What ideologies drove the age of imperialism?

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Policy or ideology of extending a nation's rule over foreign nations

What ideologies drove the age of imperialism?

Cecil Rhodes and the Cape-Cairo railway project. Rhodes aimed to "paint the map red" (red representing the British Empire).[1]

Imperialism is the state policy, practice, or advocacy of extending power and dominion, especially by direct territorial acquisition or by gaining political and economic control of other areas,[2][3] often through employing hard power (economic and military power), but also soft power (cultural and diplomatic power). While related to the concepts of colonialism and empire, imperialism is a distinct concept that can apply to other forms of expansion and many forms of government.

Etymology and usage

What ideologies drove the age of imperialism?

The word imperialism originated from the Latin word imperium,[4] which means supreme power, "sovereignty", or simply "rule".[5] It first became common in the current sense in Great Britain during the 1870s, when it was used with a negative connotation.[6] Hannah Arendt and Joseph Schumpeter defined imperialism as expansion for the sake of expansion.[7]

Previously, the term had been used to describe what was perceived as Napoleon III's attempts at obtaining political support through foreign military interventions.[6] 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 organized around an imperial core and a periphery.[8] This definition encompasses both nominal empires and neocolonialism.

Colonialism versus imperialism

What ideologies drove the age of imperialism?

Imperial powers in 1800[9]

What ideologies drove the age of imperialism?

Imperial powers in 1945

The term "imperialism" is often conflated with "colonialism"; however, many scholars have argued that each has its 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 centre, is a state policy and is developed for ideological as well as financial reasons, it is simply development for settlement or commercial intentions. However, colonialism still includes invasion.[10] Colonialism in modern usage also tends to imply a degree of geographic separation between the colony and the imperial power. Particularly, Edward Said distinguishes 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.'[11] 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.[11]: 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.[12]: 107  Although imperialism and colonialism focus on the suppression of another, 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.[12]: 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.[12]: 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.[12]: 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.[13]

What ideologies drove the age of imperialism?

Entrance of the Russian troops in Tiflis, 26 November 1799, by Franz Roubaud, 1886

The Soviet leader Vladimir Lenin suggested that "imperialism was the highest form of capitalism, claiming that imperialism developed after colonialism, and was distinguished from colonialism by monopoly capitalism".[11]: 116 

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.[14] 19th century episodes included the "Scramble for Africa."[15]

What ideologies drove the age of imperialism?

Africa, divided into colonies under multiple European empires, c. 1913

  Belgium

  Germany

  Spain

  France

  United Kingdom

  Italy

  Portugal

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.[16] 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.'"[17] 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."[18]: 6 

Looking at the main empires from 1875 to 1914, there was 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. According to Indian Economist Utsa Patnaik, the scale of the wealth transfer out of India, between 1765 and 1938, was an estimated $45 Trillion.[19] 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.[18]: 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.[20]

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.[21] 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, D. K. Fieldhouse suggests that in the 19th and 20th centuries in places such as Africa and Asia, this idea is not necessarily valid:[22]

Modern empires were not artificially constructed economic machines. The second expansion of Europe was a complex historical process in which political, social and emotional forces in Europe and on the periphery were more influential than calculated imperialism. Individual colonies might serve an economic purpose; collectively no empire had any definable function, economic or otherwise. Empires represented only a particular phase in the ever-changing relationship of Europe with the rest of the world: analogies with industrial systems or investment in real estate were simply misleading.[12]: 184 

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".[23]

What ideologies drove the age of imperialism?

British assault on Canton during the First Opium War, May 1841

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 centre of manufacturing and economic growth, driving resource needs.[24]

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.[24]

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).[24] 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, and the Japanese Imperial Army of Japan, but these still relied heavily on weapons imported from Europe and often on European military advisors.

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, 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.

In Imperialism: A Study (1902), John A. Hobson developed a highly influential interpretation of imperialism 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[25] and Oron Hale could argue that "the Hobsonian foundation has been almost completely demolished."[18]: 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.[26]

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.[27][25]

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.[28][29]

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."[30] 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."[30]

Imperialism has also been identified in newer phenomena like space development and its governing context.[31]

Issues

Orientalism and imaginative geography

Imperial control, territorial and cultural, is justified through discourses about the imperialists' understanding of different spaces.[32] 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.[32]

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.[33] 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".[34]

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.[32][35] 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.[36][37] 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.[34][11]: 116 

Cartography

One of the main tools used by imperialists was cartography. Cartography is "the art, science and technology of making maps"[38] but this definition is problematic. It implies that maps are objective representations of the world when in reality they serve very political means.[38] 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".[39] He states that maps "contributed to empire by promoting, assisting, and legitimizing the extension of French and British power into West Africa".[39] During his analysis of 19th-century cartographic techniques, he highlights the use of blank space to denote unknown or unexplored territory.[39] This provided incentives for imperial and colonial powers to obtain "information to fill in blank spaces on contemporary maps".[39]

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"[39] but were not printed in Europe unless Europeans verified them.

Expansionism

What ideologies drove the age of imperialism?

Ottoman wars in Europe

Imperialism in pre-modern times was common in the form of expansionism through vassalage and conquest.[citation needed]

Cultural imperialism

The concept of cultural imperialism refers to the cultural 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 culture. This means more than just "foreign" music, television or film becoming popular with young people; rather that a populace changes its own expectations of life, desiring 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, which may oppose such influence with bans on foreign popular culture, control of the internet and of 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 "imperialism" is frequently used in international propaganda as a pejorative for expansionist and aggressive foreign policy.[40]

Psychological imperialism

An empire mentality may build on and bolster views contrasting "primitive" and "advanced" peoples and cultures, thus justifying and encouraging imperialist practices among participants.[41] Associated psychological tropes include the White Man's Burden and the idea of civilizing mission (French: mission civilatrice).

Social imperialism

The political concept social imperialism is a Marxist expression first used in the early 20th century by Lenin as "socialist in words, imperialist in deeds" describing the Fabian Society and other socialist organizations.[42] Later, in a split with the Soviet Union, Mao Zedong criticized its leaders as social imperialists.[43]

Justification

What ideologies drove the age of imperialism?

A shocked mandarin in Manchu robe in the back, with Queen Victoria (British Empire), Wilhelm II (German Empire), Nicholas II (Russian Empire), Marianne (French Third Republic), and a samurai (Empire of Japan) stabbing into a king cake with Chine ("China" in French) written on it. A portrayal of New Imperialism and its effects on China.

Stephen Howe has summarized his view on the beneficial effects of the colonial empires:

At least some of the great modern empires – the British, French, Austro-Hungarian, Russian, and even the Ottoman – have virtues that have been too readily forgotten. They provided stability, security, and legal order for their subjects. They constrained, and at their best, tried to transcend, the potentially savage ethnic or religious antagonisms among the peoples. And the aristocracies which ruled most of them were often far more liberal, humane, and cosmopolitan than their supposedly ever more democratic successors.[44][45]

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'".[46] 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.[11] 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."[47] 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.[11]: 117  These societies also served as a space for travellers to share these stories.[11]: 117  Political geographers such as Friedrich Ratzel of Germany and Halford Mackinder of Britain also supported imperialism.[11]: 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.[11]: 117 

Geographical theories such as environmental determinism also suggested that tropical environments created uncivilized people in need of European guidance.[11]: 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.[48]: 11  Tropicality can be paralleled with Edward Said's Orientalism as the west's construction of the east as the "other".[48]: 7  According to Said, orientalism allowed Europe to establish itself as the superior and the norm, which justified its dominance over the essentialized Orient.[49]: 329 

Technology and economic efficiency were often improved in territories subjected to imperialism through the building of roads, other infrastructure and introduction of new technologies.

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".[50] 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.

Environmental determinism

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.[51]

Anti-imperialism

Anti-imperialism gained a wide currency after the Second World War and at the onset of the Cold War as political movements in colonies of European powers promoted national sovereignty. Some anti-imperialist groups who opposed the United States supported the power of the Soviet Union, such as in Guevarism, while in Maoism this was criticized as social imperialism.

Imperialism by country

Roman

What ideologies drove the age of imperialism?

Provinces of the Roman Empire around 117 AD

The Roman Empire was the post-Republican period of ancient Rome. As a polity, it included large territorial holdings around the Mediterranean Sea in Europe, North Africa, and Western Asia, ruled by emperors.

Zulu

Ming

Mongolian

What ideologies drove the age of imperialism?

Expansion of the Mongol Empire from 1206 to 1294

The Mongol Empire of the 13th and 14th centuries was the largest contiguous land empire in history.[52]

Mali

Austria-Hungary

What ideologies drove the age of imperialism?

Austria-Hungary in 1914

Belgium

Brazil

Britain

What ideologies drove the age of imperialism?

Tipu, Sultan of Mysore, an ally of Napoleone Bonaparte, confronted British East India Company forces at the Siege of Srirangapatna, where he was killed.

What ideologies drove the age of imperialism?

The result of the Boer Wars was the annexation of the Boer Republics to the British Empire in 1902.

England

England'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.[12]: 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.[12]: 174 

Scotland

Between 1621 and 1699, the Kingdom of Scotland authorised several colonies in the Americas. Most of these colonies were either aborted or collapsed quickly for various reasons.

Great Britain

Under the Acts of Union 1707, the English and Scottish kingdoms were merged, and their colonies collectively became subject to Great Britain (also known as the United Kingdom). The empire Great Britain would go on to found 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.

