Category Archives: Latin America

Venezuela’s Civil War of Independence

From Venezuela’s Collapse: The Long Story of How Things Fell Apart, by Carlos Lizarralde (Codex Novellus, 2024), Kindle pp. 21-23:

Venezuelan children of the Concorde generation were taught a particular story of Venezuelan independence. It all started, according to the narrative, in a sleepy colonial outpost known as the Royal Captaincy General of Venezuela that was peacefully plodding along at the end of the 1700s. By 1808 Napoleon had invaded Spain, imprisoned the King, and imposed a puppet government over the empire in the Americas. Venezuelan Creoles, using the Cabildo de Caracas, seized the opportunity in 1810 to break away from a now-illegitimate monarchy, proclaimed sovereignty, wrote brilliant declarations, and led the first independence armies.

Yet, the Creole independent forces were, to their surprise, systematically defeated between 1810 and 1817. They seized Caracas twice, and declared and established independent Republics both times, only to be crushed. Their most famous representative and eventual leader, Simón Bolívar, commanded the country’s most important garrison during the first uprising, only to end up in exile in Cartagena. Years later he led the failed Second Republic before fleeing again.

What the elementary school stories never mention is that with the Spanish King imprisoned, and nearly every Spanish soldier on the planet fighting the French on Iberian soil, the so-called “royal” soldiers defeating the First and the Second Republics were mostly locals. The conflict was never one between newly self-conscious Venezuelans and royal Spaniards, but rather one between castes. The war of the First Republic was one of Pardos against Creole-led armies. Those of mixed-race felt no allegiance to the King, had no interest in the monarchy, and did not feel Spanish in any way. They flew the King’s standards, but they were fighting against Creole rule.

Pardos, free Africans, mutinous slaves, and many others of indigenous descent, destroyed Creole-led pro-independence governments twice in four long years. They battled Creole-led armies that sought to preserve the caste system and slavery in a newly independent republic. As the third chapter of this book chronicles in detail, the social and military dynamics had changed by 1816. Still, the first half of the independence wars remains critical to understanding what happened by the 1820s.

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

Venezuela’s Demographic Origins

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

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

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

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

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

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

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

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

Cabral’s Armada to India in 1500

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

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

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

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

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

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Filed under Brazil, economics, language, migration, military, Mozambique, nationalism, Portugal, religion, South Asia, travel

Chinese Empire Demand for Silver

From The Chinese Question: The Gold Rushes and  Global Politics, by Mae Ngai (W. W. Norton, 2021), Kindle pp. 9-10:

AT THE TIME OF the gold rushes, China was already in the grip of European colonialism. China was never directly colonized by a Western power; in fact, by the mid-eighteenth century the Qing Dynasty (1644–1911) had built an empire of its own, having expanded China’s boundaries to the west, most notably by annexing Tibet and Xinjiang. But in the mid-nineteenth century China was battered by European aggressions: the opium trade, gunboat diplomacy, and the forced opening to Western trade and missionaries. China’s humiliation stood in stark contrast to the position it had once held, even relatively recently.

For two hundred years, from 1550 to 1750, China had been arguably the most important economic actor in the world. It was not only the single largest domestic economy; it was also at the center of global trade, both with its Sino-centric tributary and trading networks in East and Southeast Asia and as the premier destination market for silver produced in Spanish America and Japan. Europeans shipped silver to China not as “money” but as commodity arbitrage: the Ming Dynasty’s (1368–1644) demand for silver for fiscal and commercial purposes fetched the highest silver prices in the world, double its price in Europe. China was the world’s great “silver sink” that not only drew but also stimulated its production in the New World.

Through the seventeenth century, Europeans traded silver for luxuries, including gold. For example, the British East India Company’s first direct transaction with China in 1637 exchanged 60,000 Spanish dollars for sugar, silk, spices, porcelain, and “loose gould.” Chinese traders also made handsome profits by buying low and selling dear, earning gross profits of 100 to 150 percent on silk and silk textiles sold to Europeans. Economic historians Dennis Flynn and Arturo Giràldez describe these late sixteenth-century dynamics of global trade as “multiple arbitrage.”

