Category Archives: religion

Caribbean Demographic Changes, 1600s

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. 197-199:

European and African populations in the Caribbean grew quickly, almost exclusively through migration rather than natural increase. If the numbers are often vague, two patterns are clear. First, the white population in the islands was predominantly young and male until the late 17th century. Second, the population came to be dominated by enslaved Africans by the end of the century, first on the English islands and then on the French. The population of the French islands was 19% black by 1650 but 36% by 1660 (Boucher 2008, 115). By 1655 the population of Barbados contained some 20,000 Africans and 23,000 Europeans; 18 years later, the slave population outnumbered the European population, 33,184 to 21,309 (Dunn 1973, 87). Enslaved Africans came from a variety of ethnic groups, as did Europeans—especially on the English and Dutch islands.

Although most European migrants traveled as indentured laborers, there were some free migrants as well. Some were ambitious men eager to improve their economic condition: Tom Verney hoped in 1639 that his time in Barbados would “be an engagement for mee for my new lead-life,” promising both prosperity and personal redemption for past failures (Games 1999, 80). Some were men of the cloth. The presence of Caribs on French-occupied islands not only hindered French settlement but also inspired the French to send Catholic missionaries to proselytize. Jews found haven in Suriname, Curaçao, Barbados, and Jamaica. English Catholics, forbidden to practice their faith openly at home and banned from holding public office, inhabited all of the English colonies in the Caribbean. French Huguenots made their way to the islands, too, where many governors tolerated their presence. If for many the 17th-century Caribbean was a place of violence, premature death, and avarice, for others the islands offered relative sanctuary—whether prompted by indifference or acceptance from neighbors—from some of the religious and political violence of the era.

European affairs continued to punctuate Caribbean life in the middle of the 17th century, defining mature colonial settlements just as they had facilitated their creation. Other regions of the Atlantic also began to shape the Caribbean. Trading ties thickened connections to the American mainland, Europe, and Africa. One overpopulated Caribbean colony, Barbados, even spawned a supply colony on the American mainland, Carolina. Africans became a larger presence in the region, dominating some islands and posing strategic challenges and opportunities for residents and invaders. Several regional transitions illustrate these new intersections.

The first transition involved sugar, another commodity of growing popularity in Europe. Tobacco may have sparked interest in Caribbean land in the 1620s, but sugar wrought an even greater frenzy. It took hold gradually in the English and especially the French Caribbean, primarily because sugarcane cultivation and processing required a large capital investment in equipment and labor, one well beyond the reach of most European planters, many of whom also lacked expertise in processing cane. In 1654 came a crucial turning point in the Caribbean, sparked by events outside the region: the Dutch, after nine years of struggle with the Portuguese, finally abandoned Brazil, where they had learned the complicated and costly techniques of sugar cultivation and, more important, of transforming sugar into rum and molasses. As Dutch merchants, planters, and investors dispersed into the Caribbean, they brought those techniques with them. While some English settlers had already begun to experiment with sugar on Barbados, the infusion of Dutch capital contributed to the “sugar revolution,” in which sugar monoculture replaced other crops and enslaved Africans replaced European indentured laborers.

Sugar wrought major environmental transformations wherever it took hold, and those changes assisted the Aedes aegypti mosquito, which had crossed the Atlantic from Africa in slaving vessels. As Europeans cleared land for sugarcane, they felled trees, removing bird habitats and facilitating the survival of insects the birds had once consumed. Sugar processing also required clay pots, which stood empty much of the year, collecting rainwater that enabled mosquitoes to flourish. A. aegypti is the vector for yellow fever, and it is no accident that the Caribbean’s first yellow fever epidemic started in Barbados in 1647, in the wake of sugar’s introduction to the island. In that first epidemic, as much as one-third of the island’s population may have died.

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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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Role of Sugarcane in the Islamic World

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. 69-71:

Sugar and slavery, key components that helped shape the colonial Caribbean, were present in the medieval Mediterranean world in both Muslim and Christian areas. Elements that contributed to the development of the plantation complex in the early modern Caribbean and elsewhere in the Americas had long Mediterranean histories: the use of slaves, slave trade, sugar cultivation and refining, merchant capitalism, and marketing networks.

The Muslims first introduced sugarcane growing and refining to the Mediterranean after they found the crop under cultivation and production in Khuzistan in Mesopotamia, just north of the Persian Gulf. When the Muslims conquered the region in the seventh and eighth centuries, they established a labor force imported from East Africa to work in the cane fields, thus foreshadowing the links between sugar production and black slavery. Still, in the Islamic world and the Christian Mediterranean, free labor predominated in sugar production.

