Mexico Before Its Revolution

From The General and the Jaguar: Pershing’s Hunt for Pancho Villa: A True Story of Revolution and Revenge, by Eileen Welsome (Little, Brown, 2009), Kindle pp. 21-23:

By the end of Díaz’s reign, Mexico had a population of fifteen million. The majority were mestizo—individuals of mixed blood—but one-third were of pure Indian stock. Chihuahua and Sonora, two of the northern states that lay along the U.S. border, were home to the Tarahumara and the Yaquis. The Cora, Huichol, and Tarascans lived along the Pacific coast and in the hills and valleys west of Mexico City. The Mazahua, Nahuatl, and Otomí had settled in the central highlands. The Gulf state of Veracruz was home to the Huastec and Totonac. The Zapotecs, Mixes, Zoque, Huave, and Mixtec, Tzeltal, Tojolabal, Chontal, and Tzotzil lived in the southern states of Oaxaca and Chiapas. And in the Yucatán peninsula, remnants of the ancient Maya had survived.

In 1521, Hernán Cortés conquered Tenochtitlán, the great center of the Aztec civilization and the site of what was to become Mexico City. For the next three centuries, Mexico lived under Spain’s rule, which could be harsh, benign, or indifferent, depending upon the financial needs of the mother country and the temperament of the monarch who happened to be in power at the time. When Mexico finally gained its independence, in 1821, political chaos, internal revolts, and repeated clashes with foreign powers ensued. Texas was lost in 1836 to English-speaking colonizers who had been encouraged by Spain to settle the far reaches of its empire. A decade later, following a war with the United States, Mexico lost another huge chunk of territory to its hungry neighbor—millions of acres that one day would become New Mexico, Arizona, California, Nevada, Utah, as well as parts of Colorado and Wyoming.

Exhausted and humiliated, struggling under a huge debt load, Mexico found itself in 1863 once again under the yoke of a European power. This time it was France and Napoleon III, who installed Ferdinand Maximilian von Hapsburg and his wife, Carlota, as emperor and empress of Mexico. The monarchy survived less than five years, defeated by an army led by Benito Juárez, a Zapotec Indian. Afterward, Maximilian was executed, Carlota went insane, the republic was restored, and Juárez was elected president. Juárez died of a heart attack in 1872, after winning a new term in office, and was succeeded by Sebastián Lerdo de Tejada. Four years later, Porfirio Díaz toppled Lerdo from power and began a thirty-year authoritarian regime known as the Porfiriato.

In order to bring Mexico into the twentieth century, Díaz had opened the doors of his country to foreign investors and through them came the Guggenheims, Hearsts, and Rockefellers, Standard Oil and Phelps Dodge, and hundreds of other, smaller land speculators, wildcatters, miners, ranchers, and farmers. The Americans built railroads and sank mine shafts, the Spaniards opened small retail shops, and the French established factories and banks. Vast cattle ranches emerged along the northern tier of states, and huge farms devoted to single crops such as sugar, cacao, coffee, and rubber were carved from the tropical lowlands. For his efforts, Díaz garnered admiration from industrialists, politicians, and even great literary figures, such as Leo Tolstoy.

His popularity was greatest in Mexico City, where wealthy foreigners and daughters and wives of native hacendados lived in walled compounds fragrant with roses, bougainvillea, and hibiscus. The melancholy cries of tamale women and scissors grinders dropped like birdsong into the somnolent quiet of late afternoons, and in the distant recesses of the lovely old homes, legions of cooks and nannies and cleaning girls worked soundlessly, faceless and nameless to the lady of the house. With its colonial languor and lingering Victorian mannerisms, Mexico City seemed like a metropolis enclosed in a shining glass bubble, drifting in its own time. Wearing Paris gowns, London-made tuxedos, or hand-sewn lace, the wealthy shuttled to luncheons and teas and dinner parties in horse-drawn carriages and chauffeur-driven cars. They went horseback riding in Chapultepec Park, organized group outings to the floating gardens of Xochimilco, and in the evenings flocked to the opera.

Pouring through their salon windows was a golden sunlight that made everything seem like a dream. So dreaming, the wealthy foreigners and their Mexican friends failed to see the horrors in their midst: the women crouching behind the waiting carriages picking undigested corn kernels from horse manure; the press gangs who snatched husbands and sons and young girls off the street, the men destined for the army and the women for gunpowder factories; the tubercular Indians who clogged the charity wards and were fodder for medical experiments; the political victims of the firing squads, who spun on their heels in the liquid light, the bullets turning them round and round until they collapsed in front of adobe walls stained dark with old blood.

