Category Archives: war

by | 13 May 2022 · 11:06 am

Railroad Boom and Panic, 1870s

From From the River to the Sea: The Untold Story of the Railroad War That Made the West, by John Sedgwick (Avid Reader / Simon & Schuster, 2021), Kindle pp. 66-68:

The western trains didn’t just build America out. They built it up, raising America into the industrial colossus that was well on its way to succeeding the British empire as the mightiest in the world. By 1873, the railroads had succeeded farms to become the nation’s largest employer, the repository of most of its capital investment, the near-total basis of the stock market, and the creators of the most spectacular private fortunes the world had ever seen. The nation’s preeminent railroad man, Cornelius Vanderbilt of the New York Central and other railroad holdings, was well on his way to accumulating a fortune of $100 million, requiring a new word, tycoon, to describe someone so unimaginably rich. Many more tycoons would follow.

The speed of the transformation was simply staggering. The Northern money that had previously been bankrolling the Civil War shifted to building trains. By 1873, the total railroad investment had tripled after the close of the war to $3.7 billion, taking the total number of train companies operating in the US to an astounding 364. They pulled the entire economy along with them, raising the number of businesses in America by 50 percent in one year, 1870, alone.

No one demonstrated this shift—and its hazards—more than the financier Jay Cooke. He had been a major player in financing the war effort, dispatching thousands of salesmen into the northern countryside to sell $1 billion in war bonds to villagers who wanted to do their bit. Now that the war was over, Cooke switched to selling Northern Pacific railroad bonds on a similar basis, creating a bank in Philadelphia as his repository. The Northern Pacific had been created by Congress as a second Union Pacific—a private corporation relying on federal funding—but it suffered from the same flaw, much magnified. If there had been little immediate market for the lands of the Union Pacific, there was even less for the lands of the Northern Pacific that ran farther up along the chilly outback of the north. Tracklaying went so slowly, and the returns were so meager, that the company was still a thousand miles short of completion when the Crédit Mobilier scandal broke in 1873, exposing the Northern Pacific’s massive vulnerabilities.

Alarmed, the partner who ran Cooke’s New York City branch frantically shifted his holdings to his wife’s name to preserve his fortune, then shuttered the bank to keep other Northern Pacific investors from retrieving their funds. Cooke then closed the main Philadelphia branch, causing the big bag of air that was the Northern Pacific to suddenly burst. “If I had been struck on the head with a hammer, I could have not been more stunned,” said one Northern Pacific executive. The Cooke bank’s collapse sparked a run on banks throughout the East, driving forty of them into bankruptcy, and shaking financial institutions everywhere. The president of the Bank of California killed himself when his bank collapsed. Five thousand businesses went under, taking $250 million in debts with them, dragging down lenders and driving up national unemployment to fourteen percent. A “mad terror” so convulsed the stock market, it had to close for ten days. Western Union stock dropped by half, railroads as a class by a third. A quarter of them, eighty-nine in all, went out of business.

In the past, there had been regular economic “panics”—the word for financial disruption—but they had been relatively brief. This one, the Panic of 1873, extended all the way through 1879. For its length, severity and sweep, it would rival the Great Depression as the greatest financial catastrophe in American history. This was the downside of the spectacular railroad boom: while both the railroads and the country grew together, they shrank together, too. Duluth, Wisconsin, had largely been created by the Northern Pacific, and when the railroad went into bankruptcy, Duluth became a ghost town, its population plunging from five thousand to thirteen hundred as refugees left to hunt for work elsewhere. The ruin stoked fury all along the railroad routes, culminating in the biggest job action in American history, the Great Railroad Strike of 1877, when eighty thousand railroad employees went out across the country, and a half million other workers followed in sympathy. In Pittsburgh, Pennsylvania Railroad strikers set fire to the roundhouse, igniting the train station and starting a conflagration that burned down three square miles of the city.

