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Unit 5: Imperialism

It was not a native custom prior to the coming of the white man; it was not the outcome of the primitive instincts of savages in then: fights between village and village; it was the deliberate act of soldiers of a European Administration, and these men themselves never made any concealment that in committing these acts they were but obeying the positive orders of their superiors.

Roger Casement, Irish-British diplomat, on mutilations in Congo, Casement Report, 1904

1. Imperialism

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1.1. Causes

A country that wants to expand its borders is nothing new. If we review history, we see that imperialism has been a constant: from Antiquity the Roman Empire comes to mind, from the Middle Ages, the Byzantine Empire, the Carolingian or the Islamic; of the Modern Age, the Spanish or Portuguese Empire, etc.

Now, in the last third of the 19th century, imperialism is determined by economic as well as political and paternalistic causes.

  • Economic: industrialized countries look for new places to obtain raw materials, invest surplus capital and open markets where they can sell their manufactured products.

  • Politics: Possessing a great empire gives a country prestige, hence so many countries are suddenly launched to conquer.

  • Paternalistic: There were certain currents that assumed a civilizing role for non-Western peoples. It was "The white man's burden", as Rudyard Kipling's poem put it. This paternalism had a strong dose of racism.​

On a more specific level, several countries wanted to acquire or regain lost prestige: France wanted to recover from the humiliation suffered by Prussia in 1870-1871; Spain, after 1898's disaster, wants to focus on North Africa; England, maintain its maritime and land lines, so it will be very attentive to the distribution of Africa and Asia. In this last continent it maintains a tense rivalry with the Russian Empire that was baptized as "The Great Game".

1.2 Administration

The administration of a conquered territory is a complex matter, and responds to a double classification: according to its form of government and according to its economic importance.

  • According to its form of government:

    • Colony: It depends completely on the government of the metropolis.

    • Protectorate: The territory is allowed to have its own government, but is controlled by the metropolis in matters of foreign policy, defense and internal order.

    • Metropolitan territory: They are legally equal to any territory of the conquering country.

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  • According to its economic importance:

    • Settlement colony: majority of the population of European origin, which settles there permanently.

    • Exploitation colony: indigenous majority, but under the control of European administrators. Normally, it is only intended to have this colony to exploit raw materials or for pure prestige.

1.3 The partitions

  • North Africa:

    • Under the guise of combating Mediterranean piracy, France occupied Algeria in 1830, then established a protectorate in Tunisia in 1881.

    • Egypt, which was helped in its modernization by England and France (construction of the Suez Canal in 1859), saw how these two countries competed to occupy it. Finally it was England who got it in 1882.

    • Libya, belonging to the Ottoman Empire, was invaded by Italy in 1911.

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  • Sub-Saharan Africa: Until the middle of the 19th century, Europeans had not entered this area beyond the coastal lands, where they had commercial ports.

    • Germany controls some territories in the west (Togo and Cameroon), in the east (Tanzania) and in the southwest (Namibia). There, Bismarck gives free rein to German businessmen to set up industries and businesses, but he does not want to fight for more territories. Now that Germany is unified, Bismarck is interested in maintaining the balance of power in Europe so that the new empire does not have problems, which is why he will seek peace between the European powers in the midst of so much colonial conflict.

    • Italy controls Somalia and Eritrea, and wants to enter Ethiopia as well to unite its territories by land, but suffers a resounding defeat at Adua (1896). This great humiliation prompted them to conquer Libya in 1911, to compensate. Later, during Mussolini's fascism, they will fight again for Ethiopia.

    • England's intention was to create a great African empire from north to south. And they did it, because it was one of the strongest powers of the time.

    • France and England also showed interest in the Niger Valley and had conflicts over it, as they also had in Egypt.

    • King Leopold II of Belgium was among the first to enter sub-Saharan Africa, exploring and conquering the Congo Valley. There he founded, in 1885, the Congo Free State, a private company of the king for his own benefit. He enslaved the Congolese to extract rubber and precious stones, and millions of natives died as a result.

  • South Africa:

    • England began to occupy the area after the Congress of Vienna, and in South Africa it collided with the Boers, Dutch farmers who had been there since the 17th century and who had founded their little republics. Between 1880 and 1902, there were two wars between England and the Boers, with final victory for England.

    • Portugal owned the colonies of Portuguese West Africa (today, Angola) and Portuguese East Africa (today, Mozambique) and wanted to establish a link between them (the so-called 'Pink Map'), but to do so it would have to occupy English territory. Some troops entered these territories, but withdrew after an English ultimatum in 1890.