The modernization and prosperity that Díaz had presided over caused grave dislocation among the country’s peasants, factory workers, and even Mexico’s elite ruling class. By the time the Mexican Revolution erupted, foreigners controlled most of the country’s vast natural resources, its railroads and businesses.

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Echoes of the Russo-Japanese War

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 389-390:

Britain and the United States grew apprehensive as to Japanese aspirations. Their mutual suspicions were confirmed when, in 1915, Japan issued China with her notorious 21 Demands, a plan for the annexation of China. Japan was blocked for the time being, but there was reflection as to how long she could be kept down….

It had been in 1918 that a combined force which had included British, American and Japanese troops had gone to the assistance of the White Russians but, seeing the permanence of the revolution, Britain and America withdrew from the half-hearted intervention. Japan remained in Siberia until 1922 and did not return northern Sakhalin to Russia until 1925. (Russia acquired all of Sakhalin in 1945 as part of the agreement with the allies for her last-minute entry into the war against Japan.)

The interested powers had no intention of giving Japan a free hand in developing her power, and arranged at the Washington Conference in 1921 to impose conditions. Under this treaty the ratio of capital ship tonnages between Britain, the United States and Japan was set at 5:5:3. In 1923 the Anglo-Japanese alliance was abrogated and the London Naval Treaty of 1930 imposed further limitations upon the Imperial Japanese Navy. Anti-British feeling grew in Japan as pro-German sentiments increased. The technical exchange between Britain and Japan had ceased with the abrogation of the alliance. Since there was no prospect of support from the United States, with whom a fatal rivalry was now developing, Japan sought a new partner to supply essential technical expertise.

Britain’s building of the Singapore naval base caused a furore in Japan where it was seen as an Anglo-American provocative measure to attempt to limit Japan’s interests in the Pacific. In 1937, when the Sino-Japanese War began, relationships deteriorated further. Japan took full advantage of her time in China to develop and refine tactics and machinery. While the Stukas were being tested in Spain, a similar experience was being enjoyed by the Zeros in China. After the outbreak of war in Europe in 1939, Japan moved closer to Germany, culminating in September 1940 with the signing of the tripartite pact. Japanese confidence had developed into Japanese over-confidence.

The attack on Pearl Harbor was a repeat performance of the attack on Port Arthur. As if to acknowledge that point, the lead carrier Akagi flew the same battle flag as Admiral Togo had flown on the Mikasa during Japan’s pre-emptive strike on Port Arthur. What was surprising was that on 19 February 1942 a smaller Akagi carrier group would make a similar, successful, surprise attack on the airfield and ships at Darwin in what was to be described in Australia as ‘a day of national shame’.

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Effects of Japan’s Victory on the Yalu, 1904

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 90-91:

The battle of the Yalu was not only the decisive battle of this war, but was also a battle which ranks as one of the most important in the annals of warfare. The threat posed by Korea had been removed. Russia demonstrated her inability to go on the offensive, and her inability to match the fighting qualities of the Japanese at sea, and now on land. Russia had severely underestimated her enemy. The ‘monkeys’ had seen off her troops in a manner so impressive as to open the previously tied purse strings in London and New York to finance Japan’s further progress in the war. The psychological impact on Russia was immense; this disgrace was the beginning of her downfall, it was the beginning of many beginnings. From this point can be traced the inevitability of the end of the old colonialism, an impetus toward the development of world communism and its own attendant form of colonialism, and the euphoria which swept Japan into other wars, and the ultimate thermonuclear response. ‘The echoes of the battle will reverberate afar,’ wrote the military correspondent of The Times, ‘and distant is the day when the story will weary in the telling, among the races of the unforgiving East.’

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Finding a Russian Scapegoat for Tsushima

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 375-376:

Responding to the mood of a restless public, the authorities in St Petersburg sought to identify a scapegoat to account for the national humiliation at Tsushima. [Captain Nikolas L.] Klado [author of The Russian Navy in the Russo-Japanese War, 1905] derided Admiral Rozhdestvenski, accusing him of defeatism and failing to employ properly the reinforcements which Klado had been so instrumental in sending. Appearing in 1906 before the court in civilian clothes, Rozhdestvenski explained to the judges, ‘We were just not strong enough and God gave us no luck.’ The issue before the court was the surrender of the Bedovi. The Commander-in-Chief of the Fleet, who had received a commiserative message from the Tsar, and his staff officer Semenov were exonerated on the grounds that they had not been informed of Commander Baranov’s decision to surrender in order to save the admiral, his officers and the remainder of the crew. Despite Rozhdestvenski’s insistence that the decision had been his, the court did not believe that his wounds would have enabled him to take a rational decision. Baranov, Clapier de Colongue and two other members on the Commander-in-Chief’s staff were sentenced to death. The Tsar intervened and those found guilty were dismissed the service and given varying periods of imprisonment. But these had not been major players in the battle. Someone more senior must be to blame. Rozhdestvenski had been exonerated, his deputy Felkerzam had died two days before the battle, so the next most senior was the commander of the decrepit but hard-hitting battleships, Admiral Nebogatov. Rozhdestvenski should be considered fortunate. His skill in bringing his ragbag fleet to within sight of Tsushima counted for little in relation to the mistakes made on the last leg. Naval strategists will continue to debate the issue as to which course he should have taken for Vladivostok but his significant failure was a failure to communicate. He never explained to his commanders his battle plan; the death of Admiral Felkerzam, the fleet’s second-in-command, was kept a secret, which contributed to the Russian fleet not being under command for three hours at the height of the conflict, and Rozhdestvenski made only two, ill-considered, orders to manoeuvre – both before the conflict.

Nebogatov was tried under Article 354 of the 1899 Russian Military Maritime Law for surrendering his four battleships, now repaired and commissioned into the Japanese fleet. Legally and morally he should have been exonerated but it had become expedient that someone should be identified as having been guilty for the defeat of the Baltic fleet. The quest to find a head was not extended to the corridors of Russia’s Admiralty nor to the Tsar’s noble advisers who had persuaded him to enter into this disastrous war in the first place. The court sentenced Nebogatov and his immediate subordinates to death, a punishment later commuted to ten years’ imprisonment.

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Tsarist Russian Officer Corps

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 383, 392:

The Japanese officer provided the essential link between the men and their Emperor. The majority of junior officers were of peasant origin and had been educated in the tradition of the samurai and the school of Bushido. With very few exceptions, the Russian officer did not enjoy such empathy with his men because the men were of lowly origin. That in itself is no reason why, as Britain’s armed forces proved in the twentieth century, they should not fight as an effective and harmonious whole. One reason why Russia’s officer corps lacked the common standards and professionalism enjoyed by the Japanese officer corps was noted by a military observer: ‘… the remarkable number of Guards officers, who were either promoted to commands, or else were appointed to the staff. A few were good men in the field but family influence was usually the deciding factor, and the officers of the line – and Russia – suffered accordingly.’ Another reason was the advanced years of many commanders, effectively blocking the progress of energetic, younger officers with new ideas.

In 1914, the Russian First and Second Armies were commanded by Rennenkampf and Samsonov, the former sparring partners at Mukden station in 1905. Colonel Max Hoffman had been one of the German observers during the Russo-Japanese War and used the possibility of a breakdown in communication and co-operation between the two Russian generals to offer Ludendorff and Hindenburg a plan to divide the two Russian armies. When German signals intercept units picked up the Russian future intentions being sent in clear and not coded, Hoffman was able to persuade his doubting commanders that this was not a deception plan but rather sheer, unsurprising incompetence.

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Japanese Army Logistics, 1904

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle p. 68:

A rough and rugged country, bad communications, a poor population with a seasonal shortage of supplies, and the limitations imposed by uncompromising weather, only served to exacerbate the problems of waging war. In few wars has the evidence of the relevance of the factors of military administration – simplicity, co-operation, economy of effort, flexibility and foresight – been so appropriately displayed. The Japanese advance northward was spearheaded by the commissary protected by the cavalry and infantry. Pyongyang, 150 miles north of Seoul, was entered first on 21 February by a transport officer who, with a party of twenty men, drove out the Cossacks. Along the route towards that town four further supply posts were established, enabling the cavalry screen of the Twelfth Division to enter Pyongyang on 23 February, followed by the main body arriving between 25 February and the first week of March. The logisticians had made good preparations for the division’s arrival. A palace was requisitioned and became the focal point for the collection of supplies. Blankets and mounds of rice appeared as if by magic. Herds of cattle, observed and noted by the Japanese agents living among the Koreans, were bought, collected and driven towards the depot. Quartermasters beavered away. Outside every village and suburb appeared noticeboards assigning areas and quarters to the still distant advancing troops. Maps, drawings and diagrams showed every local house and road in detail. When the tired troops arrived, their quarters had been prepared for them, fires were lit in the streets, and field kitchens supplied hot food.

While bargaining was going on for the purchase of pigs at a fair rate, coolie convoys would head southward out of the town in the direction of the approaching soldiers. With the exception of gun ammunition, no military package exceeded 75 lbs – the optimum weight for one coolie to carry. Further calculations would extrapolate these loads to so many for a pony, a cart, and so on. Uniformity of size was therefore important, as was the correct labelling of each packet. The coolie army had been instantly recruited and numbered 10,000. They were paid wages well above the market norm and the status of village leaders was recognised by decorating them with stripes of red to show that they held privileged positions in His Imperial Majesty’s Japanese Transport Corps.

