Latin American Independence


  1. What were the major causes of the independence movements?  Were the causes and effects the same throughout Latin America?

Latin American independence happened because people were tired of unfair treatment, inspired by ideas of freedom, and took advantage of Spain and Portugal’s weakness during the Napoleonic Wars. While most shared these reasons, each region had its own story, like Haiti’s fight against slavery or Brazil’s peaceful split. They gained freedom, but problems like inequality and economic struggles remained.


  1. Describe the similarities and differences of Bolívar and San Martín, as political, military and intellectual leaders of Latin American independence.

Both Bolivar and San Martin fought in the war for South American independence and expressed the same goal of liberating South America from the Spanish.  These leaders lead many South American armies in the fight for independence and created multiple nations. San Martin and Bolivar are both regarded as political heroes and are considered liberators of many countries, specifically, Argentina. 


  1. What were the social, political, and economic changes following independence?

Latin America saw limited social progress, with deep inequalities persisting. Politically, the region transitioned from colonial rule to unstable republics or monarchies, often dominated by military leaders. Economically, dependence on raw material exports and foreign powers continued, preventing significant development or equity.


KEY TERMS


People and their Influences

Terms and Concepts

  • Simón Bolívar

    • Venezuelan military and political leader.

    • Known as "El Libertador," Bolívar led independence movements in Venezuela, Colombia, Ecuador, Peru, and Bolivia. His vision of a unified South America greatly influenced the political landscape, though his dream of unity largely failed.

  • José de San Martín

    • Argentine general and patriot.

    • A leader in the southern independence movements, San Martín played a critical role in liberating Argentina, Chile, and Peru from Spanish rule. He collaborated with Bolívar but had differing visions for governance.

  • Miguel Hidalgo

    • Mexican priest and revolutionary.

    • Father of the Mexican independence movement. His "Grito de Dolores" in 1810 inspired the revolt against Spanish rule. Although he was executed, his actions laid the groundwork for Mexico's independence.

  • Toussaint Louverture

    • Haitian revolutionary leader.

    • Louverture led the Haitian Revolution, the first successful slave revolt, which resulted in Haiti becoming the first independent Black republic in 1804. His success inspired enslaved people and independence movements across Latin America.

  • Napoleón Bonaparte

    • French military and political leader.

    • Napoleon's invasion of Spain (1808) and the abdication of Ferdinand VII weakened Spanish control over its colonies. This power vacuum provided an opportunity for independence movements across Latin America.

  • Joseph Bonaparte

    • Napoleon Bonaparte's brother, briefly King of Spain (1808–1813).

    • Seen as an illegitimate ruler by many Spaniards and Latin Americans. His appointment intensified resentment against French and Spanish rule, fueling independence sentiments.

  • Ferdinand VII

    • King of Spain (reigned 1808, 1813–1833).

    • His capture by Napoleon and later return to power exacerbated tensions in the Spanish colonies. His absolutist policies alienated colonial elites, further encouraging independence movements.

  • Vicente Guerrero

    • Mexican revolutionary leader and president.

    • Guerrero was instrumental in the final phases of Mexico's fight for independence. As president, he abolished slavery in Mexico in 1829, reinforcing liberal reforms. 

  • Charles II

    • King of Spain (reigned 1665–1700).

    • His death without an heir led to the War of Spanish Succession, eventually placing the Bourbon dynasty on the Spanish throne. This dynastic change led to reforms that alienated many colonists and contributed to independence movements.

  • Bernardo O’ Higgins 

    • Chilean independence leader.

    • O’Higgins was a key figure in Chile's independence, leading military campaigns and serving as its first supreme director. His reforms modernized Chile but also faced resistance, leading to his resignation.

  • Council of Indies

    • the supreme governing body of Spain's American colonies from 1524 to 1834.

  • Viceroy & Viceroyalties 

    • A viceroyalty is a country or region governed by a viceroy, who is a representative of a king or monarch.

  • Audiencias

    • judicial districts composed of several provinces to administer royal justice

  • Mercantilism

    • governments needed silver or gold to obtain power

  • Corregidores 

    • Spanish government official who held administrative and judicial power over a town or district.

  • Social Hierarchy (Peninsulares, Creoles, Mestizos, Mulattos)

  • Encomienda 

    • system of forced, unpaid labor which Native American groups had to provide Spanish

    •  New Laws eliminated the Encomienda in favor of African Slavery through the Triangle Trade 

  • Hacienda

    • large agricultural estates owned by Spaniards or Creoles

    • Haciendas became main system of land ownership & agricultural production 

  • Bourbon Reforms 

    • Centralization: Strengthened royal authority by reducing the power of colonial elites and reorganizing colonial governance.