From Khuzistan, sugar refining spread to Baghdad, which lasted as a refining center until the end of the Middle Ages. Egypt was the next step along sugar’s westward march; the first sugar plantations were established there in the early eighth century. From Egypt, the Muslims spread sugarcane to Yemen and to the lands around the Mediterranean: Syria, Sicily, southern Morocco, and southern Spain. In ancient and early medieval times, the Mediterranean had not known sugar; sweetening came from honey and fruit juices. Honey remained a luxury because its supply was limited and could never be expanded much. Sugarcane was entirely different, its growth limited only by the availability of suitable land and labor.

By the 10th century, sugar production was thriving in several places in the Islamic world, and cane sugar traded widely in the Muslim markets and afield to the Byzantine Empire and the Christian West. Because of the special requirements of successful sugarcane production, it was mainly large landholders who could afford the necessary investment. The intensive nature of the industry has been a feature of cane sugar production ever since.

Egyptian sugar processes became famous throughout the world. The Egyptians probably invented the manufacture of cube or misri (Egyptian) sugar. They had long used two minerals, natron (sodium carbonate) and alum (aluminum potassium sulfate), for the refining of honey, and around the 11th century they began to refine cane sugar with the same minerals.

The first written evidence of sugarcane in Spain appears in the 10th century, even though Muslims conquered most of the Iberian peninsula early in the eighth century and, from the time of the emir ’Abd al-Raḥmān I in the mid-eighth, were introducing and acclimating new crops in palace gardens in southern Spain. The Calendar of Córdoba first mentions sugarcane around the year 961, but this source may reflect conditions in Egypt more accurately than in Spain, or may be referring to all territory under Cordoban control rather than Córdoba itself. Certainly in Muslim times, sugar was grown in a wide stretch of southern Iberian territory, from the wetlands of the lower Guadalquivir south of Seville to warm coastal valleys along the Mediterranean coast from Málaga to Almería and occasionally as far north as Castellón.

During Islamic times, sugar was a luxury product, used extensively in pharmacology and medicine and as a significant component of cuisine. Muslim physicians, following Galen’s approach, used it to balance the four humors. Honey and sugar, usually dissolved in water, were used to treat disorders of the respiratory, urinary, and digestive systems. A 15th-century Egyptian allegorical tale showed the personification of sugar leaving the ranks of the army of medicine and joining the army of the foods, reflecting the increasing availability of cane sugar. Sweets, including candy and sweet baked goods and other confections, were popular throughout the Muslim world. Equally important was the common use of sugar, along with fruits and other sweeteners, in meat dishes and vegetable recipes throughout medieval Christian as well as Islamic lands. In modern times the cuisine of Europe has tended to shed such recipes and to confine sweetened foods to the dessert course, whereas in North Africa main courses of meats and vegetables sweetened with sugar and fruits have remained popular.

Egyptian sugar production prospered in the 13th and 14th centuries, with sugar exported to the commercial centers of Italy, France, and Spain. Yet at the same time, the sugar industry in the Near East began to fall victim to the same forces that were causing an overall decline in the economy of the Islamic world, including deforestation and the Christian advance in maritime power and trade. Sugar factories began to close around the middle of the 14th century, and that process accelerated in the 15th. Cairo had 66 sugar mills in 1325; by the first years of the next century, nearly half had been abandoned.

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Khmer Rouge vs. Religion

From Prisoners of Class: A Historical Memoir of the Khmer Rouge Revolution, by Chan Samoeun, tr. by Matthew Madden (Mekong River Press, 2023), Kindle pp. 411-412:

Every aspect of faith—religion, neak ta [tutelary deities], ghosts, demons—has been erased. The monks have all been defrocked and forced out of the priesthood to live as laymen. All wats and temples have been abandoned and converted into pig farms, warehouses, and granaries, or torn down completely in some cases, like the temple in Wat Trapeang Thmor.

But some temples possess great power and cause peril for those who tear them down. I hear that this was the case when the Organization ordered the tearing down of the temple in Wat Chey in the town of Phnom Srok.

