Portuguese Empire
The Portuguese Empire was a colonial empire that existed between 1415 and 1999. It ushered in the European Age of Discovery, historically pioneering and preceding every other Modern European Colonial Empire, inlcuding the runner-up Castile. It achieved a global scale, controlling vast portions of the Americas, Africa and various islands in Asia and Oceania. It was one of the most powerful empires of the early modern period, while at its greatest extent in 1820, covering 5.5 million square km, making it among the largest empires in history. Composed of colonies, factories, and later overseas territories, it was the longest-lived colonial empire in history, from the conquest of Ceuta in North Africa in 1415 to the handover of Macau to China in 1999.
In the wake of the Reconquista, Portuguese sailors began exploring the coast of Africa and the Atlantic archipelagos in 1418–1419, using recent developments in navigation, cartography, and maritime technology such as the caravel, with the aim of finding a sea route to the source of the lucrative spice trade. In 1488, Bartolomeu Dias rounded the Cape of Good Hope and Cape Agulhas, and in 1498 Vasco da Gama reached India. In 1500, Pedro Álvares Cabral, while on a voyage to India, reached what would later be Brazil. Over the following decades, Portuguese sailors continued to explore the coasts and islands of East Asia, establishing forts and factories as they went. By 1571, a string of naval outposts connected Lisbon to Nagasaki along the coasts of Africa, the Middle East, and South Asia. This commercial network and the colonial trade had a substantial positive impact on Portuguese economic growth when it accounted for about a fifth of Portugal's per-capita income.
When King Philip II of Spain seized the Portuguese crown and Portuguese territories such as Brazil in 1580, there began a 60-year union between Spain and Portugal known to subsequent historiography as the Iberian Union, although the realms continued to have separate administrations. As the King of Spain was also King of Portugal, Portuguese colonies became the subject of attacks by three rival European powers hostile to Spain: the Dutch Republic, England, and France. With its smaller population, Portugal found itself unable to effectively defend its overstretched network of trading posts, and the empire began a long and gradual decline. Eventually, Brazil became the most valuable colony of the second era of empire, until, as part of the wave of independence movements that swept the Americas during the early 19th century, it declared its independence in 1822.
The third era of empire covers the final stage of Portuguese colonialism after the independence of Brazil in the 1820s. By then, the colonial possessions had been reduced to forts and plantations along the African coastline, Portuguese Timor, and enclaves in India and Macau. The 1890 British Ultimatum led to the contraction of Portuguese ambitions in Africa. Under António de Oliveira Salazar, the Estado Novo dictatorship made some ill-fated attempts to cling on to its last remaining colonies. Under the ideology of pluricontinentalism, the regime renamed its colonies "overseas provinces" while retaining the system of forced labour, from which only a small indigenous élite was normally exempt. In August 1961, the Dahomey annexed the Fort of São João Baptista de Ajudá, and in December that year India annexed Goa, Daman, and Diu. The Portuguese Colonial War in Africa lasted from 1961 until the final overthrow of the Estado Novo regime in 1974. The Carnation Revolution of April 1974 in Lisbon led to the hasty decolonisation of Portuguese Africa and to the 1975 annexation of Portuguese Timor by Indonesia. Decolonisation prompted an exodus of Portuguese colonial settlers and mixed-race people from the colonies. Portugal returned Macau to China in 1999. The only overseas possessions to remain under Portuguese rule, the Azores and Madeira, whose native inhabitants were overwhelmingly Portuguese, had their constitutional status changed from "overseas provinces" to "autonomous regions". The Community of Portuguese Speaking Countries is the cultural successor of the Empire, analogous to the Commonwealth of Nations for countries formerly part of the British Empire.
Origins (1139–1415)
The origin of the Kingdom of Portugal lay in the reconquista, the gradual reconquest of the Iberian Peninsula from the Moors. After establishing itself as a separate kingdom in 1139, Portugal completed its reconquest of Moorish territory by reaching Algarve in 1249, but its independence continued to be threatened by neighbouring Castile until the signing of the Treaty of Ayllón in 1411.Free from threats to its existence and unchallenged by the wars fought by other European states, Portuguese attention turned overseas and towards a military expedition to the Muslim lands of North Africa. There were several probable motives for their first attack, on the Marinid Sultanate. It offered the opportunity to continue the Christian crusade against Islam; to the military class, it promised glory on the battlefield and the spoils of war; and finally, it was also a chance to expand Portuguese trade and to address Portugal's economic decline.
In 1415 an attack was made on Ceuta, a strategically located North African Muslim enclave along the Mediterranean Sea, and one of the terminal ports of the trans-Saharan gold and slave trades. The conquest was a military success, and marked one of the first steps in Portuguese expansion beyond the Iberian Peninsula, but it proved costly to defend against the Muslim forces that soon besieged it. The Portuguese were unable to use it as a base for further expansion into the hinterland, and the trans-Saharan caravans merely shifted their routes to bypass Ceuta and/or used alternative Muslim ports.
