1 / 8100%
EXPLORATION AND EXPANSION
On a quest for “God, glory, and gold,” the Portuguese and Spanish led the way
in exploring new worlds. Setting sail to the east, the Portuguese eventually gained
control of the Spice Islands. In the west, Portugal and Spain each claimed new lands
in the Americas. By the end of the sixteenth century, however, the Dutch, French, and
English began competing with the Portuguese and Spanish for these new lands and
the riches they held.
Motives and Means
The dynamic energy of Western civilization between 1500 and 1800 was most
apparent when Europeans began to expand into the rest of the world. First Portugal
and Spain, then later the Netherlands, England, and France, all rose to new economic
heights through their worldwide trading activity. For almost a thousand years,
Europeans had mostly remained in one area of the world. At the end of the fifteenth
century, however, they set out on a remarkable series of overseas journeys. What
caused them to undertake such dangerous voyages to the ends of the Earth?
Europeans had long been attracted to Asia. In the late thirteenth century, Marco Polo
had traveled with his father and uncle to the Chinese court of the great Mongol ruler
Kublai Khan. He had written an account of his experiences, known as The Travels.
Many, including Christopher Columbus, read the book and were fascinated by the
exotic East. In the fourteenth century, conquests by the Ottoman Turks reduced the
ability of westerners to travel by land to the East. People then spoke of gaining access
to Asia by sea. Economic motives loom large in European expansion. Merchants,
adventurers, and state officials had high hopes of expanding trade, especially for the
spices of the East. The spices, which were needed to preserve and flavor food, were
very expensive after Arab middlemen shipped them to Europe. Europeans also had
hopes of finding precious metals. One Spanish adventurer wrote that he went to the
Americas to “to give light to those who were in darkness, and to grow rich, as all men
desire to do.”
This statement suggests another reason for the overseas voyages: religious
zeal. Many people shared the belief of Hernán Cortés, the Spanish conqueror of
Mexico, that they must ensure that the natives were “introduced into the holy Catholic
faith.” There was a third motive as well. Spiritual and secular affairs were connected
in the sixteenth century. People like Cortés wanted to convert the natives to
Christianity; but grandeur, glory, and a spirit of adventure also played a major role in
European expansion. “God, glory, and gold,” then, were the chief motives for European
expansion, but what made the voyages possible? By the mid-1400s, European
monarchies had increased their power and their resources and could focus beyond
their borders. Europeans had also reached a level of technology that enabled them to
make regular voyages beyond Europe. A new global age was about to begin.
A Race for Riches
At the end of the 1400s, Europeans sailed out into the world in new directions.
Portuguese ships took the lead when they sailed southward along the West African
coast. Spain soon followed with the dramatic voyages of Christopher Columbus to the
Americas.
Portuguese Explorers
Portugal took the lead in European exploration. Beginning in 1520, under the
sponsorship of Prince Henry the Navigator, Portuguese fleets began probing
southward along the western coast of Africa. There, they discovered a new source of
gold. The southern coast of West Africa thus became known to Europeans as the Gold
Coast. Portuguese sea captains heard reports of a route to India around the southern
tip of Africa. In 1488 Bartholomeu Dias rounded the tip, called the Cape of Good Hope.
Later, Vasco da Gama went around the cape and cut across the Indian Ocean to the
coast of India. In May of 1498, he arrived off the port of Calicut. There he took on a
cargo of spices. After returning to Portugal, da Gama made a profit of several thousand
percent. Is it surprising that da Gama’s voyage was the first of many along this route?
Portuguese fleets returned to the area to take control of the spice trade from the
Muslims. In 1509 Portuguese warships defeated a combined fleet of Turkish and
Indian ships off the coast of India. A year later, Admiral Afonso de Albuquerque (AL-
buh-kur-kee) set up a port at Goa, on the western coast of India. The Portuguese then
began to range more widely for the source of the spice trade. Soon, Albuquerque
sailed into Melaka, a thriving spice trade port, on the Malay Peninsula. Having Melaka
would destroy Arab control of the spice trade and provide the Portuguese with a way
station on the route to the Moluccas, then known as the Spice Islands. From Melaka,
the Portuguese launched expeditions to China and the Spice Islands. There they
signed a treaty with a local ruler for the purchase and export of cloves to the European
market. This treaty established Portuguese control of the spice trade. However, the
Portuguese had a limited empire of trading posts on the coasts of India and China.
The Portuguese had neither the power, the people, nor the desire to colonize the Asian
regions. Guns and seamanship made the Portuguese the first successful European
explorers. Heavily armed, their fleets were able to defeat local naval and land forces.
Later, however, the Portuguese would be no match for other European forces—the
English, Dutch, and French.