A story is told: One day Comrade Hat, the chairman of Phnom Srok district, ordered someone to tear down a neak ta shrine. The man was hesitant because he had known the power of the neak ta, but he did not dare to argue with the decision of the Organization. Perceiving the reticence of the man, Comrade Hat secretly followed him and spied on his activities. Carrying a hatchet and a crowbar, the man walked to the neak ta shrine, knelt down, placed his palms together and reverenced the neak ta, and said out loud, “Comrade Hat has ordered me to take down your shrine. If you are displeased, please take it out on him!”

Understanding the mindset of the people, Comrade Hat showed himself before the neak ta and stopped the man from tearing down the shrine. In fact, during the war, the Khmer Rouge soldiers all followed gurus and carried protective magic amulets such as chae kach [small elephant tusk embedded in a tree], khnay tan [boar’s tusk], katha [prayer scroll] necklaces, yoant [magical drawing] scarves, etc. That is to say, they also believed in and reverenced supernatural objects. Now the senior levels of the Organization have given them orders to erase these beliefs, and they have to comply, but in their feelings they are still uneasy, still frightened, especially when they hear that the people who follow their orders place the responsibility for it on them.

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Prudence of Tokugawa Isolation

From Geography and Japan’s Strategic Choices: From Seclusion to Internationalization, by Peter J. Woolley (Potomac Books, 2005), Kindle pp. 43-46:

Events outside Japan in the seventeenth century emphasized the prudence of the Tokugawa seclusion. This was the Age of Expansion—and not just for Europeans. In China, the Ming Dynasty was coming to an end at the hands of the Manchus, people the Ming once ruled. The Manchus gained control of Inner Mongolia before moving south and taking Manchuria and then Korea in 1637. They took the capital, Beijing, in 1644, prompting the Ming emperor to commit suicide. They spent the rest of the century subduing the remainder of China, defeating the last resistance in Taiwan in 1683. They would later add to their empire Outer Mongolia (1697) and Tibet (1720) to make the largest Chinese empire in history.

India had expanded to, then fallen victim to the expansion of others. The Mogul emperors had consolidated the vast subcontinent under their rule, adding the last big piece, Afghanistan, in 1581. By the end of the next century, however, the government had fallen into decline. Its infighting and inefficiency would eventually weaken and divide India to the point where the British could become the real rulers.

In Russia, Ivan the Terrible was creating an empire at the same time as Japan had been fighting its civil wars. Russians crossed the Ural Mountains into Asia and by 1584 had defeated the Tatars. They went on to colonize Siberia over the next several decades, reaching the Pacific Ocean by 1639, thereby becoming neighbors of Japan.

The Europeans continued to explore, conquer, and settle. In contrast to Tokugawa’s stable Japan, a chaotic Thirty Years’ War began in 1618 between Catholics and Protestants, which slowly engulfed the European continent. By its end, Germany was in ruins and hundreds of thousands were dead from disease, famine, and massacre. The Tokugawa strategy of seclusion then seemed like the wise choice. The only question was how long it could last.

The 250 years between the founding of the Tokugawa Shogunate in 1603 and the first American attempt to force Japan to abandon its seclusion in 1853 were not years of stagnation in or outside Japan. In Japan there was political stability but also long-term trends toward urbanization and bureaucratization. A middle class of merchants emerged: people who accumulated wealth but did not necessarily control land. Nor did they have the same obligations and restrictions as the government and ruling class.

To be sure, there was more change taking place outside Japan than there was within. Much of this change would impinge sooner or later on Japan’s foreign policy as well as its domestic harmony. While most writers focus on the technological changes of the era, social, political, and intellectual changes were just as important. If Europe’s seventeenth century was the Age of Expansion, its eighteenth century was the Age of Enlightenment, which laid the foundations not only of modern science but of democratic conceptions of government as well. Notions such as the divine right of kings, raison d’état, and the innate superiority of a ruling class were on their way out. While Japan remained secluded in the fifth reign of its Tokugawa Shogunate, the English philosopher John Locke was publishing his Second Treatise on Civil Government, emphasizing the triune values of individual liberty, the sanctity of property, and equality under the law. Montesquieu’s treatise advocating a separation of government’s basic functions into separate institutions, De L’Esprit des lois, followed in 1748. Jean Jacques Rousseau’s appeal to the “general will” of the people in Le Contrat Social followed in 1762. Adam Smith’s Wealth of Nations argued the advantages of free trade in 1776. And James Madison, Alexander Hamilton, and John Jay produced The Federalist Papers in 1787 and 1788. These works presaged an Age of Revolution. But in Japan none of this would be discussed: the most influential philosophers were Kamo no Mabuchi, Motoori Norinaga, and Hirata Atsutane.