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.[53] 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.[53] 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".[54] 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.[12]: 175  Britain's nationalistic movements were evident with the creation of the commonwealth countries where there was a shared nature of national identity.[12]: 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.[55] 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.[56] 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.[57][58][59][60]

What ideologies drove the age of imperialism?

Smoke rises from oil tanks beside the Suez Canal hit during the initial Anglo-French assault on Egypt, 5 November 1956

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".[61] 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.[62][63] 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.[64] 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.[65][66]

What ideologies drove the age of imperialism?

Map of the British Empire at its territorial peak in 1921

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.[67] 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, the self-governing dominions break away from the empire in 1949, 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.[68]

China

What ideologies drove the age of imperialism?

The Qing Empire ca. 1820, marked the time when the Qing began to rule these areas.

What ideologies drove the age of imperialism?

Map of the Growth of China under Qin Dynasty

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.[69]

The most successful Chinese imperial dynasties in terms of territorial expansion were the Han, Tang, Yuan, and Qing dynasties.

Denmark

Denmark–Norway (Denmark after 1814) possessed overseas colonies from 1536 until 1953. At its apex there were colonies on four continents: Europe, North America, Africa and Asia. In the 17th century, following territorial losses on the Scandinavian Peninsula, Denmark-Norway began to develop colonies, forts, and trading posts in West Africa, the Caribbean, and the Indian subcontinent. Christian IV first initiated the policy of expanding Denmark-Norway's overseas trade, as part of the mercantilist wave that was sweeping Europe. Denmark-Norway's first colony was established at Tranquebar on India's southern coast in 1620. Admiral Ove Gjedde led the expedition that established the colony. After 1814, when Norway was ceded to Sweden, Denmark retained what remained of Norway's great medieval colonial holdings. One by one the smaller colonies were lost or sold. Tranquebar was sold to the British in 1845. The United States purchased the Danish West Indies in 1917. Iceland became independent in 1944. Today, the only remaining vestiges are two originally Norwegian colonies that are currently within the Danish Realm, the Faroe Islands and Greenland; the Faroes were a Danish county until 1948, while Greenland's colonial status ceased in 1953. They are now autonomous territories.[70]

Ethiopia

European Union

Some analyses portray the geographical expansion and global influence of the European Union in terms of imperialism.[71]

France

What ideologies drove the age of imperialism?

Map of the first (light blue) and second (dark blue) French colonial empires

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 seizure of Algiers in 1830 and came for the most part to an end with the granting of independence to Algeria in 1962.[72] 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.[73] 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).

What ideologies drove the age of imperialism?

French poster about the "Madagascar War"

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.[74] 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".[75] Full citizenship rights – assimilation – were offered, although in reality assimilation was always on the distant horizon.[76] 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.

The French colonial empire of extended over 11,500,000 km2 (4,400,000 sq mi) at its height in the 1920s and had a population of 110 million people on the eve of World War II.[77][78]

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.[79]

Education policy

French colonial officials, influenced by the revolutionary ideal of equality, standardized schools, curricula, and teaching methods as much as possible. They did not establish colonial school systems with the idea of furthering the ambitions of the local people, but rather simply exported the systems and methods in vogue in the mother nation.[80] Having a moderately trained lower bureaucracy was of great use to colonial officials.[81] The emerging French-educated indigenous elite saw little value in educating rural peoples.[82] After 1946 the policy was to bring the best students to Paris for advanced training. The result was to immerse the next generation of leaders in the growing anti-colonial diaspora centered in Paris. Impressionistic colonials could mingle with studious scholars or radical revolutionaries or so everything in between. Ho Chi Minh and other young radicals in Paris formed the French Communist party in 1920.[83]

Tunisia was exceptional. The colony was administered by Paul Cambon, who built an educational system for colonists and indigenous people alike that was closely modeled on mainland France. He emphasized female and vocational education. By independence, the quality of Tunisian education nearly equalled that in France.[84]

African nationalists rejected such a public education system, which they perceived as an attempt to retard African development and maintain colonial superiority. One of the first demands of the emerging nationalist movement after World War II was the introduction of full metropolitan-style education in French West Africa with its promise of equality with Europeans.[85][86]

In Algeria, the debate was polarized. The French set up schools based on the scientific method and French culture. The Pied-Noir (Catholic migrants from Europe) welcomed this. Those goals were rejected by the Moslem Arabs, who prized mental agility and their distinctive religious tradition. The Arabs refused to become patriotic and cultured Frenchmen and a unified educational system was impossible until the Pied-Noir and their Arab allies went into exile after 1962.[87]

In South Vietnam from 1955 to 1975 there were two competing powers in education, as the French continued their work and the Americans moved in. They sharply disagreed on goals. The French educators sought to preserving French culture among the Vietnamese elites and relied on the Mission Culturelle – the heir of the colonial Direction of Education – and its prestigious high schools. The Americans looked at the great mass of people and sought to make South Vietnam a nation strong enough to stop communism. The Americans had far more money, as USAID coordinated and funded the activities of expert teams, and particularly of academic missions. The French deeply resented the American invasion of their historical zone of cultural imperialism.[88]

Germany

What ideologies drove the age of imperialism?

German colonial empire, the third largest colonial empire during the 19th century after the British and the French ones[89]

German expansion into Slavic lands begins in the 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.[90]

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.[91][92] The establishment of the German colonial empire started with German New Guinea in 1884.[93] Within 25 years, German South West Africa had committed the Herero and Namaqua genocide in modern-day Namibia, the first genocide of the 20th century.

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.[94] Germany also lost part of the Eastern territories that became part of independent Poland as a result of the Treaty of Versailles in 1919. Finally, the Eastern territories captured in the Middle Ages were torn from Germany and became part of Poland and the USSR as a result of the territorial reorganization established by the Potsdam Conference of the great powers in 1945.

Italy

What ideologies drove the age of imperialism?

The Italian Empire in 1940

The Italian Empire (Impero italiano) comprised the overseas possessions of the Kingdom of Italy primarily in northeast Africa. It began with the purchase in 1869 of Assab Bay on the Red Sea by an Italian navigation company which intended to establish a coaling station at the time the Suez Canal was being opened to navigation.[95] This was taken over by the Italian government in 1882, becoming modern Italy's first overseas territory.[96] By the start of the First World War in 1914, Italy had acquired in Africa the colony of Eritrea on the Red Sea coast, a large protectorate and later colony in Somalia, and authority in formerly Ottoman Tripolitania and Cyrenaica (gained after the Italo-Turkish War) which were later unified in the colony of Libya.

Outside Africa, Italy possessed the Dodecanese Islands off the coast of Turkey (following the Italo-Turkish War) and a small concession in Tianjin in China following the Boxer War of 1900. During the First World War, Italy occupied southern Albania to prevent it from falling to Austria-Hungary. In 1917, it established a protectorate over Albania, which remained in place until 1920.[97] The Fascist government that came to power with Benito Mussolini in 1922 sought to increase the size of the Italian empire and to satisfy the claims of Italian irredentists.

In its second invasion of Ethiopia in 1935–36, Italy was successful and it merged its new conquest with its older east African colonies to create Italian East Africa. In 1939, Italy invaded Albania and incorporated it into the Fascist state. During the Second World War (1939–1945), Italy occupied British Somaliland, parts of south-eastern France, western Egypt and most of Greece, but then lost those conquests and its African colonies, including Ethiopia, to the invading allied forces by 1943. It was forced in the peace treaty of 1947 to relinquish sovereignty over all its colonies. It was granted a trust to administer former Italian Somaliland under United Nations supervision in 1950. When Somalia became independent in 1960, Italy's eight-decade experiment with colonialism ended.[98][99][page needed]

Japan

What ideologies drove the age of imperialism?

The Greater East Asia Co-Prosperity Sphere in 1942

What ideologies drove the age of imperialism?

Japanese Marines preparing to land in Anqing China in June 1938.

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.[100]

Despite its rising population and increasingly industrialized economy, Japan 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").[101]

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 became 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.[102]

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 had an Asian nation defeated a European power[dubious ], 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.[103]

What ideologies drove the age of imperialism?

Japanese march into Zhengyangmen of Beijing after capturing the city in July 1937.

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[citation needed] especially in Indonesia[citation needed]. 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.[104]

Netherlands

The most notable example of Dutch imperialism is regarding Indonesia.

Ottoman Empire

What ideologies drove the age of imperialism?

Ottoman troops marching in Aleppo

The Ottoman Empire was an imperial state that lasted from 1299 to 1922. In 1453, Mehmed the Conqueror captured Constantinople and made it his capital. 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.[105]

Following a long period of military setbacks against European powers, the Ottoman Empire gradually declined, losing control of much of its territory in Europe and Africa.

What ideologies drove the age of imperialism?

The Ottoman Empire in 1683; core possessions in dark green; vassal or autonomous areas in light green.

By 1810 Egypt was effectively independent. In 1821-1829 the Greeks in the Greek War of Independence were assisted by Russia, Britain and France. In 1815 to 1914 the Ottoman Empire could exist only in the conditions of acute rivalry of the great powers, with Britain its main supporter, especially in the Crimean war 1853–1856, against Russia. After Ottoman defeat in the Russo-Turkish War (1877–1878), Bulgaria, Serbia and Montenegro gained independence and Britain took colonial control of Cyprus, while Bosnia and Herzegovina were occupied and annexed by Austro-Hungarian Empire in 1908.

The empire allied with Germany in World War I with the imperial ambition of recovering its lost territories, but it dissolved in the aftermath of its decisive defeat. The Kemalist national movement, supported by Soviet Russia, achieved victory in the course of the Turkish War of Independence, and the parties signed and ratified the Treaty of Lausanne in 1923 and 1924. The Republic of Turkey was established.[106]

Portugal

What ideologies drove the age of imperialism?