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by | 12 May 2022 · 6:05 am

Origins of the Union Pacific Railroad

From From the River to the Sea: The Untold Story of the Railroad War That Made the West, by John Sedgwick (Avid Reader / Simon & Schuster, 2021), Kindle pp. 35-37, 47:

The first train to venture into the uncharted West was the Union Pacific, a new railroad company that had been created by Congress solely for the purpose. Extending out from the Midwest, the UP had linked up with another federal creation, the Central Pacific, coming in from California. Together, they created that first transcontinental, the Pacific Railway. May 10, 1869, was a glorious day for the young country, as it marked the occasion when the two lines met at Promontory Point in the Mormon country north of Salt Lake City. It was a fantastic engineering achievement and a triumph of heroic perseverance, especially by the track layers, mostly Irish going west, mostly Chinese coming east, who engaged in a spirited competition to outdo the other. (That honor fell to the Chinese.) But when judged purely on commercial terms, the line was a dismal failure. It was the moonshot of the railroad era, an accomplishment that was only symbolically significant. It was all too telling that when Leland Stanford, one of the four powerful money men behind the Central Pacific, tried to slam home the Golden Spike with a monstrous hammer, he missed it entirely. This was especially embarrassing since the blow was to complete an electric circuit that would automatically send the thrilling news out over the telegraph wires that accompanied the tracks. A telegraph operator had to key in the word that flew around the world—“DONE!”—setting off a chorus of bell-ringing all across the country, led by Philadelphia’s cracked Liberty Bell. In San Francisco two hundred and twenty cannons boomed forth; Washington, D.C., fired a hundred more. Chicago greeted the news with the biggest parade of the century. And so it went, total jubilation all around the country. It was as if these intrepid Americans had discovered a new continent, come up with a spectacular invention, or won a world war. And, indeed, they had done all of these. What they had not done was find a sound business rationale for the endeavor.

A railroad to the Pacific had first been proposed by a New York merchant, Asa Whitney, back in 1844, and was long championed by the visionary engineer Theodore Judah. But it was the former railroad lawyer Abraham Lincoln who pushed the initiative through as president in the war year of 1862. Lincoln had also set the width of track for the railroad, establishing the peculiar distance of four feet eight and a half inches as the national standard for a train system.

[Endnote:] Previously, American trains ran on a maddening hodgepodge of track widths. When Lincoln went by train from Springfield, Illinois, to New York City to receive the Republican presidential nomination for president in 1860, his trip took four days because of all the delays in transferring to trains on five different widths of track. If he had ridden a single width of track, the trip would likely have taken one.

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by | 10 May 2022 · 9:55 am

Nationalizing the Opium Trade

From Imperial Twilight: The Opium War and the End of China’s Last Golden Age, by Stephen R. Platt (Knopf, 2018), Kindle pp. 446-447:

With the advent of a free, legal, and open Asian commerce in opium, the native merchants of India and China moved to dominate the trade, squeezing out the Europeans who had acted as go-betweens in the past. By the 1870s, the India-China opium trade was so firmly locked up in the hands of native traders on both sides that there was no longer much money to be made by the Western firms that had pioneered the “country” trade in the early part of the century. In the face of declining profits, Jardine, Matheson & Co. (now run by a slew of nephews and other descendants of the founders and their partners) pulled almost entirely out of the opium trade in 1873, joined by other large Western firms. Domestic production in China, meanwhile, kept rising—ultimately to such stupendous heights that it would dwarf the continued imports of the drug from India. The dawn of the twentieth century would find China producing ten times as much opium internally as it imported from abroad, an explosive abundance of cheap domestic narcotics that would create a public health emergency worlds beyond even the most exaggerated estimates of what had existed in the 1830s prior to the Opium War. So much for the virtues of legalization.

