Marxism
Marxism is a political philosophy and method of socioeconomic analysis that uses a dialectical materialist interpretation of historical development, known as historical materialism, to understand class relations and social conflict. Originating in the works of 19th-century German philosophers Karl Marx and Friedrich Engels, the Marxist approach views class struggle as the central driving force of historical change.
Marxist analysis views a society's economic mode of production as the foundation of its social, political, and intellectual life, a concept known as the base and superstructure model. In its critique of capitalism, Marxism posits that the ruling class, who own the means of production, systematically exploit the working class, who must sell their labour power to survive. This relationship, according to Marx, leads to alienation, periodic economic crises, and escalating class conflict. Marx theorised that these internal contradictions would fuel a proletarian revolution, leading to the overthrow of capitalism and the establishment of a socialist mode of production. For Marxists, this transition represents a necessary step towards a classless, stateless communist society.
Since Marx's death, his ideas have been elaborated and adapted by numerous thinkers and political movements, resulting in a wide array of schools of thought. The most prominent of these in the 20th century was Marxism–Leninism, which was developed after Vladimir Lenin's death and served as the official ideology of the Soviet Union and other Marxist states. In contrast, various academic and dissident traditions, including Western Marxism, Marxist humanism, and libertarian Marxism, have emerged, often critical of state socialism and focused on aspects like culture, philosophy, and individual liberty. This diverse evolution means there is no single, definitive Marxist theory.
Marxism stands as one of the most influential and controversial intellectual traditions in modern history. It has inspired revolutions, social movements, and political parties across the world, while also shaping numerous academic disciplines. Marxist concepts such as alienation, exploitation, and class struggle have become integral to the social sciences and humanities, influencing fields from sociology and literary criticism to political science and cultural studies. The interpretation and implementation of Marxist ideas remain subjects of intense debate, both politically and academically.
Overview
Marxism seeks to explain social phenomena within any given society by analysing the material conditions and economic activities required to fulfill human material needs. It assumes that the form of economic organisation, or mode of production, influences all other social phenomena, including broader social relations, political institutions, legal systems, cultural systems, aesthetics and ideologies. These social relations and the economic system form a base and superstructure. As forces of production improve, existing forms of organising production become obsolete and hinder further progress. Karl Marx wrote: "At a certain stage of development, the material productive forces of society come into conflict with the existing relations of production or—this merely expresses the same thing in legal terms—with the property relations within the framework of which they have operated hitherto. From forms of development of the productive forces these relations turn into their fetters. Then begins an era of social revolution."These inefficiencies manifest themselves as social contradictions in society which are, in turn, fought out at the level of class struggle. Under the capitalist mode of production, this struggle materialises between the minority who own the means of production and the vast majority of the population who produce goods and services. Starting with the conjectural premise that social change occurs due to the struggle between different classes within society who contradict one another, a Marxist would conclude that capitalism exploits and oppresses the proletariat; therefore, capitalism will inevitably lead to a proletarian revolution. In a socialist society, private property in the means of production would be replaced by cooperative ownership. A socialist economy would not base production on the creation of private profits but on the criteria of satisfying human needs—that is, production for use. Friedrich Engels explained that "the capitalist mode of appropriation, in which the product enslaves first the producer, and then the appropriator, is replaced by the mode of appropriation of the products that is based upon the nature of the modern means of production; upon the one hand, direct social appropriation, as means to the maintenance and extension of production—on the other, direct individual appropriation, as means of subsistence and of enjoyment."
Marxian economics and its proponents view capitalism as economically unsustainable and incapable of improving the population's living standards due to its need to compensate for the falling rate of profit by cutting employees' wages and social benefits while pursuing military aggression. The socialist mode of production would succeed capitalism as humanity's mode of production through revolution by workers. According to Marxian crisis theory, socialism is not an inevitability but an economic necessity.
Etymology
The term Marxism was popularised by Karl Kautsky, who considered himself an orthodox Marxist during the dispute between Marx's orthodox and revisionist followers. Kautsky's revisionist rival Eduard Bernstein also later adopted the term.Engels did not support using Marxism to describe either Marx's or his views. He claimed that the term was being abusively used as a rhetorical qualifier by those attempting to cast themselves as genuine followers of Marx while casting others in different terms, such as Lassallians. In 1882, Engels claimed that Marx had criticised self-proclaimed Marxist Paul Lafargue by saying that if Lafargue's views were considered Marxist, then "one thing is certain and that is that I am not a Marxist."