A small school of Japanese writers began both to lead a return to ancient Japanese literature and to critique Chinese influences on Japan—influences they deemed to be impure blots and accretions on Japanese culture. Thus, one curious effect of Japan’s self-imposed seclusion was that the Chinese became the foreigners. The philosophers advocated the revival of Shinto, an indigenous animistic religion in which many things, living and inanimate, had kami, or spirits. Hundreds of native folk tales were attached to Shintoism, many supporting the notion that Japan was the center of creation and the emperor was divinely appointed.

Shinto had been gradually eclipsed by Buddhism, Confucianism, and Taoism, each of which made its way to Japan through Chinese and Korean missionaries as early as the sixth century. Kamo no Mabuchi (1697–1769) was, not coincidentally, the son of a Shinto priest and was most influential in attracting attention to and reverence for classic Japanese literature—literature that included Shinto mythology. Mabuchi was succeeded in his endeavor by a disciple, Motoori Norinaga (1730–1801). Motoori’s quest was to discover the true Japanese culture, now overlaid with so many foreign influences. He saw in Japan’s distant past an ideal society ruled by the descendents of Shinto deities— the emperors. His works and speeches became very popular. But his writing had more than nostalgic undertones. Demanding new reverence for the emperor was a subtle criticism of the Shogunate that ruled in the emperor’s name. And criticizing Confucianism was tantamount to criticizing the political leadership which not only had been schooled in Confucian thought but was— Motoori implied—subservient to China. And though the Shogun gave Motoori official honors, it was Motoori’s own disciple, Hirata, who drew the ultimate conclusion: that all gods were born in Japan and none outside, thus Japan and the Japanese were a category of creation all by themselves, one that was perfect and pure—when free from the corrupting influences of outsiders.

Hirata, born the same year that the Americans produced their Declaration of Independence, became the leader of a full-blown Shinto revivalist movement. That movement was subtly critical of the government, for which Hirata spent the last two years of his life under house arrest. Though he died before the opening of Japan, his disciples were later appointed to important posts in the government, bringing with them their ideas of Japanese cultural purity to the strategic conversation.

Perhaps fundamentalist ideas such as Shinto revivalism were also the result of the strange political climate in Japan. While politically stable and peaceful, social volatility threatened. Peace and stability had brought overpopulation and a recurring threat of famine, since trade was so severely restricted. This allowed merchant and artisan guilds, or kumi to monopolize a particular distribution, trade, or manufacture. The leaders of the kumi were rich and getting richer, and this naturally caused resentment in both the aristocratic class and the underclass. Women were feeling the brunt of a more and more regulated society under an increasingly fearful, conservative government: their dress, civic participation, businesses, and even leisure arts were more and more carefully proscribed. Meanwhile, the police were easily corrupted and the highest officials were profligate in their spending and increasingly arbitrary in their enforcement of laws. All of these consequences and benefits of seclusion would be starkly outlined when Japan was confronted by the need to reevaluate its strategy of seclusion.

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Cambodia, April 1975

From Prisoners of Class: A Historical Memoir of the Khmer Rouge Revolution, by Chan Samoeun, tr. by Matthew Madden (Mekong River Press, 2023), Kindle pp. 11-12:

Cambodia is a small Southeast Asian kingdom, bordered by Vietnam on the east, Thailand on the west and north, and Laos to the north. Its primary religion is Theravada Buddhism. Its main ethnic majority are referred to as Khmers, and the national language is Khmer. The capital city, sitting at the confluence of the Mekong and Sap rivers, is called Phnom Penh.

The kingdom was colonized by France for nearly a century, from 1863 until 1953 when it secured full independence from France under the leadership of King Norodom Sihanouk. Sihanouk abdicated the throne a year later to take a leading role in Cambodian electoral politics, which he dominated for the next fifteen years as a popular and powerful head of state.

On 18 March 1970, Sihanouk was deposed in a parliamentary coup by his prime minister, General Lon Nol. This seminal event broke Sihanouk’s long and carefully maintained neutrality that had kept Cambodia out of the Vietnam War raging next door, as Lon Nol immediately aligned with the United States against the communists, causing the conflict to spill over into Cambodia.

