Бразилияның Португал отаршылдығы: 1500-1815 жылдар

Portuguese 1500–1815 possession in South America

Colonial Brazil (Brasil Colonial) comprises the period from 1500, with the arrival of the Portuguese, until 1815, when Brazil was elevated to a kingdom in union with Portugal. During the 300 years of Brazilian colonial history, the main economic activities of the territory were based first on brazilwood extraction (brazilwood cycle), which gave the territory its name; sugar production (sugar cycle); and finally on gold and diamond mining (gold cycle). Slaves, especially those brought from Africa, provided most of the workforce of the Brazilian export economy after a brief initial period of Indigenous slavery to cut brazilwood. In contrast to the neighboring Spanish possessions, which had several viceroyalties with jurisdiction initially over New Spain (Mexico) and Peru, and in the eighteenth century expanded with the viceroyalties of the Río de la Plata (Argentina, Uruguay and Bolivia) and New Granada (Colombia, Venezuela, Panama, Ecuador and Guyana), the colony of Brazil was settled mainly in the coastal area by the Portuguese and a large black slave population working on sugar plantations and mines. The boom and bust of the economic cycles were linked to export products. Brazil's sugar age, with the development of plantation slavery, merchants serving as middle men between production sites, Brazilian ports, and Europe was undermined by the growth of the sugar industry in the Caribbean on islands that European powers seized from Spain. Gold and diamonds were discovered and mined in southern Brazil through the end of the colonial era. Brazilian cities were largely port cities and the colonial administrative capital was moved from Salvador to Rio de Janeiro in response to the rise and fall of export products' importance. Unlike Spanish America, which fragmented into many republics upon independence, Brazil remained a single administrative unit under a monarch as the Empire of Brazil, giving rise to the largest country in Latin America. Just as Spanish and Roman Catholicism were a core source of cohesion among Spain's vast and multi ethnic territories, Brazilian society was united by the Portuguese language and Roman Catholicism. As the only Lusophone polity in the Americas, the Portuguese language was particularly important to Brazilian identity.

Portugal pioneered the European charting of sea routes that were the first and only channels of interaction between all of the world's continents, thus beginning the process of globalization. In addition to the imperial and economic undertaking of discovery and colonization of lands distant from Europe, these years were filled with pronounced advancements in cartography, shipbuilding and navigational instruments, of which the Portuguese explorers took advantage. In 1494, the two kingdoms of the Iberian Peninsula divided the New World between them in the Treaty of Tordesillas, and in 1500 navigator Pedro Álvares Cabral landed in what is now Brazil and laid claim to it in the name of king Manuel I of Portugal. The Portuguese identified brazilwood as a valuable red dye source and an exploitable product, and attempted to force indigenous groups in Brazil to cut the trees.

Portuguese seafarers in the early fifteenth century, as an extension of the Portuguese Reconquista, began to expand from a small area of the Iberian Peninsula, to seizing the Muslim fortress of Ceuta in North Africa. Its maritime exploration then proceeded down the coast of West Africa and across the Indian Ocean to the south Asian subcontinent, as well as the Atlantic islands off the coast of Africa on the way. They sought sources of gold, ivory, and African slaves, high value goods in the African trade. The Portuguese set up fortified trading feitorias (factories), whereby permanent, fairly small commercial settlements anchored trade in a region. The initial costs of setting up these commercial posts was borne by private investors, who in turn received hereditary titles and commercial advantages. From the Portuguese Crown's point of view, its realm was expanded with relatively little cost to itself. On the Atlantic islands of the Azores, Madeira, and São Tomé, the Portuguese began plantation production of sugarcane using forced labor, a precedent for Brazil's sugar production in the sixteenth and seventeenth centuries. The Portuguese discovery of Brazil was preceded by a series of treaties between the kings of Portugal and Castile, following Portuguese sailings down the coast of Africa to India and the voyages to the Caribbean of the Genoese mariner sailing for Castile, Christopher Columbus. The most decisive of these treaties was the Treaty of Tordesillas, signed in 1494, which created the Tordesillas Meridian, dividing the world between the two kingdoms. All land discovered or to be discovered east of that meridian was to be the property of Portugal, and everything to the west of it went to Spain. The Tordesillas Meridian divided South America into two parts, leaving a large chunk of land to be exploited by the Spaniards. The Treaty of Tordesillas has been called the earliest document in Brazilian history, since it determined that part of South America would be settled by Portugal instead of Spain. The Treaty of Tordesillas was an item of dispute for more than two and a half centuries but clearly established the Portuguese in America. It was replaced by the Treaty of Madrid in 1750, and both reflect the present extent of Brazil's coastline.

