European colonization

The historical phenomenon of colonization is one that stretches around the globe and across time. Ancient and medieval colonialism was practiced by the Phoenicians, the Greeks, the Turks, and the Arabs.

Colonialism in the modern sense began with the "Age of Discovery", led by Portuguese, who became increasingly adventuresome following the conquest of Ceuta in 1415, aiming to control navigation through the Strait of Gibraltar, expand Christianity, obtain plunder, and suppress predation on Portuguese populations by Barbary pirates as part of a longstanding African slave trade; at that point a minor trade, one the Portuguese would soon reverse and surpass. Around 1450, based on North African fishing boats, a lighter ship was developed, the caravel, which could sail further and faster, was highly maneuverable, and could sail " into the wind".

Enabled by new nautical technology, with the added incentive to find an alternative " Silk Road" after the Fall of Constantinople in 1453 to the Ottoman Empire effectively closed profitable trade routes with Asia, early European exploration of Africa was followed by the Spanish exploration of the Americas, further exploration along the coasts of Africa, and explorations of Southwest Asia (also known as the Middle East), India, and East Asia.

The Conquest of the Canary Islands by the Crown of Castille, from 1402 to 1496, has been described as the first instance of European settler colonialism in Africa. In 1462, the previously uninhabited Cape Verde archipelago became the first European settlement in the tropics, and thereafter a site of Jewish exile during the height of the Spanish Inquisition in the 1490s; the Portuguese soon also brought slaves from the West African coast. Because of the economics of plantations, especially sugar, European colonial expansion and slavery would remain linked into the 1800s. The use of exile to penal colonies would also continue.

The European discovery of the New World, as named by Amerigo Vespucci in 1503, opened another colonial chapter, beginning with the colonization of the Caribbean in 1493 with Hispaniola (later to become Haiti and the Dominican Republic). The Portuguese and Spanish empires were the first global empires because they were the first to stretch across different continents (discounting Eurasian empires), covering vast territories around the globe. Between 1580 and 1640, the Portuguese and Spanish empires were both ruled by the Spanish monarchs in personal union. During the late 16th and 17th centuries, England, France and the Dutch Republic also established their own overseas empires, in direct competition with one another.

The end of the 18th and mid 19th century saw the first era of decolonization, when most of the European colonies in the Americas, notably those of Spain, New France and the 13 colonies, gained their independence from their metropole. The Kingdom of Great Britain (uniting Scotland and England), France, Portugal, and the Dutch turned their attention to the Old World, particularly South Africa, India and Southeast Asia, where coastal enclaves had already been established.

The second industrial revolution, in the 19th century, led to what has been termed the era of New Imperialism, when the pace of colonization rapidly accelerated, the height of which was the Scramble for Africa, in which Belgium, Germany and Italy were also participants.

There were deadly battles between colonizing states and revolutions from colonized areas shaping areas of control and establishing independent nations. During the 20th century, the colonies of the defeated central powers in World War I were distributed amongst the victors as mandates, but it was not until the end of World War II that the second phase of decolonization began in earnest.

Periodisation

Some commentators identify three waves of European colonialism.

The three main countries in the first wave of European colonialism were Portugal, Spain, and the early Ottoman Empire. The Portuguese started the long age of European colonization with the conquest of Ceuta, Morocco in 1415, and the conquest and discovery of other African territories and islands, this would also start the movement known as the Age of Discoveries. The Ottomans conquered South Eastern Europe, the Middle East and much of Northern and Eastern Africa between 1359 and 1653 – with the latter territories subjected to colonial occupation, rather than traditional territorial conquest. The Spanish and Portuguese launched the colonization of the Americas, basing their territorial claims on the Treaty of Tordesillas of 1494. This treaty demarcated the respective spheres of influence of Spain and Portugal.

The expansion achieved by Spain and Portugal caught the attention of Britain, France, and the Netherlands. The entrance of these three powers into the Caribbean and North America perpetuated European colonialism in these regions.Gilmartin, M. (2009). Colonialism/Imperialism. In ''Key concepts in political geography'' London: SAGE pp. 115–123.

