AP/IB American History Mr. Blackmon U.S. Imperialism I. Background to Imperialism A. America held Europe in disdain 1. There was a belief in the superiority of American civilization, especially our democracy 2. Deep suspicion of European monarchies and their decadent society 3. The US was invulnerable to European attack. 4. The US was equally unable to attack Europe 5. Willingness to press whatever claims we had very hard a. The Alabama claims of $15.5 million against Great Britain, settled in 1872 b. The pork inspection controversy with Germany (they wouldn't accept our pork; very wise of them; the meat was not safe.) c. The large Irish population was intensely anti-British, and politicians could always gain votes by "twisting the lion's tail." B. Mexico and Maximilian 1. A protectorate was established by France over Mexico, utilizing conservative elements in Mexican society and using the Austrian prince Maximilian as a puppet king. 2. Maximilian was held up by French bayonets. 3. The United States was much too occupied during the Civil War to do anything other than protest this violation of the Monroe Doctrine. 4. In 1866, with the war over, Secretary of State William H. Seward protested once again. a. This time, 200,000 veterans under Philip Sheridan were mobilized in Texas. 5. Wisely, the French comply and withdraw their forces from 1866-7. 6. Without French support, Maximilian is doomed. He is defeated and executed by Mexican nationalist forces. 7. The Mexicans do not like us, but here the US certainly acted to defend Mexican sovereignty. C. The Aggressive Foreign Policy of William H. Seward 1. The US purchases Alaska from Russia in 1867 for $7,200,000. a. It was called Seward's Icebox and Seward's Folly. 2. Midway Island in the Pacific is annexed in 1867. Its location made it an important stop for trans-Pacific voyagers. Otherwise, why bother? The only inhabitants were gooney birds. 3. Seward also recommended the annexation of the Dominican Republic. a. The proposal was defeated owing to the Dominican Republic's distance from the US and its racially mixed population. D. US exports grow steadily, especially n the 1880s 1. Increase in volume in 1880s AP/IB American History Imperialism 2. E. Mr. Blackmon Page 2 We begin to export our manufactured goods as well as agricultural surpluses. a. In 1900, Carnegie enraged British steel manufacturers by winning the bid to provide steel for the Uganda railroad. 3. Exports are now seen as important if domestic consumption falters due to a recession. a. Sen. Albert J. Beveridge provided an excellent formulation of the ideology of expansion in 1898, "But today, we are raising more than we can consume. Today we are making more than we can use. Today our industrial society is congested: there are more workers than there is work; there is more capital than there is investment. . . . Therefore, we must find new markets for our produce, new occupation for our capital, new work for our labor." (Beveridge "The Taste of Empire" 201) More of this speech is quoted below under Social Darwinism Darwinism in Foreign Policy 1. Increasingly, I am becoming convinced that Social Darwinism, especially as applied to foreign relations, is a truly evil philosophy, having provided a rationale for untold human suffering. 2. Darwinism gave a new plausibility to Manifest Destiny: 3. "Among nations or 'races' as well as among biological species, there was a struggle for existence, and only the fittest could survive. If the strong dominated the weak, that was in accordance with the law of nature. It was an application to world affairs of the same . . . Darwinism that industrialists had long been applying to domestic economic affairs." (Current 599) 4. John Fiske, 1885, predicted that "the English-speaking peoples would eventually control every land that was not already the seat of an established civilization." (Current 599) 5. Josiah Strong, a Congregationalist minister, wrote Our Country in 1885. He believed that the Anglo-Saxon race, now centered in the US, possessed an 'instinct or genius for colonization,' (this is the same idea as the 'germ theory of democracy' which Frederick Jackson Turner attacked with his Frontier Thesis) and represented the great ideas of civil liberty and pure Christianity [a Hegelian concept--liberty and Christianity are ideas/ideals with material representations] and was 'divinely commissioned to spread its institutions over the earth. He saw the US as 'moving down upon' Mexico and all Latin America and 'out upon the island os the sea, over Africa and beyond.' 'Can anyone doubt, Strong asked, 'that the result of this . . . will abe the survival of the fittest?'" (Garraty 542) 6. John W. Burgess, the prominent professor at Columbia University, wrote Political Science and Comparative Law in 1890: "The Anglo-Saxons and Teutonic nations possessed the highest political talents. It as the duty of these nations, he said, to uplift less fortunate peoples even to force superior AP/IB American History Imperialism 7. 8. Mr. Blackmon Page 3 institutions on them if necessary. 'There is no human right to the status of barbarism.'" (Current 599) a. I am reminded of a comment by an American soldier in the Philippines, referring to the model rifle issued US soldiers, that we would "civilize them with a Krag." b. These men are not simply ignorant bigots. They are well respected, highly educated racialist bigots. Frederick Jackson Turner, who attacked the racialist 'germ theory' described by Burgess, also contributed to the imperialist drive in a very significant way. This is ironic. By pointing to the frontier as the determinant force in the development of American political, social, and economic democracy, and by pointing out that the frontier was officially closed, he also pointed to the need to find new, overseas markets, to sustain out democracy and economy. Alfred Thayer Mahan is the ablest and most effective apostle of imperialism. He is also the most important historian and theorist of naval warfare. His importance transcends US history. a. His seminal work was The Influence of Sea Power Upon History 1660-1783, (1890), which traced the rise of the British Empire. b. He followed this with The Influence of Sea Power Upon the French Revolution and Empire 1793-1812 (1892) and The Interest of America in Sea Power (1897) c. Mahan's writings have deeply influenced US naval operations and theory. World War I and II seem to illustrate the enduring validity of his ideas on naval grand strategy. d. He believed that the great nations of history were sea-faring nations. e. The US was really a huge island, and therefore had to build our greatness upon sea power. f. The essential components in sea power were: (1) A productive domestic economy, which provides goods which others want (2) Foreign commerce to engage in international trade (3) A large merchant marine to monopolize your trade (4) A powerful navy whose task was to defend the trade routes and other national interests (5) Colonies to provide raw materials and to serve as bases for the navy (especially important in an era of coal fired ships, which required frequent replenishment) (a) Please note that the cornerstone of today's US Navy strategy is to protect the SLOCs, the Sea-Lines-ofCommunication with Europe and our other allies. This was true when we fought the Kaiser, true when we fought Hitler and Japan, it would have been true AP/IB American History Imperialism 9. 