امپریالیسم فقط به معنای تصاحب قلمرو ارضی کشورها نیست بلکه به نحو گستردهتری با کسب کنترل سیاسی و اقتصادی بر مردم و اراضی، خواه با نیروی نظامی و خواه با ابزارهای زیرکانه تر، مرتبط است. موضوع امپریالیسم سیاست و شیوههای دولتی است که غالباً با ابزارهای اقتصادی، قدرت و سلطهٔ خود را گسترش میدهد.
امروزه استفاده از واژه امپریالیسم با توجه به سوابق تاریخی میتواند برای برخی دارای جنبه تحقیر داشته یا اشاره به خوی استعماری کشوری باشد و گاهی دارای بار منفی است.
میان امپریالیسم مهاجر قدیمی که جامعهٔ میزبان را به نسبت دست نخورده باقی میگذاشت، و امپریالیسم سرمایهدار-سرمایهگذار کنونی تفاوت قائل بود، امپریالیسمی که «در مقابل، از همان آغاز بر قلب مسائل درونی جوامع میزبان تأثیر گذارده و مناسبات طبقاتی، ساختارهای اجتماعی و نهادهای سیاسی بنیادی آن را دگرگون میکند و به همین دلیل، همراه با خود خیزشهای بزرگ و سریع را در سرزمینهای میزبان و در سیاستهای جهان که در تاریخ بشر بیسابقهاست، پدیدمیآورد.
واژهٔ امپریالیسم در ۱۸۹۰م در انگلستان توسط هابسون و چند سال بعد در روسیه توسط لنین به کار رفت. این واژه به زودی در زبانهای دیگر بکار گرفته شد و از آن برای بیان کشاکشهای قدرتهای اروپایی رقیب برای بهدست آوردن مستعمره و حوزهٔ نفوذ در آفریقا و دیگر قارهها استفاده شد. این کشاکشها که از دههٔ ۱۸۸۰ تا ۱۹۱۴ بر سیاست بینالمللی حاکم بود، سبب شد که این دوره «عصر امپریالیسم» نامیده شود. هم انگلیسیها و هم امپریالیستهای اروپای قارهای ادعا میکردند که هدفشان گسترش تمدن و رساندن دستاوردهای آن به مردمان دارای نژاد و فرهنگ پستتر است. اما در بنیاد این «احساس رسالت» برای تمامی بشریت ایمان به برتری نژادی، مادی، و فرهنگی نژادهای سفید وجود داشت.
کنفرانس برلین که به ابتکار بیسمارک از نوامبر ۱۸۸۴ تا فوریه ۱۸۸۵ و به دنبال اعتراض فرانسه و بلژیک و حتی آلمان به دنبال توافق بریتانیا و پرتغال در مورد رود کنگو برگزار شد، شرایط تقسیم آفریقا و سهم استعمارگران را به گونهای تعیین کرد که از آن پس تمام این قاره زیر امپریالیسم اروپایی قرار گرفت. پس از جنگ جهانی اول، ایدئولوژی امپریالیسم در ایدئولوژیهای فاشیسم و نازیسم به کمال خود رسید.
این مرحله از اواخر قرن نوزدهم و اوایل قرن بیستم آغاز گردید. تدوین تئوری مربوط به امپریالیسم و تجزیه و تحلیل پنج وجه مشخصه اساسی آن میگوید:
اساس اقتصادی و خصلت ویژه امپریالیسم عبارتست از تسلط انحصارها، انحصارها در رشتههای مختلف کاملاً و همه جانبهٔ اقتصاد و سیاست بزرگترین کشورهای سرمایهداری را در حیطه اقتدار و زیر سیطره خود میگیرند و رقابت آزاد از بین میرود. سلطه انحصارها در حیات اقتصادی با نفوذ و قدرت روزافزون آنها در زمینه سیاسی همراه است که دستگاه دولتی را زیر فرمان خود میکشند و تحتالشعاع منافع خود میسازند. در این مرحله سرمایهداری، انحصارها امپراتوران قدر قدرتی در همه شئون هستند. خود لغت امپریالیسم نیز از ریشه لاتینی ایمپریو (imperiu) به معنای امپراتوری مشتق میشود. در این مرحله اشاعه کم و بیش دوران سرمایهداری در سراسر کره زمین جای خود را به تکامل جهشی و فلاکتآور داد. این امر موجب شدت وحدت بیسابقه کلیه تضادهای سرمایهداری یعنی تضادهای اقتصادی، سیاسی، طبقاتی و ملی گردید. مبارزه دول امپریالیستی بر سر بازار فروش و عرصههای سرمایهگذاری و بدست آوردن مواد خام و نیروی کار ارزان و احراز تسلط جهانی، وحدت بیسابقهای یافت که در دوران تسلط بلامنازع امپریالیسم، ناگزیر کار را به جنگهای ویرانیآور میکشاند.
امپریالیسم در عین حال مرحله تلاشی سرمایهداری، مرحله پوسیدگی و احتضار آنست. در این مرحله در مجموع سیستم جهانی سرمایهداری، شرایط برای انقلاب اجتماعی نضج پیدا میکند. تضاد بین دول امپریالیستی و کشورهای وابسته و مستعمره، تضاد بین خود دول امپریالیستی هرچه بیشتر شدیدتر میشود. واضح است که تشدید تضادها و پوسیدگی ماهوی امپریالیسم به معنای رکود و جمود مطلق سرمایهداری نیست.
تضادهای امپریالیسم موجب تسریع پروسه تبدیل سرمایهداری انحصاری به سرمایهداری انحصاری دولتی گردیدهاست. این شکل در حالی که سلطه انحصارها را بر زندگی مردم تقویت میکند نیروی انحصارها را با نیروی دولت در دستگاه واحدی متحد میسازد تا حداکثر سود برای بورژوازی تأمین شود و نظام سرمایهداری حفظ گردد؛ ولی نه این شکل نه نظامیکردن حیات اجتماعی و اقتصادی کشور و نه انتگراسیون (یعنی در هم آمیختگی و ادغام و تشکیل سازمانهای جدید مافوق ملی، سیاسی و اقتصادی به منظور پیوستگی دول و انحصارات سرمایهداری) نمیتواند پایههای سرمایهداری را نجات دهد. رشد تولید در برخی کشورهای سرمایهداری هرگز نتوانستهاست جلوی وحدت یافتن تضادهای ملی و بینالمللی سرمایهداری را بگیرد.
نوشتار اصلی: انتقادها به امپریالیسم
تحلیل و سازوکار[ویرایش]
نوشتار اصلی: تحلیل و سازوکار امپریالیسم
نخستین انتقاد نظری منظم از امپریالیسم جدید را اقتصاددان انگلیسی هابسن (۱۹۴۰–۱۸۵۸) در کتاب خویش به نام امپریالیسم (۱۹۰۲) کرد و برای نخستین بار از این پدیده یک برداشت اقتصادی کرد. این نظریه را لنین گرفت و در کتاب امپریالیسم: عالیترین مرحلهٔ سرمایهداری (۱۹۱۵) را بسط داد و این برداشت به نام «نظریهٔ اقتصادی دربارهٔ امپریالیسم» نامدار شد.
^ فرهنگ فارسی معین.
فرهنگ اصطلاحات سیاسی دلاوریزاده، تهران، نشر فرهنگ، ۱۳۷۲، محمد علی دلاوریزاده، جواد محمدی و کاظم مبروحی
Imperialism is a policy or ideology of extending a country's rule over foreign nations, often by military force or by gaining political and economic control of other areas. Imperialism was both normal and common throughout recorded history, the earliest examples dating from the mid-third millennium BC. In recent times, it has been considered morally reprehensible and prohibited by international law. Therefore, the term is used in international propaganda to denounce an opponent's foreign policy.
