Spanish American wars of independence
The Spanish American Wars of Independence took place across the Spanish Empire during the early 19th century. The struggles in both hemispheres began shortly after the outbreak of the Peninsular War, forming part of the broader context of the Napoleonic Wars. The conflict unfolded between the royalists, those who favoured a unitary monarchy, and the patriots, those who promoted either autonomous constitutional monarchies or republics, separated from Spain and from each other. These struggles ultimately led to the independence and secession of continental Spanish America from metropolitan rule, which, beyond this conflict, resulted in a process of Balkanization in Hispanic America. If defined strictly in terms of military campaigns, the time period in question ranged from the Battle of Chacaltaya in present-day Bolivia, to the Battle of Tampico in Mexico.
These conflicts were fought both as irregular warfare and conventional warfare. Some historians claim that the wars began as localized civil wars, that later spread and expanded as secessionist wars to promote general independence from Spanish rule. This independence led to the development of new national boundaries based on the colonial provinces, which would form the future independent countries that constituted contemporary Hispanic America during the early 19th century. Cuba and Puerto Rico remained under Spanish rule until the 1898 Spanish–American War.
The conflict resulted in the dissolution of the Spanish Empire in the region and the creation of new states. The new republics abandoned the formal system of the Inquisition and noble titles, but in most of these new countries, slavery was not immediately abolished. Total abolition did not come until the 1850s in most of the Latin American countries. The Criollos of European descent born in the New World, and mestizos, of mixed Indigenous and European heritage, replaced Spanish-born appointees in most political offices. Criollos remained at the top of a social structure that retained some of its traditional features culturally, if not legally. For almost a century thereafter, conservatives and liberals fought to reverse or to deepen the social and political changes unleashed by those rebellions. The Spanish American independences had as a direct consequence the forced displacement of the royalist Spanish population that suffered a forced emigration during the war and later, due to the laws of Expulsion of the Spaniards from the new states in the Americas with the purpose of consolidating their independence.
Events in Spanish America transpired in the wake of the successful Haitian Revolution and transition to independence in Brazil. Brazil's independence in particular shared a common starting point with that of Spanish America, since both conflicts were triggered by Napoleon's invasion of the Iberian Peninsula, which forced the Portuguese royal family to flee to Brazil in 1807. The process of Hispanic American independence took place in the general political and intellectual climate of popular sovereignty that emerged from the Age of Enlightenment that influenced all of the Atlantic Revolutions, including the earlier revolutions in the United States and France. A more direct cause of the Spanish American Wars of Independence were the unique developments occurring within the Kingdom of Spain triggered by the Cortes of Cadiz, concluding with the emergence of the new Spanish American republics in the post-Napoleonic world.
Historical context
Political independence was not necessarily the foreordained outcome of the political turmoil in Spanish America. "There was little interest in outright independence." As historians R.A. Humphreys and John Lynch note, "it is all too easy to equate the forces of discontent or even the forces of change with the forces of revolution." Since "by definition, there was no history of independence until it happened," when Spanish American independence did occur, explanations for why it came about have been sought. The Spanish American Wars of Independence were essentially a power vacuum in the Spanish monarchy that resulting in a rupture that gave rise to new states.Proposals for a controlled independence
A number of proposals to grant independence to parts of the Spanish Empire had been made over the centuries, the first of them going back to the conquest of the Aztec Empire in the 16th century, with Toribio de Benavente suggesting King of Spain and Holy Roman Emperor Charles V to place a Spanish prince at the head of New Spain. The idea strengthened in the 18th century after Spain's participation in the American Revolutionary War, with the goal of preventing the Spanish overseas territories from developing sentiments of independence in the example of the United States. Ministers José Ábalos and the Count of Aranda presented King Charles III with ideas of turning the empire into a confederacy of monarchies under the Spanish House of Bourbon. However, while not rejecing them, Charles did not act upon them either. A similar idea was presented in the 18th century by Secretary of State Manuel Godoy to Charles IV, which was found unrealizable at the time.Administrative and economic reforms