10. Mr. Blackmon Page 4 had we fought Russia. g. Applying his ideas to the situation of his day, Mahan recommended (1) the construction of a modern fleet (the navy at the beginning of his writing career was a bad joke) (2) That we obtain a string of coaling stations and bases in the Caribbean (3) That we annex Hawaii as the central piece in our Pacific trade. (4) That we dig and control a canal across the Isthmus of Panama. (Current 600) h. He numbered among his friends such policy makers as (1) Sen. Henry Cabot Lodge, Chairman of the Naval Affairs Committee, later Foreign Relations Chair (a) Lodge brought in a bill in 1883 to begin constructing a fleet of modern steel warships. (2) Benjamin Harrison's Secretary of the Navy Benjamin F. Tracy (3) Above all, then Assistant Secretary of the Navy and himself a naval historian, Theodore Roosevelt i. From Garfield to McKinley, naval appropriations increased. (1) In 1898, the US possessed the 5th largest navy in the world (2) In 1900, the US possessed the 3rd largest navy in the world Sen. Henry Cabot Lodge (1895) "It is not the policy of the United States to enter, as England has done, upon the general acquisition of distant possession in all parts of the world. . . . while in the United States themselves we hold the citadel of our power and greatness as a nation, there are outworks essential to the defense of that citadel which must neither be neglected nor abandoned. . . . In the interests of our commerce and of our fullest development, we should build the Nicaragua Canal, and for the protection of that canal and for the sake of our commercial supremacy in the Pacific we should control the Hawaiian Islands and maintain our influence in Samoa. . . . [W]hen the Nicaragua Canal is built, the island of Cuba . . . will become to us a necessity. Commerce follows the flag, and we should build up a navy strong enough to give protection to Americans in every quarter of the globe and sufficiently powerful to put our coasts beyond the possibility of successful attack." (Lodge 3-4) Theodore Roosevelt (in a letter to Alfred Thayer Mahan) (1897) "If I had my way we would annex those islands [Hawaii] tomorrow. If that is impossible I would establish a protectorate over them. I believe we should build the Nicaraguan canal at once, and in the meantime, that we should build a dozen new battleships . . . I am fully alive to the danger from Japan. . . .But there are big problems in the West Indies also. Until we AP/IB American History Imperialism II. Mr. Blackmon Page 5 definitely turn Spain out of these islands (and if I had my way that would be done tomorrow), we will always be menaced by trouble there. We should acquire the Danish Islands [Virgin Islands]" (Roosevelt "Obstacles to Immediate Expansion" 150-151) 11. Senator Albert J. Beveridge (1898) (Speaking in support of annexation of the Philippines) "The commercial supremacy of the republic means that this nation is to be the sovereign factor in the peace of the world. For the conflicts of the future are to be conflicts of trade--struggles for markets-commercial wars for existence. And the golden rule of peace is the impregnability of position and invincibility of preparation. . . . As our commerce spreads, the flag of liberty will circle the globe an the highways of the ocean--carrying trade to all mankind--be guarded by the guns of the republic. And as their thunders salute the flag, benighted peoples will know that the voice of liberty is speaking, at last, for them: that civilization is dawning, at last, for them--liberty and civilization, those children of Christ's gospel, who follow and never precede the preparing march of commerce. (Beveridge "The Taste of Empire" 201-202) US Foreign Policy in Asia A. I am going to organize this section by country. The problem with this approach is that one can easily lose sight of simultaneous events, and see how policies toward China, Japan, Philippines, Hawaii, etc. fit together. The strength of this approach is that one can see how our policy toward any one country fits together. I believe that you must understand the latter before you can understand the former. B. China 1. The key to our Pacific diplomacy right up to the end of World War II was our desire to trade with China. 2. We opened commercial relations by the Treaty of Wanghia in 1844. a. The treaty allowed trade and missionaries to enter. b. Among the families involved with trade with China were the Delanos of New York--from whom Franklin Delano Roosevelt descended. This fact is probably not irrelevant to his decidedly pro-China attitudes. 3. In 1894-5, the Sino-Japanese War broke out, as the emerging Japan began flexing its muscles. a. Japan ended the war by seizing Korea. b. Other European powers moved to extend their spheres of influence. c. Secretary of State John Hay tried to protect US business interests. (1) Anti-imperialist feeling in the US precluded any seizure of Chinese territory by the US. In this respect, the US was clearly less predatory toward China than other nations. We wished trade without military control. (2) Hay issued the Open Door Notes in 1899, urging the AP/IB American History Imperialism 4. C. Mr. Blackmon Page 6 European powers to agree to respect the trading rights of all countries and to impose no discriminatory duties; Chinese officials were to continue to collect duties, not European officials. (3) Russia rejected the notes; the others ignored them. (4) Hays then blandly announced that everyone had adopted his Open Door Policy!! (5) The policy appears to work only because the other powers distrusted each other so much. (a) The US wanted the benefits of trade with China but was unwilling to face the costs of a sufficient military presence i n the region to protect our long term interests. Upon this bedrock of unrealistic thinking, the seeds of Pearl Harbor are planted. (6) The Open Door Policy is the key to our Pacific foreign policy throughout the first half of the twentieth century. Do not forget that the crucial issue in our collision with Japan in World War II is the territorial sovereignty of China. The Boxer Rebellion in 1900 a. The Boxer Rebellion was a genuinely grass-roots nationalist rebellion aimed at driving the 'foreign devils' off of Chinese soil. b. The European powers, including the US and Japan, sent troops to break the rebellion, which began with attacks on the diplomatic compounds in Beijing. c. After the defeat of the Boxers, Hay acted to protect Chinese territorial integrity--there was a real chance that permanent annexations could have been made. (1) He reasserted the principle of impartial trade. (2) His call for Chinese territorial integrity implied a US commitment to Chinese independence. Japan 1. Our stormy relationship with Japan began when Commodore Matthew Perry sailed into Nagasaki Harbor and opened Japan up to the West after their long hibernation during the Tokugawa Shogunate. We signed a commercial treaty with them in 1858. 2. The Tokugawa Shogunate was ended in 1868, and the Meiji Restoration began. The Meiji marks the beginning of modern Japan. 3. The Japanese realized clearly that they had only two choices: modernize or be exploited. The example of China acted as a constant reminder. 4. Modernization meant industrialization. 5. Japan's position is very similar to Great Britain's except it has fewer advantages. They are an island nation, with a large population (industrialization brought dramatic population growth). They could feed AP/IB American History Imperialism 6. 7. 8. 9. 10. 11. 12. 13. 14. Mr. Blackmon Page 7 themselves (on a starvation diet) but had no natural resources for industry. Modern Japan must trade to survive. The example of the Europeans taught the Japanese that colonies were essential both as sources of needed raw materials and also as markets. Japanese expansion into Korea, Manchuria, and China is predicated upon this need. Their expansion to the southwest was predicated upon a need for other resources that China could not provide, such as rubber, tin, and above all, oil. The example of the European powers taught the Japanese to achieve their national objectives by force and exploitation. Japan has a long, militarist tradition. Imperialism blended easily with it, or militarism with imperialism. To the Japanese, the condemnation leveled at them by Great Britain and the US in the 1920s and 1930s was sheerest hypocrisy. They felt that they were only doing what the Europeans had already done. They believed that they were fighting for national survival. They believed that weakness invited attack, whereas strength meant respect. They suspected (probably correctly) that racism lay behind much of European opposition to their expansion. They knew that the Europeans already had what they wanted and were content to end the game as winners. The Japanese did not have what they wanted, and did not want to quit the game just yet. I do not wish to excuse Japanese aggression in World War II--it was brutal and itself racist (racism is not confined to Europeans). However, US foreign policy in the Pacific was extremely unrealistic, and, in my view, inept. We failed to recognize the legitimate interests of Japan, failed to recognize the realities of Japanese power, failed to even attempt to provide a means by which Japan could obtain needed resources by some other means than open war. Perhaps a different foreign policy would have failed anyway (indeed, I rather think, considering Japanese militarism, that