Category Archives: Portugal

by | 19 August 2025 · 9:53 am

Preparing Vasco da Gama’s Voyage

From Conquerors: How Portugal Forged the First Global Empire, by Roger Crowley (Random House, 2015), Kindle pp. 34-40:

What Münzer witnessed [in 1497] was not just a glimpse of an exotic world beyond the earth’s curve but the industrial infrastructure of shipbuilding, seafaring provision, and arsenal facilities that gave Portugal its maritime punch. He saw

an enormous workshop with many furnaces where they make anchors, colubrinas [cannons] and so on, and everything necessary for the sea. There were so many blackened workers around the furnaces that we thought ourselves to be among the Cyclops in the cave of Vulcan. Afterward we saw in four other buildings innumerable very large and superb colubrinas, and also throwing weapons, javelins, shields, breastplates, mortars, hand guns, bows, lances—all very well made and in great abundance…and what enormous quantities of lead, copper, saltpetre and sulfur!

The ability to produce high-quality bronze cannons and techniques for deploying them effectively at sea had probably been developed by the energetic King João, whose inquisitive mind and wide-ranging interests included practical experiments in shipborne artillery. He had developed the use of large bombards on caravels and carried out test firings to determine their most effective use on the decks of pitching ships. The solution was to fire the guns horizontally at water level; any higher and the likelihood was that the shots would whistle overhead. In some cases, if the guns were positioned sufficiently low down in the bows, the cannonballs could be made to ricochet off the surface of the water, thus increasing their range. The Portuguese also developed berços, lightweight breech-loaded bronze swivel guns, which could be carried by ship’s boats and had the advantage over the conventional muzzle-loaders in their rate of fire—up to twenty shots an hour. The superiority of their artillery, which was augmented by recruitment of German and Flemish cannon founders and gunners, was to prove a telling advantage in the events about to unfold.

The expedition in prospect was modest in scale but carefully prepared. It was based on decades of incremental learning. All the skill and knowledge acquired over many years in ship design, navigation, and provision for Atlantic voyages went into building two stout ships, and [King] Manuel drew on a talented generation of practical experience in their construction. The caravel had been the agent and instrument of all this exploration, ideal for nosing up tropical rivers and battling back up the African coast against the wind, but horribly uncomfortable on long voyages across huge seas. Dias’s rounding of the Cape had exposed their operational limits: the crews would go no farther.

…

It was Dias who was charged with designing and overseeing the construction of two stout carracks, the sailing ships the Portuguese called naus, to lead the voyage. The brief was clear: they had to be durable enough to withstand the pounding seas of the southern Atlantic; roomy enough to accommodate and provision the crews better than the rolling decks of a caravel; small enough to maneuver in shallows and harbors. The ships under construction on the banks, their frameworks chocked up by wooden scaffolding, had tubby rounded hulls, high sides, a tall aftercastle, and three masts; they were nevertheless of shallow draft, and not outsized. They were about eighty feet long, and each probably weighed about 100 to 120 tons. Their square sails made them less maneuverable in a contrary wind; the compensation was their sturdiness against the unpredictable battering of unknown seas. A supply ship, intended to be broken up near the Cape, was also constructed.

It seems that no expense was spared in the construction or provisioning of these ships, or the recruitment and payment of the crews. “They were built by excellent masters and workmen, with strong nails and wood,” remembered the mariner Duarte Pacheco Pereira.

Each ship had three sets of sails and anchors and three or four times as much other tackle and rigging as was usual. The cooperage of the casks, pipes and barrels for wine, water, vinegar and oil was strengthened with many hoops of iron. The provisions of bread, wine, flour, meat, vegetables, medicines, and likewise of arms and ammunition, were also in excess of what was needed for such a voyage. The best and most skillful pilots and mariners in Portugal were sent on this voyage, and they received, besides other favors, salaries higher than those of any seamen of other countries. The money spent on the few ships of this expedition was so great that I will not go into detail for fear of not being believed.