  • The Berlin Conference (1884-1885):​

All these problems crystallized at the Berlin Conference. It was precisely Portugal that called the rest of the colonial powers to meet (let us remember the congressional appeasement policy of The Restoration) and the conference took place in Berlin at the offer of Chancellor Bismarck, who had recently founded the German Empire and wanted peace and European balance more than anything. Fourteen countries participated and the most relevant agreements were:

  • Recognition of the right of occupation: if a country owned a section of the coast, it could conquer inland.

  • Setting boundaries between empires.

  • Recognition of the Congo Free State of Leopold II, in exchange for the rest of the powers being able to navigate and transport merchandise on the Congo River.

  • Freedom to trade in Central Africa.

  • Some of the conflicts were resolved peacefully, but others continued.

  • The partition of ​Asia:

    • United Kingdom: its interests are focused on containing Russia (the Great Game), as it advances south and the English control India. To avoid confrontation, UK made Afghanistan a buffer state by making it its protectorate in 1842. 

But what interested UK above all was the Chinese market. China was a huge country that lived practically isolated, only allowing foreign trade through the port of Canton. England, for its part, controlled large areas (India, Afghanistan, etc.) where opium was grown and decided to introduce this drug into China surreptitiously. Within a few years, a good part of the Chinese had become addicted and the country's economy was reeling. The emperor wanted to eradicate opium from there, but the British declared war on him, since the trade in this drug was highly profitable. There were two Opium Wars (1839 to 1842 and 1856 to 1860) and both were won by England. China was forced to admit the English opium trade and many other foreign products in its territory, as well as to open more than ten ports to international trade and to cede Hong Kong to England. China's vulnerability was taken advantage of by England, Germany, France, Russia and Japan, which, although they did not conquer it, distributed it to each other in areas of political influence, through the "unequal treaties" that China was forced to sign. This humiliation produced, in 1899, the Boxer Uprising, a Chinese nationalist rebellion against foreign control. The foreign powers allied themselves and defeated the Boxers in no time.

In Southeast Asia, United Kingdom collided with France, thus establishing Siam (now Thailand) as a buffer state.​

 

  • France: after a war against China, it obtained, in 1885, the region of Indochina, in Southeast Asia. It corresponds to the area occupied today by Vietnam, Laos and Cambodia. To the west, it collided with British interests as has just been said.

  • Russia: after annihilating most of the population, the empire extends through the Caucasus and Siberia. They also penetrate Turkestan, Mongolia and Manchuria. To the south, they come into conflict with England, hence the establishment of Afghanistan as a buffer state, and to the east, with Japan, which controls the Korean peninsula. This tension leads to the Russo-Japanese War of 1904-05 in which the Japanese inflict a humiliating defeat on the Russians. This fact is one of the keys to later understand the Russian revolution.

2. Peace through strength

2.1 The Bismarckian Systems. Realpolitik

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During the German unification process, Bismarck pursued an aggressive foreign policy. The objective was for the unification to be configured around Prussia (the 'Little Germany') and to maintain a position of power over Austria, which finally remained outside of Germany, but, once the objective was achieved, Bismarck realized that he needed a fine balance among the European countries, especially avoiding France to attack Germany, as it had been humiliated after the defeat in the Franco-Prussian War (1870-71) and the loss of Alsace and Lorraine. Hence, France should be isolated.

Germany is now, as Bismarck said, a "satiated state", it does not need more territory.

To achieve this balance, Bismarck created the so-called Bismarckian Systems:

  • 1st: 1871-1877: He promoted the League of the three emperors. (William I of Germany, Franz Joseph I of Austria-Hungary, and Alexander II of Russia). It ends when Russia goes to war against the Ottoman Empire and is not supported by Germany.

  • 2nd: 1878-87: Bismarck invites Italy, after the departure of Russia, to join the League. It does, but the mistrust between Italy and Austria, which has recently been defeated by Italy in the wars of unification and which is still considered an invader of certain territories by the Italian Irredentism, will cause friction.

  • 3rd: 1887: Germany has to strike a balance to maintain peace in Europe: both Russia, which has left the alliance, and the Austro-Hungarian Empire want to expand at the expense of the declining Ottoman Empire, so there may be war between Russia and Austria. Bismarck secretly signs the Reinsurance Treaty (1887) with Russia: Germany promises not to intervene in case of war between Russia and Austria, and Russia would not intervene in case of war between Germany and France.

These systems served to keep the peace momentarily, but the world was changing. All the countries had thrown themselves into imperialism, and Bismarck did not want to come into conflict with England, nor with France. The ruling class in Germany, rich as the country was, was from another time: pre-industrial rural aristocrats who did not understand the concept of diplomacy very well. When Bismarck is removed in 1890 by the newly crowned Kaiser Wilhelm II, his work will not last as he had no successors.