Europeans began trading silver for tea in large quantities in the early eighteenth century. Like silk, tea was a luxury item in Europe, but it had greater potential for mass consumption. The creation of a mass market for tea in Europe coincided with the rise in consumption of sugar from the plantation-slave colonies of the Caribbean in the late seventeenth century. Indeed, tea and sugar, along with tobacco, undergirded a global trade in stimulants—“food drugs”—based on a symbiosis of colonialism and slavery, on the one hand, and new mass-consumption economies in European metropolitan societies, especially Britain, on the other.

By 1800 silver’s arbitrage advantage in China had ended. The British, now hooked on tea, looked for a different means of exchange. The East India Company had already drained India of much of its silver to sell in China; now it turned to India for the mass production of opium for export to China.

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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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Rescinding Emancipation in Manila

From The Other Slavery: The Uncovered Story of Indian Enslavement in America, by Andrés Reséndez (HarperCollins, 2016), Kindle pp. 144-146:

The backlash against the campaign to free the Indians was strongest in the Philippines. The royal order of June 12, 1679, specifying that “no native could be held as a slave under any circumstance” and that “all Indians enslaved up to now are hereby set free as well as their children and descendants” caused a great deal of turmoil in Manila. As in Chile, the first recourse in the Philippines was to stall using the traditional formula: “This cédula [royal order] is of the kind that must be obeyed but not complied with,” observed the members of the Audiencia of Manila, “and we must write back to the Prince so that better informed he could send us his orders.” Their displeasure was patent. “When royal orders are so far apart from the natural law, they cannot be executed,” wrote an irate audiencia member to Charles II, “and with all due respect, even less so when that natural law is for the benefit of those who have been vanquished in war, for the victors would have a right to take their lives but only choose to take away their liberty.”

Yet even in the distant Philippines, there were some courageous crusaders. While waiting for the king’s reply, the audiencia’s attorney prodded his reluctant colleagues to make public the emancipation decree. The immediate result was a flood of requests: “So many were the slaves who crowded around this Royal Audiencia to claim their liberty that we could not process the multitude of their papers, even when being extracted in brief and summarily.” Many slaves around the capital abandoned their masters, who were left “without service,” as the archbishop of Manila, Felipe Pardo, observed.

It was in the provinces that the situation became truly critical. Native Filipinos faced total ruin, as they had most of their wealth invested in their slaves. Moreover, the slaves supplied much of the rice and other basic foodstuffs of the islands, and now “agitated and encouraged by the recent laws setting them free [they] went to the extremity of refusing to plant the fields.” The greatest threat of all was that “by setting these slaves free, the provinces remote from Manila may be stirred up and revolt, such as those in the Visayas and Nueva Segovia; and in the island of Mindanao, the malcontent Caragas and Subanos might well join forces with the Muslim insurgents there.”

In Chile the governor had taken the lead in opposing the Spanish campaign, but in the Philippines all branches of the imperial administration, including the governor, the members of the audiencia, the city council of Manila, members of the military, and the ecclesiastical establishment beginning with the archbishop, sent letters to Charles II requesting the suspension of the emancipation decree. Among the petitioners were Native Filipinos, for whom slavery had been a way of life since time immemorial. “When a principal native walks around town or visits a temple,” observed a Spanish chronicler, “it is with great pomp and accompanied by male and female slaves carrying silk parasols to protect their masters from the sun or rain, and the señoras go first followed by their servants and slaves, and then come their husbands or father or brothers with their own servants and slaves.” The emancipation decree came as a great annoyance to these Native slave owners. Those of Pampanga, a province on the northern shore of Manila Bay, in central Luzon, resolutely opposed the liberation of their slaves, whom they regarded as “the principal nerve and backbone of our strength.” They wrote a long letter to the king of Spain explaining how the Spanish galleons were built in the nearby shipyards of Cavite with teak and mahogany supplied in part by slaves: “And while our women together with our slaves plant the seeds, we men are up in the hills cutting wood for the royal yards.” By emancipating the slaves of Pampanga, the empire stood to lose its ships.