Thus began a bloody civil war, as Lon Nol founded the Khmer Republic, notoriously corrupt and heavily funded by United States military aid; and the embittered Sihanouk, with Chinese support, publicly allied himself with the Cambodian faction of communists, dubbed (by him) the “Khmer Rouge,” in an armed resistance against the new government. Hoping for a return to power, Sihanouk allowed himself to be made the nominal figurehead of this armed resistance, and because he was highly revered by many Cambodians, especially in the countryside, this decision lent tremendous influence and strength to the Khmer Rouge in recruiting large-scale support from the Cambodian populace.

Five years of violent conflict and devastating national division led, ultimately, to an imminent Khmer Rouge victory in mid-April 1975. As Khmer Rouge forces surrounded Phnom Penh for the final battle against disintegrating government forces and prepared to capture the city, the city’s population eagerly awaited the end of the war and the return of peace.

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Bismarck Unites Italy

From Sicily: An Island at the Crossroads of History, by John Julius Norwich (Random House, 2015), Kindle pp. 297-298:

In 1866 the Prussian Chancellor Otto von Bismarck found Austria to be a serious obstacle to the realization of his dream of uniting all the German states into a single empire. He therefore forged an alliance with the new kingdom of Italy: the two would attack Austria simultaneously on two fronts. In the event of victory, Italy’s reward would be Venice and the Veneto. A single battle was enough. It was fought on July 3 at Sadowa—also known by its German name of Königgrätz—some sixty-five miles northeast of Prague, and it engaged the greatest number of troops—some 330,000—ever assembled on a European battlefield. The Prussian victory was total. It bankrupted the military resources of the Emperor Franz Josef and opened the way to Vienna. The ensuing armistice duly resulted in the cession of the promised territory. Venice was no longer the independent republic that she had once been, but she was at least an Italian city rather than an Austrian one; and Italy could boast a new and economically invaluable port on the northern Adriatic.

The unity of Italy, however, could not be achieved without Rome; and Rome too was acquired by courtesy of Bismarck, who had cunningly drawn France into a war by his threat to place a prince of the ruling Prussian House of Hohenzollern on the throne of Spain—a proposal clearly unacceptable to the French, who would have then found themselves completely surrounded by Germany. War was therefore declared—by France, not Prussia—on July 15, 1870. It was to prove a bitter struggle; Napoleon III was going to need every soldier he had for the fighting that lay ahead. Thus, by the end of August, not one French soldier remained in Rome. Pope Pius IX was left defenseless. Napoleon’s defeat at Sedan on September 1 spelled the end of the Second Empire; and on September 20 the Italian army entered the Holy City. The Pope withdrew inside the walls of the Vatican, where he remained for the last eight years of his life. The plebiscite that was held shortly afterward registered 133,681 votes in favor of the incorporation of Rome into the new kingdom and 1,507 against. Rome was now part of Italy, not by right of conquest but by the will of its people; and the kingdom of Italy, under its sovereign King Victor Emmanuel II, finally took its place among the nations of Europe.

As the voting figures showed, the Sicilians were as happy as their new compatriots. They were, after all, a good deal more Italian than Spanish, and even though their King was a Piedmontese—a man of the mountains rather than of the sea, and hailing from as far from Sicily as it was possible to go while remaining an Italian—there seemed a fair chance that they would be allowed to play a larger part in their own affairs than they had in the past. They hoped so, anyway.

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Two Sicilies and the Carbonari

From Sicily: An Island at the Crossroads of History, by John Julius Norwich (Random House, 2015), Kindle pp. 258-260:

The final return of the King to Naples allowed him to turn his attention to his own title. He had been Ferdinand III of Sicily but Ferdinand IV of Naples, which people found complicated and confusing. On December 8, 1816, he formally assumed the title of Ferdinand I of the Two Sicilies. There was, as we have seen, nothing new in this concept, which originally came about owing to Charles of Anjou’s insistence on continuing to claim the title of King of Sicily, even after the island had been lost to the Kingdom of Aragon after the War of the Sicilian Vespers. It had, moreover, been decided by the Congress of Vienna that the Two Sicilies should continue as a single kingdom. In Sicily itself, however, the decree could not fail to be unpopular. It meant the end, after only four years, of both its constitution and its theoretical independence; and it condemned it in future to be—not for the first time—little more than a province of Naples. Financially too the departure of the court from Palermo dealt the island a heavy blow. Trade had been expanding in both directions, while foreign businesses—the vast majority of them British—had been steadily increasing in numbers; many of these now relocated to the mainland. British commercial influence henceforth survived principally in only two key industries: the wine trade in western Sicily, based on the town of Marsala, and the mining of sulfur, which was becoming ever more important as the Industrial Revolution took its course.

