AP World History - Period 2 / Chapter 1: Exploration & The New Global Economy

Changes in Global Power

  • Mongol decline weakened Silk Roads, shifting trade to the sea.
  • Arabs were disrupted, prioritizing political stability over ocean exploration.
  • China renounced international trade in 1433, entering isolationism and xenophobia.
  • Japan turned to isolationism in the 16th century.
  • Southeast Asian empires were engaged in Indian Ocean trade.
  • The Indian Mughal Empire weakened.
  • No major African empire was positioned to dominate.
  • Europe, particularly Spain and Portugal, took the lead due to technological advancements and exploratory spirit.

The Rise of the West: Era of Change

  • Decline of medieval institutions (knights, Church power).
  • Strengthening of feudalism led to larger monarchies and regional governments.
  • The Hundred Years’ War spurred new military and technological advancements, strengthening English and French kings.
  • Acceptance of capitalism and interest in trade grew.
  • The Silk Roads increased access to Asian knowledge and technology.
  • The West became accustomed to Asian luxury goods (cinnamon, nutmeg, silk, sugar, perfume, jewels) but had limited goods to offer in return (wool, tin, copper, honey, salt), creating a trade deficit.

Western Trading Deficits

  • Europeans desired Asian luxury goods (spices, silks) acquired through ocean/land trade.
  • Europe's crude goods were insufficient to balance the value of Asian goods.
  • Gold was used to offset the difference, leading to a gold famine by 1400.
  • This threatened the European economy.
  • Solutions:
    • A) Acquire more gold/silver.
    • B) Obtain desirable goods.
    • Focus on sea expansion and trade.
  • Trade Goods Hierarchy:
    • Luxury Goods ($): China / India/ SE Asia (tea, silk, paper, oils, spices)
    • Refined Goods (): Middle East, Europe (rugs, wine, jewelry, furniture)
    • Unrefined Goods ($): Africa, Europe (natural, unchanged, wood, fish, fur, wool)

New Technology

  • Caravels: Small, fast, round-hulled sailing ships for the Atlantic, equipped with armaments.
    • Used lateen sails: triangular sails for steering.
    • Used by Spanish and Portuguese.
  • Carracks: Large merchant ships with three or four masts, designed for substantial cargo.
    • Used mainly by Portugal.
  • Fluyt: Dutch sailing vessel, streamlined for maximum interior space.
  • Improved compass, astrolabe, and astronomical charts.
  • Advances in map-making (paper from China).
  • European adaptation of Chinese explosives for gunnery.

Mercator Projection

  • A new mapmaking technique, the Mercator Projection, centered the Atlantic.
  • Became the standard for maps.
  • Features:
    • Longitude and latitude lines meet at the poles.
    • North is up, South is down.
    • Atlantic in the middle
  • Weaknesses:
    • Distorts land mass sizes further from the Equator.
    • Created a Eurocentric/Atlantic-centric view of the world.

Desire to Explore

  • Past European fears hindered expansion (ignorance, fear, lack of technology).
  • Belief that the world was flat and sea travel could lead to falling off the earth diminished.
  • Europeans sought a sea trade route to the East to resolve trading disparities.
    • This aimed for faster, more direct trade with the East Indies.
  • Spain and Portugal pioneered long explorations.
  • Technology enabled exploration.

Early Western Expansion

  • Technological barriers to long-distance exploration diminished by the 15th century.
  • Prince Henry the Navigator sponsored Portuguese voyages around the west coast of Africa.
    • Established a school for navigators.
    • Goals: scientific curiosity, spreading Christianity, financial interests in trade.
  • Portugal established cash crop colonies along the African coast (sugar, tobacco, cotton).
    • Azores Islands, Madeira Islands, and Canary Islands.

Portugal Leads

  • Portugal, under Henry the Navigator, excelled in navigation.
  • Focus areas: discovery, weakening the Muslim world, and accumulating wealth.
  • 1488: Bartholomeu Dias reached the southern tip of Africa.
  • 1498: Vasco de Gama reached India via the Cape of Good Hope.
  • De Gama’s success led to expeditions to Brazil, Mozambique, Indonesia, and Japan.
  • 1500: Pedro Cabral, attempting to navigate around Africa, landed in Brazil and claimed it for Portugal.