In the end, the Audiencia of Manila rescinded the king’s emancipation decree on September 7, 1682, and replaced it with a new decree: all previously liberated slaves had to return to their duties within fifteen days upon penalty of one hundred lashes and one year in the galleys (forced service as a rower aboard a galley, or ship). Charles II continued to press his case for liberation, but ending formal slavery in the Philippines proved very difficult.

In 1674, the Governor of Chile similarly resisted emancipation (p. 143):

The tenor of the governor’s letter was defiant, but it was consistent with a medieval legal tradition that can be summed up in the curious dictum “Obedezco pero no cumplo” (I obey but do not comply). In a vast empire such as Spain’s, royal officials used this response to show both their respect for royal authority and the inapplicability of a decree or order to a particular kingdom.

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Redefining New World Slavery, 1500s

From The Other Slavery: The Uncovered Story of Indian Enslavement in America, by Andrés Reséndez (HarperCollins, 2016), Kindle pp. 74-75:

In spite of the crown’s insistence, New World liberations were few and extremely difficult to accomplish. The specific application of the New Laws in the various colonies differed, but the results were much the same. In Venezuela, for example, the laws, and specifically the prohibition against Indian slavery, were made public but not enforced. Slave raids continued in Cubagua and Margarita even though royal officials were well aware that such activities were strictly forbidden. Colonists in Venezuela generally refused to give up their Indian slaves and insisted that the brand on a slave’s face was sufficient title and reason to keep him or her in bondage. They also retained the service of a class of Indians known as naborías, who were indigenous servants attached to them for life. The only difference between naborías and outright slaves was that naborías could not be legally bought and sold.

In contrast, in Central America an uncompromising and vigorous royal official named Alonso López de Cerrato embarked on blanket liberations of Indian slaves. Next to Bartolomé de Las Casas, Cerrato ranks as the most ardent champion of Indian liberty of the sixteenth century. As president of the Audiencia of Central America, Judge Cerrato prosecuted slave takers, criticized officials who “preferred to make friends with the colonists rather than applying the New Laws,” and refused to make invidious distinctions among Indians to justify the enslavement of some of them, as happened in Mexico. Cerrato’s vigorous reforms ended formal Indian slavery in Central America, restricted the use of naborías, and regulated the use of Indians as tamemes, or load bearers. But even these victories proved temporary. Cerrato acquired a reputation of being an overzealous crown official and died in 1555 largely repudiated by his fellow colonists. After his passing, subsequent officials reversed some of his policies. The naborías returned, Indian load bearers proliferated, and many Indians, though technically free, were compelled to render “personal services” to the Spanish colonists under various guises.

All over Spanish America, Indian slave owners and colonial authorities devised subtle changes in terminology and newfangled labor institutions to comply with the law in form but not in substance. Frontier captains no longer took “Indian slaves,” but only “rebels” or “criminals” who were formally tried and convicted; forced to serve out sentences of five, ten, or twenty years; and sold to the highest bidder. Colonists in Venezuela and the Caribbean resorted to naborías, while those in Central America continued to receive “personal services” throughout the sixteenth century. Ranchers in northern Mexico relied on encomiendas that, unlike those of central Mexico, often amounted to cyclical enslavement as they gathered their “entrusted” Indians at gunpoint and forced them to work during planting and harvesting time. Miners in many parts of the New World relied on the repartimiento system, in which Indians received token salaries but were otherwise compelled to work. In short, Spaniards adapted Indian slavery to fit the new legal environment, and thus it became the other slavery.