The second wave of European colonialism commenced with Britain's involvement in Asia in support of the British East India Company; other countries such as France, Portugal and the Netherlands also had involvement in European expansion in Asia.

The third wave ("New Imperialism") consisted of the Scramble for Africa regulated by the terms of the Berlin Conference of 1884–1885. The conference effectively divided Africa among the European powers. Vast regions of Africa came under the sway of Britain, France, Germany, Portugal, Belgium, Italy and Spain.

Gilmartin argues that these three waves of colonialism were linked to capitalism. The first wave of European expansion involved exploring the world to find new revenue and perpetuating European feudalism. The second wave focused on developing the mercantile capitalism system and the manufacturing industry in Europe. The last wave of European colonialism solidified all capitalistic endeavours by providing new markets and raw materials.

As a result of these waves of European colonial expansion, only thirteen present-day independent countries escaped formal colonization by European powers: Afghanistan, Bhutan, China, Iran, Japan, Liberia, Mongolia, Nepal, North Korea, Saudi Arabia, South Korea, Thailand and Turkey as well as North Yemen, the former independent country which is now part of Yemen.

Imperial Russia

The Territorial changes of Russia happened by means of military conquest and by ideological and political unions over the centuries. This section covers (1533–1914).

Ivan III (reigned 1462–1505) and Vasili III (reigned 1505–1533) had already expanded Muscovy's (1283–1547) borders considerably by annexing the Novgorod Republic (1478), the Grand Duchy of Tver in 1485, the Pskov Republic in 1510, the Appanage of Volokolamsk in 1513, and the principalities of Ryazan in 1521 and Novgorod-Seversky in 1522.

After a period of political instability, 1598 to 1613 the Romanovs came to power (1613) and the expansion-colonization process of the Tsardom continued. While western Europe colonized the New World, Russia expanded overland – to the east, north and south. This continued for centuries; by the end of the 19th century, the Russian Empire reached from the Black Sea to the Pacific Ocean, and for some time included colonies in the Alaska (1732–1867) and a short-lived unofficial colony in Africa (1889) in present-day Djibouti.
The acquisition of new territories, especially in the Caucasus, had an invigorating effect on the rest of Russia. According to two Russian historians:
: the culture of Russia and that of the Caucasian peoples interacted in a reciprocally beneficial manner. The turbulent tenor of life in the Caucasus, the mountain peoples' love of freedom, and their willingness to die for independence were felt far beyond the local interaction of the Caucasian peoples and coresident Russians: they injected a potent new spirit into the thinking and creative work of Russia's progressives, strengthened the liberationist aspirations of Russian writers and exiled Decembrists, and influenced distinguished Russian democrats, poets, and prose writers, including Alexander Griboyedov, Alexander Pushkin, Mikhail Lermontov, and Leo Tolstoy. These writers, who generally supported the Caucasian fight for liberation, went beyond the chauvinism of the colonial autocracy and rendered the Caucasian peoples' cultures accessible to the Russian intelligentsia. At the same time, Russian culture exerted an influence on Caucasian cultures, bolstering positive aspects while weakening the impact of the Caucasian peoples' reactionary feudalism and reducing the internecine fighting between tribes and clans.

Expansion into Asia

The first stage to 1650 was an expansion eastward from the Ural Mountains to the Pacific Ocean. Geographical expeditions mapped much of Siberia. The second stage from 1785 to 1830 looked south to the areas between the Black Sea and the Caspian Sea. The key areas were Armenia and Georgia, with some better penetration of the Ottoman Empire, and Persia. By 1829, Russia controlled all of the Caucasus as shown in the Treaty of Adrianople of 1829. The third era, 1850 to 1860, was a brief interlude jumping to the East Coast, annexing the region from the Amur River to Manchuria. The fourth era, 1865 to 1885 incorporated Turkestan, and the northern approaches to India, sparking British fears of a threat to India in The Great Game.