In spite of the best efforts of moral activists at home, the British government would ultimately do nothing to scale back the dependence of British India on opium revenues or otherwise try to help prevent the growth of the drug’s use in China. Meanwhile, the Qing dynasty would continue in its failure to suppress or even regulate the use of opium by the general public in China, wallowing in a quagmire of official corruption it could not escape. Up to the twentieth century, though, Britain’s role in that process would be dwelled upon more by westerners than by the Chinese. It was the English-speaking world that condemned it as “the Opium War” from the beginning, while Chinese writers through the nineteenth century, including Wei Yuan, simply referred to it as a border dispute or foreign incident. To them, opium was a domestic problem and the war was a minor affair in the grand scheme of China’s military history. Only after the fall of the Qing dynasty in 1912 did historians in China begin to call this war “the Opium War” in Chinese, and only in the 1920s would republican propagandists finally transform it into its current incarnation as the bedrock of Chinese nationalism—the war in which the British forced opium down China’s throat, the shattering start to China’s century of victimhood, the fuel of vengeance for building a new Chinese future in the face of Western imperialism, Year Zero of the modern age.

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by | 6 May 2022 · 4:04 pm

Parliament Debates the Opium War

From Imperial Twilight: The Opium War and the End of China’s Last Golden Age, by Stephen R. Platt (Knopf, 2018), Kindle pp. 405-407:

The motion finally came to a vote at four o’clock in the morning of April 10 [1840] after three grueling nights of debate. Five hundred and thirty-three weary parliamentarians filed out into the division lobbies, and when their votes were tallied, it turned out that Palmerston had prevailed by the slimmest of margins. A majority of just nine votes—271 to 262—allowed Melbourne’s government to escape censure and effectively gave Palmerston’s war in China a sanction to proceed as planned. The outcome was so close that if the very cabinet ministers whose conduct was on trial had not been permitted to vote in their own favor, the motion to condemn them would have passed. For that reason it had been said that if the majority were fewer than ten votes, Palmerston and the other ministers would still agree to resign. It was, but they did not.

It is impossible to measure exactly how much influence George Staunton had on that outcome, but at least seven or eight of the Whig lawmakers had openly expressed their willingness to defy their party and oppose the China war if the debate should convince them it was morally unjust. If Staunton had declined to support Palmerston, or even had spoken against him, it would have taken just five of those waverers to change their votes and the entire outcome would have been reversed. James Graham’s resolution of censure would have passed, Melbourne’s government would have been brought down, and the Opium War might have been prevented.

An angry opposition press hunted for parties to blame. Some faulted Graham for couching his resolution in such political language of “negligence” rather than targeting the war head-on: if the Conservatives had “proposed to stop the war at all events, and to prevent every infraction of the laws of China with respect to opium—so surely would Parliament have gone along with them, in censuring the conduct of the Ministers,” said the Spectator. Another paper observed that though the ministry survived the vote of censure (barely), nevertheless “they are condemned by two hundred and sixty-two of the people’s representatives, and by the nation at large the principle of the war is all but universally condemned.” A majority of just nine votes out of more than five hundred “would have been fatal to the existence of any preceding Administration,” said one critic, “and it argues a contempt of the opinion of Parliament, and a degree of assurance never equalled, to persevere in plunging the country into war on the strength of such a vote.”

Any lingering hopes that the closeness of the vote in the House of Commons might still derail the war were destroyed a month later with the failure in the House of Lords of a much more explicit motion to blame the crisis on British opium traders. Palmerston’s Conservative antagonists had a clear majority in the upper house, and the motion was expected to pass until the elderly Duke of Wellington—the general who had defeated Napoleon at Waterloo, Britain’s greatest living military hero, a former prime minister, and a Conservative—broke with his party to deliver an adamantly pro-Palmerston speech that silenced the motion’s supporters and sent it to a quick death.

Wellington said he had looked into the cause of the war and was positive that “it could not be opium.” The lanky, seventy-one-year-old “Iron Duke” argued that it was entirely about the protection of British lives in the far corners of the world, an unquestionably fair use of military power. The dispatch of a naval fleet was the only fitting and just response, he believed, to the rash and violent actions of Lin Zexu against Elliot and the British merchants.