Spanish Explorers
Educated Europeans knew the world was round but had no idea of its
circumference, the size of the Asian continent, or that another continent lay to the west
between Europe and Asia. While the Portuguese sailed eastward through the Indian
Ocean, the Spanish sailed westward across the Atlantic Ocean to find the route to
Asia. Convinced that the Earth’s circumference was not as great as others thought,
Christopher Columbus believed he could reach Asia by sailing west instead of east
around Africa. Columbus persuaded Queen Isabella of Spain to finance an exploratory
expedition. In October 1492 he reached the Americas, where he explored the coastline
of Cuba and the island of Hispaniola.
Columbus believed he had reached Asia. After three voyages, he had still not
found a route through the outer islands to the Asian mainland. In his four voyages,
Columbus reached all the major Caribbean islands and Honduras in Central
America—all of which he called the Indies. Another important explorer to Spain was
Ferdinand Magellan. Magellan persuaded the king of Spain to finance his voyage to
Asia through the Western Hemisphere. He set sail in September 1519 down the coast
of South America in search of a sea passage through America. In October 1520
Magellan passed through a waterway (later called the Strait of Magellan) into the
Pacific Ocean. The fleet reached the Philippines, but Magellan was killed by the native
peoples there. Although only one of his ships returned to Spain, Magellan is still
remembered as the first person to circumnavigate the globe.
New Lands to Explore
The voyages of the Portuguese and Spanish had opened up new lands to
exploration. Both Spain and Portugal feared that the other might claim some of its
newly discovered territories. They resolved their concerns with the Treaty of
Tordesillas, signed in 1494. The treaty called for a line of demarcation extending from
north to south through the Atlantic Ocean and the easternmost part of the South
American continent. Unexplored territories east of the line would be controlled by
Portugal, The caravel was a faster ship design invented by the Portuguese, which
made long voyages of exploration possible. Its triangular (lateen) sails allowed
explorers to sail against the wind. Europeans learned to use lateen sails from the
Arabs. The caravel design included a large cargo hold. At the same time, cartography
(the art and science of mapmaking) had advanced to the point where Europeans had
fairly accurate maps. European sailors used the astrolabe, an invention of Greek
astronomers, to plot their latitude using the sun or stars. The magnetic compass,
invented in China, also helped sailors to chart a course across the ocean. Technology
and Exploration The caravel was well suited for long voyages of exploration. and those
west of the line by Spain. This treaty gave Portugal control over its route around Africa,
and it gave Spain rights to almost all of the Americas. Soon, government-sponsored
explorers from many countries joined the race to the Americas. A Venetian seaman,
John Cabot, explored the New England coastline of the Americas for England. The
Portuguese sea captain Pedro Cabral landed in South America in 1500. Amerigo
Vespucci (veh• SPOO•chee), a Florentine, went along on several voyages. His letters
describing the lands he saw led to the use of the name America (after Amerigo) for the
new lands. Europeans called these lands the New World although they already had
flourishing civilizations made up of millions of people when the Europeans arrived. The
Americas were, of course, new to the Europeans, who quickly saw opportunities for
conquest and exploitation.
The Spanish Empire
The Spanish conquerors of the Americas—known as conquistadors— were
individuals whose firearms, organizational skills, and determination brought them
incredible success. With their people and resources, the Spanish established an
overseas empire quite different from the Portuguese trading posts.
Aztec Civilization Destroyed
For a century, the Aztec ruled much of central Mexico from the Gulf of Mexico to
the Pacific coasts. Most local officials accepted the authority of the Aztec king in
Tenochtitlán. In the region of Tlaxcala to the east, however, the local lords wanted
greater independence. Areas that had never been conquered wanted to remain free
of the Aztec. In 1519, a Spanish force under the command of Hernán Cortés landed
at Veracruz, on the Gulf of Mexico. Cortés marched to Tenochtitlán with a small body
of troops (550 soldiers and 16 horses). As he went, he made alliances with city-states
that had tired of the oppressive rule of the Aztec. Particularly important was the alliance
with Tlaxcala. In November, Cortés arrived at Tenochtitlán and was welcomed by the
Aztec monarch Montezuma (also spelled Moctezuma). The Aztec were astounded to
see the unfamiliar sight of men on horseback and firearms, cannon, and steel swords.
These weapons gave the Spanish a great advantage in fighting the Aztec.
Eventually, tensions arose between the Spaniards and the Aztec. The Spanish
took Montezuma hostage and began to pillage the city. In the fall of 1520, one year
after Cortés had first arrived, the local population revolted and drove the invaders from
the city. Many of the Spanish were killed. The Aztec soon experienced new disasters,
however. As one Aztec related, “But at about the time that the Spaniards had fled from
Mexico, there came a great sickness, a pestilence, the smallpox.” With no natural
immunity to European diseases, many Aztec fell sick and died. Meanwhile, Cortés
received fresh soldiers from his new allies; the state of Tlaxcala alone provided 50,000
warriors. After four months, the city surrendered. The forces of Cortés leveled
pyramids, temples, and palaces and used the stones to build government buildings
and churches for the Spanish. The rivers and canals were filled in. The magnificent
city of Tenochtitlán was no more. During the next 30 years, the Spanish expanded
their control to all of Mexico.
