From Conquering The Pacific: An Unknown Mariner and the Final Great Voyage of the Age of Discovery, by Andrés Reséndez (HarperCollins, 2021), Kindle pp. 38-41:

What made this contest [between Portugal and Spain] all the more startling was the stark differences between the two competitors. To put it bluntly, it was a race between a dolphin and an elephant. With a population of barely one million by 1500, Portugal was just too small to take over the world. Lisbon was a very modest capital and base of exploration of around forty thousand people. As it expanded through western Africa, Brazil, India, Malaysia, Indonesia, Japan, and China—even if only to establish trading forts or feitorias—the Lusitanian nation became overstretched. Everyone at home was scrambling to keep things running or consumed by one of these ventures halfway around the world. Still, what Portugal lacked in population it more than made up for in experience, cutting-edge nautical technology, and clarity of purpose.

In contrast, the kingdoms that coalesced into Spain contained some five to seven million inhabitants, easily dwarfing Portugal in human and material resources. Yet this aggregation of kingdoms was difficult to manage. Some of them possessed significant maritime experience: elephants do swim. Yet the core of this composite monarchy, the Crown of Castile, was more terrestrial than Portugal. This land orientation is evident in the cities where the Spanish court tended to reside: Valladolid, Toledo, and finally Madrid, right in the middle of the Iberian Peninsula, as far as possible from any coast or sea.

There is no better way to get a sense of these two contenders and understand the nature of the race than by following in Columbus’s footsteps. He lived in Portugal for a decade before moving to Spain and setting the contest in motion by proposing to his new hosts “to reach the east by way of the west.” Columbus’s initial arrival in the Iberian kingdoms had been entirely unplanned. Pirates had attacked the ship on which he was traveling and a great fire had broken out, forcing everyone to jump into the water, “and Columbus, who was a strong swimmer,” a near-contemporary chronicler informs us, “swam for two leagues [seven miles] to the closest land, holding onto an oar to get some rest along the way.” The twenty-five-year-old Columbus washed up on Portugal’s southwestern tip in 1476. It was probably the farthest he had ever been from his native Genoa. Up to that time, Columbus had been trading wools and textiles on behalf of his family, mostly within the Mediterranean.

Once in Portugal, the future “Admiral of the Ocean Sea” remade his life. After drying off his clothes and resting his weary limbs, he made his way to Lisbon where he found a community of Italian financiers, merchants, and nautical experts deeply involved in Portugal’s ventures of exploration. This group included Columbus’s own brother, Bartholomew Columbus, who had moved out of the family household years earlier and relocated to Portugal. The two brothers formed a partnership and made a living by drawing nautical charts and selling books. A contemporary who met Columbus in those years described him as “a dealer in print books of great intelligence although little book learning, and very skilled in the art of cosmography.”

Lisbon, surrounded by massive walls except along the waterfront, was a town on the move at the time of Columbus’s arrival. Sitting on the highest hill was the Castle of São Jorge, a structure that looked ancient even in the fifteenth century. It had a commanding view of the Tagus River and the Atlantic Ocean. In the 1470s through 1490s, when Columbus lived in Lisbon, the castle remained the nerve center of Portugal’s exploration activities. A huge map of the world mounted on gold-plated wood in a cavernous room signaled Portugal’s grand design. Officials bustled around the premises, keeping accounts, levying taxes, and organizing sales of exotic goods coming from Africa as well as from Asia and America later on. Some of these items were on display, including two lions kept in a pen to impress visitors.

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Filed under Africa, Asia, economics, migration, Portugal, Spain