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Part III:

The Establishment of the Portuguese Empire:
Following the proclamation of Portugal’s independence in 1143, Affonso Henriques and his son focused their attention on consolidating their power, defending their country against Spanish encroachments, sustaining their crusade against Muslims, and staging campaigns to seize the trade routes that were under the control of Muslim powers in Africa and Asia. These policies were retained as high priorities of the Kingdom of Portugal, notably under the House of Aviz, the new royal line that ascended to the Portuguese throne with the help of England in 1385.

In implementation of these policies, King João I, the first Aviz king, concluded with England the Treaty of Windsor in 1386. This treaty was a pact of continuous friendship between the two countries. It served as a political alliance that henceforth became a cornerstone of Portuguese foreign policy for nearly 500 years. Being a balance-of-power arrangement, the treaty alienated both Spain and France, the governments of which viewed with apprehension the implications of the treaty and their respective powers.

In implementation of the same policies, King João I launched a campaign that later was described as the venture that signaled the start of the age of discovery. It was a prolonged aggression against northern African Moorish sites, designed to capture Ceuta and other Muslim trading posts in that region. Carried out under the command of the king’s youngest son, Henry the Navigator (July 1992, 133), it was seminal in various ways, one being the discovery by Portuguese navigators of the Madeira Islands in 1419.

Inspired by these discoveries, Prince Henry began to fund schools specializing in the art of ship design, map making, and systems of navigation. Moreover, he built a “marine research station at Sagres on a promontory overlooking the ocean and directed decades of inquiry into the science and technique of steering and sailing on the high seas” (Landes 1998, 86). He could see that wealth was made with trade, and he believed that the way to capture trade was through navigation of the seas. It was at his insistence that the Portuguese ventured ever farther into the Atlantic and along the coast of Africa.

These seafarers, after finding the Madeiras, in 1434 passed Cape Bojador and by 1439 discovered the Açores. In 1442 they reached Cape Branco and in 1443, the Arguin Islands, as well as the Cape Verde Islands. Three years later (1446), they discovered Guinea-Bissau (Keefe 1977, 28-30).

Prince Henry the Navigator died in 1460. By that year, Portugal’s naval fleet was already involved in trade as far south as present-day Sierra Léone. But the monetary gains that Portugal wanted to acquire from West Africa and India still eluded its navigators. So they pressed on. By 1475, a Lisbon merchant, Fernão Gomes, had explored the West African Coast more extensively and discovered abundant supplies of gold in a region the Portuguese called the Costa da Mina.

As a result of the discoveries, forts and garrisons were established along the coast of West Africa to organize trade in a series of state-run monopolies. The many different commodities included pepper, gold, and slaves.

In 1481, João II succeeded to the throne of Portugal. Like his predecessor he sustained his country’s interest in finding a sea route to India. During this king’s reign, Diogo Cão discovered the Congo River at the hub of intersecting trade routes, and he established relations with the natives in 1483 (July 1992, 135). Two years later (1485), São Tomé and Príncipe were also discovered, and Portuguese navigators started to move towards present-day Angola.

In 1487 Bartolomeu Dias rounded the Cape of Storms, later renamed the Cape of Good Hope. This was truly one of the most phenomenal achievements during that period of Portuguese history. Dias turned around when he saw the East Coast of Africa (near present-day Port Elizabeth, South Africa). Regardless, his voyage conveyed to the world that Portugal had the knowledge, ability, and persistence to sail to any place on the earth (Landes 1998, 79-88).

During the same year, 1487, Pedro da Covilha ventured into the Arabian Peninsula, setting up garrisons in what later became Aden, Yemen, Oman, U.A.E., and Bahrain. In 1485, Portuguese explorer Mestre Affonso had sailed from Madagascar to Ormuz (or Hormoz), Iran, and set up a post there. Then he traveled by land and by sea back to Portugal, via the Black Sea, and Italy (Landes 1992, 125-130).

In an effort to consolidate these achievements, in 1491, a special mission was sent from Portugal to convert Nzinga Kuvvu, the manikongo (paramount chief)of the Kongo kingdom, and his court to Christianity, as well as to cement Portugal’s ties with the natives. The mission consisted of artisans, merchants, and missionaries that came bearing gifts and ideas that appeased King Kuvvu. “The motivation of the Portuguese appears to have been modest and straightforward-- an alliance between equals by which Christianity and Western technology would be exchanged for prospecting and trading rights...” (July 1992, 135).