Areas across the world that were, at one point in their history, part of the Portuguese Empire

Russian Empire and 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.[107]

But it would be a strong simplification to reduce expansion of Russia only to military conquests. The acquisition of Ukraine by Russia commenced 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).

What ideologies drove the age of imperialism?

The maximum territorial extent of countries in the world under Soviet influence, after the Cuban Revolution of 1959 and before the official Sino-Soviet split of 1961

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.[108] 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[citation needed]. 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.[109] 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.[110] 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). 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.[111][112][113] 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.[113] 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.[114] The crushing of the Hungarian Revolution of 1956 and Soviet–Afghan War have been cited as examples.[115][116][117]

United States

What ideologies drove the age of imperialism?

Ceremonies during the annexation of the Republic of Hawaii, 1898

What ideologies drove the age of imperialism?

Cartoon of belligerent Uncle Sam placing Spain on notice, c. 1898

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"[118] 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.[119][120] 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.[121] American foreign policy was denounced as a "racket" by Smedley Butler, a former American general who had become a spokesman for the far left.[122]

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.[123]

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.[124] It also showed difference in the United States' formation of "colonies" abroad.[124] 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".[125] 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".[126] 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.[127] In a lecture on April 16, 2003, Edward Said described modern imperialism in the United States as an aggressive means of attack towards the contemporary Orient stating that "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".[128]

Spain

What ideologies drove the age of imperialism?

The areas of the world that at one time were territories of the Spanish Monarchy or Empire.

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 large 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.[129]

Imperialism in the Caribbean basin

What ideologies drove the age of imperialism?

Spanish colonies and territories in the Caribbean basin (c. 1490 – c. 1660)

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 used 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."[130] 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."[131]

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.

Sweden

See also

  • Hegemony
  • Historiography of the British Empire
  • Imperialism, the Highest Stage of Capitalism 1917 book by Lenin
  • International relations of the Great Powers (1814–1919)
  • International relations, 1648–1814
  • List of empires
  • List of largest empires
  • Political history of the world
  • Postcolonialism
  • Scramble for Africa, in the late 19th century
  • Super-imperialism
  • Ultra-imperialism
  • Analysis of Western European colonialism and colonization
  • 14 Points esp. V and XII

References

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  2. ^ "Imperialism | Definition, History, Examples, & Facts | Britannica".
  3. ^ "imperialism". Retrieved 22 February 2019. [...] the policy of extending the rule or authority of an empire or nation over foreign countries, or of acquiring and holding colonies and dependencies [...]
  4. ^ "Charlton T. Lewis, An Elementary Latin Dictionary, imperium (inp-)". Retrieved 11 September 2016.
  5. ^ Howe, 13
  6. ^ a b Magnusson, Lars (1991). Teorier om imperialism (in Swedish). p. 19. ISBN 978-91-550-3830-4.
  7. ^ Knorr, Klaus (1952). Schumpeter, Joseph A.; Arendt, Hannah (eds.). "Theories of Imperialism". World Politics. 4 (3): 402–431. doi:10.2307/2009130. ISSN 0043-8871. JSTOR 2009130. S2CID 145320143.
  8. ^ Edward W. Said. Culture and Imperialism. Vintage Publishers, 1994. p. 9.
  9. ^ Clapp, C H (1912). "Southern Vancouver Island". Canada. Geological Survey. Memoirno. 13. Ottawa. doi:10.4095/100487. hdl:2027/nyp.33433090753066. {{cite journal}}: Cite journal requires |journal= (help)
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  11. ^ a b c d e f g h i j Gilmartin, Mary (2009). "Colonialism/Imperialism". In Gallaher, Carolyn; Dahlman, Carl; Gilmartin, Mary; Mountz, Alison; Shirlow, Peter (eds.). Key Concepts in Political Geography. pp. 115–123. doi:10.4135/9781446279496.n13. ISBN 9781412946728.
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  15. ^ See Stephen Howe, ed., The New Imperial Histories Reader (2009) online review.
  16. ^ R.E. Robinson and John Gallagher, Africa and the Victorians: The official mind of imperialism (1966).
  17. ^ Wm. Roger Louis, Imperialism (1976) p. 4.
  18. ^ a b c Hale, Oron J. (1971). The great illusion: 1900–14. Harper & Row.
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  22. ^ D. K. Fieldhouse, “'Imperialism': An Historiographical Revision.” Economic History Review 14#2 1961, pp. 187–209 online
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  89. ^ Diese deutschen Wörter kennt man noch in der Südsee, von Matthias Heine "Einst hatten die Deutschen das drittgrößte Kolonialreich[...]"
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  99. ^ Hofmann, Reto (2015). The Fascist Effect. Cornell University Press. ISBN 9780801456350. JSTOR 10.7591/j.ctt20d88b6.
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  104. ^ Ramon H. Myers and Mark R. Peattie, eds., The Japanese Colonial Empire, 1895-1945 (1987) pp 61-127
  105. ^ Jane Hathaway, The Arab Lands under Ottoman Rule, 1516–1800 (2008).
  106. ^ Caroline Finkel, (2005). Osman's Dream: The Story of the Ottoman Empire, 1300–1923.
  107. ^ Willard Sunderland, "An Empire of Peasants. Empire-Building, Interethnic Interaction, and Ethnic Stereotyping in the Rural World of the Russian Empire, 1800–1850s." Imperial Russia. New histories for the Empire (1998): 174–198.
  108. ^ V.I. Lenin (1913). Critical Remarks on the National Question. Prosveshcheniye.
  109. ^ "The Soviet Union and Europe after 1945". The U.S. Holocaust Memorial Museum. Retrieved December 30, 2010.
  110. ^ Melvin E. Page (2003). Colonialism: An International Social, Cultural, and Political Encyclopedia. p. 138. ISBN 978-1-57607-335-3.
  111. ^ Beissinger, Mark R. (2006). "Soviet Empire as "Family Resemblance"". Slavic Review. 65 (2): 294–303. doi:10.2307/4148594. JSTOR 4148594. S2CID 156553569.
  112. ^ Dave, Bhavna. 2007 Kazakhstan: Ethnicity, language and power. Abingdon, New York: Routledge.
  113. ^ a b Caroe, Olaf (1953). "Soviet Colonialism in Central Asia". Foreign Affairs. 32 (1): 135–44. doi:10.2307/20031013. JSTOR 20031013.
  114. ^ Velychenko, Stephen (2015). Painting Imperialism and Nationalism Red: The Ukrainian Marxist Critique of Russian Communist Rule in Ukraine, 1918-1925. University of Toronto Press. ISBN 9781442648517. JSTOR 10.3138/j.ctv69tft2.
  115. ^ Arendt, Hannah (1958). "Totalitarian Imperialism: Reflections on the Hungarian Revolution". The Journal of Politics. 20 (1): 5–43. doi:10.2307/2127387. JSTOR 2127387. S2CID 154428972.
  116. ^ Richard Smith; Patrick Salmon; Stephen Robert Twigge (2012). The Invasion of Afghanistan and UK-Soviet Relations, 1979-1982: Documents on British Policy Overseas, Series III. p. 520. ISBN 9781136325489.
  117. ^ Alvin Z. Rubinstein, "Soviet Imperialism in Afghanistan." Current History 79#459 (1980): 80-83.
  118. ^ "Woodrow Wilson: War Message | Text of Original address (mtholyoke.edu)". Archived from the original on May 1, 1997. Retrieved June 13, 2015.
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Further reading