On 22 April 1500, during the reign of king Manuel I, a fleet led by navigator Pedro Álvares Cabral landed in Brazil and took possession of the land in the name of the king. Although it is debated whether previous Portuguese explorers had already been in Brazil, this date is widely and politically accepted as the day of the discovery of Brazil by Europeans. The place where Álvares Cabral arrived is now known as Porto Seguro, in northeastern Brazil. Cabral was leading a large fleet of 13 ships and more than 1,000 men following Vasco da Gama's way to India, around Africa. Cabral was able to safely enter and leave Brazil in ten days, despite having no means of communication with the indigenous people there, due to the experience Portuguese explorers, such as Gama, had been amassing over the past few decades in interacting with foreign peoples. The Portuguese colonization, around 80 years earlier, of islands off West Africa such as São Tomé and Príncipe, were the first examples of the Portuguese monarchy beginning to move from a crusading and looting centric attitude, to a trade centric attitude when approaching new lands. In this early stage of the colonization of Brazil, and also later, the Portuguese frequently relied on the help of Europeans who lived together with the indigenous people and knew their languages and culture. The most famous of these were João Ramalho, who lived among the Guaianaz tribe near today's São Paulo, and Diogo Álvares Correia, who acquired the name Caramuru, who lived among the Tupinambá natives near today's Salvador. Over time, the Portuguese realized that some European countries, especially France, were also sending excursions to the land to extract brazilwood. Worried about foreign incursions and hoping to find mineral riches, the Portuguese crown decided to send large missions to take possession of the land and fight the French. In 1530, an expedition led by Martim Afonso de Sousa arrived in Brazil to patrol the entire coast, expel the French, and create the first colonial villages like São Vicente on the coast.

Because Brazil was not home to complex civilizations like the Aztec and the Inca in Mexico and Peru, the Portuguese could not place themselves on an established social structure. This, coupled with the fact that tangible material wealth was not found until the 18th century, made the relationship between the Portuguese and the Brazilian colony very different from the relationship of the Spanish to their possessions in the Americas. For example, the Brazilian colony was at first thought of as a commercial asset that would facilitate trade between the Portuguese and India and not a place to be settled to develop a society. The social model of conquest in Brazil was one geared toward commerce and entrepreneurial ideals rather than conquest as was the case in the Spanish realm. As time progressed, the Portuguese crown found that having the colony serve as a trading post was not ideal for regulating land claims in the Americas, so it decided that the best way to keep control of their land was to settle it. In 1549, Tomé de Sousa sailed to Brazil to establish a central government. He brought along Jesuit priests, who set up missions, saved many natives from slavery, studied the native languages, and converted many natives to Catholicism. The Jesuits' work to pacify a hostile tribe helped the Portuguese expel the French from a colony they had established at present day Rio de Janeiro.