    • Economic Reforms: Encouraged trade by breaking monopolies, increasing taxation, and boosting mining and agricultural production.

    • Military Reforms: Established local militias to defend colonies from foreign threats.

    • Church Influence: Reduced the power of the Catholic Church in political and economic matters.

  • Role of Global Events (Enlightenment, Am. Rev, Haitian Rev., French Rev.)

The Enlightenment (18th Century)

  • Role: Spread ideas of liberty, equality, and self-determination, which inspired Latin American leaders like Simón Bolívar and Miguel Hidalgo. Enlightenment principles challenged colonial hierarchies and autocratic rule.

2. American Revolution (1775–1783)

  • Role: Demonstrated that colonial independence was achievable. Latin American revolutionaries drew on its example of breaking free from European control and forming a republic.

3. French Revolution (1789–1799)

  • Role: Promoted ideals of liberty, fraternity, and equality, motivating Latin American leaders. It also destabilized European monarchies, including Spain and France, which affected their colonies.

4. Haitian Revolution (1791–1804)

  • Role: Showed that enslaved people could overthrow colonial rulers. It was both an inspiration for freedom and a cautionary tale for elites who feared similar uprisings.

5. Napoleonic Wars (1803–1815)

  • Role: Napoleon's invasion of Spain and Portugal created a power vacuum in Latin America. The abdication of Ferdinand VII and the rise of Joseph Bonaparte weakened Spanish authority, providing an opening for independence movements.

6. Industrial Revolution (18th–19th Century)

  • Role: Increased demand for Latin America’s raw materials, such as silver and sugar, fueling economic interests in independence. European industrial powers also became interested in weakening Spain's monopoly over trade.

7. Restoration of Ferdinand VII (1814)

  • Role: Ferdinand VII’s return to the Spanish throne and his absolutist policies alienated many in the colonies, solidifying independence demands.

8. Wars of Spanish Succession and British Involvement

  • Role: The War of Spanish Succession (1701–1714) weakened Spain and led to the rise of the Bourbon dynasty. Meanwhile, British support for Latin American independence movements (for trade interests) undermined Spanish control.

9. The Monroe Doctrine (1823)

  • Role: The United States opposed European intervention in the Americas, indirectly supporting Latin American independence movements and solidifying the region’s autonomy.

10. Abolition of Slavery (Global Movements)

  • Role: Global abolitionist movements and the end of the transatlantic slave trade influenced leaders like Vicente Guerrero, who abolished slavery in Mexico, and provided moral support for equality-focused independence causes.

  • The Continental System

    • Napoleon’s attempts to halt all European trade with Britain 

  • Peninsular War

Napoleon and Nationalism

  • The French campaign into Spain led to increasing nationalism amongst the Spanish people

  • This spilled over into the Peninsular War, where thousands of Spanish fought the French and Napoleonic rule.

  • Cadiz Constitution

    • The liberal Cadiz Constitution of 1812 provided for a constitutional monarchy, freedom of speech and assembly, but confirmed Spain’s control of Latin America and its commerce.

  • Intendentes

    • provincial governors 

      • Goal: relieve overburdened viceroys, especially with matters relating to finances 

      • Abolishment of corregidores 

    • Changes came between 1782-1790 

  • The Jamaica Letter

  • The Crisis of Legitimacy

    • May 1808, the Spanish people rose up against Joseph and established local juntas (local governments) to oppose French and Joseph Bonaparte.

    • From 1810 to 1814, the Spanish Cortes (parliament) met in Cadiz, the only city not captured by the French.  

  • The Mask of Ferdinand

    • actions of governing juntas in the Americas who claimed to rule in the name of King Ferdinand VII while secretly working to achieve independence from Spain

  • El Grito de Dolores

    • a speech given by Miguel Hidalgo y Costilla on September 16, 1810, that sparked the Mexican War of Independence: 

  • Junta

    • local governments

  • Plan de Iguala 

    • declared Mexico's independence from Spain

  • Guayaquil Conference

    • José De San Martin and Bolivar met in Guayaquil to discuss the final actions to liberate South America.

    • San Martin was willing to serve under Bolivar, but they couldn’t agree on how the newly independent countries should be run.

      • San Martin wanted to establish monarchies

      • Bolivar wanted to establish republics that were united


  • Caudillos 

    • a military and political leader common in Latin America. They were authoritarian leaders who built personal armies through charisma and rewards in order to ensure the loyalty of their men. 

  • Liberal vs. Conservative Differences

  • Conservatives wanted to maintain old social order, including power of Catholic Church

  • Liberals wanted rapid reform and to limit power of the Church, including reducing their landholdings