The term can be applied to the colonization of the Americas between the 16th and 19th centuries, as opposed to New Imperialism, which describes the expansion of Western Powers and Japan during the late 19th and early 20th centuries. However, both are examples of imperialism.
Etymology and usage
The word imperialism originated from the Latin word imperium, which means supreme power. It first became common with its current sense in Great Britain, during the 1870s and was used with a negative connotation. Previously the word imperialism had been used to describe to what was perceived as Napoleon III's attempts of obtaining political support through foreign military interventions. The term was and is mainly applied to Western (and Japanese) political and economic dominance especially in Asia and Africa, in the 19th and 20th centuries. Its precise meaning continues to be debated by scholars. Some writers, such as Edward Said, use the term more broadly to describe any system of domination and subordination organised with an imperial center and a periphery. This definition encompasses both nominal empires and neocolonialism.
Colonialism versus imperialism
"The word 'empire' comes from the Latin word imperium; for which the closest modern English equivalent would perhaps be 'sovereignty', or simply 'rule'". The greatest distinction of an empire is through the amount of land that a nation has conquered and expanded. Political power grows from conquering land; however, cultural and economic aspects flourish through sea and trade routes. A distinction about empires is "that although political empires were built mostly by expansion overland, economic and cultural influences spread at least as much by sea". Some of the main aspects of trade that went overseas consisted of animals and plant products. European empires in Asia and Africa "have come to be seen as the classic forms of imperialism: and indeed most books on the subject confine themselves to the European seaborne empires". European expansion caused the world to be divided by how developed and developing nation are portrayed through the world systems theory. The two main regions are the core and the periphery. The core consists of areas of high income and profit; the periphery is on the opposing side of the spectrum consisting of areas of low income and profit. These critical theories of geo-politics have led to increased discussion of the meaning and impact of imperialism on the modern post-colonial world. The Russian leader Lenin suggested that "imperialism was the highest form of capitalism, claiming that imperialism developed after colonialism, and was distinguished from colonialism by monopoly capitalism".:116 This idea from Lenin stresses how important new political world order has become in the modern era. Geopolitics now focuses on states becoming major economic players in the market; some states today are viewed as empires due to their political and economic authority over other nations.
The term "imperialism" is often conflated with "colonialism"; however, many scholars have argued that each have their own distinct definition. Imperialism and colonialism have been used in order to describe one's perceived superiority, domination and influence upon a person or group of people. Robert Young writes that while imperialism operates from the center, is a state policy and is developed for ideological as well as financial reasons, colonialism is simply the development for settlement or commercial intentions. However, colonialism still includes invasion. Colonialism in modern usage also tends to imply a degree of geographic separation between the colony and the imperial power. Particularly, Edward Said distinguishes the difference between imperialism and colonialism by stating; "imperialism involved 'the practice, the theory and the attitudes of a dominating metropolitan center ruling a distant territory', while colonialism refers to the 'implanting of settlements on a distant territory.' Contiguous land empires such as the Russian or Ottoman have traditionally been excluded from discussions of colonialism, though this is beginning to change, since it is accepted that they also sent populations into the territories they ruled.:116
Imperialism and colonialism both dictate the political and economic advantage over a land and the indigenous populations they control, yet scholars sometimes find it difficult to illustrate the difference between the two.:107 Although imperialism and colonialism focus on the suppression of an other, if colonialism refers to the process of a country taking physical control of another, imperialism refers to the political and monetary dominance, either formally or informally. Colonialism is seen to be the architect deciding how to start dominating areas and then imperialism can be seen as creating the idea behind conquest cooperating with colonialism. Colonialism is when the imperial nation begins a conquest over an area and then eventually is able to rule over the areas the previous nation had controlled. Colonialism's core meaning is the exploitation of the valuable assets and supplies of the nation that was conquered and the conquering nation then gaining the benefits from the spoils of the war.:170–75 The meaning of imperialism is to create an empire, by conquering the other state's lands and therefore increasing its own dominance. Colonialism is the builder and preserver of the colonial possessions in an area by a population coming from a foreign region.:173–76 Colonialism can completely change the existing social structure, physical structure and economics of an area; it is not unusual that the characteristics of the conquering peoples are inherited by the conquered indigenous populations.:41 Few colonies remain remote from their mother country. Thus, most will eventually establish a separate nationality or remain under complete control of their mother colony.
Stephen Howe has summarized his view on the beneficial effects of the colonial empires:
A controversial aspect of imperialism is the defense and justification of empire-building based on seemingly rational grounds. In ancient China, Tianxia denoted the lands, space, and area divinely appointed to the Emperor by universal and well-defined principles of order. The center of this land was directly apportioned to the Imperial court, forming the center of a world view that centered on the Imperial court and went concentrically outward to major and minor officials and then the common citizens, tributary states, and finally ending with the fringe "barbarians". Tianxia's idea of hierarchy gave Chinese a privileged position and was justified through the promise of order and peace. J. A. Hobson identifies this justification on general grounds as: "It is desirable that the earth should be peopled, governed, and developed, as far as possible, by the races which can do this work best, i.e. by the races of highest 'social efficiency'". Many others argued that imperialism is justified for several different reasons. Friedrich Ratzel believed that in order for a state to survive, imperialism was needed. Halford Mackinder felt that Great Britain needed to be one of the greatest imperialists and therefore justified imperialism. The purportedly scientific nature of "Social Darwinism" and a theory of races formed a supposedly rational justification for imperialism. Under this doctrine, the French politician Jules Ferry could declare in 1883 that "Superior races have a right, because they have a duty. They have the duty to civilize the inferior races." The rhetoric of colonizers being racially superior appears to have achieved its purpose, for example throughout Latin America "whiteness" is still prized today and various forms of blanqueamiento (whitening) are common.
The Royal Geographical Society of London and other geographical societies in Europe had great influence and were able to fund travelers who would come back with tales of their discoveries.:117 These societies also served as a space for travellers to share these stories.:117 Political geographers such as Friedrich Ratzel of Germany and Halford Mackinder of Britain also supported imperialism.:117 Ratzel believed expansion was necessary for a state's survival while Mackinder supported Britain's imperial expansion; these two arguments dominated the discipline for decades.:117
Geographical theories such as environmental determinism also suggested that tropical environments created uncivilized people in need of European guidance.:117 For instance, American geographer Ellen Churchill Semple argued that even though human beings originated in the tropics they were only able to become fully human in the temperate zone.:11 Tropicality can be paralleled with Edward Said's Orientalism as the west's construction of the east as the "other".:7 According to Said, orientalism allowed Europe to establish itself as the superior and the norm, which justified its dominance over the essentialized Orient.:329
The principles of imperialism are often generalizable to the policies and practices of the British Empire "during the last generation, and proceeds rather by diagnosis than by historical description". British imperialism in some sparsely-inhabited regions appears to have applied a principle now termed Terra nullius (Latin expression which stems from Roman law meaning 'no man's land'). The country of Australia serves as a case study in relation to British settlement and colonial rule of the continent in the 18th century, that was arguably premised on terra nullius, as its settlers considered it unused by its original inhabitants.
Orientalism and imaginative geography
Imperial control, territorial and cultural, is justified through discourses about the imperialists' understanding of different spaces. Conceptually, imagined geographies explain the limitations of the imperialist understanding of the societies (human reality) of the different spaces inhabited by the non–European Other.