  • Abernethy, David P. The Dynamics of Global Dominance: European Overseas Empires, 1425–1980 (Yale UP, 2000), political science approach. online review
  • Ankerl, Guy. Coexisting Contemporary Civilizations: Arabo-Muslim, Bharatai, Chinese, and Western, Geneva, INU Press, 2000, ISBN 2-88155-004-5.
  • Bayly, C.A. ed. Atlas of the British Empire (1989). survey by scholars; heavily illustrated
  • Brendon, Piers. "A Moral Audit of the British Empire". History Today, (Oct 2007), Vol. 57 Issue 10, pp. 44–47
  • Brendon, Piers. The Decline and Fall of the British Empire, 1781–1997 (2008), ISBN 978-0-307-27028-3, wide-ranging survey
  • Bickers, Robert and Christian Henriot, New Frontiers: Imperialism's New Communities in East Asia, 1842–1953, Manchester, Manchester University Press, 2000, ISBN 0-7190-5604-7
  • Blanken, Leo. Rational Empires: Institutional Incentives and Imperial Expansion, University Of Chicago Press, 2012
  • Bush, Barbara. Imperialism and Postcolonialism (History: Concepts, Theories and Practice), Longmans, 2006, ISBN 0-582-50583-6
  • Comer, Earl of. Ancient and Modern Imperialism, John Murray, 1910.
  • Cotterell, Arthur. Western Power in Asia: Its Slow Rise and Swift Fall, 1415 - 1999 (2009) popular history excerpts
  • Dabhoiwala, Fara, "Imperial Delusions" (review of Priya Satia, Time's Monster: How History Makes History, Belknap Press/Harvard University Press, 2020, 363 pp.; Mahmood Mamdani, Neither Settler nor Native: The Making and Unmaking of Permanent Minorities, Belknap Press/Harvard University Press, 2020, 401 pp.; and Adom Getachew, Worldmaking after Empire: The Rise and Fall of Self-Determination, Princeton University Press, 2021 [?], 271 pp.), The New York Review of Books, vol. LXVIII, no. 11 (1 July 2021), pp. 59–62.
  • Darwin, John. After Tamerlane: The Rise and Fall of Global Empires, 1400–2000, (Penguin Books, 2008), 576 pp
  • Darwin, John. The Empire Project (2011) 811pp free viewing
  • Davies, Stephen (2008). "Imperialism". In Hamowy, Ronald (ed.). The Encyclopedia of Libertarianism. pp. 237–39. doi:10.4135/9781412965811.n146. ISBN 978-1-4129-6580-4. LCCN 2008009151. OCLC 750831024.
  • Fay, Richard B. and Daniel Gaido (ed. and trans.), Discovering Imperialism: Social Democracy to World War I. Chicago: Haymarket Books, 2012.
  • Niall Ferguson, Empire: How Britain Made the Modern World, Penguin Books, 2004, ISBN 0-14-100754-0
  • Gotteland, Mathieu. What Is Informal Imperialism?, The Middle Ground Journal (2017).
  • Michael Hardt and Toni Negri, Empire, Harvard University Press, 2000, ISBN 0-674-00671-2
  • E.J. Hobsbawm, The Age of Empire, 1875–1914, Abacus Books, 1989, ISBN 0-349-10598-7
  • E.J. Hobsbawm, On Empire: America, War, and Global Supremacy, Pantheon Books, 2008, ISBN 0-375-42537-3
  • J.A. Hobson, Imperialism: A Study, Cosimo Classics, 2005, ISBN 1-59605-250-3
  • Hodge, Carl Cavanagh. Encyclopedia of the Age of Imperialism, 1800–1914 (2 vol. 2007), online
  • Howe, Stephen Howe, ed., The New Imperial Histories Reader (2009) online review.
  • James, Paul; Nairn, Tom (2006). Globalization and Violence, Vol. 1: Globalizing Empires, Old and New. Sage Publications.
  • Kumar, Krishan. Visions of Empire: How Five Imperial Regimes Shaped the World (2017).
  • Gabriel Kuhn, Oppressor and Oppressed Nations: Sketching a Taxonomy of Imperialism, Kersplebedeb, June 2017.
  • Lawrence, Adria K. Imperial Rule and the Politics of Nationalism: Anti-Colonial Protest in the French Empire (Cambridge UP, 2013) online reviews
  • Jackson Lears, "Imperial Exceptionalism" (review of Victor Bulmer-Thomas, Empire in Retreat: The Past, Present, and Future of the United States, Yale University Press, 2018, ISBN 978-0-300-21000-2, 459 pp.; and David C. Hendrickson, Republic in Peril: American Empire and the Liberal Tradition, Oxford University Press, 2017, ISBN 978-0190660383, 287 pp.), The New York Review of Books, vol. LXVI, no. 2 (February 7, 2019), pp. 8–10. Bulmer-Thomas writes: "Imperial retreat is not the same as national decline, as many other countries can attest. Indeed, imperial retreat can strengthen the nation-state just as imperial expansion can weaken it." (NYRB, cited on p. 10.)
  • Merriman, Roger Bigelow. The Rise of the Spanish Empire in the Old World and in the New (4 vol 1918–1933) online.
  • Monypenny, William Flavelle (1905). "The Imperial Ideal" . The Empire and the century. John Murray. pp. 5–28.
  • Moon, Parker T. Imperialism and world politics (1926); 583 pp; Wide-ranging historical survey; online
  • Ness, Immanuel and Zak Cope, eds. The Palgrave Encyclopedia of Imperialism and Anti-Imperialism (2 vol 2015), 1456 pp
  • Page, Melvin E. et al. eds. Colonialism: An International Social, Cultural, and Political Encyclopedia (2 vol 2003)
  • Thomas Pakenham. The Scramble for Africa: White Man's Conquest of the Dark Continent from 1876–1912 (1992), ISBN 978-0-380-71999-0
  • Poddar, Prem, and Lars Jensen, eds., A historical companion to postcolonial literatures: Continental Europe and Its Empires (Edinburgh UP, 2008) excerpt also entire text online
  • Rothermund, Dietmar. Memories of Post-Imperial Nations: The Aftermath of Decolonization, 1945–2013 (2015), ISBN 1-107-10229-4; Compares the impact on Great Britain, the Netherlands, Belgium, France, Portugal, Italy and Japan
  • Edward Said, Culture and Imperialism, Vintage Books, 1998, ISBN 0-09-996750-2
  • Simms, Brendan. Three victories and a defeat: the rise and fall of the first British Empire (Hachette UK, 2008). to 1783.
  • Smith, Simon C. British Imperialism 1750–1970, Cambridge University Press, 1998, ISBN 0-521-59930-X
  • Stuchtey, Benedikt. Colonialism and Imperialism, 1450–1950, European History Online, Mainz: Institute of European History, 2011.
  • U.S. Tariff Commission. Colonial tariff policies (1922), worldwide; 922 pp
  • Vandervort, Bruce. Wars of Imperial Conquest in Africa, 1830―1914 (Indiana UP, 2009)
  • Winslow, E. M. (1931). "Marxian, Liberal, and Sociological Theories of Imperialism". Journal of Political Economy. 39 (6): 713–758. doi:10.1086/254283. JSTOR 1823170. S2CID 143859209.
  • Xypolia, Ilia (August 2016). "Divide et Impera: Vertical and Horizontal Dimensions of British Imperialism". Critique. 44 (3): 221–231. doi:10.1080/03017605.2016.1199629. hdl:2164/9956. S2CID 148118309.

Primary sources

  • V. I. Lenin, Imperialism: The Highest Stage of Capitalism, International Publishers, New York, 1997, ISBN 0-7178-0098-9
  • Rosa Luxemburg, The Accumulation of Capital: A Contribution to an Economic Explanation of Imperialism
What ideologies drove the age of imperialism?

  • J.A Hobson, Imperialism a Study 1902.
  • The Paradox of Imperialism by Hans-Hermann Hoppe. November 2006.
  • Imperialism Quotations
  • State, Imperialism and Capitalism by Joseph Schumpeter
  • Economic Imperialism by A.J.P. Taylor
  • Imperialism Entry in The Columbia Electronic Encyclopedia, 6th ed., Columbia University Press.
  • [1] Imperialism by Emile Perreau-Saussine
  • The Nation-State, Core and Periphery: A Brief sketch of Imperialism in the 20th century.
  • Mehmet Akif Okur, :Rethinking Empire After 9/11: Towards A New Ontological Image of World Order", Perceptions, Journal of International Affairs, Volume XII, Winter 2007, pp. 61–93
  • Imperialism 101, Against Empire By Michael Parenti Published by City Lights Books, 1995, ISBN 0-87286-298-4, 978-0-87286-298-2, 217 pages

Retrieved from "https://en.wikipedia.org/w/index.php?title=Imperialism&oldid=1124760332"


Page 2

Statement of foreign policy goals by Woodrow Wilson for the end of World War I

What ideologies drove the age of imperialism?

U.S. President Woodrow Wilson

The Fourteen Points was a statement of principles for peace that was to be used for peace negotiations in order to end World War I. The principles were outlined in a January 8, 1918 speech on war aims and peace terms to the United States Congress by President Woodrow Wilson. However, his main Allied colleagues (Georges Clemenceau of France, David Lloyd George of the United Kingdom, and Vittorio Emanuele Orlando of Italy) were skeptical of the applicability of Wilsonian idealism.[1]

The United States had joined the Triple Entente in fighting the Central Powers on April 6, 1917. Its entry into the war had in part been due to Germany's resumption of submarine warfare against merchant ships trading with France and Britain and also the interception of the Zimmermann Telegram. However, Wilson wanted to avoid the United States' involvement in the long-standing European tensions between the great powers; if America was going to fight, he wanted to try to separate that participation in the war from nationalistic disputes or ambitions. The need for moral aims was made more important when, after the fall of the Russian government, the Bolsheviks disclosed secret treaties made between the Allies. Wilson's speech also responded to Vladimir Lenin's Decree on Peace of November 1917, immediately after the October Revolution in 1917.[2]

The speech made by Wilson took many domestic progressive ideas and translated them into foreign policy (free trade, open agreements, democracy and self-determination). Three days earlier United Kingdom Prime Minister Lloyd George had made a speech setting out the UK's war aims which bore some similarity to Wilson's speech but which proposed reparations be paid by the Central Powers and which was more vague in its promises to the non-Turkish subjects of the Ottoman Empire. The Fourteen Points in the speech were based on the research of the Inquiry, a team of about 150 advisers led by foreign-policy adviser Edward M. House, into the topics likely to arise in the anticipated peace conference.

What ideologies drove the age of imperialism?

President Wilson tells George Washington that he destroys autocracy with his 14 points.

Visions of victory: debates about the post-war world

What ideologies drove the age of imperialism?

Original Fourteen Points speech, January 8, 1918.

