Learning Objectives
By the end of this section, you will be able to:
- Identify the major historical developments that fueled Europe’s “age of exploration”
- Explain the significance of Portugal’s expansion into Africa and the neighboring Atlantic islands, particularly for the slave trade out of Africa
- Discuss the motives for early Portuguese and Spanish exploration, including Columbus’s voyage to the New world
Long before the famed mariner Christopher Columbus “discovered” America for the Europeans, Norse (Viking) seafarers from Scandinavia established colonial outposts in Iceland and Greenland and, around the year 1000, Leif Erikson reached Newfoundland in present-day Canada. But the colonies failed. Culturally and geographically isolated, a combination of limited resources, inhospitable weather, food shortages, and Native resistance drove the Norse back into the sea. It was explorers sailing for Portugal and Spain who ushered in an unprecedented age of exploration and contact with the Americas beginning in the fifteenth century.
In the hundreds of years that passed between these two episodes of Atlantic exploration, Europe had experienced tremendous change. Greater contact with the East had helped inspire a Renaissance in scholarship and art while introducing new trade goods. In the 1340s, merchants returning from the region of the Black Sea unwittingly brought with them the bubonic plague. Within a few short years about one-third of Europe’s population had perished. A high birth rate, however, coupled with bountiful harvests, brought dramatic population growth during the next century. Meanwhile, European nation-states began to consolidate their power under the authority of ambitious kings and queens. By 1492, when Christopher Columbus’s three ships landed in the Bahamas, Europe had emerged from the long Middle Ages and was poised to seize a permanent place in the history of the Americas.
EUROPE ON THE BRINK OF CHANGE
The story of Columbus’s arrival in the Americas might be said to have begun as far back as the Crusades. A series of military conflicts waged between Christians and Muslims after Muslim rulers had gained control over the Holy Land, the Crusades brought Europeans into closer contact with the Middle East. Religious zeal inspired many of the knights who volunteered to fight on behalf of Christendom. Adventure, the chance to win land and titles, and the Church’s promise of wholesale forgiveness of sins also motivated many. The battle for the Holy Lands did not conclude until the Crusaders lost their Mediterranean stronghold at Acre (in present-day Israel) in 1291 and the last of the Christians left the area a few years later.
Although the Crusaders did not ultimately succeed in their goals, the experience of the Crusades had profound effects, both positive and negative. On the negative side, the wide-scale persecution of Jews began. Christians classed them with the infidel Muslims and labeled them “the killers of Christ.” In the coming centuries, kings either expelled Jews from their kingdoms or forced them to pay heavy tributes for the privilege of remaining. Muslim-Christian hatred also festered, and intolerance grew.
On the positive side, maritime trade between East and West expanded. As Crusaders experienced the feel of silk, the taste of spices, and the utility of porcelain, desire for these products created new markets for merchants. In particular, the Adriatic port city of Venice prospered enormously from trade with Islamic merchants. From the days of the early adventurer Marco Polo, Venetian sailors had traveled to ports on the Black Sea and established their own colonies along the Mediterranean Coast. From there, they gained overland access to goods from the East, traded hundreds of miles along routes collectively known as the Silk Road. But transporting goods along the old Silk Road was costly, slow, and unprofitable. Muslim middlemen collected taxes as the goods changed hands. Robbers waited to ambush the treasure-laden caravans. A direct water route to the East, cutting out the land portion of the trip, would allow European merchants to maximize returns. In addition to seeking a water passage to the wealthy cities in the East, sailors wanted to find a route to the exotic and wealthy Spice Islands in modern-day Indonesia and the East Indies, whose location was kept secret by Muslim rulers. Longtime rivals of Venice, the merchants of Genoa and Florence also looked to expand their commercial interests.
PORTUGUESE EXPLORATION
Located on the Iberian Peninsula of southwestern Europe, Portugal, with its port city of Lisbon, soon became the center for merchants desiring to undercut the Venetians’ hold on trade. With a population of about one million and supported by its ruler Prince Henry, whom historians call “the Navigator,” this independent kingdom fostered exploration of and trade with western Africa. Skilled shipbuilders and navigators who took advantage of maps from all over Europe, Portuguese sailors used triangular sails and built lighter vessels called caravels that could sail down the African coast on longer ocean voyages. Portuguese mariners also began to use the astrolabe, a tool to calculate latitude, that allowed for more precise navigation on the open seas.