In Orientalism (1978), Edward Said said that the West developed the concept of The Orient—an imagined geography of the Eastern world—which functions as an essentializing discourse that represents neither the ethnic diversity nor the social reality of the Eastern world. That by reducing the East into cultural essences, the imperial discourse uses place-based identities to create cultural difference and psychologic distance between "We, the West" and "They, the East" and between "Here, in the West" and "There, in the East".
That cultural differentiation was especially noticeable in the books and paintings of early Oriental studies, the European examinations of the Orient, which misrepresented the East as irrational and backward, the opposite of the rational and progressive West. Defining the East as a negative vision of the Western world, as its inferior, not only increased the sense-of-self of the West, but also was a way of ordering the East, and making it known to the West, so that it could be dominated and controlled. Therefore, Orientalism was the ideological justification of early Western imperialism—a body of knowledge and ideas that rationalized social, cultural, political, and economic control of other, non-white peoples.:116
One of the main tools used by imperialists was cartography. Cartography is "the art, science and technology of making maps" but this definition is problematic. It implies that maps are objective representations of the world when in reality they serve very political means. For Harley, maps serve as an example of Foucault's power and knowledge concept.
To better illustrate this idea, Bassett focuses his analysis of the role of 19th-century maps during the "scramble for Africa". He states that maps "contributed to empire by promoting, assisting, and legitimizing the extension of French and British power into West Africa". During his analysis of 19th-century cartographic techniques, he highlights the use of blank space to denote unknown or unexplored territory. This provided incentives for imperial and colonial powers to obtain "information to fill in blank spaces on contemporary maps".
Although cartographic processes advanced through imperialism, further analysis of their progress reveals many biases linked to eurocentrism. According to Bassett, "[n]ineteenth-century explorers commonly requested Africans to sketch maps of unknown areas on the ground. Many of those maps were highly regarded for their accuracy" but were not printed in Europe unless Europeans verified them.
Imperialism in ancient times is clear in the history of China and in the history of western Asia and the Mediterranean—an unending succession of empires. The tyrannical empire of the Assyrians was replaced (6th–4th century BCE) by that of the Persians, in strong contrast to the Assyrian in its liberal treatment of subjected peoples, assuring it long duration. It eventually gave way to the imperialism of Greece. When Greek imperialism reached an apex under Alexander the Great (356–323 BCE), a union of the eastern Mediterranean with western Asia was achieved. But the cosmopolis, in which all citizens of the world would live harmoniously together in equality, remained a dream of Alexander. It was partially realized when the Romans built their empire from Britain to Egypt.
Cultural imperialism is an extremely fuzzy concept, pointing to the supposed influence of one dominant culture over others, i.e. a form of soft power, which changes the moral, cultural, and societal worldview of the subordinate country. In some ways, this is such an expansion of the concept of imperialism as to be meaningless. This is more than just "foreign" music, television or film becoming popular with young people, but that popular culture changing their own expectations of life and their desire for their own country to become more like the foreign country depicted. For example, depictions of opulent American lifestyles in the soap opera Dallas during the Cold War changed the expectations of Romanians; a more recent example is the influence of smuggled South Korean drama series in North Korea. The importance of soft power is not lost on authoritarian regimes, fighting such influence with bans on foreign popular culture, control of the internet and unauthorised satellite dishes etc. Nor is such a usage of culture recent, as part of Roman imperialism local elites would be exposed to the benefits and luxuries of Roman culture and lifestyle, with the aim that they would then become willing participants.
Imperialism has been subject to moral or immoral censure by its critics[which?], and thus the term is frequently used in international propaganda as a pejorative for expansionist and aggressive foreign policy.
Age of Imperialism
The Age of Imperialism, a time period beginning around 1760, saw European industrializing nations, engaging in the process of colonizing, influencing, and annexing other parts of the world. 19th century episodes included the "Scramble for Africa."
In the 1970s British historians John Gallagher (1919–1980) and Ronald Robinson (1920–1999) argued that European leaders rejected the notion that "imperialism" required formal, legal control by one government over a colonial region. Much more important was informal control of independent areas. According to Wm. Roger Louis, "In their view, historians have been mesmerized by formal empire and maps of the world with regions colored red. The bulk of British emigration, trade, and capital went to areas outside the formal British Empire. Key to their thinking is the idea of empire 'informally if possible and formally if necessary.'" Oron Hale says that Gallagher and Robinson looked at the British involvement in Africa where they "found few capitalists, less capital, and not much pressure from the alleged traditional promoters of colonial expansion. Cabinet decisions to annex or not to annex were made, usually on the basis of political or geopolitical considerations.":6
Looking at the main empires from 1875–1914, historians[who?] estimate a mixed record in terms of profitability. At first planners expected that colonies would provide an excellent captive market for manufactured items. Apart from the Indian subcontinent, this was seldom true. By the 1890s, imperialists saw the economic benefit primarily in the production of inexpensive raw materials to feed the domestic manufacturing sector. Overall, Great Britain did very well in terms of profits from India, especially Mughal Bengal, but not from most of the rest of its empire. The Netherlands did very well in the East Indies. Germany and Italy got very little trade or raw materials from their empires. France did slightly better. The Belgian Congo was notoriously profitable when it was a capitalistic rubber plantation owned and operated by King Leopold II as a private enterprise. However, scandal after scandal regarding very badly mistreated labour led the international community to force the government of Belgium to take it over in 1908, and it became much less profitable. The Philippines cost the United States much more than expected because of military action against rebels.:7–10
Because of the resources made available by imperialism, the world's economy grew significantly and became much more interconnected in the decades before World War I, making the many imperial powers rich and prosperous.
Europe's expansion into territorial imperialism was largely focused on economic growth by collecting resources from colonies, in combination with assuming political control by military and political means. The colonization of India in the mid-18th century offers an example of this focus: there, the "British exploited the political weakness of the Mughal state, and, while military activity was important at various times, the economic and administrative incorporation of local elites was also of crucial significance" for the establishment of control over the subcontinent's resources, markets, and manpower. Although a substantial number of colonies had been designed to provide economic profit and to ship resources to home ports in the 17th and 18th centuries, Fieldhouse[who?] suggests that in the 19th and 20th centuries in places such as Africa and Asia, this idea is not necessarily valid::183–84
During this time, European merchants had the ability to "roam the high seas and appropriate surpluses from around the world (sometimes peaceably, sometimes violently) and to concentrate them in Europe".
European expansion greatly accelerated in the 19th century. To obtain raw materials, Europe expanded imports from other countries and from the colonies. European industrialists sought raw materials such as dyes, cotton, vegetable oils, and metal ores from overseas. Concurrently, industrialization was quickly making Europe the center of manufacturing and economic growth, driving resource needs.
Communication became much more advanced during European expansion. With the invention of railroads and telegraphs, it became easier to communicate with other countries and to extend the administrative control of a home nation over its colonies. Steam railroads and steam-driven ocean shipping made possible the fast, cheap transport of massive amounts of goods to and from colonies.
Along with advancements in communication, Europe also continued to advance in military technology. European chemists made new explosives that made artillery much more deadly. By the 1880s, the machine gun had become a reliable battlefield weapon. This technology gave European armies an advantage over their opponents, as armies in less-developed countries were still fighting with arrows, swords, and leather shields (e.g. the Zulus in Southern Africa during the Anglo-Zulu War of 1879).. Some exceptions of armies that managed to get nearly on par with the European expeditions and standards include the Ethiopian armies at the Battle of Adwa, the Chinese Ever Victorious Army and the Japanese Imperial Army of Japan, but these still relied heavily on weapon imports from Europe and often on European military advisors and adventurers.