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by | 3 May 2022 · 6:14 am

China’s Silver Shortage, 1830s

From Imperial Twilight: The Opium War and the End of China’s Last Golden Age, by Stephen R. Platt (Knopf, 2018), Kindle pp. 304-307:

There was nothing the government could do about the weather, but the root cause of the economic turmoil in the 1830s, and the problem from which many of the others grew, was a human one: China’s monetary system had gone haywire. It was mainly a problem of currency, of which the Qing dynasty had two primary forms: copper for small transactions and silver for large ones. Copper came in minted coins (with holes through the middle so they could be strung on a loop for convenience), while domestic silver—nearly pure and known in English as “sycee”—was unminted, traded by weight in units of measurement called taels that were just under an ounce. In normal times, a tael of silver was worth a thousand copper coins, and, value for value, the excessive difficulty of moving large amounts of copper between provinces meant that silver was the medium through which all long-distance trade was conducted within the empire. Silver was also, significantly, the basis on which tax quotas were assessed. By contrast, copper was the medium of the rural marketplace and menial wages. Nearly all of the income and savings of the lower classes of China—farmers, hired laborers, craftspeople—were in copper coins.

The crisis was that the value of silver had begun to rise sharply, and as it rose the exchange rate between silver and copper skewed out of control. From the ideal rate of 1,000 copper coins per tael of silver in the eighteenth century (even less at times, which was a boon for peasants since it meant their copper money was worth more), it had risen to 1,200 by the time Daoguang came to the throne. By 1830 it reached 1,365 copper coins per tael of silver and showed no signs of stopping. Since taxes were assessed in a fixed amount of silver, which had to be purchased with copper currency, this meant that by the early 1830s the peasants of China had suffered a nearly 40 percent increase in their effective tax burdens for reasons none fully understood. And as with nearly every problem in the empire, the corruption of officials made a bad situation even worse, as tax collectors commonly charged even higher rates of exchange so they could pocket the proceeds. By the late 1830s, some regions were reporting copper–silver exchange rates as high as 1,600 to 1, with tax collectors independently demanding as much as 2,000 copper coins per tael of silver owed. This dramatic decline in the worth of copper currency was disastrous for the general population, piling economic hardship on the poor who could scarcely bear it and sparking widespread tax protests that layered on top of all the other sources of dissent against the government. But although the emperor could occasionally grant tax amnesties to regions afflicted by floods or drought, the government quite desperately needed every tael of revenue it could get and so the exactions continued.

…

Even with that outflow of sycee silver, however, the inflow of Spanish dollars to purchase tea and silk at Canton should have been able to maintain a relatively steady overall silver supply in China (and in fact, since the late eighteenth century Spanish dollars had been preferred even over native sycee in some of China’s most important domestic markets). But on that count, a range of forces far beyond China’s borders came into play. First, it had been American merchants who brought most of the silver to China in the early nineteenth century (fully one-third of Mexico’s entire silver output between 1805 and 1834 was carried to China by Americans). But a shift in U.S. government monetary policy in 1834 made silver more expensive for American merchants, so they switched abruptly to using bills of exchange—which were acceptable to the Hong merchants but resulted in a decline in the amount of tangible silver entering the country from abroad. With the drop in American imports, China, which for centuries had been the world’s largest net importer of silver, unexpectedly turned into an exporter of the metal.

In the even bigger picture, though, what the Chinese scholars who blamed foreign trade and opium for the scarcity of silver in China did not realize was that it wasn’t just a Chinese problem: by the 1820s, silver was becoming scarce everywhere. Most of the world’s supply at this time had come from mines in Spanish Mexico and Peru (thus the importance of the Spanish dollar), but national revolutions in Latin America that began in the 1810s shut down those mines and choked off the world’s largest fonts of the precious metal. Global production of silver declined by nearly half during the 1810s—the same time its value began to creep upward in China—and it continued to decline during the decade that followed. The ramping up of the opium trade in 1820s China thus coincided fatefully with the onset of a global slump in silver output that would last for the next thirty years.