There are a number of factors that have been identified to have provoked the independent movements. First, increasing control by the Crown of its overseas empire via the Bourbon Reforms of the mid-eighteenth century introduced changes to the relationship of Spanish Americans to the Crown. The language used to describe the overseas empire shifted from "kingdoms" with independent standing with the crown to "colonies" subordinate to Spain. In an effort to better control the administration and economy of the overseas possessions the Crown reintroduced the practice of appointing outsiders, almost all peninsulars, to the royal offices throughout the empire. This meant that Spanish American elites were thwarted in their expectations and ambitions by the crown's upending of long-standing practices of creole access to office holding.The regalist and secularizing policies of the Bourbon monarchy were aimed at decreasing the power of the Roman Catholic Church. The crown had already expelled the Jesuits in 1767, which saw many creole members of the Society of Jesus go into permanent exile. By limiting the power of the Church, the crown attempted to centralize itself within the institutions of colonial Spanish America. Because of the physical and ideological proximity that the clergy had, they could directly influence and dictate the interactions between populations of colonial Spanish America, either as legal counsel or an advisor; a directness which the crown would need to attempt to create the centralized, colonial state which it wanted to implement.
Later in the eighteenth century the crown sought to decrease the privileges of the clergy, restricting clerical authority to spiritual matters and undermining the power of parish priests, who often acted as agents of the crown in rural parishes. By desacralizing power and frontal attacks on the clergy, the crown, according to William B. Taylor, undermined its own legitimacy, since parish priests had been traditionally the "natural local representatives of their Catholic king."
In the economic sphere, the crown sought to gain control over church revenues. The Church functioned as one of the largest economic institutions within colonial Spanish America. It owned and retained jurisdiction over large amounts of land, which the crown wanted for itself because of the economic value which could be derived from the land. Moreover, by taking that land for itself, the Crown had the opportunity to cut down the physical presence of the Church to further weaken its ideological and social role within local colonial communities.
In a financial crisis of 1804, the crown attempted to call in debts owed the church, mainly in the form of mortgages for haciendas owned by the elites. The Act of Consolidation simultaneously threatened the wealth of the church, whose capital was mainly lent for mortgages, as well as threatening the financial well-being of elites, who depended on mortgages for acquiring and keeping their estates. Shortening the repayment period meant many elites were faced with bankruptcy. The crown also sought to gain access to benefices elite families set aside to support a priest, often their own family members, by eliminating these endowed funds that the lower clergy depended on disproportionately. Prominently in Mexico, lower clergy participated in the insurgency for independence with priests Miguel Hidalgo and José María Morelos.
The reforms had mixed results. In some areas—such as Cuba, Río de la Plata and New Spain—the reforms had positive effects, improving the local economy and the efficiency of the government. In other areas, the changes in the crown's economic and administrative policies led to tensions with locals, which at times erupted into open revolts, such as the Revolt of the Comuneros in New Granada and the Rebellion of Túpac Amaru II in Peru.
The loss of high offices to peninsulars and the eighteenth-century revolts in Spanish South America were some of the direct causes of the wars of independence, which took place decades later, but they have been considered important elements of the political background in which the wars took place. Many Creoles, particularly the wealthy Creoles, were negatively impacted by the Bourbon Reforms. This resulted in their taking action by using their wealth and positions within society, often as leaders within their communities, to spur resistance to convey their displeasure with Spanish reforms because of the negative economic impact which they had. However, because of how quickly their revolts would further radicalize the lower classes, the Creoles quickly stopped supporting general violent insurrection because they benefitted from social change that occurred through the systems of the Spanish crown. Institutional change ensured stability by supporting the political institutions that allowed for the creation of a wealthy Creole class and further adapting those institutions to meet demands, rather than propose a radical shift in the complete make-up of socioeconomic life and traditions. However, institutional change did not come as anticipated and further spurred on the radicalization of Spanish-American social classes towards independence.