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Indian Slaves in Spain, 1500s

From The Other Slavery: The Uncovered Story of Indian Enslavement in America, by Andrés Reséndez (HarperCollins, 2016), Kindle pp. 48-51:

To understand how the law shaped the lives of Indian slaves, we need to begin in Spain. During the first half of the sixteenth century, upwards of 2,500 Natives were shipped to the Iberian Peninsula and spent years there toiling in obscurity. Locked up in houses and shops in various towns and cities in southern and western Spain, they would have died without leaving a trace had it not been for the New Laws of 1542, which specifically required all Spaniards already in possession of Indians to show their legitimate titles of ownership and if they did not have them, to liberate their slaves at once. By all accounts, the Spanish king Charles I was very serious about enforcing this provision. Immediately after the promulgation of the code, he directed royal officials to make inquiries and look for Natives held in bondage improperly.

Who were these Indians? They hailed from the areas colonized by Spain, first Española and the other Caribbean islands, then coastal Mexico, Florida, and Venezuela, as well as elsewhere. The most striking observation about them is that a majority were women and children. When we think of the Middle Passage, we immediately imagine adult African males. This image is based on fact. Of all the Africans carried to North America from the sixteenth through the eighteenth century, males outnumbered females by a ratio approaching two to one, and they were overwhelmingly adults. The “reverse Middle Passage,” from America to Spain, was just the opposite: the slave traffic consisted mostly of children, with a good contingent of women and a mere sprinkling of men. The main reason was that Indians going to Europe were intended for work in homes, not on plantations, and European heads of household largely regarded children and women as better suited than men for domestic service. Children were more adaptable than adults, learned new languages quickly, and they could be trained and molded with greater ease. Women were less threatening than men and could be sexually exploited. These preferences had enduring demographic consequences. Most slaves held in Italian and Spanish households in the fourteenth, fifteenth, and sixteenth centuries—whether Slavs, Tartars, Greeks, Russians, or Africans—were women. Females comprised an astonishing eighty percent or more of the slaves living in Genoa and Venice, the two leading slave-owning cities in Italy. The situation was similar in the Iberian Peninsula. Contrary to what one might expect, women accounted for a majority of the African slaves in cities such as Granada and Lisbon.

Thus it is no wonder that Europeans would also demand women and children from the New World. Slave prices in the Caribbean already implied such preferences. Women were easily the most expensive of all Indian slaves. On average, adult Native women in Santo Domingo or Havana cost sixty percent more than adult males. Girls were next, followed by boys in the middle of the price range, then full-grown men, who were considerably cheaper (see appendix 3). It is difficult to know exactly what determined these prices. One possibility is that the supply of women and minors was less abundant due to restrictions on their capture and enslavement. But the most likely explanation is simply that the demand for women and children was much greater. Indeed, scattered price information indicates that the premium for Indian women and children spanned the entire hemisphere, from southern Chile to northern Mexico, and endured from the sixteenth through the nineteenth century.

Indian women and children were carried to Europe primarily because customers wanted them. Additionally, the well-intentioned but ultimately deleterious royal policies regarding Indian slavery played a role. As we have seen, the Spanish crown originally prohibited Indian slavery except in a handful of cases (cannibalism, ransomed Indians, and slaves obtained in “just wars”) but closed those loopholes in 1542 with the passage of the New Laws. As a result, Spaniards who wished to transport Indians to Europe had to demonstrate that they were taking legitimate slaves—branded and bearing the appropriate documentation from the time when slavery was legal—or were accompanied by “willing” Native travelers. Faced with these circumstances, traffickers went to great lengths to procure “willing” Indians, particularly children, who were more easily tricked and manipulated than adults. Years later, when these Indians appeared in court and recounted their lives, they often began with how they had been taken to Spain by “deception” and “trickery” when they were twelve or thirteen years old. Some enslaved children may have been even younger. Since Native children did not come with birth certificates, traffickers determined age by height, by the presence of pubic hair, and, undoubtedly, by the need to comply with regulations that prohibited the enslavement of children below age twelve.

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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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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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