The immediate cause of the United States' entry into World War I in April 1917 was the German announcement of renewed unrestricted submarine warfare and the subsequent sinking of ships with Americans on board. But President Wilson's war aims went beyond the defense of maritime interests. In his War Message to Congress, Wilson declared that the United States' objective was "to vindicate the principles of peace and justice in the life of the world." In several speeches earlier in the year, Wilson sketched out his vision of an end to the war that would bring a "just and secure peace," not merely "a new balance of power."[3]

Congress had declared war on Germany on 9 April 1917 and until the 14 Points, Wilson's statements about American war aims had been rather vague, mostly limited to statements about being for democracy and against aggression. When Pope Benedict XV in a 1917 speech called for the immediate end of the war on the basis of the restoration of pre-1914 status quo, Wilson in a letter to the pontiff on 27 August 1917 rejected the pope's call for peace as he wrote: "Our response must be based on stern facts and upon nothing else...America wanted not a mere cessation of arms, but a stable and enduring peace".[4] Wilson argued that he was rejecting the pope's peace message on moral grounds as he argued that a lasting peace would require "saving the free peoples of the world from the menace and the actual power of a vast military establishment controlled by an irresponsible government" that wanted to "dominate the world".[4] Notably, Wilson was vague about what he considered to be a "stable and enduring peace" other than it required the defeat of Germany.[4]

Wilson in his speeches and letters was always careful to make a distinction between Germany's "criminal" government and the German people.[4] At least part of this distinction was due to his knowledge of the political crisis in Germany. In 1914, the pacifistic Social Democratic Party split and broke into two factions over the issue of the war. One faction, the Independent Social Democrats opposed the war under the grounds that the German working class had no quarrel with the working classes of France, Britain and Russia. The Majority Social Democrats supported the war under the grounds that Russia was supposedly about to invade Germany. However, the Majority Social Democrats made it clear that their support for the government was only for a defensive war and that they were opposed to a war of conquest. By 1917, the Majority Social Democrats were becoming increasing disenchanted with the war as the government dropped hints that the Reich would be expanding after a German victory as it started to become apparent that the alleged defensive war was in fact a war of conquest.[5] In response, the Majority Social Democrats voted with the Zentrum and various left-liberals for the Friedensresolution ("peace resolution") in the Reichstag asking for the government not to seek annexations as a war aim.[5] The resolutions of the Reichstag were only symbolic with no binding power over the government, but the Friedensresolution were the clearest sign yet that the Burgfrieden ("peace-within-a caste-under siege") was breaking down.[5]

President Wilson subsequently initiated a secret series of studies named the Inquiry, primarily focused on Europe, and carried out by a group in New York which included geographers, historians and political scientists; the group was directed by Edward M. House.[6] Their job was to study Allied and American policy in virtually every region of the globe and analyze economic, social, and political facts likely to come up in discussions during the peace conference.[7] The group produced and collected nearly 2,000 separate reports and documents plus at least 1,200 maps.[7] Walter Lippmann of "the Inquiry" defined the central American war aim as "the disestablishment of a Prussian Middle Europe" and to find a way prevent the Reich from being "the master of the continent" after the war.[8]

The Armenian genocide that began in April 1915 attracted much media attention in the Allied nations at the time, and throughout the summer and fall of 1917 Wilson had been the subject of fierce criticism by Republican politicians such as the former president Theodore Roosevelt and Senator Henry Cabot Lodge for his unwillingness to ask Congress to declare war on the Ottoman empire.[9] In a forshadowing of the "Germany First" strategy of World War Two, Wilson and other senior figures in his administration argued that the United States should commit its power to defeat the Reich first and that any operations against the Sublime Porte would be a waste of American resources.[10] Wilson argued that Germany was an advanced, industrial nation while the Ottoman empire was a backward nation with almost no modern industries, and as such the defeat of Germany would automatically lead to the defeat of the Ottoman empire. Both Roosevelt and Cabot Lodge argued in various speeches and columns that the United States had a moral duty to stop the Armenian genocide by declaring war on the Ottoman Empire..[11] Roosevelt in his popular newspaper column in the Kansas City Star that was nationally syndicated accused Wilson of crying "crocodile tears" over the Armenian genocide as he maintained that if he was still president the United States would had already ended the genocide.[11] In response to such criticism, Wilson had asked Colonel House and the authors of "the Inquiry" such as Lippmann to come up with a plan to protect the Armenians after the hoped for Allied victory, even through the United States was not at war with the Ottoman empire.[8] The parts of the 14 Points relating to the Near East where the emphasis was upon protecting minority rights were at least in part designed to rebut the criticism that the Wilson administration was indifferent to the genocide being waged in Anatolia.[12] The purpose of the Armenian genocide together with the related genocides against the Pontic Greeks and the Assyrians was to achieve the "homogenization" of Asia Minor. Through the genocidal policies of the Committee of Union and Progress regime were not referenced by name in the 14 Points, the emphasis on protecting the rights of minorities under the Sublime Porte was an implicit response to such policies.[12] The studies culminated in a speech by Wilson to Congress on January 8, 1918, wherein he articulated America's long-term war objectives. The speech was the clearest expression of intention made by any of the belligerent nations, and it projected Wilson's progressive domestic policies into the international arena.[6]

On 7 November 1917, the Bolsheviks led by Vladimir Lenin overthrew the Russian Provisional Government in Petrograd and established the world's first Communist government. On 8 November 1917, Lenin issued the Degree On Peace which called for the immediate end to the war on the basis of a "just and democratic peace", which was defined as "a peace without annexations or indemnitees"; national self-determination in place of the traditional power politics and the end of secret diplomacy.[13] Lenin repudiated the foreign policy of Imperial Russia, and published all of the secret treaties that the former regime had signed with the Allies under which the Allies had envisioned extensive territorial changes and divided much of the world up into spheres of influence.[13] As part of the repudiation of the foreign policy of Imperial Russia, Lenin also renounced all of the Russian extra-territorial rights and concessions in China with the notable exception of the Russian-owned Chinese Eastern Railroad.[14] The fact that Soviet Russia was the first European power to voluntarily renounce almost all of the so-called "unequal treaties" of the 19th century won the new Bolshevik regime much prestige in China, to the visible discomfort of the other powers that still held onto their special extra-territorial rights in China.[15] The publication of the secret treaties relating to Europe, Africa, China and the Near East caused the governments of Great Britain, France, Italy, and Japan much embarrassment at the time as the secret treaties made it appear that the Allied leaders were only self-interested.[16] Lenin in his speeches accused all of the Allied leaders of being only selfish "bourgeois" leaders who only cared about imperialism while he presented himself as an idealist who sought the betterment of ordinary people by rejecting imperialism.[16] Likewise, Lenin in his speeches made a series of idealistic proposals for an international order such as no change in borders without the consent of the people involved; disarmament; and the end of secret diplomacy.[17] The Bolshevik publication of the secret treaties was especially embarrassing for the Allies as the former government of Russia for obvious reasons had signed no secret treaties with Germany, the Austrian empire, and the Ottoman empire, and thus the war aims of the Central powers (who also envisioned vast territorial changes in their favor) remained secret.[13]

At the time, it was felt that Lenin had seized the moral high ground as he was able to present himself as someone with no apparent interest in championing his nation at the expense of other nations. Despite his claims of idealism, Lenin was in fact self-interested in the Degree on Peace. The Bolsheviks had come to power on the basis of an immediate peace with Germany, and Lenin knew very well that the Germans planned to annex vast tracts of the former Russian empire by creating a number of puppet states, hence his statements about the right to national self-determination were made to prepare the way for the expected territorial losses when a peace treaty was signed with Germany.[18] However, this was not widely appreciated at the time, and Lenin was able to present himself as an idealist.[19] Wilson, in common with other world leaders, were afraid of the possibility of Communist revolutions inspired by the Russian example breaking out elsewhere, and decided to offer his set of idealistic war aims as a way to challenge Lenin's claims to the moral high ground.[17] The American historian Erik Goldstein wrote that Wilson created the 14 Points largely "...to provide an ideological alternative to Lenin and his Communist regime".[20] When drafting the 14 Points alongside his close adviser and friend, Colonel House, Wilson mostly spoke about Russia.[21] The American historian N. M. Phelps wrote that in January 1918 Wilson "...needed to seize the moment if he was going to avoid being eclipsed by Lenin’s competing program for the postwar world".[22] To rebut Lenin's charge of seeking only selfish war aims, the Allied leaders felt the need to present their war aims in more idealistic terms. On 5 January 1918, the British prime minister David Lloyd George gave a speech in London stating that the British war aims were "self-determination" to the subject peoples of the Austrian and Ottoman empires.[21]

Speech

The speech, known as the Fourteen Points, was developed from a set of diplomatic points by Wilson[23] and territorial points drafted by the Inquiry's general secretary, Walter Lippmann, and his colleagues, Isaiah Bowman, Sidney Mezes, and David Hunter Miller.[24] Lippmann's draft territorial points were a direct response to the secret treaties of the European Allies, which Lippmann had been shown by Secretary of War Newton D. Baker.[24] Lippmann's task, according to House, was "to take the secret treaties, analyze the parts which were tolerable, and separate them from those which were regarded as intolerable, and then develop a position which conceded as much to the Allies as it could, but took away the poison.... It was all keyed upon the secret treaties."[24]

In the speech, Wilson directly addressed what he perceived as the causes for the world war by calling for the abolition of secret treaties, a reduction in armaments, an adjustment in colonial claims in the interests of both native peoples and colonists, and freedom of the seas.[7] Wilson also made proposals that would ensure world peace in the future. For example, he proposed the removal of economic barriers between nations, the promise of self-determination for national minorities,[7] and a world organization that would guarantee the "political independence and territorial integrity [of] great and small states alike" – a League of Nations.[3]

Though Wilson's idealism pervaded the Fourteen Points, he also had more practical objectives in mind. He hoped to keep Russia in the war by convincing the Bolsheviks that they would receive a better peace from the Allies, to bolster Allied morale, and to undermine German war support. The address was well received in the United States and Allied nations and even by Bolshevik leader Vladimir Lenin, as a landmark of enlightenment in international relations. Wilson subsequently used the Fourteen Points as the basis for negotiating the Treaty of Versailles, which ended the war.[3]

Text

What ideologies drove the age of imperialism?