The barrels rolled up the gangplanks on the shores of the dockyard contained sufficient food for three years. Gama received two thousand gold cruzados for the venture, a huge sum; his brother Paulo, the same. The seamen’s wages were raised, and some of the money paid in advance to support their families. It was perhaps a recognition that many of them would not be coming back. No detail was omitted. The ships carried the best navigational aids available: as well as sounding leads and hourglasses, astrolabes and the most up-to-date maps—and possibly copies of Abraham Zacuto’s recently printed tables for determining latitudes from the height of the sun. Twenty cannons were hoisted aboard, both large bombards and the smaller breech-loaded berços, along with plentiful supplies of gunpowder tightly sealed against the sea air and quantities of cannonballs. The skilled craftsmen—carpenters, caulkers, forgers of iron, and barrelmakers—who would ensure the security of the ships were recruited in pairs, in case death thinned out their ranks. There were interpreters to speak Bantu and Arabic; musicians to lead sea chanteys and blow ceremonial fanfares; gunners and men-at-arms and skilled seamen, supported by an underclass of “deck fodder.” These comprised African slaves, orphans, converted Jews, and convicted men, enrolled for the menial heavy work: hauling on ropes, raising anchors and sails, pumping out the bilges. The convicts were particularly expendable; they had been released from prison specifically to be put ashore to make first inquiries on uncharted and potentially hostile coasts; priests also went, to lead the prayers and consign the souls of the dead to the sea with a Christian burial.

There were four ships in all: the two carracks, christened São Gabriel and São Rafael after the archangels, according to a vow made by King João before his death; with them went a caravel, the Bérrio, and the two-hundred-ton supply ship. Gama called on seamen he knew and relatives he could trust, to lessen the possibility of dissent in a tightly knit expedition. These included his brother Paulo, commander of the Rafael, and two Gama cousins. His pilots and leading seamen were the most experienced of the age. They included Pêro de Alenquer and Nicholas Coelho, who had rounded the cape with Bartolomeu Dias, and Dias’s own brother Diogo. Another pilot, Pêro Escobar, whose name was carved at the Yellala Falls, had been a navigator with Diogo Cão. Bartolomeu Dias was also scheduled to accompany the expedition on the first leg of the voyage in a ship bound for the Guinea coast.

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Filed under Africa, language, migration, military, nationalism, Portugal, religion, travel

by | 3 February 2025 · 5:17 am

Miners in Latin America, 1573-1820s

From The Other Slavery: The Uncovered Story of Indian Enslavement in America, by Andrés Reséndez (HarperCollins, 2016), Kindle pp. 123-124:

Beyond northern Mexico, coerced Indian labor played a fundamental role in the mining economies of Central America, the Caribbean, Colombia, Venezuela, the Andean region, and Brazil. Yet the specific arrangements varied from place to place. Unlike Mexico’s silver economy, scattered in multiple mining centers, the enormous mine of Potosí dwarfed all others in the Andes. To satisfy the labor needs of this “mountain of silver,” Spanish authorities instituted a gargantuan system of draft labor known as the mita, which required that more than two hundred Indian communities spanning a large area in modern-day Peru and Bolivia send one-seventh of their adult population to work in the mines of Potosí, Huancavelica, and Cailloma. In any given year, ten thousand Indians or more had to take their turns working in the mines. This state-directed system began in 1573 and remained in operation for 250 years. Other mines of Latin America, such as the gold and diamond fields of Brazil and the emerald mines of Colombia, depended more on itinerant prospectors and private forms of labor. But even though the degree of state involvement and the scale of these operations varied from place to place, they all relied on labor arrangements that ran the gamut from clear slave labor (African, Indian, and occasionally Asian); to semi-coercive institutions and practices such as encomiendas, repartimientos, debt peonage, and the mita; to salaried work. Mines all across the hemisphere thus propelled the other slavery.