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Foreign Observers of Russo-Japanese War

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 70-71:

The intention of foreign nations to learn lessons from the wars of others was demonstrated by the role of the foreign military observer, a role which became institutionalised during the American Civil War 1861–5 and the Franco–Prussian War 1870–71. The alliances which followed-on from these wars and the perceived impact of technological revolution upon modern warfare were responsible for a quantum leap in interest in the monitoring of the events on both sides of the Russo-Japanese War, on land and at sea. There were as many as one hundred foreign military observers from sixteen countries in Manchuria and Korea.

Britain provided the largest proportion of observers for she recognised that, as the ranking power, she had the most to lose in not keeping abreast with the developments and potential of modern warfare. The Royal Navy’s last serious battle had been Trafalgar, 1805, and her army’s last conventional war had been the Crimean War, 1853–6. Colonial conflict, as in the Boer War, 1899–1902, provided Britain with no compelling evidence as to how the next continental war would be fought but what it did do was raise worrying questions concerning the performance of her army. The Imperial Japanese Army had scant regard for the British Army, whereas the Imperial Japanese Navy (and Russia) rated the Royal Navy highly. Even though Captain William Packenham became a personal friend of Admiral Togo, he never felt sufficiently confident to test this friendship by going ashore. Geographical factors provided Britain with further reason to be interested in how the Japanese managed the war. It was the naval strategist Corbett who remarked: ‘What the North Sea and the English Channel are to ourselves, the Sea of Japan and the Straits of Korea are for the island empire of the Far East.’

Russia had good reason to regard as spies the three military observers she accepted from Britain, among whom was Brigadier W. H-H. Waters. Russia was no more relaxed with the Admiralty’s appointee, Captain Eyres, later captured in Manchuria by the Japanese.

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No Submarine Attacks in Russo-Japanese War

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 63-64:

The Japanese believed that the Hatsuse and Yashima had been struck by Russian submarines. The signal was made, ‘Look out for submarines’, at which point the Shikishima began firing into the sea. Submarines were in the process of being acquired and constructed in both countries but were not used. At the time there was little information in the public domain on the use of submarines. They were introduced into a 1900 Greenwich wargame but an air of uncertainty and caution overshadowed their operation. A contemporary British authority described the submarine as an ‘underhand method of attack’ and recognised it as being detrimental to a nation dependent upon sea trade. A Dutch submarine that featured in a film of 18 July 1904 was purchased by the Japanese. They had been less overt in 1902 when an order was placed for five Holland-design submarines on the American Fore River Company. These thirteen-man, petrol-engined submarines were equipped with one 18-inch torpedo. The boats, built in great secrecy, were sent, dismantled, by rail to Seattle and thence by sea to Yokosuka. They arrived on 12 December 1904, but their assembly was delayed until March–May 1905; eventual commissioning of the first boat on 1 August 1905 was too late for it to take part in the Russo-Japanese War.

The Russians were further advanced than the Japanese in the development of submersibles. The Drzewicki class numbered fifty-two miniature boats, of which the more numerous Type-3 had a crew of four. Employed in the 1877–8 Russo-Turkish War, the boats were designed to fix mines against the hulls of enemy ships. At war’s end, as is the wont of governments, further development came to an end. The boats were used in the close defence of defended localities until 1886, when the majority were converted to buoys. An exception was the three-ton submersible Keta, a modified Drzewicki designed for coastal patrol and fitted with a petrol engine. During the Russo-Japanese War it was beached on the Amur estuary during an abortive attempt to sink a Japanese destroyer.

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Reactions to Japan’s Surprise Attack, 1904

From Rising Sun And Tumbling Bear, by R. M. Connaughton (Orion, 2020), Kindle pp. 49, 51:

Ships had barely reached full complement when the Japanese were seen again. At 8 a.m. a reconnaissance party of four light cruisers, the Third Division commanded by Rear Admiral Dewa, steamed some seven miles off the port without coming into range. Dewa saw the Russian fleet gathered under the protection of the forts. They had moved their positions but by only a few miles to the east. Dewa picked out the two battleships and cruiser aground. He sensed the Russians were in a state of shock and from his cruiser the Takasago recommended that the First and Second Divisions be brought up to consolidate the night’s work. Togo was concerned about the firepower of the forts, but hearing that the enemy appeared unprepared and disorganised he decided to take the risk. Just before midday the Russians saw the Japanese fleet. The lookouts in the forts sounded the alarm as they witnessed the Japanese bearing down on their own Boyarin making full speed towards the harbour and firing her stern guns to no effect. Chaos reigned in Port Arthur. Lighters had moved alongside the Retvizan and Tsarevitch to keep them afloat. Warships moved quickly to jettison inflammable material while enterprising coolies in sampans sifted through the jetsam for the more attractive souvenirs. Captains leapt about demanding to know why their ships were not ready, while all the time they could see the dark smudge on the horizon being blown towards them by the southerly wind in the clear blue sky. As the smudge grew larger, so did the frenzy of activity on the Russian warships. At 12.15 the flagship Mikasa, leading the First Division, opened fire with her 12-inch guns. Only the large calibre guns were used as the three divisions steamed in succession from west to east.

The Tsar was stunned by the news of the attack. He could not believe that Japan could initiate a warlike act without a formal declaration of war. Both he and the Emperor of Japan declared war on 10 February 1904. The rest of the world was by no means anti-Japan. The Japanese were masters of the psychological approach and secrecy. The Times summed up Britain’s attitude to her ally by dismissing the pre-emptive attack as being quite normal for wars in modern times. The Americans were not so quick to embrace the Japanese sense of realism, yet they reluctantly fell in line behind a sympathetic President Roosevelt who had become the centre for Japanese fawning and attention. The next few days were set aside for reflection and assessment. Togo was disappointed by the apparent lack of success of his torpedo attack. His real success, however, needs to be viewed in terms wider than that of pure shipping. In this action at Port Arthur, he had settled an old score and laid claim to his fleet’s recognition as being on a par with the best in Europe. He had won command of the sea and at the same time almost completely demoralised his enemy.

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George Simpson’s Legacy at HBC

From The Company: The Rise and Fall of the Hudson’s Bay Empire, by Stephen Bown (Doubleday Canada, 2020), Kindle pp. 335-337:

Suspicious by nature, Simpson nosed his way into every aspect of the business looking for things others might have missed. The overarching theme of his governorship was control, and he believed that improving the Company’s efficiency involved not merely optimizing its operations but cutting expenses. Over the years, Simpson gradually phased out the use of transport canoes—apart from his own enormous and speedy executive canoe—and replaced them with the heavy but large York boats that the Company had been using on certain routes for decades. In keeping with Simpson’s philosophy of economy, it was just a matter of math. The inelegant and tubby boats had a greater manpower-to-cargo ratio. They were also cheap to make and maintain and required less skill to use. The real clincher for Simpson was that he could have the boats made larger while the number of men to crew them was kept the same. One of his devious schemes to cut wages was to pressure labourers and officers to renew their contracts during the winter, when, because of their isolation, they had no idea what the prevailing rates and wages were, and they usually agreed to less in the absence of a competitive market.

Taken as a whole, Simpson’s actions, including his preoccupation with the minutiae of people’s lives, confirm the conclusion that he wielded an unwholesome authority over those who lived in his domain. He enjoyed knowing that he held power over people, that they could be kept in check by having no agency over the bread-and-butter aspects of their lives. Displaying deference and loyalty to him was the surest way of securing a promotion—that and not being Indigenous or of mixed heritage. Simpson rarely promoted the sons of his officers and their Indigenous wives above the position of labourer or interpreter, preferring to bring in Scots from overseas for officer ranks. By the 1830s, many of his officers fumed at this discrimination against their children and sought alternative opportunities for them. “It appears the present concern has stamped the Cain mark upon all born in this country,” wrote trader Charles Mackenzie regarding his mixed-heritage son Hector. “Neither education nor abilities serve them. The Honourable Company are unwilling to take natives, even as apprenticed clerks, and the favoured few they do take can never aspire to a higher status, be their education and capacity what they may.” But native-born people—whether Indigenous or of mixed heritage—were the ones who best understood the Company’s operations and responsibilities, and they chafed at being relegated to positions of subservience beneath imported managers. It was an uphill battle, and by the 1860s the “half breeds” made up only a third of the officer ranks.

Simpson didn’t care if he was liked or hated—he worked for his own benefit and to keep the London Committee satiated with profit. Beneath the surface, his was an information empire as much as a fur empire. The more profitable and secure things seemed, the less anyone was inclined to interfere with his methods or his personal life. Seeing in Simpson an uncommonly astute operative who appeared content to dwell in the hinterland, the Company promoted him to be in charge of both the Northern and Southern Districts in 1824. Simpson became the head of a personality cult that ran a complex commercial, and increasingly political, empire. He was the boss of the only general store for half a continent.

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