Theories of imperialism
Anglophone academic studies often base their theories regarding imperialism on the British experience of Empire. The term imperialism was originally introduced into English in its present sense in the late 1870s by opponents of the allegedly aggressive and ostentatious imperial policies of British Prime Minister Benjamin Disraeli. Supporters of "imperialism" such as Joseph Chamberlain quickly appropriated the concept. For some,[who?] imperialism designated a policy of idealism and philanthropy; others alleged that it was characterized by political self-interest, and a growing number associated it with capitalist greed.
John A. Hobson, A leading English Liberal, developed a highly influential interpretation of Imperialism: A Study (1902) that expanded on his belief that free enterprise capitalism had a negative impact on the majority of the population. In Imperialism he argued that the financing of overseas empires drained money that was needed at home. It was invested abroad because of lower wages paid to the workers overseas made for higher profits and higher rates of return, compared to domestic wages. So although domestic wages remained higher, they did not grow nearly as fast as they might have otherwise. Exporting capital, he concluded, put a lid on the growth of domestic wages in the domestic standard of living. By the 1970s, historians such as David K. Fieldhouse and Oron Hale could argue that "the Hobsonian foundation has been almost completely demolished.":5–6 The British experience failed to support it. However, European Socialists picked up Hobson's ideas and made it into their own theory of imperialism, most notably in Lenin's Imperialism, the Highest Stage of Capitalism (1916). Lenin portrayed Imperialism as the closure of the world market and the end of capitalist free-competition that arose from the need for capitalist economies to constantly expand investment, material resources and manpower in such a way that necessitated colonial expansion. Later Marxist theoreticians echo this conception of imperialism as a structural feature of capitalism, which explained the World War as the battle between imperialists for control of external markets. Lenin's treatise became a standard textbook that flourished until the collapse of communism in 1989–91.
Some theoreticians on the non-Communist left have emphasized the structural or systemic character of "imperialism". Such writers have expanded the period associated with the term so that it now designates neither a policy, nor a short space of decades in the late 19th century, but a world system extending over a period of centuries, often going back to Christopher Columbus and, in some accounts, to the Crusades. As the application of the term has expanded, its meaning has shifted along five distinct but often parallel axes: the moral, the economic, the systemic, the cultural, and the temporal. Those changes reflect—among other shifts in sensibility—a growing unease, even great distaste, with the pervasiveness of such power, specifically, Western power.
Historians and political theorists have long debated the correlation between capitalism, class and imperialism. Much of the debate was pioneered by such theorists as J. A. Hobson (1858–1940), Joseph Schumpeter (1883–1950), Thorstein Veblen (1857–1929), and Norman Angell (1872–1967). While these non-Marxist writers were at their most prolific before World War I, they remained active in the interwar years. Their combined work informed the study of imperialism and its impact on Europe, as well as contributing to reflections on the rise of the military-political complex in the United States from the 1950s. Hobson argued that domestic social reforms could cure the international disease of imperialism by removing its economic foundation. Hobson theorized that state intervention through taxation could boost broader consumption, create wealth, and encourage a peaceful, tolerant, multipolar world order.
Walter Rodney, in his 1972 classic How Europe Underdeveloped Africa, proposes the idea that imperialism is a phase of capitalism "in which Western European capitalist countries, the US, and Japan established political, economic, military and cultural hegemony over other parts of the world which were initially at a lower level and therefore could not resist domination." As a result, Imperialism "for many years embraced the whole world – one part being the exploiters and the other the exploited, one part being dominated and the other acting as overlords, one part making policy and the other being dependent."
The concept of environmental determinism served as a moral justification for the domination of certain territories and peoples. The environmental determinist school of thought held that the environment in which certain people lived determined those persons' behaviours; and thus validated their domination. For example, the Western world saw people living in tropical environments as "less civilized", therefore justifying colonial control as a civilizing mission. Across the three major waves of European colonialism (the first in the Americas, the second in Asia and the last in Africa), environmental determinism served to place categorically indigenous people in a racial hierarchy. This takes two forms, orientalism and tropicality.
Some geographic scholars under colonizing empires divided the world into climatic zones. These scholars believed that Northern Europe and the Mid-Atlantic temperate climate produced a hard-working, moral, and upstanding human being. In contrast, tropical climates allegedly yielded lazy attitudes, sexual promiscuity, exotic culture, and moral degeneracy. The people of these climates were believed to be in need of guidance and intervention from a European empire to aid in the governing of a more evolved social structure; they were seen as incapable of such a feat. Similarly, orientalism could promote a view of a people based on their geographical location.
Imperialism by country
Britain's imperialist ambitions can be seen as early as the 16th century as the Tudor conquest of Ireland began in the 1530s. In 1599 the British East India Company was established and was chartered by Queen Elizabeth in the following year.:174 With the establishment of trading posts in India, the British were able to maintain strength relative to other empires such as the Portuguese who already had set up trading posts in India.:174 In 1767, the Anglo-Mysore Wars and other political activity caused exploitation of the East India Company causing the plundering of the local economy, almost bringing the company into bankruptcy. By the year 1670 Britain's imperialist ambitions were well off as she had colonies in Virginia, Massachusetts, Bermuda, Honduras, Antigua, Barbados, Jamaica and Nova Scotia.
Due to the vast imperialist ambitions of European countries, Britain had several clashes with France. This competition was evident in the colonization of what is now known as Canada. John Cabot claimed Newfoundland for the British while the French established colonies along the St. Lawrence River and claiming it as "New France". Britain continued to expand by colonizing countries such as New Zealand and Australia, both of which were not empty land as they had their own locals and cultures.:175 Britain's nationalistic movements were evident with the creation of the commonwealth countries where there was a shared nature of national identity.:147
Following the proto-industrialization, the "First" British Empire was based on mercantilism, and involved colonies and holdings primarily in North America, the Caribbean, and India. Its growth was reversed by the loss of the American colonies in 1776. Britain made compensating gains in India, Australia, and in constructing an informal economic empire through control of trade and finance in Latin America after the independence of Spanish and Portuguese colonies in about 1820. By the 1840s, Britain had adopted a highly successful policy of free trade that gave it dominance in the trade of much of the world. After losing its first Empire to the Americans, Britain then turned its attention towards Asia, Africa, and the Pacific. Following the defeat of Napoleonic France in 1815, Britain enjoyed a century of almost unchallenged dominance and expanded its imperial holdings around the globe. Unchallenged at sea, British dominance was later described as Pax Britannica ("British Peace"), a period of relative peace in Europe and the world (1815–1914) during which the British Empire became the global hegemon and adopted the role of global policeman. However, this peace was mostly a perceived one from Europe, and the period was still an almost uninterrupted series of colonial wars and disputes. The British Conquest of India, its intervention against Mehemet Ali, the Anglo-Burmese Wars, the Crimean War, the Opium Wars and the Scramble for Africa to name the most notable conflicts mobilised ample military means to press Britain's lead in the global conquest Europe led across the century.
In the early 19th century, the Industrial Revolution began to transform Britain; by the time of the Great Exhibition in 1851 the country was described as the "workshop of the world". The British Empire expanded to include India, large parts of Africa and many other territories throughout the world. Alongside the formal control it exerted over its own colonies, British dominance of much of world trade meant that it effectively controlled the economies of many regions, such as Asia and Latin America. Domestically, political attitudes favoured free trade and laissez-faire policies and a gradual widening of the voting franchise. During this century, the population increased at a dramatic rate, accompanied by rapid urbanisation, causing significant social and economic stresses. To seek new markets and sources of raw materials, the Conservative Party under Disraeli launched a period of imperialist expansion in Egypt, South Africa, and elsewhere. Canada, Australia, and New Zealand became self-governing dominions.