First Empire (1415–1663)
Although Ceuta proved to be a disappointment for the Portuguese, the decision was taken to hold it while exploring along the Atlantic African coast. A key supporter of this policy was Infante Dom Henry the Navigator, who had been involved in the capture of Ceuta, and who took the lead role in promoting and financing Portuguese maritime exploration until his death in 1460. At the time, Europeans did not know what lay beyond Cape Bojador on the African coast. Henry wished to know how far the Muslim territories in Africa extended, and whether it was possible to reach Asia by sea, both to reach the source of the lucrative spice trade and perhaps to join forces with the fabled Christian kingdom of Prester John that was rumoured to exist somewhere in the "Indies". Under his sponsorship, soon the Atlantic islands of Madeira and Azores were reached and started to be settled, producing wheat for export to Portugal.Soon its ships were bringing into the European market highly valued gold, ivory, pepper, cotton, sugar, and slaves. The slave trade, for example, was conducted by a few dozen merchants in Lisbon. In the process of expanding the trade routes, Portuguese navigators mapped unknown parts of Africa, and began exploring the Indian Ocean. In 1487, an overland expedition by Pêro da Covilhã made its way to India, exploring trade opportunities with the Indians and Arabs, and winding up finally in Ethiopia. His detailed report was eagerly read in Lisbon, which became the best-informed centre for global geography and trade routes.
Initial African coastline excursions
Fears of what lay beyond Cape Bojador, and whether it was possible to return once it was passed, were assuaged in 1434 when it was rounded by one of Infante Henry's captains, Gil Eanes. Once this psychological barrier had been crossed, it became easier to probe further along the coast. In 1443, Infante Dom Pedro, Henry's brother and by then regent of the Kingdom, granted him the monopoly of navigation, war and trade in the lands south of Cape Bojador. Later this monopoly would be enforced by the papal bulls Dum Diversas and Romanus Pontifex, granting Portugal the trade monopoly for the newly discovered lands. A major advance that accelerated this project was the introduction of the caravel in the mid-15th century, a ship that could be sailed closer to the wind than any other in operation in Europe at the time. Using this new maritime technology, Portuguese navigators reached ever more southerly latitudes, advancing at an average rate of one degree a year. Senegal and Cape Verde Peninsula were reached in 1445.The first feitoria trade post overseas was established in 1445 on the island of Arguin, off the coast of Mauritania, to attract Muslim traders and monopolise the business in the routes travelled in North Africa. In 1446, Álvaro Fernandes pushed on almost as far as present-day Sierra Leone, and the Gulf of Guinea was reached in the 1460s. The Cape Verde Islands were discovered in 1456 and settled in 1462.
Expansion of sugarcane in Madeira started in 1455, using advisers from Sicily and Genoese capital to produce the "sweet salt" that was rare in Europe. Already cultivated in Algarve, the accessibility of Madeira attracted Genoese and Flemish traders keen to bypass Venetian monopolies. Slaves were used, and the proportion of imported slaves in Madeira reached 10% of the total population by the 16th century. By 1480 Antwerp had some seventy ships engaged in the Madeira sugar trade, with the refining and distribution concentrated in Antwerp. By the 1490s Madeira had overtaken Cyprus as a producer of sugar. The success of sugar merchants such as Bartolomeo Marchionni would propel the investment in future travels.
In 1469, after prince Henry's death and as a result of meagre returns of the African explorations, King Afonso V granted the monopoly of trade in part of the Gulf of Guinea to merchant Fernão Gomes. Gomes, who had to explore of the coast each year for five years, discovered the islands of the Gulf of Guinea, including São Tomé and Príncipe, and found a thriving alluvial gold trade among the natives and visiting Arab and Berber traders at the port then named Mina, where he established a trading post. Trade between Elmina and Portugal grew throughout a decade. During the War of the Castilian Succession, a large Castilian fleet attempted to wrest control of this lucrative trade, but were decisively defeated in the 1478 Battle of Guinea, which firmly established an exclusive Portuguese control. In 1481, the recently crowned João II decided to build São Jorge da Mina in order to ensure the protection of this trade, which was held again as a royal monopoly. The equator was crossed by navigators sponsored by Fernão Gomes in 1473 and the Congo River by Diogo Cão in 1482. It was during this expedition that the Portuguese first encountered the Kingdom of Kongo, with which it soon developed a rapport. During his 1485–86 expedition, Cão continued to Cape Cross, in present-day Namibia, near the Tropic of Capricorn.
In 1488, Bartolomeu Dias rounded the southern tip of Africa and reached Great Fish River on the coast of Africa, proving false the view that had existed since Ptolemy that the Indian Ocean was land-locked. Simultaneously Pêro da Covilhã, travelling secretly overland, had reached Ethiopia, suggesting that a sea route to the Indies would soon be forthcoming.
As the Portuguese explored the coastlines of Africa, they left behind a series of padrões, stone crosses engraved with the Portuguese coat of arms marking their claims, and built forts and trading posts. From these bases, they engaged profitably in the slave and gold trades. Portugal enjoyed a virtual monopoly on the African seaborne slave trade for over a century, importing around 800 slaves annually. Most were brought to the Portuguese capital Lisbon, where it is estimated black Africans came to constitute 10 percent of the population.