The first attempt to colonize Brazil followed the system of hereditary captaincies (Capitanias Hereditárias), which had previously been used successfully in the colonization of Madeira. These captaincies were granted by royal decree to private owners, namely to merchants, soldiers, sailors, and petty nobility, saving the Portuguese crown from the high costs of colonization. More than any other religious order, the Jesuits represented the spiritual side of the enterprise and were destined to play a central role in the colonial history of Brazil. The spreading of the Catholic faith was an important justification for the Portuguese conquests, and the Jesuits were officially supported by the king, who instructed Tomé de Sousa to give them all the support needed to Christianise the indigenous people. The first Jesuits, guided by Father Manuel da Nóbrega and including prominent figures like Juan de Azpilcueta Navarro, Leonardo Nunes and later Joseph of Anchieta, established the first Jesuit missions in Salvador and in São Paulo dos Campos de Piratininga, the settlement that gave rise to the city of São Paulo. Nóbrega and Anchieta were instrumental in the defeat of the French colonists of France Antarctique by managing to pacify the Tamoio natives, who had previously fought the Portuguese. The Jesuits took part in the foundation of the city of Rio de Janeiro in 1565. The success of the Jesuits in converting the indigenous people to Catholicism is linked to their capacity to understand the native culture, especially the language. The first grammar of the Tupi language was compiled by Joseph of Anchieta and printed in Coimbra in 1595. The Jesuits often gathered the aborigines into communities of resettlement called aldeias, similar in intent to the reductions implemented by Francisco de Toledo in southern Peru during the 1560s. where the natives worked for the community and were evangelized. Founded in the aftermath of the campaign undertaken by Mem de Sá from 1557 to force the submission of Salvadoran natives, the aldeias marked the transition of Jesuit policy from conversion by persuasion alone to the acceptance of force as a means of organizing natives with a means to then evangelizing them. Nevertheless, these aldeias were unattractive to the natives due to the introduction of epidemic diseases to the communities, the forced settlement of aldeia natives elsewhere to labor, and raiding of the aldeias by colonists eager to steal laborers for themselves thus causing natives to flee the settlements. The aldeia model would again be used, though also unsuccessfully, by the Governor of the captaincy of São Paulo, , in 1765, in order to encourage mestizos, natives, and mulattoes to abandon slash and burn agriculture and adopt a sedentary farming lifestyle. The Jesuits had frequent disputes with other colonists who wanted to enslave the natives, but also with the hierarchy of the Catholic Church itself. Following the creation of the Roman Catholic Archdiocese of São Salvador da Bahia by the Pope, Bishop Pero Fernandes Sardinha arrived in Bahia in 1552 and took issue with the Jesuit mission led by Manoel da Nóbrega. Sardinha opposed the Jesuits taking part in indigenous dances and playing indigenous instruments since he viewed these activities had little effect on conversion. The use of interpreters at confession by the Jesuits was also railed against by Sardinha who opposed the appropriation of indigenous culture for evangelization. Sardinha also challenged the Jesuit prohibition on waging war against and enslaving the indigenous population, eventually forcing Nóbrega to leave Bahia for the Jesuit mission at São Vicente in late 1552 to return only at the conclusion of the Sardinha's tenure. The action of the Jesuits saved many natives from slavery, but also disturbed their ancestral way of life and inadvertently helped spread infectious diseases against which the aborigines had no natural defenses. Slave labour and trade were essential for the economy of Brazil and other American colonies, and the Jesuits usually did not object to the enslavement of African people.

The potential riches of tropical Brazil led the French, who did not recognize the Tordesillas Treaty that divided the world between the Spanish and the Portuguese, to attempt to colonize parts of Brazil. In 1555, the Nicolas Durand de Villegaignon founded a settlement within Guanabara Bay, in an island in front of today's Rio de Janeiro. The colony, named France Antarctique, led to conflict with Governor General Mem de Sá, who waged war against the colony in 1560. Estácio de Sá, nephew of the Governor, founded Rio de Janeiro in 1565 and managed to expel the last French settlers in 1567. Jesuit priests Manuel da Nóbrega and Joseph of Anchieta were instrumental in the Portuguese victory by pacifying the natives who supported the French. Another French colony, France Équinoxiale, was founded in 1612 in present day São Luís, in the North of Brazil. In 1614 the French were again expelled from São Luís by the Portuguese.