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Filed under Caribbean, industry, labor, Latin America, Portugal, slavery, Spain

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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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 | 17 January 2025 · 6:46 am

Magellan in Spain

From Conquering The Pacific: An Unknown Mariner and the Final Great Voyage of the Age of Discovery, by Andrés Reséndez (HarperCollins, 2021), Kindle pp. 52-55:

Columbus’s exploits loom so large in our understanding of the past that other great discoveries recede into the background. In truth, any reasonable observer at the turn of the sixteenth century would have conceded that, even after Columbus’s famous voyages, Portugal’s lead in the global race had widened until becoming almost unassailable. Portuguese navigators reached the tip of Africa in 1488 and found the route to India a decade later. King Manuel I of Portugal took pleasure in writing lengthy letters to the Spanish monarchs, his in-laws and rivals, informing them, “Our Lord has miraculously wished India to be found” and telling them about the spices, precious stones, elephants, exotic peoples, and the immensely profitable trade carried on there. “We are still awaiting news from the twenty-five ships that we sent the previous year [1502],” Manuel gloated to Ferdinand and Isabella in one of his letters, “and after they come back in September there will be time to send some more.”

In the meantime, Spain could point to only a few Caribbean islands and inklings of an unknown continent, but no precious spices, porcelain, or silk. The new lands did offer some gold, but they never replaced the original quest of finding a western approach to the incalculable riches of the Far East. Spaniards explored the continent blocking their way, looking for a passage that would connect the Atlantic with the Pacific. They came up empty-handed until Fernão de Magalhães—a Portuguese defector like the Afro-Portuguese pilot Lope Martín a generation later—put Spain back in the race. Ferdinand Magellan had come of age during Portugal’s torrid expansion into Asia in the 1500s. Yet he had a falling-out with the Portuguese crown and went knocking on neighboring doors. It is difficult to overstate the significance of Magellan’s move to Spain.

Magellan caught up with the roving Spanish court at the town of Valladolid. For someone accustomed to the sound of waves and the proximity of sailboats, it must have been strange to have to journey to the middle of Iberia to propose a maritime venture in a town surrounded by agricultural fields and interminable plains. He did not arrive alone but was accompanied by two brothers, Rui and Francisco Faleiro, both cosmographers whose reputations exceeded Magellan’s. The trio complemented one another well. Magellan came across as a man of action who had fought in India, Malaysia, and North Africa, while the Faleiros were armchair academics. As they waited for an audience with the Spanish king in February and March of 1518, the Portuguese visitors grew unsettled by what they heard. The new monarch, Charles I, was an awkward eighteen-year-old who had come from Belgium just a few months before and had great difficulty communicating in Spanish let alone Portuguese. Worse, the trio had to tread carefully in a court riven by a power struggle between Charles’s advisers recently arrived from Belgium and the old Spanish officials from the previous monarch.

Interestingly, during the early negotiations Rui Faleiro rather than Magellan emerged as the leading voice. The older of the two Faleiro brothers, Rui was deferentially referred to as a bachiller (or bacharel in Portuguese), the highest university degree one could get at the time. Before leaving Portugal he may have been considered for a new chair in astronomy established at the oldest university in the kingdom (what is now the University of Coimbra) by the Portuguese king himself. It was the highest position in the field. One of the reasons that perhaps impelled Rui Faleiro to join Magellan in Spain was being passed over for this prestigious appointment; academic rivalries and pettiness were already alive and well in the sixteenth century! In spite of this setback, and notwithstanding a rumor that “he was possessed by a familial demon and in fact knew nothing about astrology,” Rui Faleiro remained a top European cosmographer. Sixteenth-century Spanish chronicler Gonzalo Fernández de Oviedo described Rui Faleiro as “a great man in matters of cosmography, astrology, and other sciences and humanities.” There is little doubt that he was extremely accomplished if mercurial and mentally unstable. Rui’s younger brother Francisco Faleiro was just as talented and would go on to find long-term employment in Spain as a leading nautical expert. Together the two Faleiros and Magellan were very credible petitioners.