Regardless of where the specific blame lay, it was a devastating confluence of economic forces for China: the loss of sycee through the opium smuggling trade, the global scarcity of silver after the Latin American revolutions, and the drying up of American silver imports into China together helped cause a catastrophic decline in the empire’s supply of the metal. And it was a vicious cycle, for as silver became more valuable in China, wealthy families and businessmen would hoard it, removing even more from circulation and making the problem worse.

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Filed under China, democracy, economics, labor, Mexico, nationalism, opium, Peru, U.S., war

by | 14 April 2022 · 9:16 am

Origins of the Opium War

From Imperial Twilight: The Opium War and the End of China’s Last Golden Age, by Stephen R. Platt (Knopf, 2018), Kindle pp. xxiv-xxvi:

This is a book about how the Opium War came to be—that is, how China declined from its eighteenth-century grandeur and how Britain became sufficiently emboldened to take advantage of that decline. The central question of the war, as I see it, is not how Britain won, for that was never in serious doubt—in military terms the Opium War pitted the most advanced naval power in the world against an empire with a long and vulnerable coastline that had not needed a seagoing navy in more than a hundred years and so did not have one. Rather, the central question is a moral one: how Britain could have come to fight such a war in China in the first place—against, it should be noted, savage criticism both at home and abroad.

A sense of inevitability has always been projected backwards onto this era in hindsight, as if the war were always meant to be, but when viewed in the light of its own time the Opium War could hardly have been more counterintuitive. Aside from the audacity of sending a small fleet and a few thousand troops to make war on the world’s largest empire, critics at the time pointed out that Britain was putting its entire future tea trade at risk for only the vaguest and least justifiable of goals. It seemed paradoxical in the 1830s that a liberal British government that had just abolished slavery could turn around and fight a war to support drug dealers, or that proponents of free trade would align their interests with smugglers. If we revisit these events as they actually unfolded, rather than as they have been reinterpreted afterward, we find far more opposition to this war in Britain and America on moral grounds, and far more respect for the sovereignty of China, than one would otherwise expect.

One reason a reader might not expect such opposition to this war is that we too easily forget how much admiration China used to command. Because of its great strength and prosperity in the late eighteenth century, Europeans viewed China in a dramatically different light than they did the other countries of the East. At a time when India was an object of British conquest, China was an object of respect, even awe. Occasional calls for the use of naval power to advance trade there were struck down as self-defeating, while British traders in Canton who made trouble were generally ordered home or at least reminded to behave themselves. In commerce, China held all the cards. In stark contrast to the British Orientalist vision of India in the late eighteenth century—lost in the past, childlike and divided, a prize to be captured and controlled—China represented instead a strong, unified empire and another living civilization.

For that reason, readers who are familiar with the East India Company as a force of imperial conquest in India will find a very different face of it in China. When young Britons went to work for the Company overseas, it was India that attracted the military adventurers, the administrators, those with dreams of empire. The bean counters, by contrast, went to Canton. (And remarkably, it should be noted that in the early nineteenth century those bean counters in their quiet factories served the Company’s bottom line in London far better than the conquerors of India did.) Even as goods—especially cotton and later opium—flowed steadily from India to China, there was almost no professional circulation between the two regions, where Company agents developed largely separate worldviews. When visitors acculturated to British India intruded into the separate world of Canton, they would often cause problems—not just with the Chinese, but with their more experienced countrymen as well.

The Opium War would force those two worlds together, tainting the old admiration and respect for China with a taste for blood. The war would never be universally popular in Britain, however, and fierce opposition to the use of force in China would linger for a long time afterward (another controversial China war in the 1850s would entail the dissolution of Parliament and new elections to disempower the British lawmakers who tried to stop it). Nevertheless, by the time the war finally began, an ongoing collision of two competing worldviews—between those British who respected China’s power and prosperity and those who said it was no more enviable than India—reached a crucial threshold.