it would have), but the effort would have been worth it. The first stage in Japan's expansion was the Sino-Japanese War in 1894. As a result of this, Japan seized Korea. The Russo-Japanese War 1905 a. This brought them into conflict with the Russians, who were sabering their way across Asia. The Russians have been pursuing an AP/IB American History Imperialism b. c. d. e. f. g. h. i. Mr. Blackmon Page 8 exceptionally aggressive policy, with the Caucasus, Turkey, Persia, and Afghanistan as well as Manchuria as flashpoints. The prize between them is Manchuria, which is rich in natural resources. The completion of the Trans-Siberian Railway signalled the opening of hostilities. The war opened with a surprise attack by torpedo boats on the Russian Pacific fleet at their base in Port Arthur. The Japanese sent the Russian fleet to the bottom. Land fighting then opens as the Japanese lay siege to Port Arthur. Fighting is bitter and foreshadows World War I. The Japanese are better organized and better led, and eventually will take the fortress. In the meantime, the Russian Baltic fleet sailed all the way around Europe and Africa (the British refused transit through the Suez) to break the siege. The Japanese met them in ambush at Tsushima Straits. The Russians were massacred. The Japanese fleet was more modern, more powerful, better trained, and far better led. At this point, Germany (or, really, the Kaiser) began to make loud, aggressive noises that they would enter the war on Russia's side. (1) Kaiser Wilhelm has several motivations (a) Tsar Nicholas is his cousin (b) Russia was a European nation being humiliated by an Asian nation. The Kaiser was the first to proclaim the "Yellow Peril" from the East. He seems to have really believed it. The defeat of Russia by a non-white nation is in fact an important milestone in the end of Europe's era of world domination. (c) He also hoped to obtain greater concessions in China for Germany. With the war threatening to widen (and thus threaten everyone's trading interests), President Theodore Roosevelt offers his services to mediate peace treaty. (1) The Japanese agree, for although they are winning, they are unprepared for a long war. (2) The Russians were facing an internal revolution, triggered by the war, and need to end the war quickly as well. (3) The Treaty of Portsmouth gave Japan important concessions in Manchuria, as well as half of Sakhalin Island. (a) Some of the provisions were unpopular in Japan, but the treaty was very advantageous to Japan. AP/IB American History Imperialism Mr. Blackmon Page 9 (b) 15. D. Theodore Roosevelt received the Nobel Peace Prize for his efforts The Gentlemen's Agreement 1907 a. Roosevelt faced one other problem with Japan, although one not of his own making. b. In 1906 the San Francisco school district segregated Japanese students. Japan protested (cf handout on Labor and Immigration). c. The Gentlemen's Agreement restricted future Japanese immigration to the US. d. The problem illustrated the fear of the "Yellow Peril" in the US. Hawaii 1. American missionaries advertised Hawaii's economic potential 2. Their descendants became involved in sugar cane a. They came to dominate the economy and through that, the Hawaiian monarchy. 3. The Reciprocity Treaty of 1875 allowed Hawaiian sugar into the US duty free. a. Hawaii promised to cede no territory to a foreign power. b. In effect, we guaranteed Hawaii's independence and make them a protectorate. 4. The treaty was renewed in 1887 and we receive Pearl Harbor as a naval base. 5. This is in the same time period that we obtained Midway and Samoa, therefore established bases from which to trade with China and Japan. 6. McKinley Tariff 1890 a. Gave a bounty to US sugar producers and discontinues the duty sugar b. This destroyed Hawaii's privileged position in the US sugar market. c. The growers, largely of US ancestry, saw annexation as the only salvation. 7. Queen Liliuokalani ascends the throne in 1891. She was a. A nationalist b. Advocated Hawaii for Hawaiians c. Tried to eliminate US influence d. Tried to run an absolute monarchy 8. The coup d'etat of 1893 a. US Minister John L. Stevens connived to land 150 Marines to depose Queen Liliuokalani b. A provisional government, dominated by US planters, was formed, c. Stevens then immediately recognized them d. The Provisional Government then petitioned for annexation. e. President Benjamin Harrison was very receptive, but he was leaving office, and deferred to the new President. AP/IB American History Imperialism 9. 10. E. III. Mr. Blackmon Page 10 President Grover Cleveland a. disapproved of the use of US troops b. withdrew the treaty of annexation c. sent James H. Blount to investigate the situation. d. Blount reported that the Hawaiians favored Liliuokalani e. Cleveland then denies recognition of the Provisional Government f. The Provisional Government, however, refuses to give up their power g. Cleveland refused to use US troops to depose the Provisional Government (who were, after all, of US ancestry; he is also consistent: he disapproves the use of US troops to depose foreign governments) Annexation in 1898 a. The Spanish-American War caused a wave of patriotic, expansionist sentiment to sweep the US b. The President now is also William McKinley, who is sympathetic to expanding trade in China. c. Hawaii was annexed in the general expansion of this period. Samoa 1. Dominated the sea lanes of the South Pacific 2. We acquired the use of the harbor at Pago Pago by treaty in 1878. 3. There was a three way scramble with Germany and Great Britain for control of Samoa, culminating in a near-three way naval battle, which was avoided only by a hurricane, which kept everyone busy. 4. In 1899, the US and Germany divided Samoa up, with Great Britain being compensated elsewhere. F. The Philippines 1. I will postpone my discussion of the Philippines until after the SpanishAmerican War US Foreign Policy in Central and South America to the Spanish American War A. A theme that one wants to note in the following sections is the way in which the Monroe Doctrine becomes a cornerstone of our diplomacy, the way in which its meaning is expanded, and the reasons for that. B. Clayton-Bulwer Treaty in 1850 prepared the diplomatic ground for a joint USBritish trans-isthmian canal. Such a canal had been dreamed of for a long time. More on this later. C. Ferdinand de Lesseps, the man who dug the Suez Canal, obtained a concession in 1880 to build a trans-isthmian canal. President Hayes immediately announced that the US would not allow any European power to control such a canal, which is a logical extension of the Monroe Doctrine. D. The Pan American Conference in 1899 achieved little other than create the Pan American Union. However, it marks the beginning of a US attempt to assert hemispheric leadership. Then Secretary of State James G. Blaine was actively AP/IB American History Imperialism E. F. Mr. Blackmon Page 11 seeking new markets for US goods, and was trying to open up Latin America. The Latin Americans, however, found the Europeans cheaper, and refused. US-Latin American relations were worsened over the Baltimore Incident in 1891. Anti-US feeling led to a riot in Valparaiso where 2 US sailors, on shore leave, were killed and a dozen injured. When the Chilean government was slow to apologize and pay damages, President Benjamin Harrison invited Congress to declare war. Of much greater significance is the Venezuelan Border Dispute in 1895 with British Guiana. 1. The border had long been disputed (as indeed, many borders in Latin America are). The terrain was mostly jungle, but the discovery of gold suddenly made it relevant. 2. The British saw no reason either to agree to the Venezuelan demands nor to submit the issue to arbitration. After all, Venezuela did not have the power to force Britain to do anything. 3. President Grover Cleveland decided to intervene a. Cleveland was under attack from expansionists for his refusal to annex Hawaii b. Taking a stand against Britain was always popular with many voters, especially the Irish. c. Protecting the weak against the strong appealed to American sentimentality. d. Cleveland is in deep trouble politically over the Panic of 1893 and the silver issue. He is looking for an issue that will secure his reelection. A foreign crisis usually causes the nation to rally around the flag, and the president who happens to be holding it. e. He really did believe that the Venezuelans were in the right. 