On the day of the audience, Magellan and Rui Faleiro arrived not with charts as would have been expected but with “a globe that was very well painted and showed the entire world, and on it Magellan traced the route that he would follow.” The two petitioners explained that they intended to cross from one ocean to the other “through a certain strait that they already knew about.” Even though the globe was detailed, the portion of South America where the strait was supposed to be had been left intentionally blank. Magellan and Faleiro had evidently taken some precautions in case anyone present at the audience should wish to steal their project.

Their knowledge of a passage between the oceans—the alpha and omega of many New World explorations—would have been more than enough for the royal sponsorship. But Magellan and Faleiro went further. As one witness at the audience recounted, “They offered to demonstrate that the Moluccas [Spice Islands] from where the Portuguese take spices to their country are on the side of the world that belongs to Spain, as agreed by the Catholic Monarchs and King Juan of Portugal.” The 1494 Treaty of Tordesillas had established a line of demarcation running from pole to pole through the Atlantic but did not contemplate extending the line to the other side of the world. As Portugal and Spain, however, had continued to sail in opposite directions, such an antimeridian had become necessary. Measuring longitude or east-west distance was still extraordinarily difficult in the early sixteenth century, so no one knew quite where to draw this line in the distant Pacific. All the same, in the early 1510s the Portuguese had planted trading forts in Malaysia and the Spice Islands while Spain had stood by helplessly. Yet in the winter of 1518, Magellan and Faleiro had become persuaded that the Spice Islands were actually on the Spanish side, a conclusion all the more startling in Spain because it was coming from these top Portuguese navigators and cosmographers.

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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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by | 9 September 2024 · 5:43 am

Caribbean Return to Indentured Labor

From The Caribbean: A History of the Region and Its Peoples, ed. by Stephan Palmié and Francisco A. Scarano (U. Chicago Press, 2013), Kindle pp. 399-402:

The Caribbean of today began to form half a millennium ago, impelled by European colonial expansion harnessed to nascent capitalism and centered on resource extraction and sugar plantations producing for a global market. Within 50 years of Columbus’s landing, indigenous Caribbean populations had been dramatically reduced, largely due to disease and the harsh conditions of labor imposed by the Spanish colonizers. This diminution of indigenous peoples was accompanied by the addition of foreigners from the “Old World” of Europe, Africa, and later Asia—a socially engineered assemblage of disparate ethnolinguistic groups under conditions of coerced labor and massive wealth accumulation. The imported groups included indentured Europeans, enslaved Africans, and, later, indentured Africans and Asians.

The transformations of the plantation system had various effects on the racial and demographic composition of different colonial territories. For example, the Hispanophone Caribbean, particularly Cuba and Puerto Rico, was not significantly developed for the global sugar market until the 19th century (although by mid-century Cuba and Puerto Rico had emerged as the first and third largest producers of sugar in the hemisphere), and the proportion of European populations compared to non-European populations was far greater there than in the Francophone and Anglophone colonies.

Over the 19th century, slavery was gradually abolished in the Caribbean. Newly independent Haiti (formerly Saint-Domingue) abolished slavery in 1804, followed by the British West Indies in 1838, the French possessions in 1848, all Dutch territories by 1863, and Cuba in 1886. Emancipation presented plantation owners with a dilemma: ensuring sugar and other production at high levels without the benefit of enslaved labor, or with diminishing numbers of freed workers willing to engage in plantation labor under the conditions offered by the plantocracy. One strategy implemented by Britain and France was that of freeing Africans from the slave trade of other European colonizers (Dutch, Spanish, Portuguese) and then sending them to British and French Caribbean colonies as indentured laborers. Almost 40,000 Africans were thus sent to the British West Indies and approximately 16,000 to the French West Indies (Schuler 1980).

