Spanish American Revolutions, 1808–1825

The final act in a half century of Atlantic revolutionary upheaval took place in the Spanish and Portuguese colonies of mainland Latin America (see Map 16.3). Their revolutions were shaped by preceding events in North America, France, and Haiti as well as by their own distinctive societies and historical experiences. As in British North America, native-born elites (known as creoles) in the Spanish colonies were offended and insulted by the Spanish monarchy’s efforts during the eighteenth century to exercise greater power over its colonies and to subject them to heavier taxes and tariffs. Creole intellectuals had also become familiar with ideas of popular sovereignty, republican government, and personal liberty derived from the European Enlightenment. But these conditions, similar to those in North America, led initially only to scattered and uncoordinated protests rather than to outrage, declarations of independence, war, and unity, as had occurred in the British colonies. Why did Spanish colonies win their independence almost fifty years later than those of British North America?

Connection

How were the Spanish American revolutions shaped by the American, French, and Haitian revolutions that happened earlier?

Spanish colonies had long been governed in a rather more authoritarian fashion than their British counterparts and were more sharply divided by class. In addition, whites throughout Latin America were vastly outnumbered by Native Americans, people of African ancestry, and those of mixed race. All of this inhibited the growth of a movement for independence, notwithstanding the example of North America and similar provocations.

Despite their growing disenchantment with Spanish rule, creole elites did not so much generate a revolution as have one thrust upon them by events in Europe. In 1808, Napoleon invaded Spain and Portugal, deposing the Spanish king Ferdinand VII and forcing the Portuguese royal family into exile in Brazil. With legitimate royal authority now in disarray, Latin Americans were forced to take action. The outcome, ultimately, was independence for the various states of Latin America, established almost everywhere by 1826. But the way in which independence occurred and the kind of societies it generated differed greatly from the experience of both North America and Haiti.

The process lasted more than twice as long as it did in North America, partly because Latin American societies were so divided by class, race, and region. In North America, violence was directed almost entirely against the British and seldom spilled over into domestic disputes, except for some bloody skirmishes with loyalists. Even then, little lasting hostility occurred, and some loyalists were able to reenter U.S. society after independence was achieved. In Mexico, by contrast, the move toward independence began in 1810 in a peasant insurrection, driven by hunger for land and by high food prices and led successively by two priests, Miguel Hidalgo and José Morelos. Alarmed by the social radicalism of the Hidalgo-Morelos rebellion, creole landowners, with the support of the Church, raised an army and crushed the insurgency. Later that alliance of clergy and creole elites brought Mexico to a more socially controlled independence in 1821. Such violent conflict among Latin Americans, along lines of race, class, and ideology, accompanied the struggle against Spain in many places.

The entire independence movement in Latin America took place under the shadow of a great fear—the dread of social rebellion from below—that had little counterpart in North America. The extensive violence of the French and Haitian revolutions was a lesson to Latin American elites that political change could easily get out of hand and was fraught with danger to themselves. An abortive rebellion of Native Americans in Peru in the early 1780s, led by a man who claimed direct descent from the last Inca emperor, Tupac Amaru, reminded whites that they sat atop a potentially explosive society, most of whose members were exploited and oppressed people of color. So too did the Hidalgo-Morelos rebellion in Mexico.

And yet the creole sponsors of independence movements, both regional military leaders such as Simón Bolívar and José de San Martín and their civilian counterparts, required the support of “the people,” or at least some of them, if they were to prevail against Spanish forces. The answer to this dilemma was found in nativism, which cast all of those born in the Americas—creoles, Indians, mixed-race people, free blacks—as Americanos, while the enemy was defined as those born in Spain or Portugal.14 This was no easy task, because many creole whites and mestizos saw themselves as Spanish and because great differences of race, culture, and wealth divided the Americanos. Nonetheless, nationalist leaders made efforts to mobilize people of color into the struggle with promises of freedom, the end of legal restrictions, and social advancement. Many of these leaders were genuine liberals, who had been influenced by the ideals of the Enlightenment, the French Revolution, and Spanish liberalism. In the long run, however, few of those promises were kept. Certainly, the lower classes, Native Americans, and slaves benefited little from independence. “The imperial state was destroyed in Spanish America,” concluded one historian, “but colonial society was preserved.”15

Nor did women as a group gain much from the independence struggle, though they had participated in it in various ways. Upper-class or wealthy women gave and raised money for the cause and provided safe havens for revolutionary meetings. In Mexico, some women disguised themselves as men to join the struggle, while numerous working-class and peasant women served as cooks and carriers of supplies in a “women’s brigade.” A considerable number of women were severely punished for their disloyalty to the Crown, with some forty-eight executed in Colombia. Yet, after independence, few social gains attended these efforts. General San Martín of Argentina accorded national recognition to a number of women, and modest improvement in educational opportunities for women appeared. But Latin American women continued to be wholly excluded from political life and remained under firm legal control of the men in their families.

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Simón Bolívar Among the heroic figures of Spanish American independence movements, none was more significant than Simón Bolívar, shown here in a moment of triumph entering his hometown of Caracas in present-day Venezuela. But Bolívar was immensely disappointed in the outcomes of independence as his dream of a unified South America perished amid the rivalries of separate countries. (By R. Weibezahl, 1829/Sammlung Archiv für Kunst und Geschichte/akg-images)

A further difference in the Latin American situation lay in the apparent impossibility of uniting the various Spanish colonies, so much larger than the small British territories of North America, despite several failed efforts to do so. Thus no United States of Latin America emerged. Distances among the colonies and geographic obstacles to effective communication were certainly greater than in the Eastern Seaboard colonies of North America, and their longer colonial experience had given rise to distinct and deeply rooted regional identities. Shortly before his death in 1830, the “great liberator” Bolívar, who so admired George Washington and had so ardently hoped for greater unity, wrote in despair to a friend: “[Latin] America is ungovernable. Those who serve the revolution plough the sea.”16

The aftermath of independence in Latin America marked a reversal in the earlier relationship of the two American continents. The United States, which began its history as the leftover “dregs” of the New World, grew increasingly wealthy, industrialized, democratic, internationally influential, and generally stable, with the major exception of the Civil War. The Spanish colonies, which took shape in the wealthiest areas and among the most sophisticated cultures of the Americas, were widely regarded as the more promising region compared to England’s North American territories, which had a backwater reputation. But in the nineteenth century, as newly independent countries in both regions launched a new phase of their histories, those in Latin America became relatively underdeveloped, impoverished, undemocratic, politically unstable, and dependent on foreign technology and investment (see “The Industrial Revolution and Latin America in the Nineteenth Century” in Chapter 17). Begun in broadly similar circumstances, the Latin American and North American revolutions occurred in very different societies and gave rise to very different historical trajectories.

SUMMING UP SO FAR

Compare the North American, French, Haitian, and Spanish American revolutions. What are the most significant categories of comparisons?