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by | 26 March 2022 · 3:39 pm

Latin American Industry in World War II

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle p. 332:

The Second World War turned out to be a watershed for Latin American industrialization. The worsening international situation had exacerbated the historic rivalry between the armed forces of Brazil and Argentina. Sensing the drift to war in Europe, the military establishments in both countries wanted to develop their own armaments industries instead of relying on imports. But the manufacture of arms required the setting-up of steel and electrical industries, and so from the 1940s the armed forces of Brazil and Argentina pressed their governments to develop an industrial base. Furthermore, as the outbreak of war created strong international demand for raw materials and foodstuffs, the Latin American export-economies boomed, and as wartime conditions abroad reduced the flow of imports, especially luxury goods, Latin American countries were able to build up large surpluses in their balance of payments: this enabled national debts to be paid off and led to the accumulation of domestic capital for investment in industrial projects.

The USA played a decisive part in fostering industrial development during these years. Needing Latin American raw materials for its war effort, it offered loans, technical expertise and equipment to assist the Latin American countries in their programmes of industrialization. During the early 1940s numerous US missions went to Latin America and signed trade agreements. The major republics duly declared war on the Axis powers and supplied the Allies with minerals and commodities. The notable exception was Argentina, where sympathy for Italy and Germany within the military junta caused it to adopt an awkward neutrality, for which it forfeited the kind of technical and financial assistance from the USA that Getúlio Vargas was getting for Brazil. The lack of US aid was an important cause of the economic difficulties which General Perón had to face in the post-war years and which contributed to his downfall in 1955. Still, even though the USA helped Latin American countries to initiate industrial development, the policy of industrialization as such was the late product of the nationalism that had evolved since the turn of the century, intensifying in the 1920s and 1930s.

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by | 17 March 2022 · 10:45 am

From Habsburg to Bourbon Spain

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 195-197:

The state of Spain was embodied in the weak and imbecilic Charles II, the last of the Habsburg line and a monarch incapable of male issue. Upon his death in 1700 there followed a war among the European powers to decide the Spanish succession. Philip of Anjou, the grandson of Louis XIV of France, eventually acceded to the throne of Spain, but his right to it was recognized by his enemies at the price of important concessions set out in the Treaty of Utrecht of 1713. Flanders and the Italian dominions were lost to Austria and Savoy; Great Britain kept Gibraltar and Minorca, and was allowed the exclusive right to supply African slaves to the Spanish Indies, and to an annual shipload of merchandise for trade with the American colonies; Portugal retained her smuggling centre of Colônia do Sacramento on the east bank of the River Plate. These concessions to Britain and Portugal underscored Spain’s imperial debility, since they infringed, at least for a time, the monopoly of trade with the Indies, which she had done so much to defend. Spain’s sovereignty was now reduced to the Peninsula and her realms in America and the Philippines.

This curtailment of power, though humiliating, at least unburdened Spain of dynastic possessions in Italy and the Low Countries which had drained her over the past two centuries. The Treaty of Utrecht, in fact, forced Spain to relinquish the Habsburg concept of empire, based as it had been on an essentially medieval vision of a supranational constellation of kingdoms under a single sovereign pledged to the defence of Catholic integrity in Europe. The new dynasty of French Bourbons would rule Spain as a European nation state among others, and her still very substantial dominions overseas would be regarded as resources to be exploited economically so as to strengthen her position in the theatre of European power politics. Over the course of the new century, therefore, the Bourbons were to recast the aims and methods of Spanish imperial government.