Wilson's Fourteen Points as the only way to peace for German government, American political cartoon, 1918.

What ideologies drove the age of imperialism?

Map of Wilsonian Armenia and Kurdistan.[25] The borders decision was made by Wilson.

In his speech to Congress, President Wilson declared fourteen points which he regarded as the only possible basis of an enduring peace:[26]

What ideologies drove the age of imperialism?

Fourteen Points Speech

I. Open covenants of peace, openly arrived at, after which there shall be no private international understandings of any kind but diplomacy shall proceed always frankly and in the public view.

II. Absolute freedom of navigation upon the seas, outside territorial waters, alike in peace and in war, except as the seas may be closed in whole or in part by international action for the enforcement of international covenants.

III. The removal, so far as possible, of all economic barriers and the establishment of an equality of trade conditions among all the nations consenting to the peace and associating themselves for its maintenance.

IV. Adequate guarantees given and taken that national armaments will be reduced to the lowest point consistent with domestic safety.

V. A free, open-minded, and absolutely impartial adjustment of all colonial claims, based upon a strict observance of the principle that in determining all such questions of sovereignty the interests of the populations concerned must have equal weight with the equitable government whose title is to be determined.

VI. The evacuation of all Russian territory and such a settlement of all questions affecting Russia as will secure the best and freest cooperation of the other nations of the world in obtaining for her an unhampered and unembarrassed opportunity for the independent determination of her own political development and national policy and assure her of a sincere welcome into the society of free nations under institutions of her own choosing; and, more than a welcome, assistance also of every kind that she may need and may herself desire. The treatment accorded Russia by her sister nations in the months to come will be the acid test of their good will, of their comprehension of her needs as distinguished from their own interests, and of their intelligent and unselfish sympathy.

VII. Belgium, the whole world will agree, must be evacuated and restored, without any attempt to limit the sovereignty which she enjoys in common with all other free nations. No other single act will serve as this will serve to restore confidence among the nations in the laws which they have themselves set and determined for the government of their relations with one another. Without this healing act the whole structure and validity of international law is forever impaired.

VIII. All French territory should be freed and the invaded portions restored, and the wrong done to France by Prussia in 1871 in the matter of Alsace-Lorraine, which has unsettled the peace of the world for nearly fifty years, should be righted, in order that peace may once more be made secure in the interest of all.

IX. A readjustment of the frontiers of Italy should be effected along clearly recognizable lines of nationality.

X. The people of Austria-Hungary, whose place among the nations we wish to see safeguarded and assured, should be accorded the freest opportunity to autonomous development.[27]

XI. Romania, Serbia, and Montenegro should be evacuated; occupied territories restored; Serbia accorded free and secure access to the sea; and the relations of the several Balkan states to one another determined by friendly counsel along historically established lines of allegiance and nationality; and international guarantees of the political and economic independence and territorial integrity of the several Balkan states should be entered into.

XII. The Turkish portion of the present Ottoman Empire should be assured a secure sovereignty, but the other nationalities which are now under Ottoman rule should be assured an undoubted security of life and an absolutely unmolested opportunity of autonomous development, and the Dardanelles should be permanently opened as a free passage to the ships and commerce of all nations under international guarantees.

XIII. An independent Polish state should be erected which should include the territories inhabited by indisputably Polish populations, which should be assured a free and secure access to the sea, and whose political and economic independence and territorial integrity should be guaranteed by international covenant.

XIV. A general association of nations must be formed under specific covenants for the purpose of affording mutual guarantees of political independence and territorial integrity to great and small states alike.

Reaction

Allies

What ideologies drove the age of imperialism?

Wilson with his 14 points choosing between competing claims. Babies represent claims of the British, French, Italians, Polish, Russians, and enemy. American political cartoon, 1919.

Wilson at first considered abandoning his speech after Lloyd George delivered a speech outlining British war aims, many of which were similar to Wilson's aspirations, at Caxton Hall on January 5, 1918. Lloyd George stated that he had consulted leaders of "the Great Dominions overseas" before making his speech, so it would appear that Canada, Australia, New Zealand, South Africa and Newfoundland were in broad agreement.[28]

Wilson was persuaded by his adviser House to go ahead, and Wilson's speech overshadowed Lloyd George's and is better remembered by posterity.[29]

The speech was made without prior coordination or consultation with Wilson's counterparts in Europe. Clemenceau, upon hearing of the Fourteen Points, was said to have sarcastically proclaimed, "The good Lord had only ten!" (Le bon Dieu n'en avait que dix !). As a major public statement of war aims, it became the basis for the terms of the German surrender at the end of the First World War. After the speech, House worked to secure the acceptance of the Fourteen Points by Entente leaders. On October 16, 1918, President Woodrow Wilson and Sir William Wiseman, the head of British intelligence in America, had an interview. This interview was one reason why the German government accepted the Fourteen Points and the stated principles for peace negotiations.[citation needed]

The report was made as negotiation points, and the Fourteen Points were later accepted by France and Italy on November 1, 1918. Britain later signed off on all of the points except the freedom of the seas.[30] The United Kingdom also wanted Germany to make reparation payments for the war, and thought that should be added to the Fourteen Points. The speech was delivered 10 months before the Armistice with Germany and became the basis for the terms of the German surrender, as negotiated at the Paris Peace Conference in 1919.[31]

Central Powers

The speech was widely disseminated as an instrument of Allied propaganda and was translated into many languages for global dissemination.[32] Copies were also dropped behind German lines, to encourage the Central Powers to surrender in the expectation of a just settlement.[7] The German government rejected the 14 Points as the basis of a peace settlement.[5] The duumvirate that ruled Germany that consisted of Field Marshal Paul von Hindenburg and General Erich Ludendorff were supremely confident that Operation Michael as the offensive planned for March 1918 was code-named would win the war.[5] The German spring offensive of 1918 did make gains, but fell far short of being the decisive victory that Hindenburg and Ludendorff had expected. By the summer of 1918, the Allies were winning the war and on 28 September 1918 Ludendorff advised the Emperor Wilhelm II that the Reich was defeated and the best that the Germany can now hope to achieve would be an armistice that preserved Germany as a great power.[5] Neither Hindenburg nor Ludendorff intended to take any responsibility for their failures as generals and rather cynically forced the Kaiser to bring about democratic reforms as a way to ensure the responsibility for the defeat fell on the shoulders of others.[5] Ludendorff in particular gave a somewhat distorted version of the 14 points as a way to entice Prince Max of Baden to form a new government that would seek an armistice.[5] Indeed, in a note sent to Wilson, Prince Maximilian of Baden, the German imperial chancellor, in October 1918 requested an immediate armistice and peace negotiations on the basis of the Fourteen Points.[33]

United States

Theodore Roosevelt, in a January 1919 article titled, "The League of Nations", published in Metropolitan Magazine, warned: "If the League of Nations is built on a document as high-sounding and as meaningless as the speech in which Mr. Wilson laid down his fourteen points, it will simply add one more scrap to the diplomatic waste paper basket. Most of these fourteen points... would be interpreted... to mean anything or nothing."[34]

Senator William Borah after 1918 wished "this treacherous and treasonable scheme" of the League of Nations to be "buried in hell" and promised that if he had his way it would be "20,000 leagues under the sea".[35]

Other countries

Wilson's speech regarding the Fourteen Points led to unintentional but important consequences in regards to countries which were under European colonial rule or under the influence of European countries. In many of the Fourteen Points, specifically points X, XI, XII and XIII, Wilson had focused on adjusting colonial disputes and the importance of allowing autonomous development and self-determination. This drew significant attention from anti-colonial nationalist leaders and movements, who saw Wilson's swift adoption of the term "self-determination" (although he did not actually use the term in the speech itself) as an opportunity to gain independence from colonial rule or expel foreign influence.[36]

Consequently, Wilson gained support from anti-colonial nationalist leaders in Europe's colonies and countries under European influence around the globe who were hopeful that Wilson would assist them in their goals. Around the world, Wilson was occasionally elevated to a quasi-religious figure; as someone who was an agent of salvation and a bringer of peace and justice.[36] During this 'Wilsonian moment', there was considerable optimism among anti-colonial nationalist leaders and movements that Wilson and the Fourteen Points were going to be an influential force that would re-shape the long established relationships between the West and the rest of the world.[36] Many of them believed that the United States, given its history (particularly the American Revolution) would be sympathetic towards the goals and aspirations they held. A common belief among anti-colonial nationalist leaders was the U.S., once it had assisted them in gaining independence from colonial rule or foreign influence, would establish new relationships which would be more favorable and equitable than what had existed beforehand.[36]

However, the nationalist interpretations of both the Fourteen Points and Wilson's views regarding colonialism proved to be misguided. In actuality, Wilson had never established a goal of opposing European colonial powers and breaking up their empires, nor was he trying to fuel anti-colonial nationalist independence movements. It was not Wilson's objective or desire to confront European colonial powers over such matters, as Wilson had no intention of supporting any demands for self-determination and sovereignty that conflicted with the interests of the victorious Allies.[36]

In reality, Wilson's calls for greater autonomous development and sovereignty had been aimed solely at European countries under the rule of the German, Austro-Hungarian and Ottoman empires. He did not explicitly outline this, although it is clear that his calls for greater sovereignty in these regions was in an effort to try and destabilise those enemies' empires.[36] President Wilson's ambitions for the third world were rather to attempt to influence its development in order to transform it from 'backward' to 'sophisticated', the aim being to incorporate it into the commercial world, so that the U.S could further benefit from trade with the global south.[37] Furthermore, Wilson did not believe the third world was ready for self governance, asserting that a period of trusteeship and tutelage from colonial powers was required to manage such a transition. Wilson viewed this approach as essential to the 'proper development' of colonised countries, reflecting his views about the inferiority of the non-European races.[37] Moreover, Wilson was not by character or background an anti-colonialist or campaigner for rights and freedoms for all people, instead he was also very much a racist, a fundamental believer in white supremacy.[37] For example, he had supported the 1898 U.S annexation of the Philippines whilst condemning the rebellion of the Philippine nationalist Emilio Aguinaldo, and strongly believed that the U.S was morally obliged to impose Western ways of life and governance on such countries, so that eventually they could govern independently.[37]

Treaty of Versailles

President Wilson contracted Spanish flu at the beginning of the Paris Peace Conference and became severely ill with high fevers and bouts of delirium[38] giving way to French Prime Minister Georges Clemenceau to advance demands that were substantially different from Wilson's Fourteen Points. Clemenceau viewed Germany as having unfairly attained an economic victory over France because of the heavy damage German forces dealt to France's industries even during the German retreat, and he expressed dissatisfaction with France's allies at the peace conference.