At this point there appears in the story the figure of an immense Calabrian general named Guglielmo Pepe. Born in 1783, Pepe had first fought against the Sanfedisti of Cardinal Ruffo in 1800. Captured and exiled to France, he had joined Napoleon’s army and subsequently shown himself to be a Bonapartist through and through, fighting for both Joseph Bonaparte and Joachim Murat and commanding a Neapolitan brigade during the Peninsular War in Spain. He had fought bravely for Murat at Tolentino and had reluctantly accepted the Treaty of Casalanza, by the terms of which he had retained his army rank. But he had spent his entire life fighting the Bourbons, and it was too late to transfer his loyalty. He now devoted himself, while ostensibly campaigning against brigands in the Capitanata, to rallying the somewhat inchoate mass of dissatisfied Italians known as the carbonari—“the charcoal-burners”—and welding them into a national militia.

The carbonari were organized—insofar as they were organized at all—on the lines of Freemasons, split up into small, covert cells scattered across the peninsula. Even their objectives were far from identical: some were out-and-out republicans, others preferred constitutional monarchy; what they all hated was absolutism, the Bourbons, the Austrians and the Papacy. And they dreamed, almost all of them, of an independent, liberal, united Italy. In 1814 they had fought for the Sicilian constitution and had been outlawed by the Pope for their pains; in 1817 they had inspired risings in the Papal States. According to Pepe’s memoirs—which may not be totally reliable—he had planned to take advantage of a military review of 5,000 men, to be held in the Emperor’s honor at Avellino, to seize the imperial and royal party and hold it to ransom. What would have been the result of such a coup, if it had successfully taken place, is hard to imagine; fortunately, the Emperor and the King were warned at the last moment—not of the conspiracy, but simply that the Avellino road was in execrable condition and might well prove impassable. They thereupon gave up all idea of attending the review and returned to Naples. For some time the carbonari had been rapidly increasing in numbers; according to Pepe, there were now over a quarter of a million in Italy alone, and we can be pretty sure that Sicily—with its long history of subversion and brigandage—would have contributed its full share. There was a general feeling of anticlimax after the Napoleonic Wars. The armies in particular were bored; they had little to do and promotion was slow. No wonder that so many drifted toward carbonari lodges. Gradually too the movement became more focused, its aims grew a little clearer; and the first of these aims was to force the King to grant a constitution.

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Sicily After Utrecht, 1715

From Sicily: An Island at the Crossroads of History, by John Julius Norwich (Random House, 2015), Kindle pp. 178-180:

What is generally known as the Treaty of Utrecht, negotiations for which began in 1712, was in fact a whole series of treaties through which the European powers attempted once again to regulate their mutual relations. Only one of the many agreements concerns us here: the decision to transfer Sicily to the Spanish King Philip V’s father-in-law, Duke Victor Amadeus of Savoy. The idea had been accepted largely on the insistence of the British, who were uneasy at the thought of Sicily joining Naples in Austrian hands and who argued that the Duke had deserved a reward by changing sides during the war. The only objection was raised, somewhat unexpectedly, by Queen Anne, who disliked seeing countries being shuffled around without their consultation or consent; but her ministers quickly overruled her.

Victor Amadeus was of course delighted. He arrived in Palermo on a British ship in October 1713, and was shortly afterward crowned King of Sicily—and, somewhat improbably, of Jerusalem—in the cathedral. Over Jerusalem he had of course no power at all; even in Sicily he controlled only nine-tenths of the island, the powers at Utrecht having deliberately left King Philip all his personal estates, which were administered by Spanish officials and exempt from both taxation and Sicilian law. Nonetheless, Victor Amadeus was the first royal presence on the island since 1535. The Sicilian nobility welcomed their new monarch, expecting as they did so that he would settle in the city and set up a proper court there. The people in general received him with their usual apathy. They had had so many rulers over the centuries; this one would probably be no better and no worse than the rest.

He actually made a serious effort to be better. He stayed on the island for a year, traveled fairly widely—though not into the impenetrably deep interior—and tried hard to understand the character and customs of his subjects. He reopened the University of Catania and introduced new industries wherever he could, establishing factories for paper and glass, doing his best to revive agriculture and shipbuilding. But it was no use: he had to contend not only with the rich, who continued to set their faces against any innovations that might adversely affect their privileges, but also—and far worse—with the universal corruption, idleness and lack of initiative that were the result of four centuries of foreign domination. There was also the perennial grievance: just as in former centuries the Sicilians had grumbled about the sudden influxes of Spaniards or Frenchmen who would take over the senior offices of government, so now they protested at the flood of Piedmontese civil servants and accountants whom the King had introduced in an attempt to restore order to the chaotic national finances.