The spirit of reform significantly altered the ideological basis of the Catholic monarchy, which the Habsburgs, having taken it over from Ferdinand and Isabella, had developed as the guiding principle of their imperial statecraft. The peculiarly Spanish symbiosis of Crown and Church, which endowed the Catholic monarchy with its monopoly of legitimacy, gave way under successive Bourbon kings to a more stringent absolutism of French regalist inspiration. According to this new doctrine of the divine right of kings, the monarch was invested with the authority to rule by God Himself; his power, therefore, was not limited in principle by religious and ethical sanctions upheld by the Church, and much less so by the more ancient, medieval sense of contract with or obligation to his subjects which was still latent in Spain and which had always been much closer to the surface among the conquistadors and their successors in the Indies.

The new regalism permitted the monarch to do what the Habsburgs had been restrained from doing by the force of religious counsel: it allowed the Crown to frame policies on pragmatic grounds of national self-interest. Impracticable chimeras upon which Catholic Spain had spent so much blood and treasure – the defence of orthodoxy against Dutch rebels and English schismatics, the crusade against the Turk, the protection of Indian rights in the New World – no longer needed to be pursued beyond reasonable limits, for the light of reason had to be allowed to filter through the blinds that kept Spain in her neo-medieval ‘darkness’. And yet, those blinds could not be removed altogether; the Catholic Church was too well entrenched in the state and society and, in any case, the Bourbons realized the value of the Church as both a pillar of the social order and a unifying factor in a far-flung empire.

The ideology of the Bourbon reformers has been aptly called the Catholic Enlightenment, for it was a cautious attempt to adjust to the scientific and rationalist spirit of the eighteenth century without disturbing the fundamentals of the Catholic faith.

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by | 11 March 2022 · 7:05 am

Origins of Portugal’s Empire

From The Penguin History Of Latin America, by Edwin Williamson (Penguin, 2003), Kindle pp. 70-72:

Portugal’s experience of the Reconquest and her Iberian cultural heritage made her share many characteristics with her neighbour Castile, their cognate histories frequently crossing and overlapping with each other. As in the case of Castile, the centuries of fighting against the Muslims produced a society in which religion had a crusading quality and was closely associated with the national identity. The system of land tenure was similar to Castile’s: in the fertile, well-populated north, there were a large number of smallholders and tenant farmers; in the south the latifundium and a seigneurial regime predominated.

The Portuguese were not particularly given to seafaring. Though fishing was significant, most of the population were actually peasants who worked the land. Still, Portuguese society was motivated by aristocratic and military values, and, with its reconquest concluded some two centuries before Castile’s, Portugal’s quest for glory and riches was carried abroad to North Africa and into the Atlantic, where the spirit of adventure of a small minority was to lead to remarkable feats of maritime exploration and empire-building. Exploits overseas, however, went hand in hand with commerce, stimulated by the presence of considerable numbers of Genoese merchants and mariners who had settled along the coast, and especially in Lisbon, which was by far the most populous city.

The Portuguese monarchy in the thirteenth and fourteenth centuries was constantly under threat from ambitious nobles, from a powerful Church, and, not least, from dynastic quarrels in which the hand of Castile was invariably suspected, and with good reason. Relations with Spain would remain ambivalent: the larger neighbour exerted a very powerful influence on culture as well as politics, but there would always exist forces of repulsion, and Portuguese foreign policy was chiefly concerned with maintaining national independence from Castile. Portugal’s long association with England – starting as a trading relationship in the twelfth century and periodically formalized by a series of treaties – stemmed from the need for a strong ally to counterbalance the perennial threat of incorporation by Spain.

A turning-point came in 1385 at the battle of Aljubarrota, when a new king, John of Aviz, nominated by the Portuguese Cortes and aided by English allies, won a victory against Castile and the Portuguese nobles. The long reign of John I (1385–1433) saw the development of a powerful monarchy capable of creating a stable nation state largely free from baronial challenges and galvanized by a renewal of the crusading spirit, though this was now directed towards Africa: the imperial phase of Portuguese history began with the taking of Ceuta in 1415. A few years later, John’s son, Prince Henry the Navigator, established a school of navigation at Sagres on the Algarve and became the patron of the voyages of exploration that would continue long after his death in 1460 and would eventually open Africa, India and the East to the Europeans.