Motivated by economic as well as religious goals, the Portuguese established forts along the Atlantic coast of Africa during the fifteenth century. Their trading posts there generated new profits that funded further trade and further colonization. By the end of the fifteenth century the Portuguese mariner Vasco de Gama leapfrogged his way southward and around the southern tip of Africa to reach the Indian Ocean. From there he followed the winds to India and lucrative Asian markets. Meanwhile, the vagaries of ocean currents and the limits of the day’s technology forced other Portuguese, as well as Spanish, mariners to sail west into the open sea before cutting back east to Africa. So doing, the Portuguese and Spanish stumbled upon several islands off the Atlantic coast of Europe and Africa, including the Azores, the Canary Islands, and the Cape Verde Islands. Although small and little known to Americans today, these islands became training grounds for the later colonization of the New World, particularly the cultivation of sugar.
Originally grown in Asia, sugar had become a popular, widely profitable luxury item consumed by the wealthy nobility of Europe by the fifteenth century. But it had proven difficult to cultivate in Europe. It required tropical temperatures, daily rainfall, unique soil conditions, and a fourteen-month growing season. With the Atlantic Islands, the Portuguese found new land to support sugar production. New patterns of human and ecological destruction followed. Isolated from the mainlands of Europe and Africa for millennia, most of the islands’ natives either perished or were enslaved after Europeans arrived. Those who were enslaved were used to cultivate the difficult, labor-intensive sugar crops. But their small numbers proved inadequate to meet the labor demand. Having recently established good relations with powerful African rulers from the Kongo, Ndongo, and Songhai, Portuguese merchants looked to fill the gap with slaves from Africa. Slavery had long existed among African societies, often as a consequence of war or debt. Typically, African servants became a part of the extended tribal family. Responding to Portuguese requests, African leaders soon traded war captives—who by custom forfeited their freedom in battle—for Portuguese guns, iron, and manufactured goods. The Portuguese then exported these African captives to their Atlantic islands. Thus were born the first Atlantic plantations. In time, much of the Atlantic World would become a gargantuan sugar-plantation complex in which Africans labored to produce the highly profitable commodity for European consumers.
Elmina Castle
In 1482, Portuguese traders built Elmina Castle (also called São Jorge da Mina, or Saint George’s of the Mine) in present-day Ghana, on the west coast of Africa. A fortified trading post, it had mounted cannons facing out to sea, not inland toward continental Africa; the Portuguese had greater fear of a naval attack from other Europeans than of a land attack from Africans. Portuguese traders soon began to settle around the fort and established the town of Elmina.
Although the Portuguese originally used the fort primarily for trading gold, by the sixteenth century they had shifted their focus. The dungeon of the fort now served as a holding pen for African slaves from the interior of the continent, while on the upper floors Portuguese traders ate, slept, and prayed in a chapel. Slaves lived in the dungeon for weeks or months until ships arrived to transport them to Europe or the Americas. For them, the dungeon of Elmina was their last sight of their home country.
SPANISH EXPLORATION AND COLUMBUS’S VOYAGE
The history of Spanish exploration begins with the history of Spain itself. During the fifteenth century, Spain hoped to gain an advantage over Portugal, its rival on the Iberian Peninsula. The marriage of Ferdinand of Aragon and Isabella of Castile in 1469 unified Catholic Spain and began the process of building a nation that could compete for worldwide power. Since the 700s, much of Spain had been under Islamic rule, and King Ferdinand II and Queen Isabella I, arch-defenders of the Catholic Church against Islam, were determined to defeat the Muslims in Granada, the last Islamic stronghold on the fringes of Europe. In 1492, they completed the Reconquista: the centuries-long Christian conquest of the Iberian Peninsula. The Reconquista marked another step forward in the process of making Spain an imperial power, and Ferdinand and Isabella were now ready to look further afield.