Such protests, Victor Amadeus knew, were inevitable; he could take them in his stride. But he knew too that the Sicilians had rebelled twice in the previous century, and were perfectly capable, if pressed too far, of doing so again. Wisely, he treated the barons in particular with extreme caution. So long as they continued to enjoy their traditional immunities and privileges, they would give no trouble; if, on the other hand, these were in any way threatened, the consequences could be serious indeed. When the time came for him to return to Piedmont, he must have felt that the Sicilian cause was hopeless. Family vendettas were as many and frequent as ever; banditry was everywhere. The people were essentially ungovernable.

Moreover, he had failed utterly to gain their affection. The Sicilians loved color and display; they had long been accustomed to the pomp and splendor surrounding the Spanish Viceroys, representing—as only Viceroys could—one of the richest and most powerful nations in the world. Victor Amadeus was not a man for finery. A natural puritan, he hated ceremonial and dressed more like a man of the people than a monarch, preferring a walking stick to a sword. He was also distressingly parsimonious; gone were the ostentatious parades and the lavish receptions which had been such a feature of life for the aristocracy of Palermo. No wonder that children a hundred years later were still throwing stones at dummies bearing his name.

Soon after his return to Turin, he received another humiliation, this time from the Pope. The origins of the quarrel with Clement XI go back to the old Spanish times and need not concern us here; but the consequence was that in 1715 a papal bull entitled Romanus Pontifex put an end to the six-hundred-year tradition whereby the Kings of Sicily were also automatically the Papal Legates. The Pope also instructed all Sicilian clergy to refuse taxation. Many obeyed, only to be punished by exile or imprisonment and confiscation of their property. Churches were closed, bishoprics left vacant, and all good Christians adjured to defy royal authority. The more sensible naturally ignored the ban; the monks of a monastery near Agrigento, on the other hand, prepared to defend themselves against the King’s representatives with the well-tried weapon of boiling oil, employed for the first time since the Middle Ages. The Sicilians, who had always been proud of their status as Papal Legates, tended to blame the trouble on the House of Savoy rather than the Papacy. To them, it was just another nail in the Piedmontese coffin. To Victor Amadeus, it was just another nail in theirs.

By this time, he was bitterly regretting that he had ever accepted the Sicilian crown; fortunately it soon proved remarkably easy to surrender. In 1715 the recently widowed King Philip of Spain took as his second wife Elisabeth Farnese, the twenty-two-year-old niece and stepdaughter of the Duke of Parma. The new Queen was undistinguished by beauty, education or experience, but she had a will of iron and she knew what she wanted. Instantly, all French influence vanished from the Spanish court; it became Italian through and through. Determined to recover all Italian-speaking territories for Spain, Elisabeth moved first against Sardinia, part of the empire. In August 1717 she sent her fleet out from Barcelona and by the end of November the island was hers. Then, emboldened by this easy success, she directed the ships straight on to Sicily. On July 1, 1718, Spanish troops were landed near Palermo, where—simply because they were not Piedmontese—they received a warm welcome.

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Sicily Under Spain, from 1479

From Sicily: An Island at the Crossroads of History, by John Julius Norwich (Random House, 2015), Kindle pp. 148-149, 152-153:

The accession of [Aragon’s King John II]’s son Ferdinand in 1479 was of immense historic importance, since Ferdinand was already married to Queen Isabella of Castile. This marriage united the two kingdoms and created a third—that of Spain itself. Sicily thus suffered a further loss of importance. But a worse misfortune lay ahead. In 1487 there arrived the first members of the dreaded Spanish Inquisition. This had been established by Ferdinand and Isabella as early as 1481—with the blessing of Pope Sixtus IV—and remained under their direct control. It was intended principally to ensure the orthodoxy of those who had recently been persuaded to convert to Christianity from Judaism or Islam; and after the royal decrees of 1492 and 1501—which ordered Jews and Muslims to convert or leave the country—it substantially tightened its grip. Few converts slept soundly in their beds for fear of accusations that they were secretly observing the old customs, the punishment for which was burning at the stake.