Notably, Article 231 of the Treaty of Versailles, which would become known as the War Guilt Clause, was seen by the Germans as assigning full responsibility for the war and its damages on Germany; however, the same clause was included in all peace treaties and historian Sally Marks has noted that only German diplomats saw it as assigning responsibility for the war. The Allies would initially assess 269 billion marks in reparations. In 1921, this figure was established at 192 billion marks. However, only a fraction of the total had to be paid. The figure was designed to look imposing and show the public that Germany was being punished, but it also recognized what Germany could not realistically pay.

Germany's ability and willingness to pay that sum continues to be a topic of debate among historians.[39][40]

The text of the Fourteen Points had been widely distributed in Germany as propaganda prior to the end of the war and was well known by the Germans. The differences between this document and the final Treaty of Versailles fueled great anger in Germany.[41] By the time of the Armistice of 11 November 1918, foreign armies had only entered Germany's prewar borders twice: at the Battle of Tannenberg in East Prussia and following the Battle of Mulhouse, the settlement of the French army in the Thann valley. These were both in 1914. This lack of any Allied incursions at the end of the War contributed to the popularization of the stab-in-the-back myth in Germany after the war.

Wilson was awarded the 1919 Nobel Peace Prize for his peace-making efforts.

Implementation

Ukraine

At the time, Ukrainian delegations failed to receive any support from France and UK. Although some agreements were reached, neither of the states provided any actual support as in general their agenda was to restore Poland and unified anti-Bolshevik Russia.[42] Thus, Ukrainian representatives Arnold Margolin and Teofil Okunevsky had high hopes for American mission, but in the end found it even more categorical than French and British:

This meeting, which took place on June 30, made a tremendous impression on both Okunevsky and me. Lansing showed complete ignorance of the situation and blind faith in Kolchak and Denikin. He categorically insisted that the Ukrainian government recognise Kolchak as the supreme ruler and leader of all anti-Bolshevik armies. When it came to the Wilson principles, the application of which was predetermined in relation to the peoples of the former Austro-Hungarian monarchy, Lansing said that he knew only about the single Russian people and that the only way to restore Russia was a federation modeled on the United States. When I tried to prove to him that the example of the United States testifies to the need for the preliminary existence of separate states as subjects for any possible agreements between them in the future, he evaded answering and began again stubbornly urging us to recognise Kolchak. [...] That's how in reality these principles were implemented. USA supported Kolchak, England – Denikin and Yudenich, France – Galler... Only Petliura was left without any support.

— Arnold Margolin, Ukraine and Policy of the Entente (Notes of Jew and Citizen)

The Adriatic question

Italy had been allied to Germany and the Austrian empire in the so-called Triple Alliance. However, in August 1914 Italy declared itself neutral. On 26 April 1915, under the terms of the secret Treaty of London, Italy was promised by Britain, France, and Russia substantial parts of the Austrian empire plus Albania, the area around Antalya in Asia Minor, Jubaland (modern southern Somalia), and a small part of Egypt as a reward for declaring war on the Austrian empire.[43] On 22 May 1915, Italy declared war on the Austrian empire. The Treaty of London entered the public dominion when it was published in Petrograd by the Narkomindel in late 1917. In January 1919, Wilson visited Rome just before the peace conference opened, and met the Italian leaders.[44] The Italian Foreign Minister, Sidney Sonnino, wrote that he was "disgusted" by Wilson's principles of national self-determination as he preferred the traditional elitist power politics of European diplomacy.[44]

The Italian prime minister Orlando went to the Paris peace conference under the slogan "the Treaty of London plus Fiume".[45] At the peace conference, Wilson supported the Italian claim based on the Treaty of London to have the Brenner pass as the new Italian-Austrian frontier and to add the South Tyrol province of Austria to Italy.[46] However, South Tyrol had a German majority, and Wilson was later to say that it was a mistake on his part to support the Italian claim to South Tyrol, saying that he did not know in 1919 that the majority of the people in South Tyrol spoke German.[46] Wilson opposed many of the Italian demands under the grounds the peoples living in many of the lands being claimed were not Italian and did not wish to be under Italian rule.[47] In particular, Wilson was opposed to the Dalmatia region of the Austrian empire going to Italy despite what the Treaty of London had promised under the grounds that the majority of the people in Dalmatia were Croats who wished to join Yugoslavia.[48] By contrast, Sonnino argued to Wilson that because Italy had lost half million killed in the war that he felt that there was a moral obligation for the Treaty of London to be fulfilled and that all of the lands promised to Italy should be Italian, regardless of what the people living in those lands might feel.[49] Wilson supported the Italian claims to the Dalmatian cities of Zara (modern Zadar, Croatia) and Sebenico (modern Šibenik, Croatia) because the majority of the people in those cities were Italian, but was opposed to rest of Dalmatia going to Italy.[50]

Sonnino's argument that Italy's war losses entitled Italy to have all of the terms of the Treaty of London fulfilled was a popular one in Italy.[51] By contrast, Wilson became an unpopular figure in Italy.[51] Italian newspaper cartoons depicted Wilson dressed in an Austrian uniform and sanctimoniously denying the Italian claims to Dalmatia and Fiume under the grounds of self-determination.[51] The American embassy in Rome required a special police guard owning to Wilson's unpopularity in Italy.[51] In particular, Wilson was opposed to the Italian demand for Fiume (modern Rijeka, Croatia), a city which Orlando was determined to see annexed to Italy.[52]

The Shandong question

One of the most vexatious issues at the Paris peace conference was the "Shandong question". In 1897 Germany had invaded and occupied the Shandong province in China, and forced the Great Qing empire to sign a treaty giving the Reich a 99 year lease on the Shandong.[53] Qingdao, the capital of Shandong became the principle German naval base in Asia. In August 1914, Japan entered the war on the Allied side, invaded the Shandong, and by November 1914 were in complete control of the province after the fall of Qingdao.[53] On 25 May 1915, following a Japanese ultimatum threatening war, a Sino-Japanese treaty was signed under which it was agreed that the Japanese would take over all of the former German rights in Shandong after the end of the war.[53] In 1917, China declared war on Germany. That same year, Britain, France, and Italy all signed secret treaties promising to support the Japanese claim on Shandong after the war.[54]

At the Paris peace conference, it was the aim of the Japanese delegation to have Japan confirmed as the ruler of the Shandong while the Chinese delegation sought to have Shandong returned to China. On 27 January 1919, Makino Nobuaki of the Japanese delegation laid out the Japanese claim, which was based partly upon right of conquest and partly on the Sino-Japanese treaty of 1915..[55] On 29 January 1919, an young Chinese diplomat Wellington Koo gave the Chinese case for the Shandong.[55] Intelligent, charming, and fluent in both French and English, Koo became one of the "stars" of the peace conference. Koo began his argument with the statement that under international law treaties signed under the threat of violence are invalid.[55] Koo argued that the Sino-Japanese treaty of 1915 was invalid as Japan was threatening war unless China gave its assent.[55] Likewise, Koo argued that the original Sino-German treaty of 1897 was also invalid for the same reason. Koo made much use of the 14 points as he argued that the right of national self-determination meant the Shandong should go to China because its people were overwhelming Han and wanted to return to China.[56] Koo also used the 14 points to argue that the secret treaties under which Italy, France and Britain agreed to support the Japanese claims were invalid as all these treaties violated point one with its call for open diplomacy.[54]

Much to Koo's disappointment, on 22 April 1919, Wilson came out in support of the Japanese claim to the Shandong as he stated "the war had been fought largely for the purpose of showing that treaties cannot be violated" and it was "better to live up to a bad treaty than tear it up" as he argued that China was bound by the 1915 treaty.[57] On 4 May 1919, it was announced that the Shandong would go to Japan, sparking the May 4th movement, which is often regarded as the beginning of modern China.[58] Starting on 4 May, thousands of Chinese university students marched in protest against the award of the Shandong. The sense that China was being bullied because it was weak and backward led many of the students to embark on ventures meant to reform and modernize China. China refused to sign the Treaty of Versailles to protest the award of the Shandong to Japan.