4. Secretary of State Richard Olney sent a very stiff letter to the British, informing them that they were violating the Monroe Doctrine by seeking to extend their territory, that they must submit to arbitration or face unspecified US actions. a. Olney told the British "Today the United States to practically sovereign on this continent, and its fiat is law upon the subjects to which it confines its interposition. Why? . . . . It is because in addition to all other grounds its infinite resources combined with its isolated position render it master of the situation and practically invulnerable as against any or all other powers." (Tindall & Shi 905) 5. British Foreign Minister Lord Salisbury pointedly ignored the letter for months, finally answering icily that the Monroe Doctrine was not international law, and that Britain refused to arbitrate. 6. Cleveland was furious, asked for and got the money for a US boundary commission to provide a report, and appeared ready to fight over the issue. Congress appeared willing. AP/IB American History Imperialism 7. IV. Mr. Blackmon Page 12 The British were startled at the seriousness with which Cleveland took the issue. They have many other fish to fry, such as rising German economic and naval power, and the Boer War, which was already straining the Imperial forces. Furthermore, Canada would be very vulnerable. In general, it was stupid to antagonize a nation as potentially powerful as the US over an issue so minor. (Good thinking; too often people think with their pride, and blood is shed). They agree to arbitration and the issue dies down. 8. One consequence of the issue was a period of greater Anglo-US cooperation, which Britain, as it turned out, needed desperately. 9. The US has asserted the Monroe Doctrine against a European power in defense of a Latin American nation. The Spanish-American War A. Spanish misrule in Cuba had led to a revolt in 1868-1878, the Ten Years' War. 1. Americans had been sympathetic to the Cubans. B. The Wilson-Gorman Tariff of 1894 placed high duties (40%)on raw sugar, and ruined the Cuban economy (similar to what the McKinley Tariff did to Hawaii). 1. In consequence of the added economic misery, a new rebellion broke out in Cuba in 1895. C. The rebellion was bitterly fought. The rebels deliberately laid waste to fields. The Spanish resorted to brutal repression. 1. General Valeriano Weyler, dubbed the "Butcher" by US newspapers, created "reconcentration camps" to intern the rural population for their protection against the guerrillas. This is in effect, what the US did at one time in Viet Nam, with equally poor results. The Spanish lost control of the countryside. 2. The fighting disrupted food supplies, and led to even more serious suffering in the population. D. US investors, who had about $50,000,000 invested in Cuban sugar, favored US intervention. This is in accord with Marxist-Leninist theory. E. Wall Street, however, was adamantly opposed to intervention. The country was just recovering from the depression, and Wall Street did not want anything as destabilizing as war. This is emphatically the opposite of Marxist-Leninist theory. McKinley is a stooge of Big Business, but here he will act against their wishes and in accordance with popular demand. F. The American public was intensely sympathetic to the Cubans. 1. William Randolph Hearst's New York Journal was locked in a bitter circulation war with Joseph Pulitzer's New York World. 2. Lurid stories of atrocities fed circulation. 3. If there were no recent atrocities, they would make them up. 4. Think of this as the beginning of a process leading to the media feeding frenzy over the OJ Simpson Trial. 5. The phrase given for this sensationalistic, rumor mongering kind of press is the "yellow press." Because it was also exaggeratedly and chauvinistically AP/IB American History Imperialism G. H. I. J. Mr. Blackmon Page 13 patriotic, it is also called the "jingo press." McKinley was under very heavy popular pressure to intervene. He had been billed as "the advance agent for prosperity" and followed the advice of Big Business, but he was too weak to resist overwhelming popular pressure. 1. His hesitancy led to jokes: "Why is McKinley's mind like an unmade bed? Because someone has to make it up for him every time he has to use it." The DeLome Letter 1. Riots in Havana led to the arrival of the USS Maine in the harbor on January 25, 1898 to protect US citizens. 2. In February, a Cuban agent stole a letter from Enrique De Lome, the Spanish ambassador to Washington, to a friend in Havana. He turned it over to Hearst, who promptly published it on February 9. 3. In the letter, De Lome called McKinley "a small time politician" (which was untrue) and a "bidder for the admiration of the crowd" (which was). 4. Public opinion was outraged at this insult to their beloved leader. 5. Still, McKinley vacillated. 6. Theodore Roosevelt, in disgust, exclaimed, "McKinley has no more backbone than a chocolate eclair!" "Remember the Maine!" 1. On February 15, 1898, a mysterious explosion tore the Maine apart, and sank it, with a loss of 260 lives. 2. Public opinion eagerly blamed Spain (the least likely culprit, actually). 3. We will likely never know the cause of the explosion for sure, but it was most likely an internal explosion due to poor discipline around the powder magazine. 4. The Navy, however, concluded that the explosion was caused by an "external submarine mine." 5. War hysteria sweeps the country. McKinley's resistance weakened. a. Theodore Roosevelt wrote "We will have this war for the freedom of Cuba in spite of the timidity of the commercial interests." (Tindall & Shi 910) The US ultimatum 1. McKinley finally makes the following demands of Spain: a. An immediate armistice b. Revocation of the reconcentration camps. c. cooperation with the US to provide humanitarian relief. 2. The Cuban rebels sensed that their cooperation might avert US entry into the conflict. Accordingly, they had every reason to refuse to cooperate in the slightest 3. On April 10, the Spanish government reluctantly agreed to the US ultimatum. 4. On April 11, McKinley, bowing to public pressure, sent Congress a war message anyway. AP/IB American History Imperialism 5. K. L. M. Mr. Blackmon Page 14 The Teller Resolution was attached to the declaration of war: the US disclaimed any intention of adding Cuban territory to the US. Our purpose in going to war as solely to liberate Cuba from Spanish rule. 6. William Leuchtenberg has this judgement about the Spanish-American War: "We entered a war in which no vital American interests was involved, and without any concept of its consequences. Although McKinley declared that to enter such a war for high purposes and then annex territory would be 'criminal aggression,' we acquired as a result of the war the Philippines and other parts of an overseas empire we had not intended to get, and had no idea how to defend. Although we roundly attacked Spain for not recognizing the rebel government, we, in our turn, refused to recognize the rebels. Although we were shocked by Weyler's policies in Cuba, we were soon in the unhappy position of using savage methods to put down a rebel uprising in the Philippines, employing violence in a measure that easily matched what Weyler had done." (Leuchtenberg 210) War in the Philippines 1. Assistant Secretary of the Navy Theodore Roosevelt was left in charge of the Navy Department one day. Roosevelt promptly ordered Commodore George Dewey at Hong Kong to move against Manila if war came. The Secretary of the Navy did not countermand that order, which was taken entirely on TR's initiative. 2. Dewey sailed for Manila and destroyed the Spanish fleet there. 3. Dewey then makes contact with Philippine rebels under the leadership of Emilio Aguinaldo. a. Aguinaldo asked for US troops to assist in occupying Manila. McKinley sent 11,000 men to take Manila. 4. The US has occupied the Philippines. War in Cuba 1. US preparedness and organization were miserable. Tampa was the main troop concentration center. 2. Theodore Roosevelt resigned as Assistant Secretary of the Navy to form the Rough Riders, a volunteer cavalry unit. 3. Spanish Admiral Pascual Cervera ran the US naval blockade to reach Santiago, but found himself bottled up. 4. US land forces attack Santiago. 5. The capture of San Juan Hill (which made Theodore Roosevelt a national hero forced Cervera to try to break out. 6. Admiral William T. Sampson and Commodore Winfield Scott Schley ran them down and destroyed Cervera's entire force. 