A resurgence came in the late 19th century with the Scramble for Africa and major additions in Asia and the Middle East. The British spirit of imperialism was expressed by Joseph Chamberlain and Lord Rosebury, and implemented in Africa by Cecil Rhodes. The pseudo-sciences of Social Darwinism and theories of race formed an ideological underpinning and legitimation during this time. Other influential spokesmen included Lord Cromer, Lord Curzon, General Kitchener, Lord Milner, and the writer Rudyard Kipling. The British Empire was the largest Empire that the world has ever seen both in terms of landmass and population. Its power, both military and economic, remained unmatched for a few decades. After the First Boer War, the South African Republic and Orange Free State were recognised by Britain but eventually re-annexed after the Second Boer War. But British power was fading, as the reunited German state founded by the Kingdom of Prussia posed a growing threat to Britain's dominance. As of 1913, Britain was the world's fourth economy, behind the U.S, Russia and Germany.
Irish War of Independence in 1919-1921 led to the сreation of the Irish Free State. But Britain gained control of former German and Ottoman colonies with the League of Nations mandate. Britain now had a practically continuous line of controlled territories from Egypt to Burma and another one from Cairo to Cape Town. However, this period was also the one of the emergence of independence movements based on nationalism and new experiences the colonists had gained in the war.
World War II decisively weakened Britain's position in the world, especially financially. Decolonization movements arose nearly everywhere in the Empire, resulting in Indian independence and partition in 1947 and the establishment of independent states in the 1950s. British imperialism showed its frailty in Egypt during the Suez Crisis in 1956. However, with the United States and Soviet Union emerging from World War II as the sole superpowers, Britain's role as a worldwide power declined significantly and rapidly.
Ancient China was one of the world's oldest empires. Due to its long history of imperialist expansion, China has been seen by its neighboring countries as a threat due to its large population, giant economy, large military force as well as its territorial evolution throughout history. Starting with the unification of China under the Qin dynasty, later Chinese dynasties continued to follow its form of expansions.
During the 16th century, the French colonization of the Americas began with the creation of New France. It was followed by French East India Company's trading posts in Africa and Asia in the 17th century. France had its "First colonial empire" from 1534 until 1814, including New France (Canada, Acadia, Newfoundland and Louisiana), French West Indies (Saint-Domingue, Guadeloupe, Martinique), French Guiana, Senegal (Gorée), Mascarene Islands (Mauritius Island, Réunion) and French India.
Its "Second colonial empire" began with the conquest of Algiers in 1830 and came for the most part to an end with the granting of independence to Algeria in 1962. The French imperial history was marked by numerous wars, large and small, and also by significant help to France itself from the colonials in the world wars. France took control of Algeria in 1830 but began in earnest to rebuild its worldwide empire after 1850, concentrating chiefly in North and West Africa (French North Africa, French West Africa, French Equatorial Africa), as well as South-East Asia (French Indochina), with other conquests in the South Pacific (New Caledonia, French Polynesia). France also twice attempted to make Mexico a colony in 1838–39 and in 1861-67 (see Pastry War and Second French intervention in Mexico).
French Republicans, at first hostile to empire, only became supportive when Germany started to build her own colonial empire. As it developed, the new empire took on roles of trade with France, supplying raw materials and purchasing manufactured items, as well as lending prestige to the motherland and spreading French civilization and language as well as Catholicism. It also provided crucial manpower in both World Wars. It became a moral justification to lift the world up to French standards by bringing Christianity and French culture. In 1884 the leading exponent of colonialism, Jules Ferry declared France had a civilising mission: "The higher races have a right over the lower races, they have a duty to civilize the inferior". Full citizenship rights – assimilation – were offered, although in reality assimilation was always on the distant horizon. Contrasting from Britain, France sent small numbers of settlers to its colonies, with the only notable exception of Algeria, where French settlers nevertheless always remained a small minority.
In the 19th and 20th centuries, the French colonial empire was the second-largest colonial empire in the world behind the British Empire, extending over 12,347,000 km2 (4,767,000 sq. miles) at its height in the 1920s and 1930s. France controlled nearly 1/10th of the Earth's land area, with a population of 110 million people on the eve of World War II (5% of the world's population at the time).
In World War II, Charles de Gaulle and the Free French used the overseas colonies as bases from which they fought to liberate France. However, after 1945 anti-colonial movements began to challenge the Empire. France fought and lost a bitter war in Vietnam in the 1950s. Whereas they won the war in Algeria, de Gaulle decided to grant Algeria independence anyway in 1962. French settlers and many local supporters relocated to France. Nearly all of France's colonies gained independence by 1960, but France retained great financial and diplomatic influence. It has repeatedly sent troops to assist its former colonies in Africa in suppressing insurrections and coups d'état.
German expansion into Slavic lands begins in 12th-13th-century (see Drang nach Osten). The concept of Drang nach Osten was a core element of German nationalism and a major element of Nazi ideology. However the German involvement in the seizure of overseas territories was negligible until the end of the 19th century. Prussia unified the other states into the second German Empire in 1871. Its Chancellor, Otto von Bismarck (1862–90), long opposed colonial acquisitions, arguing that the burden of obtaining, maintaining, and defending such possessions would outweigh any potential benefits. He felt that colonies did not pay for themselves, that the German bureaucratic system would not work well in the tropics and the diplomatic disputes over colonies would distract Germany from its central interest, Europe itself.
However, public opinion and elite opinion in Germany demanded colonies for reasons of international prestige, so Bismarck was forced to oblige. In 1883–84 Germany began to build a colonial empire in Africa and the South Pacific. The establishment of the German colonial empire started with German New Guinea in 1884.
German colonies included the present territories of in Africa: Tanzania, Rwanda, Burundi, Namibia, Cameroon, Ghana and Togo; in Oceania: New Guinea, Solomon islands, Nauru, Marshall Islands, Mariana Islands, Caroline Islands and Samoa; and in Asia: Tsingtao, Chefoo and the Jiaozhou Bay. The Treaty of Versailles made them mandates temporarily operated by the Allied victors.
For over 200 years, Japan maintained a feudal society during a period of relative isolation from the rest of the world. However, in the 1850s, military pressure from the United States and other world powers coerced Japan to open itself to the global market, resulting in an end to the country's isolation. A period of conflicts and political revolutions followed due to socioeconomic uncertainty, ending in 1868 with the reunification of political power under the Japanese Emperor during the Meiji Restoration. This sparked a period of rapid industrialization driven in part by a Japanese desire for self-sufficiency. By the early 1900s, Japan was a naval power that could hold its own against an established European power as it defeated Russia.
Despite its rising population and increasingly industrialized economy, Japan had relatively little territory and lacked significant natural resources. As a result, the country turned to imperialism and expansionism in part as a means of compensating for these shortcomings, adopting the national motto "Fukoku kyōhei" (富国強兵, "Enrich the state, strengthen the military").