Both the Inquisition and the expulsion decrees struck Sicily hard. The Muslim population, which had once been a majority in the island, was now relatively small, but the Jews were many; in the cities and towns they may well have constituted more than a tenth of the population. And Sicily needed them: they were active as merchants, as metalworkers and weavers, and especially as doctors and of course moneylenders. Doctors tend to be popular among the people; but moneylenders are less so and there were, after the middle of the century when interest rates climbed above ten percent, occasional outbreaks of anti-Semitism. Nonetheless, the citizens of Palermo appealed to Spain on behalf of their native Jews, protesting that they were doing no harm and begging that they might be allowed to remain. Their request went unheeded.

History shows us all too many cases of Jewish persecution, and in every case the persecuting country ends up impoverished. Spain and Sicily were no exception. We do not know the numbers involved—how many Jews decided to emigrate rather than deny their faith and how many “converted”—although the converts too lost much of their property, and even then were never safe from the Inquisition. But whatever the proportions, there can be no doubt that Sicily—like Nazi Germany in more recent years—lost a vast number of her most skilled, talented and intelligent citizens. And her economy suffered accordingly.

Another somewhat unsettling trend made itself evident during the sixteenth century’s opening decade: a steady increase in royal authority. For well over two centuries the barons had had things very much their own way. Thanks to corruption, carelessness on the part of the authorities, or quite often simply the passage of time, many of them held estates that were technically crown property, or had long since been allowed to forget their feudal obligations. But those days were over. With every passing year it became more evident that King Ferdinand was gradually tightening his grip. This was confirmed in 1509, with the appointment as Viceroy of a general named Ugo Moncada, who was bent on the conquest of North Africa and saw Sicily as the obvious springboard. From the beginning the barons hated him. Not only did he show them no respect; on his arrival he instituted searching inquiries as to their legal positions—in many cases with extremely embarrassing results. Arrests were made, frequently leading to imprisonment; fiefs were confiscated, including several that had been formally claimed by the Church. Meanwhile, the Inquisition was making its presence increasingly felt, particularly after it began burning its victims alive in the public squares.

The events of the last decade of the fifteenth century had changed the civilized world. On April 17, 1492, Ferdinand and Isabella had given their formal approval to Christopher Columbus for his voyage, putting at his disposal three tiny caravels—the largest of them little more than a hundred feet long. Moreover, just four years before the Niña, the Pinta and the Santa María set sail, the Portuguese Bartholomew Diaz had rounded the Cape of Storms (renamed by John II of Portugal the Cape of Good Hope); just six years afterward, on May 20 1498, his compatriot Vasco da Gama had dropped anchor at Calicut on the Malabar coast. Not only had he found a continuous sea route to India; he had proved that Portuguese ships were capable—just—of getting there and back.

The stories of these three great adventurers are not ours; what is important to us is the effect they had on the fortunes of the Mediterranean. Henceforth the writing was on the wall. Until now, even if the Turks did not make trouble—as they usually did—all cargoes bound for the further east had to be unloaded in Alexandria or some Levantine port. Thence they would be either transported overland to the pirate-infested Red Sea or consigned to some shambling camel caravan across central Asia which might take three or four years to reach its destination. Now, merchants could look forward to a time when they could sail from Lisbon—or London—and arrive in India or Cathay in the same vessel. Meanwhile, thanks to Columbus and those who followed him, the New World was proving infinitely more profitable than the Old, possessed as it was of fabulous wealth, the lion’s share of which went to Spain—and legally too. Within only seven months of Columbus’s first landfall, the Borgia Pope Alexander VI—himself a Spaniard—had issued the first of his five bulls settling the competing claims of Spain and Portugal over the newly discovered territories; within twenty-five years the galleons were regularly returning to their homeland loaded to the gunwales with loot. No wonder the successors of Ferdinand and Isabella had their eyes fixed so firmly on the west.

It was not immediately apparent that this sudden opening up of the oceans on both sides had dealt trade in the Mediterranean what would prove to be a paralyzing blow. Gradually, however, men realized that, at least from the commercial point of view, the Middle Sea had become a backwater. East of the Adriatic the Turks now allowed passage to western ships reluctantly or not at all. To the west, it was still indispensable to Italy; but France was nowadays finding her northern ports on the English Channel a good deal more useful than Marseille or Toulon, while Spain, now entering her years of greatness, had other, tastier fish to fry. Not for another three centuries, until the building of the Suez Canal, would the Mediterranean regain its old importance as a world thoroughfare.

And Sicily, as always, was the loser.

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