7. The obsolescent Spanish Navy was simply no match for the more modern US warships. US losses for the entire war were 400 combat deaths and 4,600 dead to disease. AP/IB American History Imperialism V. Mr. Blackmon Page 15 The Treaty of Paris of 1898 A. Spain agreed to give up Cuba B. The US annexed Puerto Rico and Guam from Spain C. The US occupied the Philippines pending final resolution; by the end of the negotiations, McKinley came out in favor of annexation of the Philippines as well. 1. There had been no sentiment in favor of annexing the Philippines prior to the war. 2. Pro-annexationists included: a. Expansionists like Theodore Roosevelt and Henry Cabot Lodge, all influenced by Alfred Thayer Mahan. b. Business interests, which had now done a flip flop on the idea of empire. The Philippines were not valuable in themselves so much as they were valuable as a stepping stone to China. They dreamed of entering the enormous Chinese market: a chimera that will plague US foreign policy for 50 years. c. Missionaries wanted the Philippines to Christianize our "little brown brothers" and also for access to China (our "little yellow brothers") The fact that the Philippines were Catholic seems to have been missed altogether. 3. McKinley finally told a Methodist group: "The truth is, I didn't want the Philippines, and when they came to us . . . I did not know what to do with them. . . . And late at night it came to me this way . . . (1) That we could not give them back to Spain--that would be cowardly and dishonorable; (2) that we could not turn them over to France or Germany-our commercial rivals in the orient--that would be bad business and discreditable; (3) that we could not leave them to themselves--they were unfit for self-government--and they would soon have anarchy and misrule over there worse than Spain's was; and (4) that there was nothing left for us to do but take them all, and to educate the Filipinos, and uplift and civilize and Christianize them, and by God's grace do the very best we could by them, as our fellow men for whom Christ also died." (Larrabee 224) D. Arguments for Imperialism 1. Note how McKinley's statement above blends various strands of thought. 2. Rudyard Kipling, English poet then living in the United States, a serious and thoughtful Imperialist (he gave us Kim, Gunga Din, and the Jungle Book) wrote the poem that has come to symbolize the entire racial defense of the Imperialism of the late 19th century (most people missed the irony of the poem; one should also read his "Recessional," which contains a warning against hubris): "The White Man's Burden" 1899 AP/IB American History Imperialism Mr. Blackmon Page 16 (The United States and the Philippine Islands) Take up the White Man's burden-Send forth the best ye breed-Go bind your sons to exile To serve your captives' need; To wait in heavy harness On fluttered folk and wild-Your new-caught, sullen peoples Half-devil and half-child. Take up the White Man's burden-In patience to abide, To veil the threat of terror And check the show of pride; By open speech and simple, An hundred times made plain, To seek another's profit, And work another's gain. Take up the White Man's burden-The savage wars of peace-Fill full the mouth of Famine And bid the sickness cease; And when your goal is nearest The end for others sought, Watch Sloth and heathen Folly Bring all your hope to nought. Take up the White Man's burden-No tawdry rule of kings, But toil of serf and sweeper-The tale of common things. The ports ye shall not enter, The roads ye shall not tread, Go make them with your living, And mark them with your dead! Take up the White Man's burden-And reap his old reward: The blame of those ye better, The hate of those ye guard. The cry of hosts ye humor (Ah, slowly!) toward the light:-"Why brought ye us from bondage, "Our loved Egyptian night?" Take up the White Man's burden-You dare not stoop to less-Nor call too loud on Freedom To cloak your weariness; By all ye cry or whisper, By all ye leave or do, The silent, sullen peoples Shall weigh your Gods and you. Take up the White Man's burden-Have done with childish days-The lightly proffered laurel, The easy, ungrudged praise. Comes now, to search your manhood Through all the thankless years, Cold, edged with dear bought wisdom, The judgment of your peers! 3. Josiah Strong (1885) "It is not necessary to argue . . . that the two great needs of mankind, that all men may be lifted into the light of the highest Christian civilization, are, first, a pure, spiritual Christianity, and, second, civil liberty. Without controversy, these are the forces, which in AP/IB American History Imperialism 4. 5. Mr. Blackmon Page 17 the past have contributed most to the elevation of the human race, and they must continue to be, in the future, the most efficient ministers to its progress. It follows, then, that the Anglo-Saxon, as the great representative of these two ideas, the depositary of these two great blessings, sustains peculiar relations to the world's future, is divinely commissioned to able, in a peculiar sense, his brother's keeper. Add to this the fact of his rapidly increasing strength in modern times, and we have well nigh a demonstration of his destiny. . . . It seems to me that God, with infinite wisdom and skill, is training the Anglo-Saxon race for an hour sure to come in the world's future." (Blum 526) (emphasis added) Alfred Thayer Mahan (1897) ""To affirm the importance of distant markets, and the relation to them of our own immense powers of production, implies logically the recognition of the link that joins the products and the markets--that is, the carrying trade; the three together constituting that chain of maritime power to which Great Britain owes her wealth and greatness. Further is it too much to say that, as two of these links, the shipping and the markets, are exterior to our own borders, the acknowledgement of them carries with it a view of the relations of the United States to the world radically distinct from the simple idea of selfsufficingness? We shall not follow far this line of thought before there will dawn the realization of America's unique position, facing the older worlds of the East and West, her shores washed by the oceans which touch the one or the other, but are common to her alone." (Blum 527) (emphasis added) Senator Albert J. Beveridge (1900) "The Philippines are ours forever, 'territory belonging to the United States,' as the Constitution calls them. And just beyond the Philippines are China's illimitable markets. We will not retreat from either. We will not repudiate our duty in the archipelago. We will not abandon our opportunity in the Orient. We will not renounce our part in the mission of our race, trustee, under God, of the civilization of the world. . . . . . . Mr. president, this question is deeper than any question of party politics; deeper than any question of the isolated policy of our country even; deeper even than any question of constitutional power. It is elemental. It is racial. God has not been preparing the English-speaking and Teutonic peoples for a thousand years for nothing but vain and idle self-contemplation and self-admiration. No! He has made us the master organizers of the world to establish system where chaos reigns. He has given us the spirit of progress to overwhelm the forces of reaction throughout the earth. He has made us adepts in government that we may administer government among savage and senile peoples. Were it not for such a force as this the world would relapse into AP/IB American History Imperialism E. Mr. Blackmon Page 18 barbarism and night. And of all our race he has marked the American people as His chosen nation to finally lead in the regeneration of the world. This is the divine mission of America, and it holds for us all the profit, all the glory, all the happiness possible to man We are trustees of the world's progress, guardians of its righteous peace." (Beveridge "In Support of an American Empire" 336, 343) (emphasis added) 6. Brooks Adams (1902) "The West Indies drift toward us, the Republic of Mexico hardly longer has an independent life, and the city of Mexico is an American town. With the completion of the Panama Canal all Central America will become part of our system. We have expanded into Asia, we have attracted the fragment of the Spanish dominions, and reaching out into China we have checked the advance of Russia and Germany. . . We are penetrating into Europe, and Great Britain especially is assuming the position of a dependency . . . The United States will outweigh any single empire, if not all empires combined. The whole world will pay her tribute. Commerce will flow to her from both east and west, and the order which has existed from the dawn of time will be reversed." (Blum 537) (emphasis added) Opposition to Imperialism 1. Such a dramatic departure from our governmental ideals did not go unchallenged. 