In 1497, Vasco da Gama left Portugal, sailed around Africa, and continued up the eastern coast of Africa. Da Gama stopped in Durban, South Africa; Maputo, Moçambique; Quelimane, near the Zambezi River in Moçambique; Zanzibar and Tanga in Tanzania; and then finally in Malindi, Kenya. In 1498 he sailed from present-day Kenya to Calicut (Calcutta), India (Russel-Wood 1992, 8-26).

Having established footholds in the newly discovered lands Portugal’s foreign policy focused on connecting and deepening its presence through military fortifications and operations. In East Africa, for example, it set up garrisons or fortresses in Kilwa in 1502, Zanzibar in 1503, Sofala in 1505, and eventually the whole area of Moçambique in 1507 (Ibid., 8-26). In 1509, its forces destroyed a combined fleet of Egyptian, Gulf Arabs, and Persians off the coast of present-day Tanzania (Ibid., 8-26). Subsequently, Portugal set up forts and garrisons in Mombasa, Malindi, Pate Island, Brava, Opone, and the Island of Socotra (Socatra), and ventured into the Gulf of Aden. In 1520, its forces reached Ethiopia, where they set up a garrison in Massawa and even one in Adulis (Ibid., 8-26).

Vasco da Gama’s voyage to India took about two years and covered some 27,000 miles. When he returned to Portugal he had only 54 of the original crew of 170. Though costly, his venture was richly renumerative in terms of wealth and trade. More important, it made Portugal realize the advantages of controlling trade completely, from the supply of raw materials to the finished products, and their transportation and shipping. In addition, the experience made it clear that established traders and trade routes, especially of Muslim powers would challenge future ventures.

However, da Gama’s observations convinced Portugal that it could overcome Muslim challenges. Da Gama’s account suggested that Europeans (in most cases) were stronger and bigger than the natives, and that natives had inferior weapons and lacked guns, and moreover, possessed inferior ships. Most importantly, the events convinced the Portuguese Crown that there was a huge profit to be made if Portugal assumed the role of an intermediary in East-West trade.

Following da Gama’s return from India, Portugal dispatched new fleets to the Indian Ocean to establish trading posts on the Indian sub-continent. Its efforts, however, were not without challenges. For example in 1510, Affonso Albuquerque landed in what is now Goa, but was driven out by Adil Shah. Portugal sent Albuquerque back with reinforcements to overcome the resistance. Even so, Albuquerque managed to reclaim only a small portion of that territory. But after consolidating its forces in Goa, Portugal established garrisons up and down the coast of India, notably in the ports of Diu, Daman, Goa, and Ceylon. Eventually, all these ports reigned as major centers of the spice trade in the Indian Ocean (Ibid., 8-26).

In 1511, the Portuguese sailor Antonio de Abreu reached the coast of the Malay Peninsula. The Spice Islands, or Mulluccas as they were known, proved to be so rewarding as business sites that Portugal set up trading posts on many of them. One of the most important of these trading posts was established on the Island of Timor.

The next areas that Portuguese ships reached were those along the shores of the South China Sea as well as the East China Sea. Then under the command of Peres de Andrade, in 1542, Portuguese navigators sailed all the way to Japan. And by 1547, they found the second most important overseas port in Macao (Ibid., 8-26).

Regarding the Atlantic Ocean explorations--in 1500, Pedro Alvares Cabral discovered Brazil, where he set the grounds for Portuguese colonization that lasted for 322 years, until 1822. By then, what had begun as a small piece of territory on the fringe of the Atlantic coast had turned into half of the continent of South America (Ibid., 8-26).

The Portuguese did not explore North America extensively. Probably this was because they focused on capturing trade in gold and spices in areas they learned of from Muslim traders and sailors. Nevertheless, a few explorers were deployed across the northern parts of the Atlantic Ocean. In 1500, for example, Gaspar Corte Real traveled from Portugal to present-day Newfoundland, Canada and Greenland. In another example, Pedro Fernandes de Queiros sailed from New Hebrides (New Caledonia), near Fiji Island, to near the southern Mexican state of Michoacan. Then traveled farther south and eventually sailed back to the Spice Islands from what is now Peru (Livermore 1967, map 6, 178).

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