The Spanish Agenda

  • 15th century: Christian monarchies of Castile and Aragon were established in Spain.
  • 1469: Kingdoms united through the marriage of Ferdinand (Aragon) and Isabella (Castile).
  • Ferdinand and Isabella pursued a rigorous economic, military, and religious agenda.
    • Improve Spain’s global trade fortunes.
    • Promote Christianity by converting or expelling Arabs and Jews (Spanish Inquisition).
    • Expand Christian territory.

Spain Follows Portugal

  • Spain aimed to emulate Portugal's sea exploration.
  • 1492: Christopher Columbus reached the Americas.
    • Believed he could reach India by traveling WEST, not EAST around Africa.
    • Thought he was in India.
    • Based his calculations on Ptolemy’s inaccurate estimate of the Earth’s circumference.

Dividing Territory

  • 1493: Pope Alexander VI’s Line of Demarcation (Spain sought to claim new lands).
  • 1494: Treaty of Tordesillas (Brazil was awarded to Portugal).

Pacific Advances

  • 1513: Vasco Nunez de Balboa crossed the Isthmus of Panama and sighted the Pacific Ocean.
    • This marked the first recognition of another major ocean.
  • 1519-1521: Ferdinand Magellan circumnavigated the world.
    • Determined the Earth’s size and confirmed its roundness.
    • Demonstrated that waterways connect the world.

Latin American Colonization

  • European guns, horses, and iron weapons gave them advantages over indigenous groups.
    • Especially where political instability already existed.
  • Colonization proceeded rapidly.
  • 1509 CE: Vasco de Balboa founded a Spanish colony in Panama to search for gold.
  • 1528 CE: Francisco Pizarro attacked the divided Incan Empire and founded Lima.
  • Portugal colonized Brazil.
  • Early colonies:
    • Initially had loose colonial administrations.
    • Agricultural settlements were established under European bureaucrats.

Northern European Expeditions

  • 16th century: Northern Europe (France, England, Holland) became interested in exploration, recognizing potential gains.
  • Focused primarily on the New World's northern regions.
  • British established colonies in North America and India.
    • Tried to find an Arctic route to the East.
  • Dutch established colonies in Southeast Asian islands, Sri Lanka, South Africa, and Manhattan Island.
  • French established colonies in the mid-western and southern US (via the Mississippi) and Canada.
  • Dutch/British East India Company: joint-stock companies distributed risks, allowing massive fortunes to be amassed.

Columbian Exchange

  • The Columbian Exchange refers to the exchange between the New World and Old World following Columbus’s voyages.
  • Food/Plants:
    • New à Old World: potatoes, tomatoes, corn, vanilla, rubber, cacao, avocado, tobacco, pumpkin, peanut, cashews
    • New ß Old World: peas, tea, rice, sugarcane, wheat, lettuce, oat, coffee, citrus, apples, bananas, garlic, onion, opium
  • Animals:
    • New à Old World: turkey, llama, alpaca, guinea pig
    • New ß Old World: horses, goat, pig, sheep, cattle, chicken, camel
  • Disease:
    • New à Old World: syphilis, hepatitis
    • New ß Old World: plague, chicken pox, cholera, flu, leprosy, malaria, measles, smallpox, typhoid, yellow fever
  • Concerns: some believed American food spread plague and was not condoned in the Bible.

Devastation & Disease

  • Europeans had guns, steel weapons, armor, horses, and germs, giving them considerable advantages over indigenous populations.
  • Mosquitoes and rats spread diseases rapidly.
  • Europeans also contracted diseases (malaria, syphilis).
  • Disease (especially smallpox) caused approximately 80% of indigenous populations to die.
  • Entire island populations were decimated.
  • Native Americans lacked prior exposure and natural immunities to these diseases.
  • Europeans had “room” to establish new populations with their citizens and African slaves.

Mercantilism

  • European economies changed due to colonies.
  • Mercantilism: an economic theory popular during the 17th/18th centuries that justified colonial holdings.
    • A nation's prosperity depends on its capital (gold and silver).
    • Governments should prioritize exporting over importing.
    • Colonies should supply raw materials and serve as markets for manufactured goods.