2. The Anti-Imperialism League was formed in 1899, and was composed of persons from both parties. a. The list of members was impressive, and included some strange partners: (1) William Jennings Bryan (Dem) (2) Grover Cleveland (Dem) (3) Sen. George F. Hoar (Rep) (4) Speaker Thomas Reed (Rep) (5) Sen. John Sherman (Rep) (6) Samuel Gompers (7) Andrew Carnegie (8) Carl Schurz (Rep) (9) Charles Francis Adams (10) William James (11) William Dean Howells (12) William Graham Sumner (13) Mark Twain (14) Pres. Charles Eliot (Harvard) (15) Jane Addams (16) Lincoln Steffens (17) Pitchfork Ben Tillman AP/IB American History Imperialism 3. 4. Mr. Blackmon Page 19 When the Filipinos learned of US intention to annex them, they began a rebellion against us. Aguinaldo wanted Philippine independence, and he was willing to fight either Spain or the US to get it. a. The war raged 3 years b. The US eventually used the same sort of techniques Spain had used in Cuba. c. 70,000 troops were ultimately committed. d. The war cost 4,300 lives and cost $170,000,000. e. In the end, the good management of William Howard Taft, who was sent in 1901 as governor, helped end the Philippine Insurrection (1) He won support from the civilian population by building roads, hospitals and schools, and by encouraging Filipino participation in self government. Examples of anti-imperialist rhetoric: a. Anti-Imperialism League (1899) "We hold that the policy known as imperialism is hostile to liberty and tends toward militarism, an evil from which it has been our glory to be free. We regret that it has become necessary in the land of Washington and Lincoln to reaffirm that all men, of whatever race or color, are entitled to life, liberty, and the pursuit of happiness. We maintain that governments derive their just powers from the consent of the governed. We insist that the subjugation of any people is 'criminal aggression' and open disloyalty to the distinctive principles of our Government. We hold, with Abraham Lincoln, that 'no man is good enough to govern another man without that man's consent. When the white man governs himself, that is self-government, but when he governs himself and also governs another man, that is more than self-government--that is despotism. . . . Our reliance is in the love of liberty which God has planted in us. Our defense is in the spirit which prizes liberty as the heritage of all men in all lands. Those who deny freedom to others deserve it not for themselves, and under a just God cannot long retain it." (Current 611) b. Sen. George Hoar (1899): "Have we the right, as doubtless we have the physical power, to enter upon the government of ten or twelve million subject people without constitutional restraint? . . . . [T]he question . . . .is whether Congress may conquer and may govern without their consent and against their will, a foreign nation, a separate, distinct, and numerous people, a territory not hereafter to be populated by Americans to be formed into American states . . . ,whether it may conquer control, and govern this people, not for the general welfare, common defense, more AP/IB American History Imperialism c. Mr. Blackmon Page 20 perfect union, more blessed liberty of the people of the United States, but for some real or fancied benefit to be conferred against their desire upon the people so governed or in discharge of some fancied obligation to them, and not to the people of the United States. . . . The government of foreign people against their will is not a constitutional purpose but a purpose expressly forbidden by the Constitution. Therefore I deny the right to acquire this territory and to hold it by the government for that purpose." (Hoar 248-252) William Jennings Bryan (1900): "If it is right for the United States to hold the Philippine Islands permanently and imitate European empires in the government of colonies, the Republican Party ought to state its position and defend it, but it must expect the subject races to protest against such a policy and to resist to the extent of their ability." . . . The Filipinos do not need any encouragement . . . Our whole history has been an encouragement . . . to make the Filipinos hate foreign domination. Let them condemn . . . Patrick Henry, . . . Let them censure Thomas Jefferson . . . , George Washington . . . , Lincoln. . . . For it was God Himself who place din every human heart the love of liberty. He never made a race of people so low in the scale of civilization or intelligence that it would welcome a foreign master. . . . We cannot repudiate the principle of self-government in the Philippines without weakening that principle here. . . . Is the sunlight of full citizenship to be enjoyed by the people of the United States and the twilight of semi-citizenship endured by the people of Puerto Rico, while the thick darkness of perpetual vassalage cover the Philippines? . . .If government derive their just powers from the consent of the governed, it is impossible to secure title to people, either by force or by purchase. . . . But a war of conquest is as unwise and it is unrighteous. A harbor and coaling station in the Philippines would answer every trade and military necessity and such a concession could have been secured at any time without difficulty. It is not necessary to own people in order to trade with them. . . . Trade cannot be permanently profitable unless it is voluntary. When trade is secured by force, the cost of securing it and retaining it must be taken out of the profits and the profits are never large enough to co er the expense. Such a system would never be defended but for the fact that the expense is borne by all the people while the profits by a few. . . . When our opponents are unable to defend their position by argument, they AP/IB American History Imperialism VI. Mr. Blackmon Page 21 fall back upon the assertion that it is destiny and insist that we must submit to it . . . . This is a complacent philosophy. It obliterates the distinction between right and wrong and makes individuals and nations the helpless victims of circumstances. Destiny is the subterfuge of the invertebrate, who, lacking the courage to oppose error, seeks some plausible excuse for supporting it." (Bryan, 345-349) 5. Ratification of the Treaty a. The anti-annexationists probably had enough votes to block the treaty. However, Bryan made a political misjudgment. He was a pacifist; defeat of the treaty would leave the United States and Spain technically still at war, which troubled him. He decided that we should ratify the treaty, take the Philippines, and then liberate them by unilateral action. This shifted just enough votes to win ratification. Of course, the US did not then liberate the Philippines-there weren't enough votes for it and the anti-annexationists no longer had any leverage. Bryan's defeat in the presidential election of 1900 sealed the decision. Imperial Organization A. Puerto Rico 1. The Foraker Act (1900) provided for a civil government in Puerto Rico. a. Tariff provisions were challenged in court, resulting in the (1) Insular Cases, including Downes v. Bidwell (1901) which ruled that the "Constitution does not follow the flag." B. Cuba 1. Some form of aid seemed necessary until order was restored. 2. The Cuban economy had collapsed, hunger was widespread. 3. Gen. Leonard Wood headed a military government in 1898. 4. There was now an influx of American business investors 5. The US withdrew following the establishment of a civil government, with one very important string attached: a. The Platt Amendment was required as part of the Cuban constitution. It authorized US intervention in Cuba "for the preservation of Cuban independence" and "the maintenance of a government adequate for the protection of life, property, and individual liberty." b. In addition, Cuba could not make treaties with foreign powers without our agreement, and must grant the US a naval base on its soil (Guantanamo). c. The Platt Amendment converted Cuba into a US protectorate. d. The US used the Platt Amendment on several occasions. e. The Platt Amendment was a logical step if we had gone to war to free Cuba AP/IB American History Imperialism VII. Mr. Blackmon Page 22 The Panama Canal A. The focus of our Caribbean policy was to build a canal across the Isthmus of Panama. 