Portuguese and Spanish exploration and colonization

European colonization of both Eastern and Western Hemispheres has its roots in Portuguese exploration. There were financial and religious motives behind this exploration. By finding the source of the lucrative spice trade, the Portuguese could reap its profits for themselves. They would also be able to probe the existence of the fabled Christian kingdom of Prester John, with an eye to encircling the Islamic Ottoman Empire, itself gaining territories and colonies in Eastern Europe. The first foothold outside of Europe was gained with the conquest of Ceuta in 1415. During the 15th century, Portuguese sailors discovered the Atlantic islands of Madeira, Azores, and Cape Verde, which were duly populated, and pressed progressively further along the west African coast until Bartolomeu Dias demonstrated it was possible to sail around Africa by rounding the Cape of Good Hope in 1488, paving the way for Vasco da Gama to reach India in 1498.

Portuguese successes led to Spanish financing of a mission by Christopher Columbus in 1492 to explore an alternative route to Asia, by sailing west. When Columbus eventually made landfall in the Caribbean Antilles he believed he had reached the coast of India, and that the people he encountered there were Indians with red skin. This is why Native Americans have been called Indians or red-Indians. In truth, Columbus had arrived on a continent that was new to the Europeans, the Americas. After Columbus' first trips, competing Spanish and Portuguese claims to new territories and sea routes were solved with the Treaty of Tordesillas in 1494, which divided the world outside of Europe in two areas of trade and exploration, between the Iberian kingdoms of Castile and Portugal along a north-south meridian, 370 leagues west of Cape Verde. According to this international agreement, the larger part of the Americas and the Pacific Ocean were open to Spanish exploration and colonization, while Africa, the Indian Ocean, and most of Asia were assigned to Portugal.

The boundaries specified by the Treaty of Tordesillas were put to the test in 1521 when Ferdinand Magellan and his Spanish sailors (among other Europeans), sailing for the Spanish Crown became the first European to cross the Pacific Ocean, reaching Guam and the Philippines, parts of which the Portuguese had already explored, sailing from the Indian Ocean. The two by now global empires, which had set out from opposing directions, had finally met on the other side of the world. The conflicts that arose between both powers were finally solved with the Treaty of Zaragoza in 1529, which defined the areas of Spanish and Portuguese influence in Asia, establishing the anti-meridian, or line of demarcation on the other side of the world.

During the 16th century the Portuguese continued to press both eastwards and westwards into the Oceans. Towards Asia they made the first direct contact between Europeans and the peoples inhabiting present day countries such as Mozambique, Madagascar, Sri Lanka, Malaysia, Indonesia, East Timor (1512), China, and finally Japan. In the opposite direction, the Portuguese colonized the huge territory that eventually became Brasil, and the Spanish conquistadores established the vast Viceroyalties of New Spain and Peru, and later of Río de la Plata (Argentina) and New Granada (Colombia). In Asia, the Portuguese encountered ancient and well populated societies, and established a seaborne empire consisting of armed coastal trading posts along their trade routes (such as Goa, Malacca and Macau), so they had relatively little cultural impact on the societies they engaged. In the Western Hemisphere, the European colonization involved the emigration of large numbers of settlers, soldiers and administrators intent on owning land and exploiting the apparently primitive (as perceived by Old World standards) indigenous peoples of the Americas. The result was that the colonization of the New World was catastrophic: native peoples were no match for European technology, ruthlessness, or their diseases which decimated the indigenous population.

Spanish treatment of the indigenous populations caused a fierce debate, the Valladolid Controversy, over whether Indians possessed souls and if so, whether they were entitled to the basic rights of mankind. Bartolomé de Las Casas, author of ''A Short Account of the Destruction of the Indies'', championed the cause of the native peoples, and was opposed by Sepúlveda, who claimed Amerindians were "natural slaves".