And Japan was eager to take every opportunity. In 1869 they took advantage of the defeat of the rebels of the Republic of Ezo to incorporate definitely the island of Hokkaido to Japan. For centuries, Japan viewed the Ryukyu Islands as one of its provinces. In 1871 the Mudan incident happened: Taiwanese aborigines murdered 54 Ryūkyūan sailors that had their ship shipwrecked. At that time the Ryukyu Islands were claimed by both Qing China and Japan, and the Japanese interpreted the incident as an attack on their citizens. They took steps to bring the islands in their jurisdiction: in 1872 the Japanese Ryukyu Domain was declared, and in 1874 a retaliatory incursion to Taiwan was sent, which was a success. The success of this expedition emboldened the Japanese: not even the Americans could defeat the Taiwanese in the Formosa Expedition of 1867. Very few gave it much thought at the time, but this was the first move in the Japanese expansionism series. Japan occupied Taiwan for the rest of 1874 and then left owing to Chinese pressures, but in 1879 it finally annexed the Ryukyu Islands. In 1875 Qing China sent a 300-men force to subdue the Taiwanese, but unlike the Japanese the Chinese were routed, ambushed and 250 of their men were killed; the failure of this expedition exposed once more the failure of Qing China to exert effective control in Taiwan, and acted as another incentive for the Japanese to annex Taiwan. Eventually, the spoils for winning the First Sino-Japanese War in 1894 included Taiwan.
In 1875 Japan took its first operation against Joseon Korea, another territory that for centuries it coveted; the Ganghwa Island incident made Korea open to international trade. Korea was annexed in 1910. As a result of winning the Russo-Japanese War in 1905, Japan took part of Sakhalin Island from Russia. Precisely, the victory against the Russian Empire shook the world: never before an Asian nation defeated a European power, and in Japan it was seen as a feat. Japan's victory against Russia would act as an antecedent for Asian countries in the fight against the Western powers for Decolonization. During World War I, Japan took German-leased territories in China's Shandong Province, as well as the Mariana, Caroline, and Marshall Islands, and kept the islands as League of nations mandates. At first, Japan was in good standing with the victorious Allied powers of World War I, but different discrepancies and dissatisfaction with the rewards of the treaties cooled the relations with them, for example American pressure forced it to return the Shandong area. By the '30s, economic depression, urgency of resources and a growing distrust in the Allied powers made Japan lean to a hardened militaristic stance. Through the decade, it would grow closer to Germany and Italy, forming together the Axis alliance. In 1931 Japan took Manchuria from China. International reactions condemned this move, but Japan's already strong skepticism against Allied nations meant that it nevertheless carried on.
During the Second Sino-Japanese War in 1937, Japan's military invaded central China. Also, in 1938-1939 Japan made an attempt to seize the territory of Soviet Russia and Mongolia, but suffered a serious defeats (see Battle of Lake Khasan, Battles of Khalkhin Gol). By now, relations with the Allied powers were at the bottom, and an international boycott against Japan to deprive it of natural resources was enforced. Thus a military move to gain access to them was needed, and so Japan attacked Pearl Harbor, bringing the United States to World War II. Using its superior technological advances in naval aviation and its modern doctrines of amphibious and naval warfare, Japan achieved one of the fastest maritime expansions in history. By 1942 Japan had conquered much of East Asia and the Pacific, including the east of China, Hong Kong, Thailand, Vietnam, Cambodia, Burma (Myanmar), Malaysia, the Philippines, Indonesia, part of New Guinea and many islands of the Pacific Ocean. Just as Japan's late industrialization success and victory against the Russian Empire was seen as an example among underdeveloped Asia-Pacific nations, the Japanese took advantage of this and promoted among its conquered the goal to jointly create an anti-European "Greater East Asia Co-Prosperity Sphere". This plan helped the Japanese gain support from native populations during its conquests, especially in Indonesia. However, the United States had a vastly stronger military and industrial base and defeated Japan, stripping it of conquests and returning its settlers back to Japan.
The Ottoman Empire was an imperial state that lasted from 1299 to 1922. In 1453, Mehmed the Conqueror besieged the capital of the Byzantine Empire, resulting in the Fall of Constantinople after 1,500 years of Roman rule, thereafter making it the capital of the empire. During the 16th and 17th centuries, in particular at the height of its power under the reign of Suleiman the Magnificent, the Ottoman Empire was a powerful multinational, multilingual empire, which invaded and colonized much of Southeast Europe, Western Asia, the Caucasus, North Africa, and the Horn of Africa. Its repeated invasions, and brutal treatment of Slavs led to the Great Migrations of the Serbs to escape persecution. At the beginning of the 17th century the empire contained 32 provinces and numerous vassal states. Some of these were later absorbed into the empire, while others were granted various types of autonomy during the course of centuries.
With Constantinople as its capital and control of lands around the Mediterranean basin, the Ottoman Empire was at the center of interactions between the Eastern and Western worlds for six centuries. Following a long period of military setbacks against European powers, the Ottoman Empire gradually declined in its ability to remain sovereign against competing powers in the late 19th century.
The collapse of the Ottoman Empire was accelerated by the intervention of the great powers. In 1821-1829 the Greeks in their struggle for independence were assisted by the Russian Empire, Great Britain, and the Kingdom of France (see Greek War of Independence). Later in fact, the Ottoman Empire could exist only in the conditions of acute rivalry of the great powers. Russia's attempt to negotiate with Britain on the partition of the Ottoman Empire failed. Britain after the conclusion of Treaty of Balta Liman in 1838 was interested in preserving the Ottoman Empire and in Crimean war 1853-1856, the great powers of Britain and France opposed Russia, as a result of the Ottoman Empire existed until 1922. As result of the Russo-Turkish War (1877–1878), Bulgaria, Serbia and Montenegro gained independence in the European part of the Empire.
The empire allied with Germany in the early 20th century, with the imperial ambition of recovering its lost territories, but it dissolved in the aftermath of its defeat in the First World War. At the same time, Turkey itself could barely avoid the fate of being divided into colonies of great powers, see Treaty of Sèvres. The result was the Turkish War of Independence, when Kemalist forces backed by Soviet Russia established the Republic of Turkey. The residue was the new state of Turkey in the Ottoman Anatolian heartland, as well as the creation of modern Balkan and Middle Eastern states, thus ending Turkish colonial ambitions.
Imperial Russia and the Soviet Union
By the 18th century, the Russian Empire extended its control to the Pacific, peacefully forming a common border with the Qing Empire and Empire of Japan. This took place in a large number of military invasions of the lands east, west, and south of it. The Polish–Russian War of 1792 took place after Polish nobility from the Polish–Lithuanian Commonwealth wrote the Constitution of 3 May 1791. The war resulted in eastern Poland being conquered by Imperial Russia as a colony until 1918. The southern campaigns involved a series of Russo-Persian Wars, which began with the Persian Expedition of 1796, resulting in the acquisition of Georgia (country) as a protectorate. Between 1800 and 1864, Imperial armies invaded south in the Russian conquest of the Caucasus, the Murid War, and the Russo-Circassian War. This last conflict led to the ethnic cleansing of Circassians from their lands. The Russian conquest of Siberia over the Khanate of Sibir took place in the 16th and 17th centuries, and resulted in the slaughter of various indigenous tribes by Russians, including the Daur, the Koryaks, the Itelmens, Mansi people and the Chukchi. The Russian colonization of Central and Eastern Europe and Siberia and treatment of the resident indigenous peoples has been compared to European colonization of the Americas, with similar negative impacts on the indigenous Siberians as upon the indigenous peoples of the Americas. The extermination of indigenous Siberian tribes was so complete that a relatively small population of only 180,000 are said to exist today. The Russian Empire exploited and suppressed Cossacks hosts during this period, before turning them into the special military estate Sosloviye in the late 18th century. Cossacks were then used in Imperial Russian campaigns against other tribes.