Historical materialism
Marxism uses a materialist methodology, referred to by Marx and Engels as the materialist conception of history and later better known as historical materialism, to analyse the underlying causes of societal development and change from the perspective of the collective ways in which humans make their living. Marx's account of the theory is in The German Ideology and the preface A Contribution to the Critique of Political Economy. All constituent features of a society are assumed to stem from economic activity, forming what is considered the base and superstructure. The base and superstructure metaphor describes the totality of social relations by which humans produce and re-produce their social existence. According to Marx, the "sum total of the forces of production accessible to men determines the condition of society" and forms a society's economic base.The base includes the material forces of production such as the labour, means of production and relations of production, i.e. the social and political arrangements that regulate production and distribution. From this base rises a superstructure of legal and political "forms of social consciousness" that derive from the economic base that conditions both the superstructure and the dominant ideology of a society. Conflicts between the development of material productive forces and the relations of production provoke social revolutions, whereby changes to the economic base lead to the superstructure's social transformation.
This relationship is reflexive in that the base initially gives rise to the superstructure and remains the foundation of a form of social organisation. Those newly formed social organisations can then act again upon both parts of the base and superstructure so that rather than being static, the relationship is dialectic, expressed and driven by conflicts and contradictions. Engels clarified: "The history of all hitherto existing society is the history of class struggles. Freeman and slave, patrician and plebeian, lord and serf, guild-master and journeyman, in a word, oppressor and oppressed, stood in constant opposition to one another, carried on uninterrupted, now hidden, now open fight, a fight that each time ended, either in a revolutionary reconstitution of society at large, or in the common ruin of the contending classes."
Marx considered recurring class conflicts as the driving force of human history as such conflicts have manifested as distinct transitional stages of development in Western Europe. Accordingly, Marx designated human history as encompassing four stages of development in relations of production:
- Primitive communism: cooperative tribal societies.
- Slave society: development of tribal to city-state in which aristocracy is born.
- Feudalism: aristocrats are the ruling class, while merchants evolve into the bourgeoisie.
- Capitalism: capitalists are the ruling class who create and employ the proletariat.
Criticism of capitalism
According to the Marxist theoretician and revolutionary socialist Vladimir Lenin, "the principal content of Marxism" was "Marx's economic doctrine." Marx demonstrated how the capitalist bourgeoisie and their economists were promoting what he saw as the lie that "the interests of the capitalist and of the worker are... one and the same." He believed that they did this by purporting the concept that "the fastest possible growth of productive capital" was best for wealthy capitalists and workers because it provided them with employment.Exploitation is a matter of surplus labour—the amount of labour performed beyond what is received in goods. Exploitation has been a socioeconomic feature of every class society and is one of the principal features distinguishing the social classes. The power of one social class to control the means of production enables its exploitation of other classes. Under capitalism, the labour theory of value is the operative concern, whereby the value of a commodity equals the socially necessary labour time required to produce it. Under such conditions, surplus value—the difference between the value produced and the value received by a labourer—is synonymous with surplus labour, and capitalist exploitation is thus realised as deriving surplus value from the worker.
In pre-capitalist economies, exploitation of the worker was achieved via physical coercion. Under the capitalist mode of production, workers do not own the means of production and must "voluntarily" enter into an exploitative work relationship with a capitalist to earn the necessities of life. The worker's entry into such employment is voluntary because they choose which capitalist to work for. However, the worker must work or starve. Thus, exploitation is inevitable, and the voluntary nature of a worker participating in a capitalist society is illusory; it is production, not circulation, that causes exploitation. Marx emphasised that capitalism per se does not cheat the worker.
Alienation is the estrangement of people from their humanity and a systematic result of capitalism. Under capitalism, the fruits of production belong to employers, who expropriate the surplus created by others and generate alienated labourers. In Marx's view, alienation is an objective characterisation of the worker's situation in capitalism—his or her self-awareness of this condition is not prerequisite.
In addition to criticism, Marx has also praised some of the results of capitalism stating that it "has created more massive and more colossal productive forces than have all preceding generations together" and that it "has put an end to all feudal, patriarchal arrangements."