Since the initial attempts to find gold and silver failed, the Portuguese colonists adopted an economy based on the production of agricultural goods that were to be exported to Europe. Tobacco and cotton and some other agricultural goods were produced, but sugar became by far the most important Brazilian colonial product until the early 18th century. The first sugarcane farms were established in the mid 16th century and were the key for the success of the captaincies of São Vicente and Pernambuco, leading sugarcane plantations to quickly spread to other coastal areas in colonial Brazil. Initially, the Portuguese attempted to utilize Indian slaves for sugar cultivation, but shifted to the use of black African slave labor. While the availability of Amerindians did decrease due to epidemics afflicting the coastal native population and the declaration of king Sebastian I's 1570 law which proclaimed the liberty of Brazilian natives, the enslavement of indigenous people increased after 1570. A new slave trade emerged where indigenous people were brought from the sertões or "inland wilderness frontiers" by mixed race mameluco under the loophole in the 1570 law that they were captured in just wars against native groups who "customarily" attacked the Portuguese. By 1580, as many as 40,000 natives could have been taken from the interior to toil as slaves on Brazil's interior, and this enslavement of indigenous people continued right throughout the colonial period. The period of sugar based economy (1530 – c. 1700) is known as the sugar cycle in Brazil. The development of the sugar complex occurred over time, with a variety of models. The dependencies of the farm included a casa grande (big house) where the owner of the farm lived with his family, and the senzala, where the slaves were kept. A notable early study of this complex is by Brazilian sociologist Gilberto Freyre. This arrangement was depicted in engravings and paintings by Frans Post as a feature of an apparently harmonious society. Initially, the Portuguese relied on enslaved Amerindians to work on sugarcane harvesting and processing, but they soon began importing enslaved Africans from West Africa, though the enslavement of indigenous people continued. The Portuguese had established several commercial facilities in West Africa, where West African slaves were bought from African slave traders. The enslaved West Africans were then sent via slave ships to Brazil, chained and in crowded conditions. Enslaved West Africans were more desirable and practical because many came from sedentary, agriculture based societies and did not require as much training in how to farm as did members of Amerindian societies, which tended to not be primarily agricultural. Africans were also less vulnerable to disease than Amerindians were. Slave labor demands varied based on region and on the type of harvest crop. In the Bahia region, where sugar was the main crop, conditions for enslaved peoples were extremely harsh. It was often cheaper for slaveowners to literally work enslaved peoples to death over the course of a few years and replace them with newly imported enslaved people. Areas where manioc, a subsistence crop, was cultivated also utilized high numbers of enslaved peoples. In these areas, 40 to 60 percent of the population was enslaved. These regions were characterized by fewer work demands and better living and working conditions for enslaved peoples as compared to labor conditions for enslaved populations in sugar regions. Merchants in the early came from many nations, including Germans, Flemings, and Italians, but Portuguese merchants came to dominate the trade in Brazil. During the union of the Spanish and Portuguese crowns (1580–1640), to be active in Spanish America as well, especially trading African slaves. Even though Brazilian sugar was reputed as being of high quality, the industry faced a crisis during the 17th and 18th centuries when the Dutch and the French started producing sugar in the Antilles, located much closer to Europe, causing sugar prices to fall.

Brazil had coastal cities and towns, which have been considered far less important than colonial settlements in Spanish America, but like Spanish America, urban settlements were important as the sites of institutional life of church and state, as well as urban groups of merchants. Unlike many areas of Spanish America, there was no dense, sedentary indigenous population which had already created settlements, but cities and towns in Brazil were similar to those in Spanish Colonial Venezuela. Port cities allowed Portuguese trade goods to enter, including African slaves, and export goods of sugar and later gold and coffee to be exported to Portugal and beyond. Coastal cities of Olinda (founded 1537), Salvador (1549), Santos (1545), Vitória (1551), and Rio de Janeiro (1565) were also vital in the defense against pirates. Only São Paulo was an important inland city. Unlike the network of towns and cities that developed in most areas of Spanish America, the coastal cities and their hinterlands were oriented toward Portugal directly with little connection otherwise. With sugar as the major export commodity in the early period and the necessity to process cane into exportable refined sugar on site, the sugar engenhos had resident artisans and barber surgeons, and functioned in some ways as small towns. Also unlike most Spanish settlements, Brazilian cities and towns did not have a uniform lay out of central plaza and a check board pattern of streets, often because the topography defeated such an orderly layout.