But it would be a strong simplification to reduce expansion of Russia only to military conquests. The reunification of Ukraine with Russia took place in 1654, when Polish rule brought the population of Ukraine to revolts (see Pereyaslav Council). Another example is Georgia's accession to Russia in 1783. Given Georgia's history of invasions from the south, an alliance with Russia may have been seen as the only way to discourage or resist Persian and Ottoman aggression, while also establishing a link to Western Europe (see Treaty of Georgievsk). Russia's support helped establish independent Mongolia (independent from China) (see Mongolian Revolution of 1911).
Bolshevik leaders had effectively reestablished a polity with roughly the same extent as that empire by 1921, however with an internationalist ideology: Lenin in particular asserted the right to limited self-determination for national minorities within the new territory. Beginning in 1923, the policy of "Indigenization" [korenizatsiya] was intended to support non-Russians develop their national cultures within a socialist framework. Never formally revoked, it stopped being implemented after 1932. After World War II, the Soviet Union installed socialist regimes modeled on those it had installed in 1919–20 in the old Russian Empire, in areas its forces occupied in Eastern Europe. The Soviet Union and later the People's Republic of China supported revolutionary and communist movements in foreign nations and colonies to advance their own interests, but were not always successful. The USSR provided great assistance to Kuomintang in 1926-1928 in the formation of a unified Chinese government (see Northern Expedition). Although then relations with the USSR deteriorated, but the USSR was the only world power that provided military assistance to China against Japanese aggression in 1937-1941 (see Sino-Soviet Non-Aggression Pact). It should be pointed out that the victory of the Chinese Communists in the civil war of 1946-1949 relied on the great help of the USSR (see Chinese Civil War).
Trotsky, and others, believed that the revolution could only succeed in Russia as part of a world revolution. Lenin wrote extensively on the matter and famously declared that Imperialism was the highest stage of capitalism. However, after Lenin's death, Joseph Stalin established 'socialism in one country' for the Soviet Union, creating the model for subsequent inward looking Stalinist states and purging the early Internationalist elements. The internationalist tendencies of the early revolution would be abandoned until they returned in the framework of a client state in competition with the Americans during the Cold War. In the post-Stalin period in the late 1950s, the new political leader Nikita Khrushchev put pressure on the Soviet-American relations starting a new wave of anti-imperialist propaganda. In his speech on the UN conference in 1960, he announced the continuation of the war on imperialism, stating that soon the people of different countries will come together and overthrow their imperialist leaders. Although the Soviet Union declared itself anti-imperialist, critics argue that it exhibited traits common to historic empires. Some scholars hold that the Soviet Union was a hybrid entity containing elements common to both multinational empires and nation states. Some also argued that the USSR practiced colonialism as did other imperial powers and was carrying on the old Russian tradition of expansion and control. Mao Zedong once argued that the Soviet Union had itself become an imperialist power while maintaining a socialist façade. Moreover, the ideas of imperialism were widely spread in action on the higher levels of government. Some Marxists within the Russian Empire and later the USSR, like Sultan Galiev and Vasyl Shakhrai, considered the Soviet regime a renewed version of the Russian imperialism and colonialism.
Soviet imperialism involved invasion of Hungary in 1956 to destroy democratic forces. Soviet imperialism was roundly condemned In 1979 when the USSR invaded Afghanistan to keep a friendly government in power. The invasion "alerted the Third World, as no earlier Soviet in intervention a done, to the nature of Soviet imperialism. It must be said that the USSR never called itself an "Empire" unlike other world powers and the use of such a name carries a negative connotation.
Made up of former colonies itself, the early United States expressed its opposition to Imperialism, at least in a form distinct from its own Manifest Destiny, through policies such as the Monroe Doctrine. However the US may have unsuccessfully attempted to capture Canada in the War of 1812. The United States achieved very significant territorial concessions from Mexico during the Mexican-American War. Beginning in the late 19th and early 20th century, policies such as Theodore Roosevelt’s interventionism in Central America and Woodrow Wilson’s mission to "make the world safe for democracy" changed all this. They were often backed by military force, but were more often affected from behind the scenes. This is consistent with the general notion of hegemony and imperium of historical empires. In 1898, Americans who opposed imperialism created the Anti-Imperialist League to oppose the US annexation of the Philippines and Cuba. One year later, a war erupted in the Philippines causing business, labor and government leaders in the US to condemn America's occupation in the Philippines as they also denounced them for causing the deaths of many Filipinos. American foreign policy was denounced as a "racket" by Smedley Butler, a former American general who had become a spokesman for the far left.
At the start of World War II, President Franklin D. Roosevelt was opposed to European colonialism, especially in India. He pulled back when Britain's Winston Churchill demanded that victory in the war be the first priority. Roosevelt expected that the United Nations would take up the problem of decolonization.
Some have described the internal strife between various people groups as a form of imperialism or colonialism. This internal form is distinct from informal U.S. imperialism in the form of political and financial hegemony. This internal form of imperialism is also distinct from the United States' formation of "colonies" abroad. Through the treatment of its indigenous peoples during westward expansion, the United States took on the form of an imperial power prior to any attempts at external imperialism. This internal form of empire has been referred to as "internal colonialism". Participation in the African slave trade and the subsequent treatment of its 12 to 15 million Africans is viewed by some to be a more modern extension of America's "internal colonialism". However, this internal colonialism faced resistance, as external colonialism did, but the anti-colonial presence was far less prominent due to the nearly complete dominance that the United States was able to assert over both indigenous peoples and African-Americans. In his lecture on April 16, 2003, Edward Said made a bold statement on modern imperialism in the United States, whom he described as using aggressive means of attack towards the contemporary Orient, "due to their backward living, lack of democracy and the violation of women’s rights. The western world forgets during this process of converting the other that enlightenment and democracy are concepts that not all will agree upon".
Spanish imperialism in the colonial era corresponds with the rise and decline of the Spanish Empire, conventionally recognized as emerging in 1402 with the conquest of the Canary Islands. Following the successes of exploratory maritime voyages conducted during the Age of Discovery, such as those undertaken by Christopher Columbus, Spain committed considerable financial and military resources towards developing a robust navy capable of conducting large-scale, transatlantic expeditionary operations in order to establish and solidify a firm imperial presence across portions of North America, South America, and the geographic regions comprising the Caribbean basin. Concomitant with Spanish endorsement and sponsorship of transatlantic expeditionary voyages was the deployment of Conquistadors, which further expanded Spanish imperial boundaries through the acquisition and development of territories and colonies.
Imperialism in the Caribbean basin
In congruence with the colonialist activities of competing European imperial powers throughout the 15th – 19th centuries, the Spanish were equally engrossed in extending geopolitical power. The Caribbean basin functioned as a key geographic focal point for advancing Spanish imperialism. Similar to the strategic prioritization Spain placed towards achieving victory in the conquests of the Aztec Empire and Inca Empire, Spain placed equal strategic emphasis on expanding the nation's imperial footprint within the Caribbean basin.
Echoing the prevailing ideological perspectives regarding colonialism and imperialism embraced by Spain's European rivals during the colonial era, including the English, French, and the Dutch, the Spanish utilized colonialism as a means of expanding imperial geopolitical borders and securing the defense of maritime trade routes in the Caribbean basin.