In an interview conducted in June 1969 to mark the 50th anniversary of the Treaty of Versailles, Koo remarked that the Paris peace conference, which launched the May 4th movement, changed Chinese views of the West as he observed that many Chinese intellectuals believed the victorious powers of 1918 would allow China to be treated as an equal.[59] Koo stated that the award of the Shandong to Japan had turned public opinion against the Western powers.[59] Koo stated: "Looking back at China's stand at the Paris peace conference and the developments preceding, it appears that these events are...a turning point in China's history, both from the domestic and international point of view...One could wonder what would be the situation in China [today] either if China had succeeded in settling the Shandong question in Paris to her satisfaction or if she had signed the treaty without the reservation. These are questions which probably can never be fully answered now".[59] Koo noted that the new regime of Soviet Russia, which denounced liberalism as a device for Western imperialism and renounced almost all of the special Russian rights in China gained under Tsarism, won tremendous prestige in China as the one power seemingly willing to treat China as an equal, which led directly to the founding of the Chinese Communist Party in 1920.[60]

Notes

  1. ^ Irwin Unger, These United States (2007) 561.
  2. ^ Hannigan, Robert E. (2016). The Great War and American Foreign Policy, 1914–24. University of Pennsylvania Press. pp. 125–129. ISBN 9780812248593.
  3. ^ a b c "Wilson's Fourteen Points, 1918 – 1914–1920 –Milestones – Office of the Historian". history.state.gov. Retrieved 2016-01-02.
  4. ^ a b c d Milton Cooper 2011, p. 418.
  5. ^ a b c d e f g h Frie 2022, p. 535.
  6. ^ a b Heckscher, p. 470.
  7. ^ a b c d e "President Woodrow Wilson's 14 Points". www.ourdocuments.gov. Retrieved 2015-12-20.
  8. ^ a b Laderman 2019, p. 123.
  9. ^ Laderman 2019, p. 122-123.
  10. ^ Laderman 2019, p. 121.
  11. ^ a b Laderman 2019, p. 122.
  12. ^ a b Laderman 2019, p. 123-124.
  13. ^ a b c Goldstein 2013, p. 47.
  14. ^ Quested 2014, p. 93.
  15. ^ Quested 2014, p. 94.
  16. ^ a b Goldstein 2013, p. 3-4.
  17. ^ a b Thomas, Chris. "Fourteen Points". International Encyclopedia of the First World War. Retrieved 4 December 2022.
  18. ^ Goldstein 2013, p. 47-48.
  19. ^ Goldstein 2013, p. 48.
  20. ^ Goldstein 2013, p. 6.
  21. ^ a b Milton Cooper 2011, p. 421.
  22. ^ Phelps, N. M. "Woodrow Wilson's 14 Points, 1918". The Society for the Historians of American Foreign Relations. Retrieved 5 December 2022.
  23. ^ Grief, Howard (2008). The Legal Foundation and Borders of Israel Under International Law: A Treatise on Jewish Sovereignty Over the Land of Israel. Mazo Publishers. p. 297. ISBN 9789657344521.
  24. ^ a b c Godfrey Hodgson, Woodrow Wilson's Right Hand: The Life of Colonel Edward M. House (Yale University Press, 2006), pp. 160–63.[ISBN missing]
  25. ^ Broich, John. "Why there is no Kurdish nation". The Conversation. Retrieved 2019-11-07.
  26. ^ "Avalon Project – President Woodrow Wilson's Fourteen Points". avalon.law.yale.edu. Retrieved 2015-12-20.
  27. ^ (CS) PRECLÍK Vratislav. Masaryk a legie (Масарик и Легии), Ваз. Книга, váz. kniha, 219 str., vydalo nakladatelství Paris Karviná-Mizerov, Žižkova 2379 (734 01 Karviná, CZ) ve spolupráci s Masarykovým demokratickým hnutím (изданная издательством «Пари Карвина», «Зишкова 2379» 734 01 Карвин, в сотрудничестве с демократическим движением Масаpика, Прага), 2019, ISBN 978-80-87173-47-3,
  28. ^ "Prime Minister Lloyd George on the British War Aims". The World War I Document Archive. Retrieved 8 January 2018.
  29. ^ Grigg 2002, pp. 383–85
  30. ^ Grigg 2002, p. 384
  31. ^ Hakim, Joy (2005). War, Peace, and All That Jazz. New York: Oxford University Press. pp. 16–20. ISBN 0195327233.
  32. ^ Heckscher, p. 471.
  33. ^ Heckscher, pp. 479–88.
  34. ^ Cited in Newer Roosevelt Messages, (ed. Griffith, William, New York: The Current Literature Publishing Company 1919). vol III, p. 1047.
  35. ^ Cited in Ivo Daalder and James Lindsay, America Unbound: The Bush Revolution in Foreign Policy (Washington: Brookings Institution Press, 2003), p. 7.
  36. ^ a b c d e f Manela, Erez (2006-12-01). "Imagining Woodrow Wilson in Asia: Dreams of East-West Harmony and the Revolt against Empire in 1919". The American Historical Review. 111 (5): 1327–51. doi:10.1086/ahr.111.5.1327. ISSN 1937-5239.
  37. ^ a b c d Knock, Thomas; Knock, Thomas (2019). To End All Wars (New ed.). Princeton University Press. doi:10.1515/9780691191928. ISBN 978-0-691-19192-8.
  38. ^ Solly, Meilan (October 2, 2020), "What Happened When Woodrow Wilson Came Down With the 1918 Flu?", Smithsonian Magazine, retrieved 2020-12-07
  39. ^ Markwell, Donald (2006). John Maynard Keynes and International Relations: Economic Paths to War and Peace. Oxford University Press.[ISBN missing][page needed]
  40. ^ Hantke, Max; Spoerer, Mark (2010). "The imposed gift of Versailles: the fiscal effects of restricting the size of Germany's armed forces, 1924–9" (PDF). Economic History Review. 63 (4): 849–864. doi:10.1111/j.1468-0289.2009.00512.x. S2CID 91180171. Archived from the original (PDF) on 2011-10-27.
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  42. ^ The Post-Great War Settlement of 1919 and Ukraine
  43. ^ MacMillan 2001, p. 283.
  44. ^ a b Mack Smith 1989, p. 234.
  45. ^ MacMillan 2001, p. 281.
  46. ^ a b Mack Smith 1989, p. 235.
  47. ^ MacMillan 2001, p. 291-299.
  48. ^ MacMillan 2001, p. 297-298.
  49. ^ MacMillan 2001, p. 297.
  50. ^ MacMillan 2001, p. 291.
  51. ^ a b c d MacMillan 2001, p. 299.
  52. ^ MacMillan 2001, p. 303.
  53. ^ a b c MacMillan 2001, p. 327.
  54. ^ a b Clements 2008, p. 78.
  55. ^ a b c d MacMillan 2001, p. 333.
  56. ^ MacMillan 2001, p. 334.
  57. ^ Xu 2005, p. 256.
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References

  • Clements, Jonathan (2008). Makers of the Modern World: Wellington Koo. London: Haus Publishing. ISBN 978-1905791699..
  • Milton Cooper, John (2011). Woodrow Wilson A Biography. New York: Alfred Knopf. ISBN 9780307277909.
  • Ferguson, Niall (2006). The War of the World: Twentieth Century Conflict and the Decline of the West. New York: Penguin Press. ISBN 1594201005.
  • Frie, Ewald (2022). "The End of the German Empire". In Michael Gehler, Philipp Strobl, Robert Rollinger (ed.). The End of Empires. Wisbaden: Springer Fachmedien Wiesbaden. pp. 529–540. ISBN 9783658368760.{{cite book}}: CS1 maint: multiple names: editors list (link)
  • Goldstein, Erik (2013). The First World War Peace Settlements, 1919-1925. London: Taylor & Francis. ISBN 9781317883678.
  • Grigg, John (2002). Lloyd George: War Leader. London: Allen Lane. ISBN 0-7139-9343-X.
  • Heckscher, August (1991). Woodrow Wilson. Easton Press. ISBN 0-6841-9312-4.
  • Laderman, Charlie (2019). Sharing the Burden The Armenian Question, Humanitarian Intervention, and Anglo-American Visions of Global Order. Oxford: Oxford University Press. ISBN 9780190618605.
  • Mack Smith, Denis (1989). Italy and Its Monarchy. New Haven: Yale University Press. ISBN 9780300051322.
  • MacMillan, Margaret (2001). Paris 1919. Random House. ISBN 0-375-76052-0.
  • Quested, R.K.I. (2014). Sino-Russian Relations A Short History. London: Taylor & Francis. ISBN 9781136575259.
  • Snell, John L. (1954). "Wilson on Germany and the Fourteen Points". Journal of Modern History. 26 (4): 364–369. doi:10.1086/237737. JSTOR 1876113. S2CID 143980616.
  • Xu, Guoqi (2005). China and the Great War China's Pursuit of a New National Identity and Internationalization. Cambridge: Cambridge University Press. ISBN 9780521842129.
  • Text of Wilson's message to Congress outlining 14 points January 8, 1918
  • Text and commentary from ourdocuments.gov
  • Interpretation of President Wilson's Fourteen Points Archived 2011-03-07 at the Wayback Machine by Edward M. House
  • "President Wilson's Fourteen Points" from the World War I Document Archive
  • Wilson's shorthand notes from the Library of Congress
  • Arthur Balfour's speech on the Fourteen Points to Parliament, on 27 February 1918 – firstworldwar.com
  • Woodrow Wilson Library Wilson's Nobel Peace Prize is digitized. From the Library of Congress

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