The death of John I was followed by an interlude of aristocratic revolt and dynastic civil wars, the latter overlapping with the wars of succession which put Isabella on the Castilian throne. In Portugal, John II (1481–95) finally imposed order and proceeded, by a combination of murders and executions, to break the power of the nobility and confiscate much of its wealth. It was John II who finally created in Portugal an absolutist nation state resembling the Catholic monarchy of Spain, with the Church playing a crucial role in giving a monopoly of legitimacy to the unifying authority of the Crown.

For eighty years after John’s death, Portugal’s Catholic monarchy supervised the building of one of the most far-flung empires ever to have been created by Europeans: in 1487 the Cape of Good Hope was rounded by Bartholomew Dias; by 1498 Vasco da Gama had reached India; the year 1500 saw another Portuguese expedition discover a land that would eventually become Brazil; in the course of the sixteenth century the Portuguese established bases and factories in Ceylon, Malacca and the Spice Islands of the Indonesian archipelago; by the 1570s they had won a monopoly of the lucrative trade between China and Japan from a base established at Macao on the Chinese mainland in 1557.

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Filed under Africa, Asia, economics, England, migration, military, nationalism, Portugal, religion, Spain, war

by | 5 March 2022 · 7:47 am

Post-Bolivarian Blues in Latin America

From Bolivar: American Liberator, by Marie Arana (Simon & Schuster, 2013), Kindle pp. 409-410:

No one knew more than Bolívar how imperfect the work had been. Independence had been achieved—enlightened forms of government considered—and yet the victors had emerged with no singleness of purpose, no spirit of collegiality. Warlords still wanted to rule their little fiefdoms, their undersized dreams a match for undersized abilities. It was as true in Bolivia as it was in Venezuela: Notions of a larger union seemed pompous, foreign, vaguely threatening. The colonies were dead, but the colonial mentality was very much alive. The new republics were as insular and xenophobic as Spain had encouraged its American satellites to be. Venezuelans saw Peruvians as arrogant royalists. Coastal dwellers saw mountain dwellers as benighted Indians. Southerners saw northerners as outlandish Negroes. “Goodbye, sambo!” someone yelled as General Sucre pulled out of La Paz. No one seemed to want the dream of an amalgamated America.

The cost of liberty, as Bolívar well knew, had been staggering—far more so than in the United States. Vast, populated regions of Latin America had been devastated. A revolution begun by polite society on the assumption that its wins would be painless had become mired in two decades of catastrophic losses, rivaling in carnage the twentieth century’s more heavily armed conflicts. Populations had been cut in half. Regional economies had come to a rumbling halt. Indeed, the republics Bolívar had liberated were far worse off economically than they had been under the Spaniards; whole provinces had been laid waste. Silver mines had been abandoned; farmlands burned to ash, textile production stopped cold. The chance for a new America to create a robust, interregional market had been lost to squabbling border struggles. Although indigenous and black generals appeared in the army for the first time—a phenomenon that would transform the face of South America—the great masses of Indians and blacks were no better off after the revolution. For a long while, they would be far worse off than they had been under Spain’s oppressive laws. Slavery, which Bolívar had worked hard to eradicate, had been supplanted by other forms of subjugation; Creoles had appropriated the Spanish rule. The Americas that were emerging under Bolívar’s horrified eyes were feudalistic, divisive, militaristic, racist, ruled by warlords who strove to keep the ignorant masses blinkered and under bigoted control. Eventually this would change. There is a vast difference, after all, between slavery and freedom; between opportunity and a shut door; between a ballot and totalitarian rule. But those fundamental transformations would take a century and a half to work through the continent. Latin America lay in financial and social ruin, its cities on the verge of anarchy. It was hardly the enlightened world the Liberator had envisioned.

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