Another form of 19th-century indenture brought immigrant laborers from Asia into the region. Organized as either state projects or private enterprises, indenture schemes evolved over eight decades and changed the demographic, cultural, and social terrain of the Caribbean as irrevocably as African slavery had done earlier. Between 1890 and 1939, for example, the Dutch recruited almost 33,000 Javanese, primarily from Central Java and Batavia, for their Caribbean colony of Suriname. The two principal source regions of indentured labor, however, were India and China. Itself a British colony, India experienced indenture as a government-regulated industry, with laborers recruited primarily from the regions of Oudh, Bihar, and Uttar Pradesh and shipped out from the ports of Calcutta and Madras. Between 1838 and 1917, almost 400,000 Indians arrived in the British Caribbean, the majority in Guyana and Trinidad. Although China was never colonized, its political vulnerability allowed private interests to orchestrate indenture schemes, largely from Canton. Between 1840 and 1875, approximately 142,000 indentured Chinese arrived in Cuba (Helly 1993, 20); from 1853 until 1866 and in trickles thereafter, about 18,000 Chinese were indentured in the British West Indies (Look Lai 1993, 18). Later—beginning around 1890, and concentrated between 1910 and 1940—a second wave of Chinese immigrants, this time not under indenture, arrived in the Caribbean.

The relationships of Asian indentured laborers with the local populations they encountered have influenced the values, identities, and cultural practices of their respective societies. To one extent or another, all the Asian immigrants were initially viewed by the locals as labor competition. Particularly where they constitute a large percentage of the population, Indians have been represented by local anti-indenture interests as “scab” labor, yet historically they also have been pitted against Afro-Caribbean workers. The tensions arising from perceived and actual labor conflicts have left a monumental legacy of racial politics in such contemporary societies as Guyana and Trinidad, where Indians represent more than 40% of the population. Perhaps because of their relatively smaller numbers, Chinese and Javanese laborers have had less fraught relationships with established populations, especially with those in similar occupational and class positions. In Cuba, for example, Chinese indentured laborers worked side by side with enslaved Africans. Enmity between these two groups was encouraged by colonial authorities as a divide-and-rule strategy, but tensions expressed in racial terms did not significantly persist into the present, either in Cuba or in other parts of the region. Once the Chinese found their economic niche primarily in the retail trades and shopkeeping, they no longer represented labor competition to other populations.

Migrants to the Caribbean from the Levant—known as “Syrians,” “Syrian-Lebanese,” or árabes—also began to arrive in the 1860s, increasing their numbers significantly by the 1890s. Most were Maronite Christians leaving Ottoman-occupied regions. Lebanese immigrants came first, followed by Syrians and Palestinians. Although they spread out across the Caribbean (and into Latin America, where they are also called turcos), certain communities predominated in particular countries. For example, of the three groups from the Levant, Lebanese comprise the largest population in Jamaica and the Dominican Republic, and Palestinians in Haiti (Nicholls 1980). These immigrants came as individuals, or sometimes in families, rather than in an organized migration arrangement; over the years, other family members followed. Although a few went into agricultural production, others became itinerant peddlers. Within a few generations these communities branched out into import-export trading, and today they comprise a large population of affluent and politically active citizens.

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by | 18 August 2024 · 8:30 pm

African Origins of Caribbean Slaves

From The Caribbean: A History of the Region and Its Peoples, ed. by Stephan Palmié and Francisco A. Scarano (U. Chicago Press, 2013), Kindle pp. 246-247:

Between 1500 and 1870, the Caribbean region (construed as the islands and associated mainland rim) was the destination of about 5.75 million Africans, about 46% of all captives involved in the transatlantic slave trade. Four years after the first black slaves came from Seville in 1501, 17 African slaves arrived in Hispaniola to work in its copper mines and 100 or so in its gold mines. In 1525, 213 captives from São Tomé landed in Santo Domingo, marking probably the first slave voyage from Africa to the Americas. For the next century Africans continued to arrive in small numbers (perhaps 7,000 total) in the Spanish Caribbean islands. Not until the second quarter of the 17th century did a significant number (about 27,000) arrive in the British Caribbean. The 18th century was the high point of the trade, accounting for two-thirds of all Africans shipped to the Caribbean, although Cuba received most of its slaves (710,000) in the 19th century. The British Caribbean received the most Africans—almost 2.8 million—with the French next at 1.3 million, the Spanish about 1 million, the Dutch about 500,000, and the Danish just 130,000. About 15% to 20% of Africans arriving in the Caribbean were subsequently traded within the Americas.

The origins of these Africans varied. Overall, West-Central Africa supplied the most slaves—about 1.6 million. After 1595 Angola became the leading source of slaves for Spanish America; later it contributed about one-third of Africans brought into Cuba. The next most important region was the Bight of Biafra, which supplied about 1.3 million slaves, while the Gold Coast supplied just over a million, mostly to the British West Indies. The Bight of Benin exported just under a million, over a third of them to the French West Indies. The three regions of Upper Guinea—Senegambia (500,000), Sierra Leone (300,000), and the Windward Coast (300,000)—were minor suppliers despite being geographically the closest to the Caribbean. South East Africa sent fewer than 200,000.

Particular islands drew on specific regions of Africa for considerable periods of time. Before 1725, about three-quarters of Africans in Jamaica came from the Gold Coast and the Bight of Benin, accounting for the early prominence of so-called “Coromantees” from the former coastal region and Adja-speakers from the latter on the island; later, however, Jamaica received most of its Africans from the Bight of Biafra. In the first quarter of the 18th century, 60% of African arrivals in Saint-Domingue were from the Bight of Benin; by the third quarter of the century, 60% came from West-Central Africa. Overall, about half of Saint-Domingue’s Africans came from Angola and the Congo. When the slave trade into Cuba began in earnest in the late 18th century, about a third of its Africans were from the Gold Coast. Thereafter, West-Central Africa and the Bight of Biafra predominated.

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by | 14 August 2024 · 6:15 am

Dutch & Portuguese Role in Barbados

From The Caribbean: A History of the Region and Its Peoples, ed. by Stephan Palmié and Francisco A. Scarano (U. Chicago Press, 2013), Kindle pp. 142-145:

Discovered by the Portuguese in 1500, Brazil became the site where the Portuguese first managed to reinstall the sugar plantation complex they and the Spanish had pioneered on the Atlantic islands off the coast of Africa, and to achieve its continuity and growth. By 1526 Brazil was exporting sugar, and in the early 17th century its output superseded not only that of earlier Atlantic outposts but also that of the rapidly declining Spanish-Caribbean sugar industry. Part of the reason for this success was that the Portuguese straddled both shores of the Atlantic. Most of the slaves, on whose labor the early Brazilian sugar industry depended, came from the Portuguese colony in Angola, the civil war-ridden neighboring kingdom of Kongo, or the Portuguese factories in the Bight of Benin and Cape Verde (which drew on Senegambian sources). As a result, Portuguese planters in Brazil did not face a problem their Spanish colleagues in the Caribbean would unsuccessfully struggle with for another two centuries: the highly restrictive and inefficiently organized asiento system by which Spain provisioned its New World colonies with African slave labor. While Spanish plantations floundered after the turn of the 17th century, the same period marked the beginning of a boom in Brazil. If the British and French in the Caribbean were looking for a model for hyperprofitable overseas agricultural enterprises, by that time it would not have been Hispaniola or Cuba but the northeastern Brazilian province of Pernambuco.