While leveraging colonialism in the same geographic operating theater as its imperial rivals, Spain maintained distinct imperial objectives and instituted a unique form of colonialism in support of its imperial agenda. Spain placed significant strategic emphasis on the acquisition, extraction, and exportation of precious metals (primarily gold and silver). A second objective was the evangelization of subjugated indigenous populations residing in mineral-rich and strategically favorable locations. Notable examples of these indigenous groups include the Taίno populations inhabiting Puerto Rico and segments of Cuba. Compulsory labor and slavery were widely institutionalized across Spanish-occupied territories and colonies, with an initial emphasis on directing labor towards mining activity and related methods of procuring semi-precious metals. The emergence of the Encomienda system during the 16th–17th centuries in occupied colonies within the Caribbean basin reflects a gradual shift in imperial prioritization, increasingly focusing on large-scale production and exportation of agricultural commodities.
Scholarly debate and controversy
The scope and scale of Spanish participation in imperialism within the Caribbean basin remains a subject of scholarly debate among historians. A fundamental source of contention stems from the inadvertent conflation of theoretical conceptions of imperialism and colonialism. Furthermore, significant variation exists in the definition and interpretation of these terms as expounded by historians, anthropologists, philosophers, and political scientists.
Among historians, there is substantial support in favor of approaching imperialism as a conceptual theory emerging during the 18th–19th centuries, particularly within Britain, propagated by key exponents such as Joseph Chamberlain and Benjamin Disraeli. In accordance with this theoretical perspective, the activities of the Spanish in the Caribbean are not components of a preeminent, ideologically-driven form of imperialism. Rather, these activities are more accurately classified as representing a form of colonialism.
Further divergence among historians can be attributed to varying theoretical perspectives regarding imperialism that are proposed by emerging academic schools of thought. Noteworthy examples include cultural imperialism, whereby proponents such as John Downing and Annabelle Sreberny-Modammadi define imperialism as "...the conquest and control of one country by a more powerful one." Cultural imperialism signifies the dimensions of the process that go beyond economic exploitation or military force." Moreover, colonialism is understood as "...the form of imperialism in which the government of the colony is run directly by foreigners."
In spite of diverging perspectives and the absence of a unilateral scholarly consensus regarding imperialism among historians, within the context of Spanish expansion in the Caribbean basin during the colonial era, imperialism can be interpreted as an overarching ideological agenda that is perpetuated through the institution of colonialism. In this context, colonialism functions as an instrument designed to achieve specific imperialist objectives.
Republic of Venezuela
Venezuela has had a history of expansionist actions to add to its territory and regional influence. In the 20th century, Venezuela's national interests included obtaining the Guayana Esequiba and maritime territory in the Caribbean. Due to these interests, Guyana and Trinidad and Tobago feared Venezuelan expansionist actions due to its authority in the Caribbean and its actions regarding the Guayana Esequiba.
On 12 November 1962 the Venezuelan foreign relations minister, Marcos Falcón Briceño, denounced the validity of the 1899 Arbitral Award of Paris, which was favourable to the United Kingdom, in the United Nations General Assembly Fourth Committee after the Mallet-Prevost Memorandum was published, arguing that Venezuela considered the Award null due to "acts contrary to the good faith" by the British government and the members of the Award's tribunal. Such complaints led to the 1966 Geneva Agreement shortly after Guyana's independence and to the renewal of Venezuela's claim to two-thirds of Guyana's western territory, known as the Guayana Esequiba.
According to Guyana, the 1969 Rupununi Uprising was a plot by Venezuela to reclaim a portion of the Esequiba territory and that the Venezuelan government had armed rebels. Valerie Hart, who had led the uprising, had met with Venezuelan ministers at the time and was granted Venezuelan citizenship by birth. The Peoples Temple Agricultural Project's location, better known as Jonestown, also stood not far from the disputed Guyana–Venezuela border, with Guyanese officials hoping that the presence of American citizens would deter a potential military incursion.
During the administration of Venezuelan president Luis Herrera Campins, Venezuela attempted to benefit on the geopolitical stage by utilizing oil politics and pursued territorial expansion. In the 1980s, Guyana encouraged the purchase of defense bonds with Guyanese President Forbes Burnham stating "Every bond we buy is a nail in the coffin of Venezuelan imperialism and aggression" during a speech on 1 May 1982. Days later on 10 May 1982, Venezuelan troops entered Guyana by crossing the Cuyuni River and were intercepted by Guyanese troops who fired gunshots into the air, with the Venezuelan troops later leaving hours after the confrontation. The Guyanese government would continue to repel Venezuelan intervention, arresting some of their own officials stating they were working for the Venezuelan government.
Following the election of Jaime Lusinchi as President of Venezuela in 1984, the country faced economic difficulties and Venezuela's influence in the region waned. The support of Guyana by their larger neighbor Brazil also helped deter Venezuela from making further territorial claims.
Bolivarian Republic of Venezuela
During the tenure of President Hugo Chávez, it was stated that Venezuela's "imperialism" was beginning in Latin America, with Venezuela attempting to establish "a sort of hegemony" over smaller nations in the region. Venezuela's geopolitical ambitions grew as oil profits increased with much of the country's foreign policy involving oil politics. Critics described the presidencies of Bolivia's Evo Morales and Ecuador's Rafael Correa as results of "Venezuelan imperialism".
In 2001, Current History stated that Chávez began "tensions with his neighbors [and] reopened the old Venezuelan claim to half of Guyana's territory and insulted Colombian President Andrés Pastrana Arango by verbally supporting [FARC] fighting against his Colombian government", noting allegations that Chávez offered "substantial assistance to radical elements in the hemisphere, raising questions about Venezuelan expansionism". The United States Assistant Secretary of State for Western Hemisphere Affairs, Peter F. Romero stated in 2001 that "Bolivarian propaganda" used by Chávez and then-Secretary of Defense José Vicente Rangel was not only just rhetoric, but that there were "indications that the government of Chávez has supported violent indigenous movements in Bolivia, and in the case of Ecuador, military coup members" with both officials being described as "professional agitators".
The Independent Institute described Chávez as a "populist caudillo [that] has embarked on an adventure of continental expansionism" and that at the time "Venezuela’s expansionism ... seems unstoppable because of the economic power crude oil has brought that country". Noam Chomsky described Chávez's oil subsidies to Caribbean and South American countries as "buying influence, undoubtedly" and called Venezuela's social programs in neighboring countries as "just another example of Venezuelan imperialism". The Caribbean Community feared "Venezuelan expansionism especially the Hugo Chavez variety" when the Bolivarian Navy of Venezuela established a base on Isla Aves, stating that Venezuela would attempt to expand its exclusive economic zone further into Caribbean waters.
Under the administration of President Nicolás Maduro, Venezuela's foreign policy grew even more aggressive as the country faced a socioeconomic crisis. On 11 May 2015, Guyana announced the discovery of promising oil deposits, though days later the Maduro government decreed that they controlled much of Guyana's maritime territory distancing all the way into Suriname waters. The decree was reversed shortly afterwards. Former Venezuelan general and high-level official Pedro Carreño stated on 9 July 2018 that if the United States were to attack Venezuela, the Venezuelan military would immediately fire on targets in Colombia. Carreño stated that Venezuelan Sukhoi fighter jets would destroy the seven bridges crossing the Magdalena River in order to virtually divide Colombia in two. A month later on 12 August 2018, former Foreign Minister of Venezuela, Roy Chaderton, stated that Venezuelans are "more civilized" than Colombians and that he was "part of the Pedro Carreño command" of the Bolivarian government, believing that Venezuelan troops must conquer Colombia and "reach the Pacific, because at last and finally we liberate the countries whose coasts are bathed by the Pacific Ocean ... I believe that we ... have military superiority".