Their goals were to expand Catholicism and to gain a commercial advantage over Portugal. To those ends, Ferdinand and Isabella sponsored extensive Atlantic exploration. Spain’s most famous explorer, Christopher Columbus, was actually from Genoa, Italy. He believed that, using calculations based on other mariners’ journeys, he could chart a westward route to India, which could be used to expand European trade and spread Christianity. Starting in 1485, he approached Genoese, Venetian, Portuguese, English, and Spanish monarchs, asking for ships and funding to explore this westward route. All those he petitioned—including Ferdinand and Isabella at first—rebuffed him; their nautical experts all concurred that Columbus’s estimates of the width of the Atlantic Ocean were far too low. However, after three years of entreaties, and, more important, the completion of the Reconquista, Ferdinand and Isabella agreed to finance Columbus’s expedition in 1492, supplying him with three ships: the Nina, the Pinta, and the Santa Maria. The Spanish monarchs knew that Portuguese mariners had reached the southern tip of Africa and sailed the Indian Ocean. They understood that the Portuguese would soon reach Asia and, in this competitive race to reach the Far East, the Spanish rulers decided to act.
Columbus held erroneous views that shaped his thinking about what he would encounter as he sailed west. He believed the earth to be much smaller than its actual size and, since he did not know of the existence of the Americas, he fully expected to land in Asia. On October 12, 1492, however, he made landfall on an island in the Bahamas. He then sailed to an island he named Hispaniola (present-day Dominican Republic and Haiti). Believing he had landed in the East Indies, Columbus called the native Taínos he found there “Indios,” giving rise to the term “Indian” for any native people of the New World. Upon Columbus’s return to Spain, the Spanish crown bestowed on him the title of Admiral of the Ocean Sea and named him governor and viceroy of the lands he had discovered. As a devoted Catholic, Columbus had agreed with Ferdinand and Isabella prior to sailing west that part of the expected wealth from his voyage would be used to continue the fight against Islam.
Columbus’s 1493 letter—or probanza de mérito (proof of merit)—describing his “discovery” of a New World did much to inspire excitement in Europe. Probanzas de méritos were reports and letters written by Spaniards in the New World to the Spanish crown, designed to win royal patronage. Today they highlight the difficult task of historical work; while the letters are primary sources, historians need to understand the context and the culture in which the conquistadors, as the Spanish adventurers came to be called, wrote them and distinguish their bias and subjective nature. While they are filled with distortions and fabrications, probanzas de méritos are still useful in illustrating the expectation of wealth among the explorers as well as their view that native peoples would not pose a serious obstacle to colonization.
In 1493, Columbus sent two copies of a probanza de mérito to the Spanish king and queen and their minister of finance, Luis de Santángel. Santángel had supported Columbus’s voyage, helping him to obtain funding from Ferdinand and Isabella. Copies of the letter were soon circulating all over Europe, spreading news of the wondrous new land that Columbus had “discovered.” Columbus would make three more voyages over the next decade, establishing Spain’s first settlement in the New World on the island of Hispaniola. Many other Europeans followed in Columbus’s footsteps, drawn by dreams of winning wealth by sailing west. Another Italian, Amerigo Vespucci, sailing for the Portuguese crown, explored the South American coastline between 1499 and 1502. Unlike Columbus, he realized that the Americas were not part of Asia but lands unknown to Europeans. Vespucci’s widely published accounts of his voyages fueled speculation and intense interest in the New World among Europeans. Among those who read Vespucci’s reports was the German mapmaker Martin Waldseemuller. Using the explorer’s first name as a label for the new landmass, Waldseemuller attached “America” to his map of the New World in 1507, and the name stuck.
Columbus’s Probanza de mérito of 1493
The exploits of the most famous Spanish explorers have provided Western civilization with a narrative of European supremacy and Indian savagery. However, these stories are based on the self-aggrandizing efforts of conquistadors to secure royal favor through the writing of probanzas de méritos (proofs of merit). Below are excerpts from Columbus’s 1493 letter to Luis de Santángel, which illustrates how fantastic reports from European explorers gave rise to many myths surrounding the Spanish conquest and the New World.