But what about the Dutch? Like other northern European nations, the Dutch initially began to prey upon the Spanish fleet in the second half of the 16th century. Like the British and French, they also perceived the advantages of piratical raids on the Spanish mainland colonies. By the early 17th century, however, the new Dutch West India Company, founded in 1621, embarked on a different course of action. Its novel approach was not merely to skim off profits by raiding Iberian colonies or preying upon the homeward-bound fleet, but to take over the very source: fully developed colonial enterprises.

Aware of the advantages the Portuguese enjoyed by maintaining a connection between Angola and northeastern Brazil, the Dutch seized control of both places at once. Between about 1630 and 1650 they achieved three distinct but interrelated goals: they subjected both regions to a rigorous scheme of capitalistic development, pumping in the requisite cash and credit for building up the plantation infrastructure of Brazil; they continued their role as major maritime architects of legal and illegal commercial links between the Caribbean colonies of various nations; and they turned Amsterdam—which already was the center of finance and banking in northern Europe—into one of the major international European markets for sugar. In contrast to the Portuguese, the Dutch apparently had no strong interest in monopolizing sugar production. In their view, profit lay in offering credit and taking over commercial shipping and distribution.

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While the importance of the Dutch introduction of sugarcane to Barbados in 1637 is open to question, the crucial role of Dutch merchants in providing financial backing with which British settlers built the first sugar mills on that island is beyond dispute. Dutch planters and sugar masters also taught the British Barbadians what they came to call the “method of Pernambuco”—which included not only the know-how of planting, milling, and processing cane, but also the rudiments of a legal code regulating slavery. Dutch ships, finally, linked Barbados’s emerging plantation economy both to the supply of African labor provided by the Atlantic slave trade and to the effective and profitable distribution networks in the Netherlands. Although the extent of Dutch involvement has lately become the subject of debate among historians, it may be safe to say that within little more than the decade between 1640 and 1650, the Dutch helped to transform Barbados from a slaveholding society with a large yeoman population engaged in fairly diversified economic pursuits into a slave society solidly based on sugar monoculture.

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These developments were due in no small measure to a fortuitous Atlantic conjuncture. For the “sugar revolution” in Barbados occurred at a time when English metropolitan control over the island faltered. What allowed the Barbadians to engage in such principally illegal dealings with the Dutch was the colonial result of the turmoil in the metropole incited by the English Civil War. As the eminent historian of that war, Christopher Hill (1986), put it, between 1641 and 1650, Barbados virtually became an independent state, or at least approached a state of home rule. As a consequence, the emerging planter elite began to control legislative and executive matters in a manner unprecedented in any New World colony. Only when the British Parliament sent the fleet in the fall of 1651 did the Barbadians finally resubmit to imperial control. They arguably did so, however, because they had become too afraid of their own slaves and rebellious servants to risk giving out arms to them—a situation foreshadowing the agonizing decisions the Jamaican planter elite made when the protest of the 13 North American colonies against British commercial legislation began to escalate into a full-scale colonial war more than a century later.

Still, the intervening period had allowed the Barbadian planter elite enough autonomy to achieve three major objectives: first, to engineer the crucial economic takeoff with the help of Dutch capital and distribution networks; second, to forge a brutal slave code—first properly codified in 1661, but developed in the 1640s—that allowed masters almost unlimited power to exploit their human chattel; and third, to begin a process of concentration of landholding that effectively pushed small freeholders off the island.

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Filed under Angola, Brazil, Britain, Congo, economics, Equatorial Guinea, labor, migration, Netherlands, Portugal, slavery, war

by | 11 August 2024 · 3:41 pm

Sugarcane on the Atlantic Islands

From The Caribbean: A History of the Region and Its Peoples, ed. by Stephan Palmié and Francisco A. Scarano (U. Chicago Press, 2013), Kindle pp. 77-80:

From the mid-15th century, the Portuguese took slaves to work on Madeira: Moroccans and Berbers, black Africans, and Canary Islanders. The number of slaves who could be profitably employed was limited because the Madeiran sugar establishments were still relatively small in comparison to the later Caribbean and Brazilian plantations. Because of population growth in Portugal itself in the 16th century, many free Portuguese laborers migrated to Madeira, further lessening the demand for slaves. There were even proposals to export some of the slaves already there. In the 15th century, Madeira was a precursor of the future American colonial areas, but by the early 16th century its development had transformed it into a replica of metropolitan Portugal.

