History
The Monroe Doctrine by Carlos Alberto Contreras
Published in World Scholar: Latin America and the Caribbean. Gale/ Cengage Learning,
2012.
The Monroe Doctrine was one of the most significant policy statements affecting geopolitics in
the Western Hemisphere. The doctrine was issued in 1823 to restrict Europe’s presence in the
Americas, and was applied selectively and reinterpreted over the next two centuries in ways that
accommodated U.S. expansionist policies in the hemisphere. Ultimately, the way in which it was
applied violated Latin American sovereignty and self-determination.
Nineteenth Century
At its core, the Monroe Doctrine unilaterally proclaimed that the “American continents, by the
free and independent condition which they have assumed and maintain, are henceforth not to be
considered as subjects for future colonization by any European powers.” With most Latin
American countries having already declared independence, U.S. officials worried about three
possibilities: that France would expand further in the Americas, that Russia would press its
claims on the Pacific Northwest, and that Spain would back its political claims to its former
colonies with military maneuvers. President James Monroe (in office 1817–1825) preferred a
joint British and American proclamation, but Secretary of State John Quincy Adams persuaded
the president to act independently. Adams argued that the United States did not need the British,
who might in fact prove to be unhelpful allies if the United States expanded its borders. The
United States also declared its opposition to the extension of monarchism in the hemisphere by
the European powers: “we should declare any attempt on their part to extend their political
system to any portion of this hemisphere as dangerous to our peace and safety.”
Given that the United States had little power to back up the Monroe Doctrine—and in fact did
little to put it into practice until 1865, in its efforts to drive the French out of Mexico—Europe
largely ignored it. It was the U.S. expansion into Mexico’s northern territories in 1848 that
contributed to conditions in which Europe later felt it had to directly intervene, marking, in the
eyes of the Americans, the first important violation of the Monroe Doctrine. In addition to the
loss of half its territory as a result of the Mexican-American War (1846–1848), Mexico was
experiencing costly internal conflict that stemmed from divisions between liberals and
conservatives. In 1861, when Mexico declared that it would not pay interest on its foreign debts,
England, Spain, and France resolved to launch a military intervention into Mexico to recover
those debts. England and Spain withdrew when it became clear that French emperor Napoleon
III would install Archduke Maximilian of Austria as emperor of Mexico. The United States, then
in the midst of its Civil War (1861–1865), could do little more than protest this European
incursion into the Americas. Once the Civil War was over, the United States increased its
pressure on France to leave and dispatched troops to the border with Mexico. Mexican president
Benito Juárez, who had been waging guerrilla warfare against the French occupying forces,
welcomed this U.S. show of force but ultimately regained control of Mexico without the help of
U.S. troops. In 1867 Juárez ordered Maximilian’s execution and shipped his corpse back to
France.
In the late nineteenth century, U.S. economic power in the hemisphere grew, putting teeth into its
defense of the Monroe Doctrine. In 1895 Richard Olney, secretary of state under President
Grover Cleveland, issued a response to British expansion into Venezuela, stating that “today the
United States is practically sovereign on this continent and its fiat is law.…” Under the Olney
Corollary, the United States claimed the right to intervene in diplomatic issues concerning the
Western Hemisphere even when it was not directly involved.
Twentieth Century
From 1902 to 1903 Britain and Germany, seeking to collect on debts owed to them by
Venezuela, imposed a naval blockade. The United States refrained from involvement other than
to put pressure on the parties to settle the matter. Two years later, however, President Theodore
Roosevelt, as part of his State of the Union speech, made a statement with the hope of
forestalling further European interventions in the hemisphere. This statement declared the United
States the sole hemispheric “police power” in the enforcement of the Monroe Doctrine. Although
commonly referred to as the Roosevelt Corollary to the Monroe Doctrine, Roosevelt’s statement
in fact transformed the meaning of the doctrine: it marked a historic shift from forbidding
European incursions into the United States’ hemispheric neighbors, as the doctrine had held
during the nineteenth century, to a potential justification of U.S. military power throughout the
hemisphere even without the provocation of European involvement. While assuring the
European powers that the United States would henceforth assume responsibility for guaranteeing
order and the collection of debts in this hemisphere, the statement was also a warning to the
Latin Americans themselves that the United States would intervene militarily if it deemed
necessary. U.S. investors now controlled vast amounts of land in Latin America as well as key
natural resources, such as oil and copper. As U.S. economic interests in Latin America expanded
and U.S. military power grew (such as securing exclusive rights to build the trans-isthmian canal
in Panama), it was this new interpretation of the Monroe Doctrine that U.S. policymakers
followed, intervening militarily in Latin America no fewer than thirty times between 1898 and
1930.
Cold War
In 1954 in Guatemala, a Central Intelligence Agency–led coup overthrew Jacobo Arbenz, the
country’s democratically elected and reformist president. This coup, occurring during the Cold
War (1947–1991) between the United States and the Soviet Union, demonstrated how the
Monroe Doctrine again changed as a tool of U.S. interests. Citing “the intrusion of Soviet
despotism” as a challenge to the Monroe Doctrine, the Dwight D. Eisenhower administration
ordered the covert operation to overthrow Arbenz after his land reform affected 400,000 acres of
unused land owned by the United Fruit Company, a U.S. multinational corporation. Although
admitting there was no proof of actual Soviet infiltration, Eisenhower saw Arbenz as “soft” on
communism. As the U.S. ambassador to Guatemala had said about Arbenz, “If the president is
not a communist, he will certainly do until one comes along.” This episode established the
principle that the Monroe Doctrine now applied to internal subversion as well as to external
threats, and extended it “to include the concept of outlawing foreign ideologies in the American
Republics,” as Secretary of State John Foster Dulles stated at the Inter-American Conference in
Caracas in 1954 following the overthrow of Arbenz
Throughout the Cold War, U.S. policymakers used a combination of diplomatic isolation, covert
operations, direct military interventions, and the bolstering of the region’s military dictators to
seal off the hemisphere from Soviet influence. The Bay of Pigs invasion of Cuba was a failed
attempt, organized by the CIA and authorized by President John F. Kennedy, to overthrow the
Soviet-backed Fidel Castro regime in 1961; subsequent covert efforts to have Castro assassinated
also failed. The Richard M. Nixon administration unsuccessfully used covert tactics to prevent
Salvador Allende, the democratically elected socialist president of Chile, from taking office in
1970. The administration gave tacit approval to the Chilean military’s violent ouster of Allende
in 1973. Finally, the Ronald Reagan administration organized and armed the Contras in their
effort to overthrow the Sandinista government in Nicaragua in the 1980s as well as efforts to
bolster some of the region’s military dictatorships. Cold War fears were behind military
interventions in the Dominican Republic in 1965 and Grenada in 1983.
Since the 1990s
When the Soviet Union disintegrated in 1991, U.S. policymakers stopped looking at Latin
America through the prism of the Cold War and relaxed their efforts to cordon off the
hemisphere from an enemy that no longer existed. The new focus of U.S. policy was on the
economic integration of the region through trade agreements. As Latin America dismantled its
dictatorships and consolidated its market-opening policies in the 1990s and into the twenty-first
century, the Monroe Doctrine largely disappeared from the language of U.S. foreign policy. With
the rise of the threat of terrorism after the September 11, 2001, attacks and the increased drug
cartel violence that has exacerbated a security crisis in Mexico and some Central American
countries, it remains to be seen whether the United States may revive the Monroe Doctrine in the
future and intervene for different reasons.
Carlos Alberto Contreras
Bibliography
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