1. Once we became a transcontinental power, such a canal became necessary for strategic reasons: a. The USS Oregon took two months to enter Caribbean waters from the Pacific. When it arrived, the war was over. 2. The canal was also obviously important for reasons of trade. 3. Theodore Roosevelt made a canal a top priority of his foreign policy when he became president after McKinley's death. B. The Hay-Pauncefote Treaty (1901) 1. Cleared the way for unilateral US control by abrogating the Clayton-Bulwer Treaty 2. The US would have the right to build and fortify a trans-isthmian canal 3. Such a canal must be open to all nations. C. Possible routes 1. Panama (then a province of Colombia) a. The route would take only 50 miles b. The terrain however was very rugged indeed c. The terrain was more than unhealthy as a result of malaria and yellow fever. Disease had ended all previous attempts to dig a canal over this route. 2. Nicaragua a. This route was 200 miles b. However, the route was sea-level, and several lakes were on the way that could be used. 3. Roosevelt was advised that the Panama route was technically superior a. The New Panama Canal Company, headed by Philippe BunauVarilla had acquired the rights from Ferdinand de Lesseps. He wanted $109,000,000 for the concession and its assets. b. At that price, Roosevelt began to investigate the Nicaraguan route. c. Bunau-Varilla then dropped his asking price to $40,000,000 and convinces TR to take the Panama route. D. Negotiations with Colombia 1. The Hay-Herran Treaty (1903) a. 99 year lease across Panama, 6 miles wide, for $10,000,000 and $250,000 rent per annum. b. The Colombian Senate rejected the treaty, believing that the canal was worth more money. They asked for $25,000,000. c. TR was furious at the rejection. "You could no more make an agreement with the Colombian rulers than you could nail currant jelly to a wall!" (1) one wonders if there is some deep significance to TR's AP/IB American History Imperialism VIII. Mr. Blackmon Page 23 frequent use of food in his images. 2. Panamanian interests, led by Bunau-Varilla, feared that they would lose the canal after all, which would deny them the economic benefits. a. Bunau-Varilla and his supporters foment rebellion b. They receive open encouragement from TR c. It seems obvious that they received covert aid as well. 3. There was a revolution in Panama in 1903. a. By sheerest coincidence, TR had despatched the gunboat, USS Nashville offshore. b. The Nashville blocked the movement of Colombian reenforcement to regain control of their own province, an egregious interference in the sovereignty of another nation if there ever was one. c. By another sheer coincidence, TR was informed immediately of the rebellion, and he as promptly recognized the new government E. The Hay-Bunau-Varilla Treaty 1. The same terms as the Hay-Herran Treaty, except that the lease was perpetual, and the strip of land was 10 miles wide. F. Reaction in Latin America 1. This high-handedness angered Latin Americans, understandably 2. TR bragged that "I took Panama." 3. Hay told TR, "You were accused of seduction and you have conclusively proved that you were guilty of rape." 4. The US eventually paid Colombia $25,000,000 in 1921. Too bad we weren't willing to negotiate further in 1903--we could have achieved the same objective with fewer hard feelings. 5. Theodore Roosevelt was certainly correct to place the canal so high on his priorities. The canal was indeed a strategic necessity. It would have been difficult to fight World War I without it, and perhaps impossible to fight World War II without it. 6. Roosevelt is certainly to blame for his impatience. The treaty could have been negotiated, and $25,000,000 was not an excessive price, considering the potential value of the canal. His Big Stick here helps poison US-Latin American relations. G. Work began on the canal soon afterwards. It was completed in 1914, just a few weeks before the outbreak of World War I. The Big Stick Policy A. TR often used the African proverb "Speak softly and carry a big stick and you will go far." The US will begin wielding a Big Stick in the Caribbean under TR and continue under other presidents. B. The dominant strategic concern of the US is the protection of the Panama Canal. The US has been extraordinarily sensitive to any threat, real or imagined, to the Canal. Instability in the region was viewed (not unreasonably, in my opinion) as AP/IB American History Imperialism C. D. E. F. Mr. Blackmon Page 24 a threat. The second interest was US investment. After 1900, the US begins to replace Great Britain as the chief investor in Latin America, especially in the Caribbean basin. 1. The US made very heavy investments in Mexico, especially in mineral resources. 2. The US invested about $500,000,000 in Cuba at this time. 3. United Fruit Company acquired such large holdings in Central America as to dominate the economies and the government of countries such as Guatemala and Honduras. There is an underlying reality to TR's Big Stick that provides a justification, however unpalatable it may be to Latin Americans. The key lies in the imperialistic practices of the European nations of the day. Many Latin American governments were, in fact, weak, poor, unstable, and corrupt. Europeans repeatedly used the technique of loans or investment in small countries to obtain a wedge for colonial control. A brief survey of late 19th century imperialism will prove that TR's fears were not idle. 1. First, the loan would be made. 2. Then, if the nation defaulted on payment, or if political instability threatened European property or prospects for repayment, the Europeans would despatch troops to protect their interests. This is precisely what the US did with "gunboat diplomacy." We learned it from the Europeans. 3. The use of national power, backed ultimately by military power, to encourage and then protect investments abroad is called Dollar Diplomacy. This is a policy most correctly associated with the presidency of William Howard Taft. However, it has been used by IB on an examination to refer to US Caribbean policy from 1900 to 1934, a much broader definition. The broad definition is the one which is most often used, though. a. Dollar Diplomacy is made much of by Marxists, since it fits nicely into Lenin's formulation of the evolution of capitalist societies, whereby the exploitation of distant oppressed colonial peoples relieves sufficient pressure on the oppressed domestic proletariat to delay the inevitable revolution. b. Dollar Diplomacy is essentially the same kind of diplomacy practiced by European states in the late 19th century towards the non-European world. c. Dollar Diplomacy, in the case of the US, did not necessarily mean military occupation. The US preferred to wield indirect influence through investment and loans. The chief influence might be US corporations, like United Fruit, rather than the US government itself. Europeans tended to prefer direct military control. To that degree, Dollar Diplomacy was more benign that outright colonial control. AP/IB American History Imperialism d. e. Mr. Blackmon Page 25 Many Latin Americans failed to see much difference. They argue that Great Britain in the late 19th century and the US in the early 20th century, practiced a neo-colonial policy, which reduced Latin American nations to the status of virtual colonies by virtue of the trade and investment relationships. Mexico and Argentina are useful examples. Railroads were at least as essential to the economic development of these nations as to the US (more so, considering the geography); they were financed and controlled by British investors. You will please note in the Roosevelt Corollary speech quoted below, that TR addresses some of these issues directly. He takes the stand that the US would not enforce a contract by the use of arms (not all Americans agreed with him, but it is significant that TR, as eager an expansionist as we have ever had, took the position that he did). Europeans, as TR noted, had few qualms. It is a