The Portuguese established sugar production on other Atlantic islands, but none rivaled the early profits of Madeira. In the Azores sugar production met with little success because of the unfavorable climate; there grain and dyestuffs were always more important, and slaves were few in number. Portuguese agriculture in the arid Cape Verde Islands concentrated on cereals and fruits and was complemented by cattle raising. São Tomê, which became a crucial entrepôt for the transatlantic slave trade, experienced a sugar boom in the 16th century and can also be seen as a prototype of the sugar islands of the Caribbean.

With sugar production and trade prospering, shiploads of sugar were delivered to the large European markets: Lisbon, Seville, Antwerp, and cities of the Mediterranean. Although most of the plantations and mills were in the hands of Portuguese, the bulk of the export trade was controlled by foreigners, many of them Italians resident in Portugal. Columbus traded in Madeiran sugar early in his career and lived on the neighboring island of Porto Santo for a time in the 1470s. The European demand for sugar was strong, and the lower costs of Madeiran sugar caused heavy competition for the longer-established Mediterranean producers.

The Portuguese were not the only Europeans who were developing the Atlantic islands during this time. In the early 15th century, Castile began sponsoring conquests in the Canaries, and by the end of the century it had secured control of all the islands. Unlike the other Atlantic islands, the Canaries had a native population who were likely akin to the Berbers. Foreshadowing events in the Americas, the Spaniards subdued the islanders and enslaved those who resisted. Of these, a number were exported to Europe or Madeira, while others were employed on Canarian sugar plantations.

The island population was relatively small to begin with, and its numbers fell due to epidemic disease after the European incursion. Members of indigenous groups whose leaders had signed treaties could not be enslaved legally, unlike members of the non-treaty groups, and those who were enslaved frequently attained manumission. In the early years of the 16th century, the Canarian slave trade to Europe ceased as the islanders increasingly assimilated European culture and intermarried with the colonists. Since native workers never filled the labor needs of the Canaries, the islands witnessed an influx of other workers, including a number of free Castilian and Portuguese settlers. Wealthier settlers brought their own slaves with them from the peninsula. Portuguese slave traders brought in blacks from West Africa, and Castilian mariners raided the coast for North Africans, Berbers, and other slaves. Following the first Spanish contact with the Americas, a few American Indians were sold in the Canaries, but the Spanish crown soon outlawed the slave trade in Indians.

These sugar establishments on Madeira and in the Canary Islands turned out to have some important features of the Caribbean plantations that would emerge in the 16th century, including elements both agricultural (growing the cane) and industrial (refining the sugar), the use of slave labor, and the export of a product to be sold in the growing markets of Europe. The significant difference between the sugar establishments on the Atlantic islands and the later plantations of the Caribbean was size; the former had smaller plots of land and fewer laborers. Those Atlantic islands provided a link between Mediterranean sugar production and the plantation system that was to dominate New World slavery and society into the 19th century.

Madeira and the Canaries formed the staging area from which sugar cultivation and refining would reach Hispaniola, the island where sugarcane was first planted in the Caribbean. Columbus, knowledgeable in the Portuguese sugar trade, had ships of his second transatlantic voyage stop in Madeira for additional supplies. These included refined sugar as a medicinal store and cuttings of sugarcane, which were later planted at Columbus’s ill-fated settlement of La Isabela on the north shore of Hispaniola. The first canes grew but failed to establish permanent sugar production. Only in the first decade and-a-half of the 16th century did successful sugar plantings and newly introduced sugar mills on Hispaniola establish the foundations for the fateful beginning of the colonial plantation complex in the Americas.

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