2.2 Kaiser Wilhelm II. Weltpolitik

In 1890, Wilhelm II dismissed Bismarck from his post as chancellor and embarked on a colonial career, this new world policy is known as Weltpolitik. The new Kaiser was not a good diplomat and made a number of clumsy moves. First, it broke the Reinsurance Treaty with Russia, and unsuccessfully sought an alliance with England, since, having joined the colonial race late, it seemed a good idea to locate close to England, as it was the country with the largest colonial empire. At first, UK saw the alliance with Russia with good eyes, since it needed allies. Germany then offered its troops to defend India in exchange for British troops for Germany to attack France. England backs down: it does not like the idea that German troops get into India and France, because it believed that the true intentions of the Kaiser is to keep those territories. Wilhelm II, offended, threatens to help the Boer Republics against England. Although he will not carry out his threat, in the English mind, from now on, Germany is a hostile country.

Wilhelm II is embarrassed: he has lost valuable allies and has not won any. In 1900, the only nation that remains by his side is the Austro-Hungarian Empire.

2.3) France

At this point it is necessary to highlight the figure of Théophile Delcassé. Delcassé was a skilful French foreign minister who took advantage of the German-Russian split to bring France out of isolation: he signed an alliance with Russia (1892) and another with Italy in 1900, but his most resounding success was the signing of the Entente Cordiale with the United Kingdom in 1904, which concluded the colonial tensions between the two. In 1907, the Triple Entente (United Kingdom, France, Russia) is formed, which will be one of the blocks of the First World War. In the space of a few years, Germany has lost allies and France has emerged from its isolation greatly strengthened.

2.4) The Austro-Hungarian Empire

The main problem with this great Central European empire was that it was made up of a large number of nationalities with very different characteristics and interests. That was the cause of its evolution and its collapse.

After the revolution of 1848, Francisco José I was named the new emperor. The strongest nationality within the Empire was the Hungarian and, in 1867, the Austrian Empire was renamed the Austro-Hungarian Empire (dual monarchy). The emperor was the same for both Austria and Hungary, managing Foreign Affairs, War, and Economy, but the internal politics of each territory were separate.

In this sphere of internal politics the differences were notable: in Austria there was a parliament and even universal male suffrage was established in 1908, however, in Hungary it was still the landed high nobility that controlled the legislative and executive power.

Apart from Austrians and Hungarians, Czechs, Poles, Slovaks, Slovenians, Romanians, Croats, Serbs, etc. lived in the Empire, submitted and without seeing their interests represented or defended. If we look at this mosaic of such diverse peoples, it is easy to understand that, as soon as the Empire shows signs of weakness, separatist nationalist movements would arise in various parts of it.

2.5)  The Russian Empire

The Russian Empire was configured in 1721, when large territories in the Baltic and the Pacific were conquered by Tsar Peter I, and it would last until the Russian Revolution of 1917. It was a huge empire, the largest country in the world, but its greatness was only apparent: in the 19th century, its industrialization was scarce, the base of the economy was rural, the population was very unequally distributed, and numerous nationalities and races coexisted, causing periodic nationalist tensions.

Its political and social organization is stagnant in the Old Regime: the tsar is an emperor ("tsar" comes from the Latin "caesar-aris", Caesar) whose power is absolute and established by the divine right of kings. It is supported by five institutions:

  • A huge, slow and heavy bureaucracy, based on centuries-old laws and tradition, and that hinders the modernization of the country.

  • A great army, with the nobles at the head

  • The imperial police

  • The Orthodox Church, whose patriarchs support and justify the power of the Tsar as coming from God.

  • An agricultural economic system with feudal roots, in which the high nobility and the high clergy own large estates in which millions of serfs work as slaves.

Nicholas II became Tsar in 1894. With little gift for government, he remained in his authoritarian position as the chosen one of God that he thought he was.
Between 1904 and 1905, he went to war against Japan and what he thought was going to be a military parade turned out to be a humiliating defeat.
His people, hungry and with thousands of dead in the war, asked for reforms, but were answered with repression (Bloody Sunday: January 22, 1905). Finally he had to give in to pressure and approved the creation of a parliament (Duma) with very limited powers and the existence of political parties. In 1914, he entered World War I as a member of the Triple Entente, alongside the United Kingdom and France. Militarily he was also unskilled and Russia lost numerous battles. This led to the outbreak of a revolution against him in 1917 and he was forced to abdicate that same year. More than 300 years of tsarism culminated with him.

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