mistake to think, as the Marxists think, that Dollar Diplomacy is an unmitigated evil. (1) There are certainly issues of national sovereignty involved, which causes much of the resentment. (2) However, these nations desperately needed capital in order to develop the economy, create jobs, and improve standards of living. They did not possess that capital. (3) For the most part, their economies depended on the production of raw materials (mineral or agricultural products), which then had to be exchanged for manufactured goods. Such an exchange always favors the manufacturer, whether it is Great Britain in 1880 vis a vis Argentina or New England in 1850 vis a vis the South. (4) The only source of capital was Europe or the US. Prior to 1900, US capital was fully involved in exploiting the domestic economy (we needed to borrow from Europe to finance our growth). After 1900, US capital sought out other investments. (5) Without that capital, economic progress simply cannot be made in an undeveloped or underdeveloped nation, short of dictatorial rule and brutal oppression, a la Josef Stalin. (a) Stalin was (obviously) unable and unwilling to attract capital from abroad to finance the industrialization of the Soviet Union. His only recourse was to pay for industrialization by lowering the already miserable standard of living of the Soviet peoples, particularly by forcing the peasants to pay the costs. This entailed the deaths of millions, and required one of the most AP/IB American History Imperialism G. H. Mr. Blackmon Page 26 brutal regimes in history. 4. European "police" forces frequently turned into full-scale colonial rule. 5. Such a development would be a violation of the Monroe Doctrine, and a clear threat to US trade and strategic interests in the region.. The Venezuela Incident (1902) illustrates the potential for trouble. 1. Venezuela's ruler, Cipriano Castro, refused to pay debts owed Great Britain and Germany. 2. Great Britain and Germany blockade Caracas to make them pay. 3. The US, acting on the Monroe Doctrine, arbitrated the issue. 4. The willingness of the Europeans to arbitrate indicated their acknowledgement of special US interest in the region: a US "sphere of influence." The Roosevelt Corollary (1905) 1. In 1904, the Dominican Republic defaulted on loans, creating a similar situation to that of Venezuela. 2. Roosevelt told Congress: "That our rights and interests are deeply concerned in the maintenance of the [Monroe] doctrine is so clear as hardly to need argument. This is especially true in view of the construction of the Panama Canal. As a mere matter of self-defense we must exercise a close watch over the approaches to this canal, and this means that we must be thoroughly alive in our interests in the Caribbean Sea. . . . .It must be understood that under no circumstances will the United States use the Monroe Doctrine as a cloak for territorial aggression. We desire peace with all the world, . . . There are, of course, limits to the wrongs which any self-respecting nation can endure. It is always possible that wrong actions toward this nation or toward citizens of this nation in some state unable to keep order among its own people, unable to secure justice to those outsiders who treat it well, may result in our having to take action to protect our rights; but such action will not be taken with a view to territorial aggression, and it will be taken at all only with extreme reluctance . . . . Moreover, we must make it evident that we do not intend to permit the Monroe Doctrine to be used by any nation on this continent as a shield to protect it from the consequences of its own misdeeds against foreign nations. If a republic to the south of us commits a tort against a foreign nation, such as an outrage against a citizen of that nation, then the Monroe Doctrine does not force us to interfere to prevent punishment of the tort, save to see that the punishment does not assume the form of territorial occupation in any shape. The case is more difficult when it refers to a contractual obligation. Our own government has always refused to enforce such contractual obligation on behalf of its citizens by an appeal to arms. It is much to be wished that all foreign governments would take the same view. AP/IB American History Imperialism I. J. K. Mr. Blackmon Page 27 But they do not; and in consequence we are liable at any time to be brought face to face with disagreeable alternatives. On the one hand, this country would certainly decline to go to war to prevent a foreign government from collecting a just debt; on the other hand, it is very inadvisable to permit any foreign power to take possession, even temporarily, of the custom-houses of an American republic in order to enforce the payment of its obligations, for such temporary occupation might turn into a permanent occupation. The only escape from these alternatives may at any time be that we must ourselves undertake to bring about some arrangement by which so much as possible of a just obligation shall be paid. . . . It is of benefit to our people; it is of benefit to foreign peoples; and most of all, it is really of benefit to the people of the country concerned." (Roosevelt "Corollary to the Monroe Doctrine" 1-3) 3. At the invitation of the Dominican Republic, the US took over their customs houses in 1905. We distributed 45% of their customs to the Dominicans, and 55% to creditors in Italy and France. 4. Such a policy was intensely unpopular among Latin Americans. America appears to be the "Hemispheric Policeman." Their anger is to be expected. But the fact remains that the threat of European take over was real. Roosevelt might be arrogant, high-handed, chauvinistic, and condescending, but in the end, he was right. US Protectorates 1. The full extent of US concern for the stability of the region can be seen by looking at our interventions and protectorates: 2. Cuba a. Occupied: 1898-1902, 1906-1909, 1912, 1917, 1922 b. Protectorate: 1898-1934 3. Dominican Republic a. Occupied: 1916-1924 b. Protectorate: 1905-1941 4. Haiti a. Occupied: 1915-1934 b. Protectorate: 1915-1936 5. Panama: a. Protectorate: 1903-1939 6. Nicaragua a. Occupied: 1912-1925, 1926-1933 Not included in this list is the acquisition of the Virgin Islands from Denmark in 1916, the annexation of Puerto Rica in 1898, or the occupation of Vera Cruz in 1914 All of these nations and/or possessions bear a direct relationship to the security of the Panama Canal, as a glance at the map will show (except for Vera Cruz, they form a line across the Atlantic approaches to the Canal. AP/IB American History Imperialism Mr. Blackmon Page 28 AP/IB American History Imperialism Mr. Blackmon Page 29 Works Cited Beveridge, Albert J. "In Support of an American Empire." Annals of America. Vol. 12. Chicago: Encyclopeadia Britannica, 1976. 336-345. Beveridge, Albert J. "The Taste of Empire." Annals of America. Vol. 12. Chicago: Encyclopeadia Britannica, 1976. 198-202. Blum, John M., Morgan, Edmund S., Rose, Willie Lee, Schlesinger, Jr., Arthur M., Stampp, Kenneth M., and Woodward, C. Vann. The National Experience: A History of the United States. 5th ed. New York: Harcourt Brace Jovanovich, 1981. Bryan, William Jennings. "The Paralyzing Influence of Imperialism." Annals of America. Vol. 12. Chicago: Encyclopeadia Britannica, 1976. 345-352. Current, Richard N., Williams, T. Harry, Freidel Frank, Brinkley, Alan. American History: A Survey. 6th Ed. New York: Alfred A. Knopf, 1979. Garraty, John. The American Nation. 5th Ed. New York: Harper & Row, 1983. Hoar, George. "The Lust for Empire." Annals of America. Britannica, 1976. 248-253. Vol. 12. Chicago: Encyclopeadia Larrabee, Harold A. Historical Viewpoints. Garraty, John, Ed. 3rd Ed. Vol. 2. New York: Harper & Row, 1979. 216-229. Leuchtenberg, William. Historical Viewpoints. Garraty, John, Ed. 3rd Ed. Vol. 2. New York: Harper & Row, 1979. 204-215. Lodge, Henry Cabot. "Overseas Expansion and the National Future." Annals of America. Vol. 12. Chicago: Encyclopeadia Britannica, 1976. 2-2-4. Roosevelt, Theodore. "Obstacles to Immediate Expansion." Annals of America. Vol. 12. Chicago: Encyclopeadia Britannica, 1976. 150-152. Roosevelt, Theodore. "Corollary to the Monroe Doctrine." Annals of America. Vol. 13. Chicago: Encyclopeadia Britannica, 1976. 1-3. Tindall, George Brown and Shi, David E. America: A Narrative History. 3rd Ed. New York: W.W. Norton, 1992.
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