Converted Jews, so called New Christians, many of whom were merchants, played a role in colonial Brazil. Their "importance in the colonial may be one explanation why the Inquisition was not permanently established in Brazil during the Iberian Union." New Christians were well integrated into institutional life, serving in civil as well as ecclesiastical offices. The relative lack of persecution and abundance of opportunity allowed them to have a significant place in society. With the Iberian Union (1580–1640), many migrated to Spanish America.

In 1580, a succession crisis led to the union of Portugal and Spain being ruled by the Habsburg king Philip II. The unification of the crowns of the two Iberian kingdoms, known as the Iberian Union, lasted until 1640 when the Portuguese revolted. During the union the institutions of both kingdoms remained separate. For Portuguese merchants, many of whom were Christian converts from Judaism ("New Christians") or their descendants, the union of crowns presented commercial opportunities in the slave trade to Spanish America. The Seventeen Provinces obtained independence from Spain in 1581, leading Philip II to prohibit commerce with Dutch ships, including in Brazil. Since the Dutch had invested large sums in financing sugar production in the Brazilian Northeast and were important as shippers of sugar, a conflict began with Dutch privateers plundering the coast: they sacked Salvador in 1604, from which they removed large amounts of gold and silver before a joint Spanish Portuguese fleet recaptured the town. The city was captured again by the Dutch in May 1624 before being surrendered to a Luso Spanish armada 11 months later.

From 1630 to 1654, the Dutch set up more permanently in commercial Recife and aristocratic Olinda. With the capture of Paraíba in 1635, the Dutch controlled a long stretch of the coast most accessible to Europe (Dutch Brazil), without, however, penetrating the interior. The large Dutch ships were unable to moor in the coastal inlets where lighter Portuguese shipping came and went. Ironically, the result of the Dutch capture of the sugar coast was a higher price of sugar in Amsterdam. During the Nieuw Holland episode, the colonists of the Dutch West India Company in Brazil were in a constant state of siege, in spite of the presence of the count John Maurice of Nassau as governor (1637–1644) in Recife (renamed Mauritstaad). Nassau invited scientific commissions to research the local flora and fauna, resulting in added knowledge of the territory. Moreover, he set up a city project for Recife and Olinda, which was partially accomplished. Remnants survive into the modern era. After several years of open warfare, the Dutch finally withdrew in 1654; the Portuguese paid off a war debt in payments of salt. Few Dutch cultural and ethnic influences remain, but Albert Eckhout's paintings of amerindians and slaves, as well as his still lifes are important works of baroque art.

Unlike neighboring Spanish America, Brazil was a slave society from its outset. The African slave trade was inherent to the economic and social structure of the colony. Years before the North American slave trade got underway, more slaves had been brought to Brazil than would ever reach the Thirteen Colonies. It can be estimated that around 35% of all Africans captured in the Atlantic slave trade were sent to Brazil. The slave trade in Brazil would continue for nearly two hundred years and last the longest of any country in the Americas. African slaves had a higher monetary value than indigenous slaves largely because many of them came from agricultural societies and thus were already familiar with the work needed to maintain the profitable sugar plantations of Brazil. Also, African slaves were already immune to several of the Old World diseases that killed many indigenous people and were less likely to flee, as compared to indigenous slaves, since their place of origin was so inaccessible. However, many African slaves did in fact flee and created their own communities of runaway slaves called quilombos, which often became established political and economic entities.