Conquest of the Inca
The Inca Empire was still flourishing when the first Spanish expeditions arrived
in the central Andes. In December 1530, Francisco Pizarro landed on the Pacific coast
of South America with only a small band of about 180 men. However, like Cortés,
Pizarro brought steel weapons, gunpowder, and horses. The Inca had seen none of
these. The Inca Empire also experienced an epidemic of smallpox. Like the Aztec, the
Inca had no immunities to European diseases. Smallpox soon devastated entire
villages. Even the Inca emperor was a victim. When the emperor died, his two sons
each claimed the throne. This led to a civil war. Atahuallpa, one of the sons, defeated
his brother’s forces. Taking advantage of the situation, Pizarro captured Atahuallpa.
With their stones, arrows, and light spears, Inca warriors provided little challenge to
the charging Spanish horses, guns, and cannons. After executing Atahuallpa, Pizarro
and his soldiers, aided by their Inca allies, marched on Cuzco and captured the Inca
capital. By 1535, Pizarro had established a new capital at Lima for a new colony of the
Spanish Empire.
The Columbian Exchange
By 1550, much territory in Mexico, Central America, and South America had been
brought under Spanish control. (The Portuguese took over Brazil, which fell on their
side of the line of demarcation.) Already by 1535, the Spanish had created a system
of colonial administration in their new American empire. Queen Isabella declared
Native Americans (then called Indians, after the Spanish word Indios, “inhabitants of
the Indies”) to be her subjects. She granted to Spanish settlers in the Americas the
encomienda. This was the right of landowners to use Native Americans as laborers.
The holders of an encomienda were supposed to protect the Native Americans, but
Spanish settlers were far from Spain and largely ignored their government. Native
Americans were put to work on sugar plantations and in the gold and silver mines.
Few Spanish settlers worried about protecting them.
Forced labor, starvation, and especially disease took a fearful toll on Native
American lives. With little natural resistance to European diseases, the native peoples
were ravaged by smallpox, measles, and typhus. Many of them died. Hispaniola, for
example, had a population of 250,000 when Columbus arrived. By 1538, only 500
Native Americans had survived. In Mexico, the population dropped from 25 million in
1500 to 1 million in 1630. In the early years of the conquest, Catholic monks converted
and baptized hundreds of thousands of Native Americans. With the arrival of the
missionaries came parishes, schools, and hospitals—all the trappings of a European
society. Native American social and political structures were torn apart and replaced
by European systems of religion, language, culture, and government. As the Spanish
and Native Americans married and had families, they created a new people with roots
in both cultures. Some aspects of the indigenous culture survive. In Mexico, the Nahua
Indians, descendants of the Aztec, weave on the same kind of loom used by the Aztec.
Spanish conquests in the Americas affected not only the conquered but also the
conquerors. Colonists established plantations and ranches to raise sugar, cotton,
vanilla, livestock, and other products introduced to the Americas for export to Europe.
While Europeans were bringing horses, cattle, and wheat to the Americas, agricultural
products native to the Americas, such as potatoes, cocoa, corn, tomatoes, and
tobacco, were shipped to Europe. The exchange of plants and animals between
Europe and the Americas—known as the Columbian Exchange—transformed
economic activity in both worlds. Potatoes, for example, became a basic dietary staple
in some areas of Europe. By enabling more people to survive on smaller plots of land,
a rapid increase in population was made possible.
European Rivals
By the end of the sixteenth century, several new European rivals had begun to
challenge the Portuguese and Spanish. At the beginning of the seventeenth century,
an English fleet landed on the northwestern coast of India and established trade
relations with the people there. The first Dutch fleet arrived in India in 1595. Shortly
after, the Dutch formed the East India Company and began competing with both the
English and the Portuguese for Indian Ocean trade. The Dutch also formed their own
West India Company to compete with the Spanish and Portuguese in the Americas.
Although it made some inroads in Portuguese Brazil and the Caribbean, the
company’s profits were less than its expenditures. In the early seventeenth century
Dutch settlements were established on the North American continent. The colony of
New Netherland stretched from the mouth of the Hudson River as far north as Albany,
New York. Modern names such as Staten Island, Harlem, and the Catskill Mountains
remind us that it was the Dutch who initially settled the Hudson River valley.
During the seventeenth century, the French colonized parts of what is now
Canada and Louisiana. In 1608 Samuel de Champlain founded Quebec, the first
permanent French settlement in the Americas. Meanwhile, English settlers were
founding Virginia and the Massachusetts Bay Colony. After 1660, however, rivalry with
the English and the French (who had also become active in North America) brought
the fall of the Dutch commercial empire in the Americas. In 1664 the English seized
the colony of New Netherland from the Dutch and renamed it New York. The Dutch
West India Company soon went bankrupt. By the end of the seventeenth century, the
English had established control over most of the eastern seaboard of North America.
They had also set up sugar plantations on several Caribbean islands. Nevertheless,
compared to the enormous empire of the Spanish in Latin America, the North American
colonies still remained of minor importance to the English economy.
Students also viewed