The Roman Catholic Church played a large role in Spanish and Portuguese overseas activities. The Dominicans, Jesuits, and Franciscans, notably Francis Xavier in Asia and Junípero Serra in North America, were particularly active in this endeavour. Many buildings erected by the Jesuits still stand, such as the Cathedral of Saint Paul in Macau and the Santisima Trinidad de Paraná in Paraguay, the latter an example of the Jesuit Reductions. The Dominican and Franciscan buildings of California's missions and New Mexico's missions stand restored, such as Mission Santa Barbara in Santa Barbara, California and San Francisco de Asis Mission Church in Ranchos de Taos, New Mexico.

As characteristically happens in any colonialism, European or not, previous or subsequent, both Spain and Portugal profited handsomely from their newfound overseas colonies: the Spanish from gold and silver from mines such as Potosí and Zacatecas in New Spain, the Portuguese from the huge markups they enjoyed as trade intermediaries, particularly during the Nanban Japan trade period. The influx of precious metals to the Spanish monarchy's coffers allowed it to finance costly religious wars in Europe which ultimately proved its economic undoing: the supply of metals was not infinite and the large inflow caused inflation and debt, and subsequently affected the rest of Europe.

Northern European challenges to the Iberian hegemony

It was not long before the exclusivity of Iberian claims to the Americas was challenged by other up and coming European powers, primarily the Netherlands, France and England: the view taken by the rulers of these nations is epitomized by the quotation attributed to Francis I of France demanding to be shown the clause in Adam's will excluding his authority from the New World. This challenge initially took the form of piratical attacks (such as those by Francis Drake) on Spanish treasure fleets or coastal settlements. Later the Northern European countries began establishing settlements of their own, primarily in areas that were outside of Spanish interests, such as what is now the eastern seaboard of the United States and Canada, or islands in the Caribbean, such as Aruba, Martinique and Barbados, that had been abandoned by the Spanish in favor of the mainland and larger islands.

Whereas Spanish colonialism was based on the religious conversion and exploitation of local populations via encomiendas (many Spaniards emigrated to the Americas to elevate their social status, and were not interested in manual labor), Northern European colonialism was bolstered by those emigrating for religious reasons (for example, the ''Mayflower'' voyage). The motive for emigration was not to become an aristocrat or to spread one's faith but to start a new society afresh, structured according to the colonist's wishes. The most populous emigration of the 17th century was that of the English, who after a series of wars with the Dutch and French came to dominate the Thirteen Colonies on the eastern coast of the present-day United States and other colonies such as Newfoundland and Rupert's Land in what is now Canada.

However, the English, French and Dutch were no more averse to making a profit than the Spanish and Portuguese, and whilst their areas of settlement in the Americas proved to be devoid of the precious metals found by the Spanish, trade in other commodities and products that could be sold at a massive profit in Europe provided another reason for crossing the Atlantic, in particular, furs from Canada, tobacco, and cotton grown in Virginia and sugar in the islands of the Caribbean and Brazil. Due to the massive depletion of indigenous labor, plantation owners had to look elsewhere for manpower for these labour-intensive crops. They turned to the centuries-old slave trade of west Africa and began transporting Africans across the Atlantic on a massive scale – historians estimate that the Atlantic slave trade brought between 10 and 12 million black African slaves to the New World. The islands of the Caribbean soon came to be populated by slaves of African descent, ruled over by a white minority of plantation owners interested in making a fortune and then returning to their home country to spend it.

Role of companies in early colonialism

From its very outset, Western colonialism was operated as a joint public-private venture. Columbus' voyages to the Americas were partially funded by Italian investors, but whereas the Spanish state maintained a tight rein on trade with its colonies (by law, the colonies could only trade with one designated port in the mother country and treasure was brought back in special convoys), the English, French and Dutch granted what were effectively trade monopolies to joint-stock companies such as the East India Companies and the Hudson's Bay Company.

Imperial Russia had no state-sponsored expeditions or colonization in the Americas, but did charter the first Russian joint-stock commercial enterprise, the Russian America Company, which did sponsor those activities in its territories.

European colonies in India

In May 1498, the Portuguese set foot in Kozhikode in Kerala, making them the first Europeans to sail to India. Rivalry among reigning European powers saw the entry of the Dutch, English, French, Danish and others. The kingdoms of