This island, like all the others, is most extensive. It has many ports along the sea-coast excelling any in Christendom—and many fine, large, flowing rivers. The land there is elevated, with many mountains and peaks incomparably higher than in the centre isle. They are most beautiful, of a thousand varied forms, accessible, and full of trees of endless varieties, so high that they seem to touch the sky, and I have been told that they never lose their foliage. . . . There is honey, and there are many kinds of birds, and a great variety of fruits. Inland there are numerous mines of metals and innumerable people. Hispaniola is a marvel. Its hills and mountains, fine plains and open country, are rich and fertile for planting and for pasturage, and for building towns and villages. The seaports there are incredibly fine, as also the magnificent rivers, most of which bear gold. The trees, fruits and grasses differ widely from those in Juana. There are many spices and vast mines of gold and other metals in this island. They have no iron, nor steel, nor weapons, nor are they fit for them, because although they are well-made men of commanding stature, they appear extraordinarily timid. The only arms they have are sticks of cane, cut when in seed, with a sharpened stick at the end, and they are afraid to use these. Often I have sent two or three men ashore to some town to converse with them, and the natives came out in great numbers, and as soon as they saw our men arrive, fled without a moment’s delay although I protected them from all injury.
What does this letter show us about Spanish objectives in the New World? How do you think it might have influenced Europeans reading about the New World for the first time?
The 1492 Columbus landfall accelerated the rivalry between Spain and Portugal, and the two powers vied for domination through the acquisition of new lands. In the 1480s, Pope Sixtus IV had granted Portugal the right to all land south of the Cape Verde islands, leading the Portuguese king to claim that the lands discovered by Columbus belonged to Portugal, not Spain. Seeking to ensure that Columbus’s finds would remain Spanish, Spain’s monarchs turned to the Spanish-born Pope Alexander VI, who issued two papal decrees in 1493 that gave legitimacy to Spain’s Atlantic claims at the expense of Portugal. Hoping to salvage Portugal’s Atlantic holdings, King João II began negotiations with Spain. The resulting Treaty of Tordesillas in 1494 drew a north-to-south line through South America; Spain gained territory west of the line, while Portugal retained the lands east of the line, including the east coast of Brazil.
Section Summary
One effect of the Crusades was that a larger portion of western Europe became familiar with the goods of the East. A lively trade subsequently developed along a variety of routes known collectively as the Silk Road to supply the demand for these products. Brigands and greedy middlemen made the trip along this route expensive and dangerous. By 1492, Europe—recovered from the Black Death and in search of new products and new wealth—was anxious to improve trade and communications with the rest of the world. Venice and Genoa led the way in trading with the East. The lure of profit pushed explorers to seek new trade routes to the Spice Islands and eliminate Muslim middlemen.
Portugal, under the leadership of Prince Henry the Navigator, attempted to send ships around the continent of Africa. Meanwhile, Ferdinand of Aragon and Isabella of Castile hired Columbus to find a route to the East by going west. As strong supporters of the Catholic Church, they sought to bring Christianity to the East and any newly found lands, as well as hoping to find sources of wealth.
Critical Thinking Questions
- Why did the authors of probanzas de méritos choose to write in the way that they did? What should we consider when we interpret these documents today?
Answers to Critical Thinking Questions
- Probanzas de méritos featured glowing descriptions of lands of plenty. The Spanish explorers hoped to find cities of gold, so they made their discoveries sound as wonderful as possible in these letters to convince the Spanish crown to fund more voyages. When we read them now, we need to take the descriptions with a grain of salt. But we can also fact-check these descriptions, whereas the Spanish court could only take them at face value.
Glossary
caravels improved European sailing vessels using triangular sails, pioneered by Portuguese mariners
Crusades a series of military expeditions made by Christian Europeans to recover the Holy Land from the Muslims in the eleventh, twelfth, and thirteenth centuries
Hispaniola the island in the Caribbean, present-day Haiti and Dominican Republic, where Columbus first landed and established a Spanish colony
probanza de mérito proof of merit: a letter written by a Spanish explorer to the crown to gain royal patronage
Reconquista Spain’s nearly eight-hundred-year holy war against Islam, which ended in 1492
Candela Citations
- US History. Authored by: P. Scott Corbett, Volker Janssen, John M. Lund, Todd Pfannestiel, Paul Vickery, and Sylvie Waskiewicz. Provided by: OpenStax College. Located at: http://openstaxcollege.org/textbooks/us-history. License: CC BY: Attribution. License Terms: Download for free at http://cnx.org/content/col11740/latest/
- The American Yawp. Located at: http://www.americanyawp.com. License: CC BY-SA: Attribution-ShareAlike. License Terms: https://creativecommons.org/licenses/by-sa/4.0/