Mercantilism Key Tenet #1

  • Prosperity of a nation depends on its capital (gold and silver).
    • Mine gold and silver in the New World.
    • Ship gold and silver to the Mother Country.
    • Hold gold and silver in treasury.

Mercantilism Key Tenet #2

  • Government should export more than import.
    • Export to colonies and other countries that may want your specialty products.
    • Colonies provide Mother Country with raw materials.

Mercantilism Key Tenet #3

  • Utilize colonies to import raw materials; manufacture goods to sell back to colonies.
    • Raw Materials from Colonies: Gold, silver, cash crops, fur, wood
    • Manufactured goods from Mother Country: Clothing, furniture, alcohol, art, jewelry

Increasing Western Power

  • Muslim traders remained active in the east African coast, Mediterranean, and Indian Ocean.
  • 1571: Battle of Lepanto
    • The Spanish fleet defeated the Ottoman fleet.
    • Marked the end of potential Muslim rivalry.
  • Western Europe dominated oceanic shipping, increasing profits.
  • European-controlled ports in Africa, the Indian Ocean, and Southeast Asia.
    • Mostly ports, not inland territory.
    • Western enclaves in existing cities with special rights for traders.

The Asian Sea Trading Network

  • The Asian Sea Trading Network was divided into three major zones:
    • Arab Zone: glass, carpets, tapestries, horses, slaves, gold, ivory, forest products, animal hides
    • Indian Zone: cotton textiles, gems, elephants, salt, cinnamon
    • Chinese Zone: spices, silver, paper, porcelain, silk
  • Major intersections (choke points): openings of Red Sea, Persian Gulf, Straits of Malacca

Portuguese Trading in Asia

  • Portuguese took what they couldn't get through trade by force.
  • Found that Asians largely did not desire their goods.
  • 1507-1511: Portuguese built fortresses and ports on strategic points in the Asian trade network (Ormuz, Goa, Malacca).
  • The aim was to control key Asian spices.
  • Muslims, Buddhists, and Hindus were not very interested in converting to Catholicism, so the Portuguese did not focus on it.
  • Asian and Muslim networks were strong, so Europeans had to participate in the existing trade system rather than changing it.
  • Europeans still dominated this system.

The Rise of the Dutch and English Trading Empires

  • The Portuguese lacked the soldiers or ships to maintain monopolies forever.
  • Many traders traded independently.
  • Corruption was rampant among traders.
  • The Dutch and British challenged the weakened Portuguese trading empire in the 17th century.
  • 1620: The Dutch overtook Malacca and built the port of Batavia on the island of Java.
  • Focused on controlling spices.
  • The Dutch used peaceful means to enter the Asian market.

Dutch Expansion in Java

  • Java was constantly targeted by the Dutch.
  • Goal: control over exporting spices.
  • The Dutch paid tribute to sultans and created positive relationships with rulers.
  • By the 1670s, the Dutch were involved in conflicts over rights to the Mataram throne.
  • The Dutch support for the winner resulted in Batavian territories for them to administer.
  • Continued to take advantage of already-present political divisions.
  • By 1750, they controlled most Javanese kingdoms.

Unequal Labor Systems

  • Coerced human labor was vital to producing low-cost goods (cash crops).
  • Population loss from disease led to an increase in imported slave labor in the New World.
  • Estate agriculture (peasants forced into labor without legal freedom to leave).
  • African slaves introduced okra and certain forms of rice to the Americas (even slavery contributed to the Columbian Exchange in terms of food).
  • Beyond the slave trade, much of Africa was untouched by Europeans.

Results of a New World

  • Positives:
    • Profits from colonies brought wealth and capital.
    • The world economy brings benefits to many (i.e., sugar).
    • New American foods became staple crops in the Old World.
    • Wider trade routes and greater cultural diffusion.
  • Negatives:
    • Slavery spread.
    • Increasing colonial rivalries.
  • Good and bad:
    • Most white settlers transplanted Western ideas into the New World.
    • Imports of silver.